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Hedge Funds Similar to PATRON PARTNERS

13F Portfolio OverlapQ2 2026PATRON PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

PATRON PARTNERS, LLC is an institutional investor managing $260M across 193 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 PATRON PARTNERS are Aull & Monroe Investment, UNITED BANK, River Street Advisors, with shared positions in $GLW, $AMGN, $CMI, $ETN, $NEE, $LMT. The full ranking of 25 similar funds is below.

#1Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$GLW$AMGN$CMI$ETN$NEE$LMT
$239M
126 positions
#2UNITED BANKActive
Some overlap · 6 shared positions
$GLW$AMGN$CMI$MCD$TXN$LMT
$853M
130 positions
#3River Street Advisors LLCPassive
Some overlap · 6 shared positions
$GLW$CMI$ETN$NEE$PWR$MCD
$340M
177 positions
#4Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$GLW$AMGN$ETN$MCD$LMT
$214M
33 positions
#5Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$GLW$AMGN$CMI$MCD$NEE
$1.3B
275 positions
#6RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$GLW$MAR$ETN$MCD$NEE
$1.1B
90 positions
#7Integras Partners LLCPassive
Some overlap · 7 shared positions
$AMGN$CMI$MCD$NEE$LMT$SYY
$181M
100 positions
#8BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$GLW$AMGN$MCD$LMT$SYY
$515M
142 positions
#9First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$AMGN$MAR$MCD$NEE$TXN$LMT
$529M
75 positions
#10Kinsale Capital Group, Inc.Active
Some overlap · 5 shared positions
$AMGN$GWW$MAR$MCD$TXN
$754M
41 positions
#11OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 6 shared positions
$GWW$CMI$ETN$MCD$TXN$SYY
$2.7B
54 positions
#12MEYER HANDELMAN COPassive
Some overlap · 5 shared positions
$GLW$AMGN$ETN$TXN$SYY
$3.5B
274 positions
#13CONNING INC.Passive
Some overlap · 5 shared positions
$GLW$AMGN$CMI$MCD$LMT
$3.3B
327 positions
#14OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 6 shared positions
$AMGN$MAR$ETN$NEE$LMT$SYY
$329M
323 positions
#15OMC Financial Services LTDActive
Some overlap · 5 shared positions
$GLW$MAR$MCD$AMGN$LMT
$302M
61 positions
#16St. Johns Investment Management Company, LLCPassive
Some overlap · 5 shared positions
$GLW$AMGN$CMI$MCD$NEE
$264M
201 positions
#17Silver Lake Advisory, LLCPassive
Some overlap · 4 shared positions
$GLW$GWW$ETN$MCD
$280M
109 positions
#18Nicholson Wealth Management Group, LLCPassive
Some overlap · 5 shared positions
$GWW$AMGN$MCD$NEE$TXN
$170M
111 positions
#19Great Diamond Partners, LLCPassive
Some overlap · 4 shared positions
$GLW$AMGN$CMI$NEE
$582M
238 positions
#20ST GERMAIN D J CO INCPassive
Some overlap · 5 shared positions
$AMGN$GLW$CMI$NEE$ETN
$2.8B
914 positions
#21MCDONALD PARTNERS LLCPassive
Some overlap · 5 shared positions
$AMGN$MAR$ETN$CMI$TXN
$412M
621 positions
#22BankPlus Trust DepartmentActive
Some overlap · 5 shared positions
$AMGN$GWW$NEE$TXN$LMT
$428M
470 positions
#23GKV Capital Management Co., Inc.Passive
Some overlap · 4 shared positions
$GLW$AMGN$PWR$MAR
$310M
83 positions
#24Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$AMGN$CMI$ETN$NEE$TXN
$710M
193 positions
#25KWMG, LLCPassive
Some overlap · 3 shared positions
$GLW$AMGN$PB
$1.4B
153 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.