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Hedge Funds Similar to Opus Group

13F Portfolio OverlapQ2 2026Opus Group portfolio →
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Most similar hedge funds by 13F overlap

Opus Capital Group, LLC is an institutional investor managing $1.0B across 150 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 Opus Group are DAGCO, Avion Wealth, BAHL & GAYNOR, with shared positions in $SLS, $TRV, $NEE, $SCI, $ISRG, $ET. The full ranking of 25 similar funds is below.

#1DAGCO, INC.Active
Notable overlap · 3 shared positions
$SLS$TRV$NEE
$541M
117 positions
#2Avion WealthActive
Some overlap · 3 shared positions
$SCI$ISRG$ET
$537M
1,750 positions
#3BAHL & GAYNOR INCActive
Some overlap · 8 shared positions
$CINF$PNC$WMB$TRV$APO$HUBB
$21.7B
341 positions
#4PUREfi Wealth, LLCPassive
Some overlap · 6 shared positions
$PNC$WMB$APO$TRV$NEE$GD
$182M
208 positions
#5Blake Schutter Theil Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$CINF$DUK$TRV$NEE$GD
$148M
110 positions
#6Aureus Asset Management, LLCPassive
Slight overlap · 5 shared positions
$WMB$APO$SCI$SCHW$NEE
$1.6B
239 positions
#7Bank & Trust CoPassive
Slight overlap · 4 shared positions
$WMB$DUK$OTTR$TRV
$158M
303 positions
#8WEST PACES ADVISORS INC.Active
Slight overlap · 4 shared positions
$PNC$WMB$TRV$NEE
$596M
765 positions
#9CHESAPEAKE ASSET MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$PNC$WMB$APO$NEE
$131M
375 positions
#10Weaver C. Barksdale & Associates, Inc.Passive
Slight overlap · 4 shared positions
$CINF$SCHW$NEE$GD
$111M
62 positions
#11Wagner Wealth Management, CorpPassive
Slight overlap · 4 shared positions
$CINF$PNC$NEE$GD
$124M
101 positions
#12Jackson Hole Capital Partners, LLC
Slight overlap · 4 shared positions
$WMB$DUK$APO$ET
$605M
313 positions
#13VAUGHAN DAVID INVESTMENTS LLC/ILActive
Slight overlap · 4 shared positions
$WMB$DUK$APO$NEE
$5.0B
245 positions
#14MORTON COMMUNITY BANKPassive
Slight overlap · 4 shared positions
$WMB$DUK$APO$NEE
$491M
120 positions
#15Icon Wealth Advisors, LLCPassive
Slight overlap · 4 shared positions
$WMB$PNC$ET$APO
$1.7B
420 positions
#16EAGLE GLOBAL ADVISORS LLCActive
Slight overlap · 4 shared positions
$WMB$PNC$ET$NEE
$3.0B
277 positions
#17Energy Income Partners, LLCActive
Slight overlap · 4 shared positions
$WMB$DUK$ET$NEE
$6.4B
88 positions
#18Platform Technology PartnersPassive
Slight overlap · 4 shared positions
$WMB$APO$DUK$NEE
$611M
394 positions
#19Interval Partners, LPPassive
Slight overlap · 4 shared positions
$PNC$TRV$SCHW$HUBB
$3.9B
298 positions
#20Dougherty Wealth Advisers LLCSmart money
Slight overlap · 4 shared positions
$PNC$TRV$NEE$GD
$183M
109 positions
#21Mitsubishi UFJ Asset Management (UK) Ltd.Passive
Slight overlap · 3 shared positions
$ISRG$SCI$SCHW
$215M
95 positions
#22SCHULHOFF & CO INCPassive
Slight overlap · 3 shared positions
$CINF$PNC$GD
$249M
134 positions
#23Wilson & Boucher Capital Management, LLCPassive
Slight overlap · 4 shared positions
$DUK$TRV$SCHW$NEE
$170M
121 positions
#24JOHNSON INVESTMENT COUNSEL INCActive
Slight overlap · 3 shared positions
$CINF$WMB$HUBB
$13.7B
840 positions
#25Belleair Asset Management, LLCActive
Slight overlap · 4 shared positions
$DUK$TRV$NEE$GD
$119M
84 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.