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Hedge Funds Similar to Van Hulzen Asset

13F Portfolio OverlapQ2 2026Van Hulzen Asset portfolio →
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Most similar hedge funds by 13F overlap

Van Hulzen Asset Management, LLC is an institutional investor managing $1.4B across 387 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 Van Hulzen Asset are Michael Brady, CAMDEN NATIONAL BANK, River Wealth Advisors, with shared positions in $ETN, $DHR, $PEP, $MCD, $TJX, $TT. The full ranking of 25 similar funds is below.

#1Michael Brady & Co., LLCActive
Notable overlap · 7 shared positions
$ETN$DHR$PEP$MCD$TJX$TT
$113M
58 positions
#2CAMDEN NATIONAL BANKPassive
Notable overlap · 6 shared positions
$CB$MCD$PEP$IAU$TJX$KMI
$767M
184 positions
#3River Wealth Advisors LLCPassive
Some overlap · 6 shared positions
$ETN$CB$PEP$TJX$TT$WM
$956M
217 positions
#4ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 5 shared positions
$CB$MCD$PEP$TJX$JCI
$1.9B
88 positions
#5Hamilton Point Investment Advisors, LLCPassive
Some overlap · 7 shared positions
$ETN$IAU$DHR$TJX$WM$ROP
$710M
193 positions
#6Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$CB$MCD$PEP$TJX$TT
$467M
118 positions
#7BRADY FAMILY WEALTH, LLCPassive
Some overlap · 6 shared positions
$CB$PEP$TJX$MCD$ETN$ITW
$346M
113 positions
#8LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$MCD$CB$PEP$TT$ITW$CL
$273M
104 positions
#9InTrack Investment Management IncPassive
Some overlap · 5 shared positions
$CB$ETN$DHR$MCD$WM
$202M
110 positions
#10Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$CB$DHR$PEP$TJX$SLB
$116M
240 positions
#11CONNORS INVESTOR SERVICES INCPassive
Some overlap · 5 shared positions
$CB$ETN$PEP$TJX$WM
$1.2B
153 positions
#12CrossGen Wealth, LLCPassive
Some overlap · 5 shared positions
$CB$ETN$TJX$JCI$TT
$129M
214 positions
#13apricus wealth, LLCPassive
Some overlap · 5 shared positions
$ADM$CB$SHEL$KMI$SLB
$210M
129 positions
#14PIONEER TRUST BANK N A/ORPassive
Some overlap · 6 shared positions
$PEP$DHR$ETN$MCD$TJX$ITW
$441M
87 positions
#15Boit C F DavidPassive
Some overlap · 5 shared positions
$CB$MCD$PEP$DHR$CL
$238M
85 positions
#16DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$CB$DHR$ETN$WM
$124M
100 positions
#17DLK Investment Management, LLCPassive
Some overlap · 5 shared positions
$DHR$MCD$PEP$ITW$WM
$235M
96 positions
#18BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$ETN$CB$PEP$TJX$ITW$WM
$8.0B
1,334 positions
#19Perkins Coie Trust CoPassive
Some overlap · 4 shared positions
$CB$ETN$PEP$DHR
$603M
260 positions
#20Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$MCD$PEP$ETN$IAU$WM
$227M
73 positions
#21SMITH CHAS P & ASSOCIATES PA CPAS
Some overlap · 4 shared positions
$CB$MCD$PEP$ITW
$1.8B
176 positions
#22HEADINVEST, LLCPassive
Some overlap · 5 shared positions
$DHR$PEP$ETN$TJX$KMI
$536M
217 positions
#23WealthShield Partners, LLCPassive
Some overlap · 6 shared positions
$ETN$MCD$TJX$CB$JCI$TT
$654M
379 positions
#24VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$CB$MCD$PEP$KMI
$201M
57 positions
#25Phoenix Wealth AdvisorsActive
Some overlap · 5 shared positions
$CB$ETN$JCI$PEP$IAU
$297M
129 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.