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 Verity & Verity,

13F Portfolio OverlapQ1 2026Verity & Verity, portfolio →

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Most similar hedge funds by 13F overlap

Verity & Verity, LLC is an institutional investor managing $1.3B across 138 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 Verity & Verity, are Weaver C. Barksdale & Associates,, Catherine Avery Investment, Wolfstich ,, with shared positions in $GILD, $NEE, $AMGN, $ENB, $ACN, $LMT. The full ranking of 25 similar funds is below.

#1Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 10 shared positions

$GILD $NEE $AMGN $ENB $ACN $LMT

$105M

62 positions

#2Catherine Avery Investment Management LLCPassive

Notable overlap · 9 shared positions

$PFE $AMGN $OKE $VZ $NEE $TGT

$223M

109 positions

#3Wolfstich Capital, LLCActive

Notable overlap · 8 shared positions

$ACN $OKE $VZ $CNQ $TGT $AUB

$114M

45 positions

#4TORRAY LLCPassive

Notable overlap · 7 shared positions

$PFE $AMGN $OKE $NEE $TXN $PLD

$682M

88 positions

#5EDGAR LOMAX CO/VAActive

Notable overlap · 9 shared positions

$PFE $NEE $TGT $GILD $LMT $TXN

$1.4B

56 positions

#6Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 7 shared positions

$AMGN $PFE $VZ $NEE $TXN $PLD

$477M

70 positions

#7Kerusso Capital Management LLCPassive

Notable overlap · 7 shared positions

$GILD $AMGN $VZ $PFE $PFH $LMT

$200M

53 positions

#8ADVOCATE GROUP LLCPassive

Notable overlap · 8 shared positions

$ENB $VZ $PFE $TGT $MDT $CMI

$639M

126 positions

#9MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$OKE $VZ $PFH $LMT $MDT $CMI

$220M

148 positions

#10DIVIDEND ASSETS CAPITAL, LLCPassive

Notable overlap · 6 shared positions

$AMGN $ENB $OKE $NEE $CNQ $TXN

$501M

138 positions

#11MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive

Notable overlap · 6 shared positions

$GILD $PFE $ENB $MO $PSX $MDT

$115M

98 positions

#12Palouse Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$DELL $PFE $VZ $OKE $TXN $MDT

$151M

135 positions

#13RNC CAPITAL MANAGEMENT LLC

Notable overlap · 7 shared positions

$GILD $ENB $MO $LMT $PSX $MDT

$2.2B

173 positions

#14Carolina Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$GILD $AMGN $VZ $MO $MDT $LMT

$240M

278 positions

#15VANTAGE WEALTH

Notable overlap · 6 shared positions

$AMGN $ENB $NEE $TXN $MDT $CNI

$463M

30 positions

#16Integras Partners LLCPassive

Notable overlap · 6 shared positions

$GILD $AMGN $ACN $LMT $CMI $NEE

$152M

69 positions

#17FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 7 shared positions

$NEE $GILD $MO $PFE $VZ $MET

$1.5B

235 positions

#18MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$AMGN $NEE $TXN $TGT $LMT $MDT

$1.1B

105 positions

#19Willis Investment CounselActive

Notable overlap · 6 shared positions

$PFE $ACN $TXN $LMT $VZ $MDT

$1.8B

123 positions

#20Welch Group, LLCPassive

Notable overlap · 6 shared positions

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

$2.7B

310 positions

#21Disciplined Equity Management, Inc.Active

Notable overlap · 6 shared positions

$PFE $OKE $VZ $MO $PFH $TXN

$199M

44 positions

#22OLD POINT TRUST & FINANCIAL SERVICES N APassive

Notable overlap · 6 shared positions

$AMGN $NEE $ENB $ACN $LMT $VZ

$311M

318 positions

#23Socorro Asset Management LPPassive

Notable overlap · 5 shared positions

$PFE $OKE $NEE $TXN $PLD

$221M

32 positions

#24Granite Group Advisors, LLCActive

Notable overlap · 7 shared positions

$NEE $TXN $AMGN $LMT $MDT $TGT

$165M

86 positions

#25BCWM, LLCPassive

Notable overlap · 6 shared positions

$VZ $PFE $TGT $MO $LMT $UPS

$353M

57 positions

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View Verity & Verity,’s holdings

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.