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Hedge Funds Similar to REIK

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

REIK & CO., LLC is an institutional investor managing $384M across 60 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 REIK are BLACKHILL, FIDUCIARY ADVISORS, Black Cypress, with shared positions in $WSM, $DIS, $ABT, $PFE, $CL, $USB. The full ranking of 25 similar funds is below.

#1BLACKHILL CAPITAL INCSmart money
Notable overlap · 5 shared positions
$WSM$DIS$ABT$PFE$CL
$2.4B
47 positions
#2FIDUCIARY ADVISORS, INC.Active
Notable overlap · 4 shared positions
$USB$PFE$VZ$ABT
$149M
155 positions
#3Black Cypress Capital Management, LLCActive
Notable overlap · 3 shared positions
$USB$DIS$SBUX
$150M
29 positions
#4Aristotle Capital Management, LLCActive
Notable overlap · 3 shared positions
$WSM$USB$VZ
$47.7B
212 positions
#5Keystone Financial Planning, Inc.Smart money
Notable overlap · 4 shared positions
$USB$PFE$CL$VZ
$388M
39 positions
#6THOMAS STORY & SON LLCActive
Some overlap · 4 shared positions
$WSM$FAST$ACN$ABT
$283M
53 positions
#7COERENTE CAPITAL MANAGEMENTActive
Some overlap · 7 shared positions
$USB$SBUX$ADP$PFE$PEP$CL
$543M
43 positions
#8Kentucky Trust CoPassive
Some overlap · 4 shared positions
$USB$GLW$IRM$PFE
$208M
316 positions
#9COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 5 shared positions
$CHD$CTAS$FAST$ADP$ACN
$1.7B
91 positions
#10Coston, McIsaac & PartnersPassive
Some overlap · 4 shared positions
$WSM$SBUX$PEP$VZ
$497M
948 positions
#11Asset Advisors Investment Management, LLCActive
Some overlap · 3 shared positions
$CTAS$CHD$ABT
$1.1B
102 positions
#12BAYBANPassive
Some overlap · 3 shared positions
$USB$ADP$PEP
$130M
595 positions
#13Heritage Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$USB$CTAS$ADI
$401M
272 positions
#14Paradiem, LLCPassive
Some overlap · 6 shared positions
$CHD$FAST$ADI$ADP$CL$ABT
$464M
68 positions
#15AMI ASSET MANAGEMENT CORPActive
Some overlap · 5 shared positions
$CHD$GLW$MKC$CTAS$CL
$1.7B
99 positions
#16DMKC Advisory Services, LLCActive
Some overlap · 7 shared positions
$USB$SHEL$ADP$PFE$FDX$PEP
$530M
92 positions
#17MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 6 shared positions
$USB$SBUX$ADP$PEP$MS$ABT
$1.2B
106 positions
#18BDF-GESTIONActive
Some overlap · 5 shared positions
$CHD$GLW$ADI$MS$ABT
$747M
143 positions
#19Tandem Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$CHD$CTAS$PEP$ABT
$1.5B
68 positions
#20CORDA Investment Management, LLC.Active
Some overlap · 5 shared positions
$USB$GLW$PFE$PEP$VZ
$1.6B
85 positions
#21Flagstone Financial ManagementSmart money
Some overlap · 3 shared positions
$USB$PEP$VZ
$447M
77 positions
#22LOUNTZIS ASSET MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$USB$PEP$ABT
$316M
55 positions
#23Lakeside Advisors, INC.Active
Some overlap · 3 shared positions
$USB$SBUX$FDX
$159M
65 positions
#24EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$USB$SBUX$PFE$FDX$PEP$MS
$1.3B
58 positions
#25HS Management Partners, LLCActive
Some overlap · 3 shared positions
$WSM$SBUX$DIS
$291M
24 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.