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 U S WEALTH GROUP,

13F Portfolio OverlapQ4 2025U S WEALTH GROUP, portfolio →

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Most similar hedge funds by 13F overlap

U S WEALTH GROUP, LLC. is an institutional investor managing $152M across 43 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to U S WEALTH GROUP, are Signet Investment Advisory Group,, Greystone Financial Group,, Persium Advisors,, with shared positions in $HON, $PFE, $MCD, $ADBE, $UNH, $LMT. The full ranking of 25 similar funds is below.

#1Signet Investment Advisory Group, Inc.Passive

Notable overlap · 8 shared positions

$HON $PFE $MCD $ADBE $UNH $LMT

$218M

69 positions

#2Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$LMT $SPG $AMGN $HON $DUK $MCD

$353M

78 positions

#3Persium Advisors, LLCActive

Notable overlap · 7 shared positions

$HON $UNH $PFE $DUK $VZ $MCD

$127M

60 positions

#4HAMEL ASSOCIATES, INC.Passive

Notable overlap · 6 shared positions

$HON $AMGN $LMT $MCD $DUK $VZ

$351M

81 positions

#5Vertrix Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$LMT $AMGN $DUK $SPG $MCD $HON

$272M

95 positions

#6Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 6 shared positions

$LMT $PFE $MCD $VZ $DUK $APD

$199M

40 positions

#7Argo Wealth Advisory, LLCActive

Notable overlap · 5 shared positions

$LMT $HON $AMGN $PFE $UNH

$170M

48 positions

#8Biondo Investment Advisors, LLCActive

Notable overlap · 6 shared positions

$LMT $MCD $SPG $AMGN $DUK $ADBE

$780M

82 positions

#9SMITH CHAS P & ASSOCIATES PA CPASActive

Notable overlap · 5 shared positions

$LMT $AMGN $UNH $MCD $APD

$1.8B

176 positions

#10Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$LMT $AMGN $DUK $MCD $APD

$184M

32 positions

#11BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 6 shared positions

$AMGN $VZ $LMT $MCD $DUK $HON

$480M

133 positions

#12Center for Wealth Management AdvisoryActive

Notable overlap · 5 shared positions

$LMT $DUK $UNH $PFE $VZ

$139M

62 positions

#13CORDA Investment Management, LLC.Active

Notable overlap · 5 shared positions

$SPG $PFE $MCD $VZ $HON

$1.4B

80 positions

#14Crescent Sterling, Ltd.Passive

Notable overlap · 6 shared positions

$AMGN $HON $VZ $APD $LMT $DUK

$103M

80 positions

#15Kerusso Capital Management LLCPassive

Notable overlap · 5 shared positions

$AMGN $PFE $LMT $VZ $URI

$200M

53 positions

#16Slocum, Gordon & Co LLPPassive

Notable overlap · 5 shared positions

$DUK $PFE $MCD $VZ $LMT

$147M

64 positions

#17Griffith & Werner, Inc.Active

Notable overlap · 5 shared positions

$UNH $PFE $DUK $VZ $LMT

$202M

72 positions

#18EDGAR LOMAX CO/VAActive

Notable overlap · 5 shared positions

$UNH $PFE $DUK $LMT $AMGN

$1.4B

56 positions

#19Willis Investment CounselActive

Notable overlap · 5 shared positions

$LMT $PFE $VZ $MCD $DUK

$1.8B

123 positions

#20Flavin Financial Services, Inc.Passive

Notable overlap · 5 shared positions

$LMT $UNH $MCD $AMGN $VZ

$149M

72 positions

#21Buck Wealth Strategies, LLCActive

Notable overlap · 5 shared positions

$LMT $AMGN $UNH $VZ $DELL

$810M

166 positions

#22Yoffe Investment Management, LLCPassive

Some overlap · 6 shared positions

$HON $MCD $VZ $SPG $UNH $AMGN

$78M

111 positions

#23Exeter Financial, LLCPassive

Some overlap · 5 shared positions

$AMGN $MCD $VZ $LMT $APD

$245M

98 positions

#24BCWM, LLCPassive

Some overlap · 4 shared positions

$LMT $PFE $DUK $VZ

$353M

57 positions

#25Welch Group, LLCPassive

Some overlap · 4 shared positions

$LMT $PFE $MCD $VZ

$2.7B

310 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.