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 Willis Investment Counsel

13F Portfolio OverlapQ3 2026Willis Investment Counsel portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Willis Investment Counsel is an institutional investor managing $2.0B across 128 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Willis Investment Counsel are OLD REPUBLIC INTERNATIONAL, ROFFMAN MILLER ASSOCIATES, BONTEMPO OHLY MGMT, with shared positions in $TXN, $PFE, $ETN, $PAYX, $PEP, $AEP. The full ranking of 25 similar funds is below.

#1OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 9 shared positions

$TXN $PFE $ETN $PAYX $PEP $AEP

$2.2B

70 positions

#2ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 8 shared positions

$TXN $CB $AFL $ADP $PEP $GD

$2.0B

91 positions

#3BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Notable overlap · 8 shared positions

$TXN $PAYX $HSY $ADP $ACN $TSCO

$235M

33 positions

#4Welch Group, LLCPassive

Notable overlap · 8 shared positions

$TXN $LMT $PFE $PAYX $PEP $AEP

$2.9B

326 positions

#5LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 9 shared positions

$PAYX $ADP $ACN $PEP $CB $ABT

$273M

104 positions

#6Martin Capital Partners, LLCPassive

Notable overlap · 8 shared positions

$TXN $PAYX $PFE $PEP $MDT $VZ

$279M

73 positions

#7VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 9 shared positions

$CB $AFL $HSY $PEP $MDT $DRI

$203M

58 positions

#8WILKINS INVESTMENT COUNSEL INCActive

Notable overlap · 8 shared positions

$CB $TXN $FTNT $ADP $PEP $MDT

$742M

119 positions

#9BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 9 shared positions

$TXN $CB $ABT $PEP $GD $ADP

$346M

113 positions

#10Miramar Capital, LLCPassive

Notable overlap · 8 shared positions

$LMT $PAYX $HSY $PEP $ABT $VZ

$455M

57 positions

#11Exeter Financial, LLCPassive

Notable overlap · 9 shared positions

$TXN $AFL $PEP $LMT $ADP $VZ

$265M

100 positions

#12Signet Investment Advisory Group, Inc.Passive

Notable overlap · 9 shared positions

$PFE $ACN $PEP $COP $ETN $MDT

$227M

73 positions

#13Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$TXN $CB $LMT $PEP $AXP $MCD

$455M

118 positions

#14Minot DeBlois Advisors LLCPassive

Notable overlap · 9 shared positions

$CB $ADP $PEP $ABT $ACN $BHP

$116M

240 positions

#15Coston, McIsaac & PartnersPassive

Notable overlap · 7 shared positions

$TXN $PAYX $PEP $MDT $HSY $VZ

$497M

948 positions

#16Center for Wealth Management AdvisoryActive

Notable overlap · 8 shared positions

$LMT $ADP $PEP $MDT $ABT $ACN

$161M

62 positions

#17Guinness Asset Management LTDActive

Notable overlap · 6 shared positions

$TXN $PAYX $AFL $ETN $PEP $MDT

$5.9B

141 positions

#18MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 8 shared positions

$TXN $LMT $GNRC $PEP $MDT $AEP

$1.2B

100 positions

#19SMITH CHAS P & ASSOCIATES PA CPASActive

Notable overlap · 7 shared positions

$CB $LMT $ADP $ACN $PEP $GD

$2.0B

194 positions

#20SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$TXN $PFE $HSY $MDT $COP $AEP

$606M

79 positions

#21HAMEL ASSOCIATES, INC.Passive

Notable overlap · 9 shared positions

$CB $LMT $HSY $COP $MCD $ABT

$363M

92 positions

#22Fruth Investment ManagementPassive

Notable overlap · 11 shared positions

$ETN $ADP $GWW $HSY $TSCO $VLO

$409M

224 positions

#23DMKC Advisory Services, LLCActive

Notable overlap · 8 shared positions

$LMT $ETN $PFE $PEP $MDT $ABT

$530M

92 positions

#24Somerset Trust CoPassive

Notable overlap · 9 shared positions

$AFL $CB $ADP $ABT $MDT $GD

$354M

186 positions

#25NovaPoint Capital, LLCPassive

Notable overlap · 7 shared positions

$TXN $CB $AFL $PEP $ABT $GD

$464M

162 positions

Compare Willis Investment Counsel’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Willis Investment Counsel’s holdings

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.