What hedge funds are most similar to CAPITAL FINANCIAL GROUP INC\CO\ /ADV?

The funds with the most similar 13F portfolios to CAPITAL FINANCIAL GROUP INC\CO\ /ADV are MORGAN DEMPSEY, Cullen, KEATING INVESTMENT COUNSELORS, based on overlapping conviction holdings in the latest SEC filings.

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 FINANCIAL GROUP \\

13F Portfolio OverlapQ2 2026FINANCIAL GROUP \\ portfolio →

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Most similar hedge funds by 13F overlap

CAPITAL FINANCIAL GROUP INC\CO\ /ADV is an institutional investor managing $191M across 102 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 FINANCIAL GROUP \\ are MORGAN DEMPSEY, Cullen, KEATING INVESTMENT COUNSELORS, with shared positions in $LMT, $UPS, $VZ, $PM, $UNP, $GD. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$LMT $UPS $VZ $PM $UNP $GD

$233M

122 positions

#2Cullen Capital Management, LLCActive

Notable overlap · 7 shared positions

$NVS $UPS $UL $MO $PM $GD

$10.2B

208 positions

#3KEATING INVESTMENT COUNSELORS INCSmart money

Notable overlap · 7 shared positions

$LMT $UL $UPS $VZ $TTE $NEM

$382M

60 positions

#4TriCert Investment Counsel Inc.Passive

Notable overlap · 6 shared positions

$NVS $UL $RSG $VZ $UNP $GD

$1.1B

88 positions

#5Martin Capital Partners, LLCPassive

Notable overlap · 7 shared positions

$UL $BKH $VZ $UNP $GD $TTE

$279M

73 positions

#6Keystone Financial Planning, Inc.Active

Notable overlap · 7 shared positions

$UL $UPS $MO $VZ $PM $T

$404M

39 positions

#7BCWM, LLCPassive

Notable overlap · 6 shared positions

$LMT $UPS $MO $VZ $UNP $T

$342M

57 positions

#8Altrius Capital Management IncPassive

Notable overlap · 6 shared positions

$NVS $MO $UPS $LMT $PM $TTE

$526M

89 positions

#9EQUITY INVESTMENT CORPActive

Notable overlap · 7 shared positions

$UL $UPS $VZ $TTE $NKE $T

$5.2B

76 positions

#10Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$LMT $UPS $VZ $GD $MO $NKE

$161M

62 positions

#11Carolina Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$MO $VZ $UL $LMT $PM $UNP

$263M

373 positions

#12HOURGLASS CAPITAL, LLCPassive

Notable overlap · 6 shared positions

$IRM $UPS $VZ $PM $UNP $NEM

$488M

125 positions

#13Optimist Retirement Group LLCActive

Notable overlap · 6 shared positions

$NVS $MO $VZ $LMT $PM $UL

$259M

118 positions

#14Rayburn West Financial Services LLCPassive

Notable overlap · 6 shared positions

$LMT $UPS $MO $GD $WFC $VZ

$181M

81 positions

#15TrueMark Investments, LLCPassive

Notable overlap · 6 shared positions

$UPS $VZ $MO $PM $UNP $TTE

$798M

187 positions

#16OPAL CAPITAL LLCPassive

Some overlap · 6 shared positions

$UPS $VZ $PM $UNP $MO $TTE

$560M

136 positions

#17Hayek Kallen Investment ManagementActive

Some overlap · 6 shared positions

$NVS $VZ $PM $UNP $MO $T

$330M

97 positions

#18O'Domhnaill Enterprises, Inc.Passive

Some overlap · 5 shared positions

$LMT $MO $PM $GD $NEM

$125M

61 positions

#19Accretive Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$RSG $GLDM $PM $GD $UNP $WFC

$412M

181 positions

#20Coston, McIsaac & PartnersPassive

Some overlap · 5 shared positions

$UL $MO $VZ $PM $NKE

$497M

948 positions

#21VILLERE ST DENIS J & CO LLCPassive

Some overlap · 4 shared positions

$LMT $RSG $UPS $VZ

$838M

85 positions

#22WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$LMT $NVS $MO $PSA $WFC

$396M

142 positions

#23Flavin Financial Services, Inc.Passive

Some overlap · 5 shared positions

$LMT $UPS $RSG $VZ $PSA

$185M

77 positions

#24Werlinich Asset Management, LLCActive

Some overlap · 5 shared positions

$LMT $IRM $UNP $PSA $GD

$258M

57 positions

#25Measured Risk Portfolios, Inc.Active

Some overlap · 5 shared positions

$UPS $MO $VZ $PM $CUBE

$94M

64 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.