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Hedge Funds Similar to Goelzer Investment ,

13F Portfolio OverlapQ1 2026Goelzer Investment , portfolio →
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Most similar hedge funds by 13F overlap

Goelzer Investment Management, Inc. is an institutional investor managing $2.3B across 314 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 Goelzer Investment , are Atlantic Edge Private Wealth ,, DMKC Advisory Services,, Eliot Finkel Investment Counsel,, with shared positions in $JHG, $ETN, $BAC, $TRV, $AEP, $VZ. The full ranking of 25 similar funds is below.

#1Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 7 shared positions
$JHG$ETN$BAC$TRV$AEP$VZ
$407M
601 positions
#2DMKC Advisory Services, LLCPassive
Some overlap · 6 shared positions
$ETN$LMT$BAC$USB$PFG$WFC
$240M
84 positions
#3Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$ETN$LMT$ADI$USB$AEP
$184M
32 positions
#4FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 5 shared positions
$ETN$LMT$BAC$NI$AEP
$5.0B
201 positions
#5MORTON COMMUNITY BANKPassive
Some overlap · 5 shared positions
$ETN$LMT$NI$AEP$VZ
$460M
115 positions
#6Hilton Capital Management, LLCActive
Some overlap · 5 shared positions
$JHG$ADI$BAC$USB$WFC
$1.3B
129 positions
#7CONNING INC.Passive
Some overlap · 6 shared positions
$ADI$TRV$USB$PFG$VZ$BMY
$3.0B
311 positions
#8KENNEDY INVESTMENT GROUPPassive
Some overlap · 5 shared positions
$JHG$ETN$BAC$VZ$WFC
$255M
135 positions
#9JEPPSON WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$LMT$OHI$BAC$AEP$VZ
$319M
235 positions
#10Brucke Financial, Inc.Passive
Some overlap · 5 shared positions
$JHG$BAC$USB$LMT$WFC
$197M
166 positions
#11Clear Trail Advisors, LLCPassive
Some overlap · 4 shared positions
$JHG$ETN$ADI$VZ
$601M
149 positions
#12Gibbs Wealth ManagementPassive
Some overlap · 5 shared positions
$JHG$ADI$USB$VZ$WFC
$762M
433 positions
#13Pathway Financial Advisers, LLCPassive
Some overlap · 5 shared positions
$LMT$OHI$AEP$VZ$ENB
$354M
164 positions
#14First City Capital Management, Inc.Passive
Some overlap · 5 shared positions
$LMT$ETN$BAC$VZ$BMY
$189M
160 positions
#15Ipsen Advisor Group LLCPassive
Some overlap · 4 shared positions
$JHG$LMT$ADI$BMY
$143M
104 positions
#16Donoghue Forlines LLCPassive
Some overlap · 5 shared positions
$LMT$ADI$PFG$VZ$BMY
$361M
118 positions
#17Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$LMT$BAC$TRV$USB$VZ
$245M
98 positions
#18Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 5 shared positions
$ETN$BAC$USB$VZ$BMY
$2.8B
87 positions
#19MCDONALD PARTNERS LLCPassive
Slight overlap · 4 shared positions
$JHG$ETN$BAC$BMY
$424M
208 positions
#20Argyle Capital Management, LLCPassive
Slight overlap · 6 shared positions
$BAC$VZ$BMY$ENB$MCK$WFC
$308M
137 positions
#21OmniStar Financial Group, Inc.Passive
Slight overlap · 5 shared positions
$LMT$BAC$AEP$VZ$BMY
$193M
108 positions
#22Wealth Intelligence, LLCActive
Slight overlap · 4 shared positions
$ETN$LMT$ADI$VZ
$208M
58 positions
#23NEW ENGLAND ASSET MANAGEMENT INCActive
Slight overlap · 5 shared positions
$LMT$BAC$USB$VZ$WFC
$786M
99 positions
#24EDGAR LOMAX CO/VAActive
Slight overlap · 5 shared positions
$LMT$BAC$USB$BMY$WFC
$1.4B
56 positions
#25CHEMUNG CANAL TRUST COPassive
Slight overlap · 5 shared positions
$ADI$BAC$TRV$USB$BMY
$494M
112 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.