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 Richard C. Young & , LTD.

13F Portfolio OverlapQ1 2026Richard C. Young & , LTD. portfolio →

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Most similar hedge funds by 13F overlap

Richard C. Young & CO., LTD. is an institutional investor managing $1.2B across 93 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 Richard C. Young & , LTD. are Cornerstone Select Advisors,, SKBA, IBEX WEALTH ADVISORS, with shared positions in $VRT, $T, $MU, $VLO, $VZ, $LHX. The full ranking of 25 similar funds is below.

#1Cornerstone Select Advisors, LLCPassive

Notable overlap · 7 shared positions

$VRT $T $MU $VLO $VZ $LHX

$160M

124 positions

#2SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$KMI $T $LHX $PSX $IBM $VZ

$728M

79 positions

#3IBEX WEALTH ADVISORSPassive

Notable overlap · 6 shared positions

$VRT $WMB $KMI $MU $T $VZ

$1.1B

203 positions

#4VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 7 shared positions

$KMI $SO $PSX $VZ $EMR $MCD

$187M

55 positions

#5ADVOCATE GROUP LLCPassive

Notable overlap · 7 shared positions

$CMI $KR $IBM $VZ $SO $EMR

$639M

126 positions

#6FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 7 shared positions

$MO $T $SO $IBM $VZ $MCD

$1.5B

235 positions

#7MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$T $SO $CMI $IBM $VZ $MCD

$220M

148 positions

#8RoundAngle Advisors LLCPassive

Notable overlap · 5 shared positions

$SLV $WMB $MO $IBM $VZ

$134M

60 positions

#9Dupree Financial Group, LLCPassive

Notable overlap · 6 shared positions

$KMI $KR $CMI $T $VZ $MU

$248M

71 positions

#10BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 6 shared positions

$DELL $KMI $PNC $EMR $LOW $MCD

$2.3B

264 positions

#11William B. Walkup & Associates, Inc.Active

Notable overlap · 8 shared positions

$KMI $VLO $VZ $LOW $PSX $EMR

$167M

163 positions

#12Argyle Capital Management, LLCPassive

Notable overlap · 7 shared positions

$PNC $IBM $T $EMR $VZ $PSX

$308M

137 positions

#13Game Creek Capital, LPPassive

Notable overlap · 6 shared positions

$VRT $LHX $MU $IBM $KR $VZ

$301M

93 positions

#14Allen Mooney & Barnes Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$LHX $CMI $MO $IBM $LOW $T

$695M

159 positions

#15Catherine Avery Investment Management LLCPassive

Notable overlap · 7 shared positions

$LHX $PSX $IBM $VZ $MCD $VLO

$223M

109 positions

#16Slocum, Gordon & Co LLPPassive

Notable overlap · 6 shared positions

$T $WMB $VZ $IBM $MCD $KMI

$147M

64 positions

#17Royal Palms Capital LLCPassive

Notable overlap · 5 shared positions

$SLV $KMI $VLO $IBM $MO

$101M

50 positions

#18MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive

Notable overlap · 5 shared positions

$WMB $MU $PSX $MO $LHX

$115M

98 positions

#19Adams Asset Advisors, LLCActive

Notable overlap · 6 shared positions

$CMI $VLO $MO $T $VZ $KMI

$891M

88 positions

#20Persium Advisors, LLCActive

Notable overlap · 5 shared positions

$DELL $T $IBM $VZ $MCD

$127M

60 positions

#21BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Notable overlap · 6 shared positions

$KMI $CMI $VZ $MU $LOW $MCD

$380M

98 positions

#22AFFINITY INVESTMENT ADVISORS, LLCPassive

Notable overlap · 6 shared positions

$MU $VLO $VZ $MO $IBM $T

$160M

137 positions

#23O'Domhnaill Enterprises, Inc.Passive

Notable overlap · 5 shared positions

$SLV $WMB $MO $IBM $VZ

$124M

55 positions

#24Windle Wealth, LLCActive

Notable overlap · 5 shared positions

$T $SO $MO $VZ $MCD

$237M

32 positions

#25MFG WEALTH MANAGEMENT, INC.Passive

Notable overlap · 5 shared positions

$T $VLO $DELL $IBM $KMI

$121M

61 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.