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 Linscomb Wealth,

13F Portfolio OverlapQ1 2026Linscomb Wealth, portfolio →

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Most similar hedge funds by 13F overlap

Linscomb Wealth, Inc. is an institutional investor managing $2.2B across 337 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 Linscomb Wealth, are PRECEDENT WEALTH PARTNERS,, Hobbs Group Advisors,, Powers Advisory Group,, with shared positions in $WT, $LRCX, $WSM, $KKR, $KMI, $LMT. The full ranking of 25 similar funds is below.

#1PRECEDENT WEALTH PARTNERS, LLCPassive

Notable overlap · 10 shared positions

$WT $LRCX $WSM $KKR $KMI $LMT

$500M

166 positions

#2Hobbs Group Advisors, LLCPassive

Notable overlap · 6 shared positions

$WT $CMI $C $KMI $BAC $EPD

$334M

160 positions

#3Powers Advisory Group, LLCActive

Notable overlap · 6 shared positions

$WT $LMT $MCD $DUK $EPD $PM

$284M

125 positions

#4ORBA Wealth Advisors, L.L.C.Passive

Notable overlap · 6 shared positions

$WT $LRCX $KKR $EPD $BAC $NEE

$84M

65 positions

#5Dickmeyer Boyce Financial Management, Inc.Passive

Notable overlap · 5 shared positions

$WT $KKR $LMT $AMGN $DUK

$170M

125 positions

#6Stonebridge Financial Group, LLCPassive

Notable overlap · 5 shared positions

$WT $CMI $AMGN $MCD $NEE

$1.2B

262 positions

#7MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 6 shared positions

$WT $AMGN $NSC $ABT $NEE $LMT

$240M

234 positions

#8Catalyst Investment Management LLCPassive

Notable overlap · 5 shared positions

$WT $KKR $LMT $WSM $BAC

$90M

65 positions

#9Glen Eagle Advisors, LLCPassive

Notable overlap · 5 shared positions

$WT $KKR $LRCX $NEE $LMT

$714M

1,021 positions

#10Grey Ledge Advisors, LLCPassive

Notable overlap · 4 shared positions

$WT $CMI $LMT $AMGN

$443M

239 positions

#11First Financial Group CorpActive

Notable overlap · 5 shared positions

$WT $DUK $NSC $LRCX $NEE

$122M

80 positions

#12Rare Wolf Capital LLCPassive

Notable overlap · 4 shared positions

$WT $LRCX $LMT $DG

$154M

127 positions

#13WIN ADVISORS, INCPassive

Notable overlap · 3 shared positions

$WT $LRCX $LMT

$219M

78 positions

#14Stratos Investment Management, LLCPassive

Notable overlap · 5 shared positions

$WT $C $AMGN $BAC $NSC

$2.5B

371 positions

#15BEACON FINANCIAL GROUPPassive

Notable overlap · 4 shared positions

$WT $KKR $KMI $DUK

$1.0B

348 positions

#16Etesian Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$WT $KKR $BAC $MCD

$313M

138 positions

#17tru Independence LLCPassive

Notable overlap · 4 shared positions

$WT $LMT $BAC $MCD

$202M

102 positions

#18BCM ADVISORS, LLCActive

Notable overlap · 4 shared positions

$WT $KMI $EPD $DUK

$507M

78 positions

#19Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 4 shared positions

$WT $LMT $AMGN $NSC

$153M

344 positions

#20Cassia Capital Partners, LLCActive

Notable overlap · 4 shared positions

$WT $BAC $MCD $DUK

$194M

67 positions

#21Argo Wealth Advisory, LLCActive

Notable overlap · 4 shared positions

$WT $LMT $AMGN $NEE

$170M

48 positions

#22Axis Wealth Partners, LLCPassive

Notable overlap · 4 shared positions

$WT $KKR $MCD $BAC

$188M

174 positions

#23Morton Capital Management LLC/CASmart money

Notable overlap · 5 shared positions

$WT $AMGN $KKR $KMI $EPD

$672M

139 positions

#24McGuire Investment Group, LLCActive

Notable overlap · 5 shared positions

$WT $LRCX $CMI $LMT $AMGN

$885M

121 positions

#25MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 4 shared positions

$WT $LRCX $PM $AMGN

$1.3B

143 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.