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Hedge Funds Similar to McGinn Penninger Investment

13F Portfolio OverlapQ2 2026McGinn Penninger Investment portfolio →
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Most similar hedge funds by 13F overlap

McGinn Penninger Investment Management, Inc. is an institutional investor managing $164M across 38 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to McGinn Penninger Investment are F&V, Hillman, WealthBridge Investment Counsel, with shared positions in $FDX, $BA, $CRM, $FDXF, $DOV, $NKE. The full ranking of 25 similar funds is below.

#1F&V Capital Management, LLCPassive
Notable overlap · 5 shared positions
$FDX$BA$CRM$FDXF$DOV
$542M
63 positions
#2Hillman Capital Management, Inc.Passive
Notable overlap · 5 shared positions
$BA$NKE$DIS$DEO$CRM
$138M
54 positions
#3WealthBridge Investment Counsel Inc.Active
Notable overlap · 5 shared positions
$FDX$BA$SBUX$DIS$FDXF
$375M
44 positions
#4Lombard Odier Asset Management (USA) CorpActive
Notable overlap · 5 shared positions
$SPG$TGT$FDX$DIS$SLB
$727M
142 positions
#5STALEY CAPITAL ADVISERS INCActive
Notable overlap · 4 shared positions
$BA$FDX$DIS$SPG
$2.6B
193 positions
#6General Pension Society PZU Joint Stock CoSmart money
Notable overlap · 4 shared positions
$BA$FDX$FDXF$NKE
$668M
16 positions
#7EDGAR LOMAX CO/VAActive
Notable overlap · 4 shared positions
$FDX$TGT$SBUX$FDXF
$1.3B
58 positions
#8DKRT Investments Corp.Active
Notable overlap · 6 shared positions
$FDX$BA$FDXF$TGT$NKE$DIS
$409M
50 positions
#9Cambridge Financial Group, Inc.Active
Notable overlap · 4 shared positions
$FDX$BA$TGT$FDXF
$287M
33 positions
#10J. Stern & Co. LLPActive
Notable overlap · 4 shared positions
$DIS$CRM$NKE$SLB
$1.1B
51 positions
#11Collar Capital Management, LLCPassive
Notable overlap · 5 shared positions
$TGT$CRM$BA$FDX$SBUX
$170M
73 positions
#12Niles Investment Management, LLCActive
Notable overlap · 3 shared positions
$BA$CRM$SLB
$123M
19 positions
#13LOOMIS SAYLES & CO L PActive
Notable overlap · 5 shared positions
$BA$DIS$CRM$SBUX$NKE
$79.8B
707 positions
#14Allied Investment Advisors, LLCPassive
Notable overlap · 4 shared positions
$FDX$TGT$BA$DEO
$797M
110 positions
#15Saratoga Research & Investment ManagementActive
Notable overlap · 3 shared positions
$SBUX$DIS$DEO
$1.8B
46 positions
#16Horrell Capital Management, Inc.Active
Notable overlap · 5 shared positions
$FDX$TGT$DLTR$SBUX$FDXF
$219M
196 positions
#17Arlington Financial Advisors, LLCActive
Some overlap · 4 shared positions
$SBUX$DIS$CRM$NKE
$787M
107 positions
#18Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$BA$FDX$DIS$SBUX
$330M
73 positions
#19CLIFFORD CAPITAL PARTNERS LLCActive
Some overlap · 3 shared positions
$DIS$CRM$NKE
$727M
43 positions
#20DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$BA$SBUX$CRM$DOV
$124M
100 positions
#21INKWELL CAPITAL LLCActive
Some overlap · 3 shared positions
$DIS$SBUX$NKE
$96M
31 positions
#22Leith Wheeler Investment Counsel Ltd.Active
Some overlap · 3 shared positions
$DIS$CRM$NKE
$1.3B
85 positions
#23DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$TGT$BA$FDX$DEO
$530M
92 positions
#24SEMPER AUGUSTUS INVESTMENTS GROUP LLCActive
Some overlap · 3 shared positions
$DLTR$DIS$SBUX
$885M
50 positions
#25Live Oak Private Wealth LLCPassive
Some overlap · 5 shared positions
$DLTR$SLB$DIS$BA$DEO
$800M
211 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.