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Hedge Funds Similar to WEIK

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

WEIK CAPITAL MANAGEMENT is an institutional investor managing $260M across 93 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 WEIK are MARSHFIELD ASSOCIATES, MCDONALD INVESTORS, Bretton, with shared positions in $PGR, $TJX, $ORLY, $DIS, $WFC, $MLM. The full ranking of 25 similar funds is below.

#1MARSHFIELD ASSOCIATESActive
Notable overlap · 4 shared positions
$PGR$TJX$ORLY$DIS
$4.3B
17 positions
#2MCDONALD CAPITAL INVESTORS INC/CASmart money
Notable overlap · 4 shared positions
$PGR$WFC$MLM$UNP
$1.4B
20 positions
#3Bretton Capital Management, LLCActive
Notable overlap · 3 shared positions
$PGR$TJX$AXP
$125M
20 positions
#4Wilkinson Global Asset Management LLCActive
Notable overlap · 7 shared positions
$TJX$PGR$DIS$UBER$UNP$WFC
$1.3B
62 positions
#5Van Cleef Asset Management,IncActive
Notable overlap · 3 shared positions
$PGR$AXP$DIS
$981M
119 positions
#6JLB & ASSOCIATES INCPassive
Notable overlap · 4 shared positions
$TJX$PGR$ORLY$AXP
$748M
68 positions
#7LOUNTZIS ASSET MANAGEMENT, LLCSmart money
Notable overlap · 3 shared positions
$PGR$WFC$MLM
$316M
55 positions
#8HARVEY INVESTMENT CO LLCActive
Notable overlap · 3 shared positions
$TJX$ORLY$PNC
$918M
99 positions
#9CENTRAL SECURITIES CORPActive
Notable overlap · 3 shared positions
$PGR$TDY$AXP
$1.3B
29 positions
#10PROVIDENT TRUST COSmart money
Notable overlap · 3 shared positions
$TJX$PNC$AXP
$4.8B
22 positions
#11Shelter Rock Management, LLCActive
Some overlap · 4 shared positions
$TJX$ORLY$MCD$WFC
$103M
37 positions
#12Bull Street Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$AXP$DIS$MDLZ$UNP
$219M
95 positions
#13Junto Capital Management LPPassive
Some overlap · 5 shared positions
$TJX$ORLY$MLM$PNC$AXP
$5.7B
81 positions
#14Focused Investors LLCActive
Some overlap · 5 shared positions
$TJX$LMT$AXP$DIS$MCD
$3.0B
23 positions
#15Bath Savings Trust CoActive
Some overlap · 3 shared positions
$TJX$LMT$MCD
$965M
177 positions
#16Global Frontier Investments LLCActive
Some overlap · 3 shared positions
$PGR$AXP$WFC
$581M
30 positions
#17Raab & Moskowitz Asset Management LLCPassive
Some overlap · 5 shared positions
$TJX$PNC$AXP$MDLZ$MCD
$497M
198 positions
#18Port Capital LLCActive
Some overlap · 5 shared positions
$PGR$ORLY$TDY$WTS$AXP
$2.5B
108 positions
#19TAGStone Capital, Inc.Passive
Some overlap · 5 shared positions
$TJX$PGR$AXP$MDLZ$UNP
$315M
139 positions
#20Baird Financial Group, Inc.Passive
Some overlap · 7 shared positions
$PGR$TJX$ORLY$WFC$DIS$UBER
$72.7B
1,924 positions
#21Aristotle Capital Management, LLCActive
Some overlap · 5 shared positions
$MLM$WFC$TDY$PNC$UBER
$47.7B
212 positions
#22Tufton Capital ManagementPassive
Some overlap · 4 shared positions
$TJX$WFC$LMT$MDLZ
$596M
127 positions
#23Roble, Belko & Company, IncActive
Some overlap · 3 shared positions
$TJX$PNC$AXP
$925M
486 positions
#24DIAMANT ASSET MANAGEMENT, INC.Active
Some overlap · 5 shared positions
$PGR$TJX$LMT$MCD$UNP
$147M
81 positions
#25Delta Accumulation, LLCActive
Some overlap · 4 shared positions
$TJX$LMT$PGR$PNC
$2.5B
156 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.