What hedge funds are most similar to Weaver C. Barksdale & Associates, Inc.?

The funds with the most similar 13F portfolios to Weaver C. Barksdale & Associates, Inc. are Verity & Verity,, Somerset, GREATMARK INVESTMENT PARTNERS,, 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 Weaver C. Barksdale & Associates,

13F Portfolio OverlapQ1 2026Weaver C. Barksdale & Associates, portfolio →

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Most similar hedge funds by 13F overlap

Weaver C. Barksdale & Associates, Inc. is an institutional investor managing $105M across 62 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Weaver C. Barksdale & Associates, are Verity & Verity,, Somerset, GREATMARK INVESTMENT PARTNERS,, with shared positions in $GILD, $NEE, $AMGN, $ENB, $ACN, $LMT. The full ranking of 25 similar funds is below.

#1Verity & Verity, LLCActive

Notable overlap · 10 shared positions

$GILD $NEE $AMGN $ENB $ACN $LMT

$1.3B

138 positions

#2Somerset Trust CoPassive

Notable overlap · 8 shared positions

$NEE $AMGN $AFL $LOW $ITW $GD

$326M

174 positions

#3GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 8 shared positions

$AFL $AMGN $SCHW $MPC $LOW $AMP

$854M

145 positions

#4EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$NEE $GD $CCZ $LMT $GILD $SCHW

$1.4B

56 positions

#5UNITED BANKActive

Notable overlap · 10 shared positions

$AMGN $CMI $EOG $GD $GILD $HSY

$781M

121 positions

#6Integras Partners LLCPassive

Notable overlap · 7 shared positions

$CMI $GILD $AMGN $LMT $ACN $ITW

$152M

69 positions

#7Kerusso Capital Management LLCPassive

Notable overlap · 7 shared positions

$GILD $AMGN $LMT $PFG $LOW $AMP

$200M

53 positions

#8Loudon Investment Management, LLCPassive

Notable overlap · 9 shared positions

$NEE $CMI $LOW $ITW $AMP $ADP

$186M

95 positions

#9Argo Wealth Advisory, LLCActive

Notable overlap · 7 shared positions

$NEE $AMGN $LMT $LOW $ITW $ADP

$170M

48 positions

#10BONTEMPO OHLY CAPITAL MGMT LLCActive

Notable overlap · 7 shared positions

$GD $ADP $LOW $ITW $HSY $ACN

$222M

34 positions

#11SMITH CHAS P & ASSOCIATES PA CPASActive

Notable overlap · 7 shared positions

$GD $AMGN $LMT $ACN $ITW $ADP

$1.8B

176 positions

#12Dupree Financial Group, LLCPassive

Notable overlap · 6 shared positions

$CMI $ORI $KR $ENB $EOG $CINF

$248M

71 positions

#13BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Notable overlap · 7 shared positions

$NEE $LMT $AMGN $CMI $EOG $HSY

$380M

98 positions

#14Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$LMT $CI $EOG $GD $ADP $ACN

$139M

62 positions

#15Sierra Legacy GroupPassive

Notable overlap · 7 shared positions

$CMI $LMT $ACN $HSY $ADP $AOS

$131M

77 positions

#16Kesler, Norman & Wride, LLCPassive

Notable overlap · 7 shared positions

$KR $GD $LOW $AMGN $PSX $LMT

$581M

245 positions

#17BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 7 shared positions

$PSX $AMGN $LOW $GD $ITW $ACN

$321M

110 positions

#18Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$GD $AMGN $LMT $ITW $EOG $HSY

$184M

32 positions

#19Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$GD $AFL $AMGN $LMT $PSX $ADP

$245M

98 positions

#20MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$PSX $NEE $LOW $AFL $GD $ADP

$835M

170 positions

#21MONARCH CAPITAL MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$KR $ADP $AFL $GILD $NEE $CINF

$409M

127 positions

#22Willis Investment CounselActive

Notable overlap · 6 shared positions

$LMT $ACN $AFL $ADP $HSY $GD

$1.8B

123 positions

#23S.E.E.D. Planning Group LLCPassive

Notable overlap · 6 shared positions

$NEE $LMT $ENB $ADP $LOW $ACN

$344M

89 positions

#24HFR Wealth Management, LLCActive

Notable overlap · 5 shared positions

$NEE $AMGN $SCHW $PKG $ADP

$407M

49 positions

#25Ironwood Investment Counsel, LLCPassive

Notable overlap · 7 shared positions

$SCHW $LMT $ACN $CMI $AMGN $LOW

$694M

263 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.