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Hedge Funds Similar to SWEENEY & MICHEL

13F Portfolio OverlapQ2 2026SWEENEY & MICHEL portfolio →
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Most similar hedge funds by 13F overlap

SWEENEY & MICHEL, LLC is an institutional investor managing $381M across 164 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 SWEENEY & MICHEL are ST GERMAIN D J, Wynn, PRING TURNER GROUP, with shared positions in $AMGN, $WFC, $VZ, $ASML, $BX, $CMI. The full ranking of 25 similar funds is below.

#1ST GERMAIN D J CO INCPassive
Some overlap · 7 shared positions
$AMGN$WFC$VZ$ASML$BX$CMI
$2.8B
914 positions
#2Wynn Capital, LLCPassive
Some overlap · 7 shared positions
$AMGN$WFC$FDX$SCHW$MCK$CMI
$224M
116 positions
#3PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 6 shared positions
$PLD$WFC$SCHW$UNP$MCK$CMI
$175M
73 positions
#4Wilson & Boucher Capital Management, LLCPassive
Some overlap · 7 shared positions
$AMGN$WFC$SCHW$UNP$MCK$CMI
$170M
121 positions
#5NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$AMGN$WFC$VZ$SHEL$QCOM
$863M
131 positions
#6Sage Capital Advisors,llcPassive
Some overlap · 6 shared positions
$AMGN$VZ$FDX$UNP$PLTR$QCOM
$482M
140 positions
#7ARWA LLCPassive
Some overlap · 4 shared positions
$PLD$AMGN$FDX$MCK
$241M
139 positions
#8Verity & Verity, LLCActive
Some overlap · 4 shared positions
$PLD$AMGN$VZ$CMI
$1.5B
138 positions
#9MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$PLD$WFC$VZ$UNP$CMI
$233M
122 positions
#10Alley Investment Management Company, LLCActive
Some overlap · 4 shared positions
$PLD$AMGN$ASML$UNP
$856M
89 positions
#11MFA Wealth ServicesPassive
Some overlap · 5 shared positions
$AMGN$WFC$ASML$UNP$BX
$167M
134 positions
#12Mondrian Investment Partners LTDActive
Some overlap · 4 shared positions
$PLD$WFC$SHEL$SCHW
$6.5B
111 positions
#13Ranch Capital Advisors Inc.Passive
Some overlap · 5 shared positions
$AMGN$VZ$PLD$BX$CMI
$316M
157 positions
#14EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$AMGN$WFC$FDX$SCHW$UNP
$1.3B
58 positions
#15Harrington Investments, INCPassive
Some overlap · 5 shared positions
$AMGN$PLD$ASML$SCHW$QCOM
$206M
82 positions
#16Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$PLD$AMGN$VZ
$513M
70 positions
#17Mendel Capital Management LLCActive
Some overlap · 5 shared positions
$AMGN$VZ$FDX$UNP$QCOM
$222M
99 positions
#18Cetera Trust Company, N.APassive
Some overlap · 5 shared positions
$AMGN$FDX$WFC$SCHW$MCK
$199M
345 positions
#19Crescent Sterling, Ltd.Passive
Some overlap · 5 shared positions
$AMGN$VZ$SHEL$CMI$QCOM
$112M
85 positions
#20JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 5 shared positions
$PLD$FDX$ASML$SCHW$BX
$612M
81 positions
#21Crestmont Private Wealth LLCSmart money
Some overlap · 4 shared positions
$PLD$AMGN$FDX$QCOM
$356M
105 positions
#22ELLERSON GROUP INC /ADVPassive
Some overlap · 5 shared positions
$AMGN$FDX$ASML$BX$PLTR
$169M
64 positions
#23SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$AMGN$WFC$VZ$UNP
$606M
79 positions
#24Cohen Investment Advisors LLCPassive
Some overlap · 4 shared positions
$AMGN$WFC$VZ$BX
$223M
81 positions
#25Adams Asset Advisors, LLCActive
Some overlap · 4 shared positions
$AMGN$WFC$VZ$CMI
$882M
88 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.