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 William Allan

13F Portfolio OverlapQ2 2026William Allan portfolio →

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Most similar hedge funds by 13F overlap

William Allan Corp is an institutional investor managing $204M across 62 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 William Allan are INKWELL, BERKSHIRE ASSET, Willis Investment Counsel, with shared positions in $SCHW, $SBUX, $HSY, $NKE, $DPZ, $DIS. The full ranking of 25 similar funds is below.

#1INKWELL CAPITAL LLCActive

Notable overlap · 8 shared positions

$SCHW $SBUX $HSY $NKE $DPZ $DIS

$96M

31 positions

#2BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 6 shared positions

$DELL $SCHW $HSY $PEP $MCD $LOW

$2.5B

270 positions

#3Willis Investment CounselActive

Notable overlap · 8 shared positions

$PAYX $HSY $ADP $PEP $GD $MCD

$2.1B

125 positions

#4BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Notable overlap · 6 shared positions

$ADP $PAYX $HSY $GD $NKE $LOW

$235M

33 positions

#5Hendershot Investments Inc.Active

Notable overlap · 7 shared positions

$ADP $PEP $GD $PAYX $CPAY $SYK

$766M

134 positions

#6Lincoln Capital LLCActive

Notable overlap · 9 shared positions

$SBUX $DIS $UPS $SCHW $MCD $OTIS

$562M

137 positions

#7COERENTE CAPITAL MANAGEMENTActive

Notable overlap · 4 shared positions

$SBUX $ADP $OTIS $PEP

$543M

43 positions

#8LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 8 shared positions

$ADP $PEP $PAYX $MCD $SYK $AXP

$273M

104 positions

#9Unify Financial AdvisorsPassive

Notable overlap · 3 shared positions

$DELL $SBUX $SCHW

$108M

90 positions

#10DCM Advisors, LLCActive

Notable overlap · 6 shared positions

$DELL $NKE $DIS $MCD $AXP $PEP

$253M

38 positions

#11ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 7 shared positions

$ADP $PEP $GD $DIS $MCD $SYK

$1.9B

88 positions

#12Long Road Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$ADP $SBUX $PEP $SYK $CTAS $MCO

$271M

80 positions

#13Hillman Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$WST $UPS $VEEV $HSY $NKE $DIS

$138M

54 positions

#14InvesTrustPassive

Notable overlap · 7 shared positions

$ADP $PEP $SBUX $DIS $MCD $AXP

$260M

95 positions

#15Pine Haven Investment Counsel, IncPassive

Notable overlap · 6 shared positions

$SBUX $SCHW $PEP $SYK $NKE $MNST

$149M

116 positions

#16Slagle Financial, LLCPassive

Notable overlap · 6 shared positions

$DELL $PEP $SBUX $BBY $MCD $LOW

$334M

127 positions

#17Clark & Stuart, IncPassive

Notable overlap · 7 shared positions

$ADP $PEP $UPS $SYK $HSY $MMM

$159M

57 positions

#18Hixon Zuercher, LLCPassive

Notable overlap · 7 shared positions

$DELL $PEP $SCHW $SBUX $SYK $DIS

$341M

88 positions

#19Verity & Verity, LLCActive

Notable overlap · 3 shared positions

$DELL $PEP $UPS

$1.5B

138 positions

#20Persium Advisors, LLCSmart money

Notable overlap · 4 shared positions

$DELL $GD $MCD $LOW

$153M

69 positions

#21Center for Wealth Management AdvisoryActive

Notable overlap · 5 shared positions

$ADP $PEP $GD $UPS $NKE

$159M

62 positions

#22Van Cleef Asset Management,IncActive

Notable overlap · 8 shared positions

$PAYX $SCHW $PEP $DIS $SYK $AXP

$981M

119 positions

#23Coston, McIsaac & PartnersPassive

Notable overlap · 6 shared positions

$PAYX $PEP $SBUX $HSY $NKE $MCD

$497M

948 positions

#24BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$SCHW $PEP $VEEV $NKE $MNST $INTU

$499M

73 positions

#25Titan Investment Management LLCActive

Notable overlap · 3 shared positions

$DELL $PEP $HSY

$135M

38 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.