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 Welch Group,

13F Portfolio OverlapQ1 2026Welch Group, portfolio →

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Most similar hedge funds by 13F overlap

Welch Group, LLC is an institutional investor managing $2.7B across 310 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 Welch Group, are Catherine Avery Investment, FUKOKU MUTUAL LIFE INSURANCE, Kinloch ,, with shared positions in $NEE, $IBM, $MCD, $TFC, $VZ, $PFE. The full ranking of 25 similar funds is below.

#1Catherine Avery Investment Management LLCPassive

Notable overlap · 8 shared positions

$NEE $IBM $MCD $TFC $VZ $PFE

$223M

109 positions

#2FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 9 shared positions

$NEE $MCD $IBM $AEP $SO $PFE

$1.5B

235 positions

#3Kinloch Capital, LLCPassive

Notable overlap · 8 shared positions

$NEE $ED $CINF $MCD $IBM $EMR

$245M

83 positions

#4Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 8 shared positions

$LMT $MCD $VZ $PFE $AEP $KMB

$199M

40 positions

#5Slocum, Gordon & Co LLPPassive

Notable overlap · 7 shared positions

$NEE $MCD $VZ $AEP $PFE $LMT

$147M

64 positions

#6MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$LMT $IBM $VZ $SO $MCD $TXN

$220M

148 positions

#7Signature Wealth Management GroupPassive

Notable overlap · 8 shared positions

$SO $PFE $TFC $TXN $KMB $PAYX

$263M

128 positions

#8Willis Investment CounselActive

Notable overlap · 7 shared positions

$LMT $PFE $TXN $PAYX $VZ $AEP

$1.8B

123 positions

#9Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$MCD $IBM $NEE $LMT $TXN $CL

$446M

104 positions

#10Baugh & Associates, LLCActive

Notable overlap · 7 shared positions

$NEE $SO $TFC $VZ $PFE $IBM

$232M

44 positions

#11Griffith & Werner, Inc.Active

Notable overlap · 7 shared positions

$SO $TFC $VZ $PFE $LMT $KO

$202M

72 positions

#12EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$NEE $SO $PFE $LMT $TXN $KO

$1.4B

56 positions

#13Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$MCD $EMR $VZ $TXN $IBM $LMT

$245M

98 positions

#14ADVOCATE GROUP LLCPassive

Notable overlap · 7 shared positions

$VZ $EMR $PFE $IBM $MCD $SO

$639M

126 positions

#15Walsky Investment Management, Inc.Passive

Notable overlap · 6 shared positions

$SO $MCD $CL $TXN $EMR $NEE

$98M

50 positions

#16LYNCH & ASSOCIATES/INPassive

Notable overlap · 7 shared positions

$IBM $MCD $EMR $LMT $NEE $TXN

$533M

126 positions

#17LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Notable overlap · 5 shared positions

$SO $IBM $ED $AEP $LMT

$192M

113 positions

#18Verity & Verity, LLCActive

Notable overlap · 6 shared positions

$PFE $VZ $NEE $TXN $LMT $CINF

$1.3B

138 positions

#19Windle Wealth, LLCActive

Notable overlap · 5 shared positions

$SO $MCD $VZ $ED $KO

$237M

32 positions

#20Wills Financial Group LLCPassive

Notable overlap · 6 shared positions

$LMT $SO $KMB $PFE $NEE $VZ

$265M

75 positions

#21Socorro Asset Management LPPassive

Notable overlap · 5 shared positions

$NEE $PFE $TFC $TXN $KO

$221M

32 positions

#22SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$PFE $IBM $TFC $AEP $VZ $TXN

$728M

79 positions

#23Measured Risk Portfolios, Inc.Passive

Notable overlap · 6 shared positions

$VZ $AEP $TXN $PAYX $KMB $KO

$91M

66 positions

#24SCHULHOFF & CO INCPassive

Notable overlap · 7 shared positions

$LMT $CINF $EMR $IBM $VZ $KO

$243M

133 positions

#25SPRING CAPITAL MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$NEE $MCD $VZ $KMB $DE

$198M

49 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.