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 OverlapQ2 2026Linscomb Wealth portfolio →

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Most similar hedge funds by 13F overlap

Linscomb Wealth, Inc. is an institutional investor managing $2.3B across 311 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 Linscomb Wealth are PRECEDENT WEALTH PARTNERS, First Long Island Investors, Harvest Investment Advisors, with shared positions in $WSM, $QCOM, $KMI, $LMT, $BLK, $DG. The full ranking of 25 similar funds is below.

#1PRECEDENT WEALTH PARTNERS, LLCPassive

Notable overlap · 10 shared positions

$WSM $QCOM $KMI $LMT $BLK $DG

$651M

207 positions

#2First Long Island Investors, LLCActive

Some overlap · 8 shared positions

$WSM $QCOM $PM $AMGN $LMT $BLK

$1.4B

73 positions

#3Harvest Investment Advisors, LLCActive

Some overlap · 8 shared positions

$QCOM $AMGN $WMB $KMI $LMT $BLK

$202M

58 positions

#4CINCINNATI INSURANCE COActive

Some overlap · 7 shared positions

$CMI $QCOM $NSC $BLK $DUK $MCD

$6.9B

64 positions

#5Bell & Brown Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$WSM $C $QCOM $AMGN $WMB $MCD

$320M

72 positions

#6Columbus Macro, LLCPassive

Some overlap · 6 shared positions

$CMI $QCOM $AMGN $WMB $KMI $LMT

$1.0B

208 positions

#7Pathway Financial Advisers, LLCPassive

Some overlap · 7 shared positions

$CMI $PM $AMGN $EPD $DUK $MCD

$397M

167 positions

#8BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 7 shared positions

$QCOM $PM $AMGN $KMI $LMT $DUK

$504M

136 positions

#9Cornerstone Wealth Group, LLCPassive

Some overlap · 7 shared positions

$CMI $AMGN $WMB $BLK $DG $MCD

$1.7B

504 positions

#10PINKERTON WEALTH, LLCActive

Some overlap · 7 shared positions

$C $QCOM $AMGN $DUK $MCD $MET

$1.2B

103 positions

#11SHERMAN PORFOLIOS, LLCSmart money

Some overlap · 7 shared positions

$C $QCOM $AMGN $DUK $MCD $MET

$1.3B

97 positions

#12MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$CMI $C $PM $LMT $DUK $MCD

$233M

122 positions

#13Gleason Group, Inc.Active

Some overlap · 6 shared positions

$WSM $C $QCOM $BLK $MCD $DUK

$1.1B

441 positions

#14Stablepoint Partners, LLCPassive

Some overlap · 7 shared positions

$QCOM $AMGN $KMI $LMT $DUK $MCD

$723M

260 positions

#15BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive

Some overlap · 7 shared positions

$CMI $LMT $DUK $MCD $ABT $C

$263M

90 positions

#16MARINO, STRAM & ASSOCIATES LLCActive

Some overlap · 7 shared positions

$PM $AMGN $WMB $LMT $BLK $DUK

$644M

205 positions

#17Crescent Sterling, Ltd.Passive

Some overlap · 6 shared positions

$CMI $QCOM $AMGN $LMT $DUK $ABT

$122M

92 positions

#18Pinnacle West Asset Management, Inc.Passive

Some overlap · 7 shared positions

$AMGN $WMB $KMI $NSC $BLK $EPD

$145M

104 positions

#19BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Some overlap · 6 shared positions

$CMI $QCOM $AMGN $LMT $MCD $MET

$405M

98 positions

#20VISION FINANCIAL MARKETS LLCPassive

Some overlap · 7 shared positions

$WSM $BLK $LMT $MCD $MET $PM

$131M

387 positions

#21Wealth Group, Ltd.Passive

Some overlap · 6 shared positions

$CMI $AMGN $LMT $QCOM $DUK $MCD

$401M

106 positions

#22PHYSICIANS FINANCIAL SERVICES, INC.Active

Some overlap · 6 shared positions

$CMI $AMGN $LMT $QCOM $DUK $MCD

$401M

106 positions

#23R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive

Some overlap · 6 shared positions

$C $QCOM $PM $WMB $KMI $ABT

$188M

39 positions

#24JMAC ENTERPRISES LLCActive

Some overlap · 7 shared positions

$AMGN $QCOM $C $BLK $LMT $MCD

$593M

122 positions

#25VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 7 shared positions

$QCOM $AMGN $KMI $BLK $DUK $MCD

$203M

58 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.