How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Wallington Asset

13F Portfolio OverlapQ2 2026Wallington Asset portfolio →

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Most similar hedge funds by 13F overlap

Wallington Asset Management, LLC is an institutional investor managing $814M across 61 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 Wallington Asset are Wilkinson Global Asset, Hamilton Point Investment Advisors, Shelter Mutual Insurance, with shared positions in $TJX, $UNP, $LIN, $DE, $AMGN, $DIS. The full ranking of 25 similar funds is below.

#1Wilkinson Global Asset Management LLCActive

Notable overlap · 7 shared positions

$TJX $UNP $LIN $DE $AMGN $DIS

$1.3B

62 positions

#2Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 6 shared positions

$TJX $IAU $DE $CMI $AMGN $CL

$710M

193 positions

#3Shelter Mutual Insurance CoActive

Notable overlap · 5 shared positions

$LIN $UNP $DE $LOW $PEP

$473M

58 positions

#4Bull Street Advisors, LLCPassive

Notable overlap · 8 shared positions

$TJX $AMGN $UNP $HON $HONA $DIS

$221M

92 positions

#5WEYBOSSET RESEARCH & MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$TJX $CMI $DE

$347M

32 positions

#6First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 7 shared positions

$UNP $PSX $AMGN $LOW $HON $HONA

$529M

75 positions

#7WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 8 shared positions

$LIN $CMI $TJX $DIS $PEP $DE

$1.3B

73 positions

#8CAMDEN NATIONAL BANKPassive

Notable overlap · 6 shared positions

$LIN $TJX $DE $IAU $MDT $PEP

$767M

184 positions

#9Eldred Rock Partners, LLCActive

Notable overlap · 4 shared positions

$CMI $PSX $DE $PEP

$451M

29 positions

#10Kimelman & Baird, LLCActive

Notable overlap · 7 shared positions

$TJX $UNP $LIN $HON $HONA $MDT

$1.3B

261 positions

#11BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$TJX $DE $LIN $AMGN $LOW $PEP

$8.0B

1,334 positions

#12HFR Wealth Management, LLCActive

Notable overlap · 3 shared positions

$TJX $UNP $AMGN

$410M

53 positions

#13HENDLEY & CO INCActive

Notable overlap · 6 shared positions

$UNP $LIN $TJX $HON $HONA $PEP

$283M

47 positions

#14Vertrix Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$LIN $AMGN $TJX $LOW $HON $HONA

$292M

99 positions

#15Walsky Investment Management, Inc.Passive

Notable overlap · 7 shared positions

$UNP $AMGN $LOW $HON $HONA $CL

$108M

52 positions

#16Allen Mooney & Barnes Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$CMI $MDT $LOW $HON $HONA $AFL

$673M

158 positions

#17Haverford Financial Services, Inc.Active

Notable overlap · 7 shared positions

$TJX $LOW $HON $HONA $MDT $PEP

$339M

49 positions

#18Ridge Creek Global, IncPassive

Notable overlap · 6 shared positions

$IAU $CMI $LIN $HON $HONA $DIS

$129M

94 positions

#19Deane Retirement Strategies, Inc.Passive

Notable overlap · 4 shared positions

$LIN $IAU $UNP $TJX

$244M

53 positions

#20Brentview Investment Management LLCActive

Notable overlap · 5 shared positions

$LIN $UNP $TJX $LOW $PEP

$253M

63 positions

#21Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$LIN $TJX $AMGN $HON $HONA

$360M

73 positions

#22Advisory Resource GroupPassive

Notable overlap · 5 shared positions

$PSX $CMI $HON $HONA $AFL

$695M

184 positions

#23AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 7 shared positions

$UNP $TJX $LOW $CL $DIS $PEP

$471M

78 positions

#24Martin Capital Partners, LLCPassive

Notable overlap · 5 shared positions

$UNP $AMGN $MDT $PSX $PEP

$279M

73 positions

#25VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$PSX $AMGN $MDT $AFL $PEP $LOW

$203M

58 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.