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Hedge Funds Similar to Regal Investment Advisors

13F Portfolio OverlapQ2 2026Regal Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Regal Investment Advisors LLC is an institutional investor managing $1.9B across 647 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Regal Investment Advisors are ADVOCATE GROUP, VIRGINIA WEALTH GROUP, Verity & Verity, with shared positions in $EMR, $VZ, $PFE, $MDT, $DUK, $MCD. The full ranking of 25 similar funds is below.

#1ADVOCATE GROUP LLCPassive
Some overlap · 7 shared positions
$EMR$VZ$PFE$MDT$DUK$MCD
$665M
122 positions
#2VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 7 shared positions
$EMR$VZ$MDT$AFL$DUK$MCD
$201M
57 positions
#3Verity & Verity, LLCActive
Some overlap · 6 shared positions
$MO$VZ$PFE$MDT$CINF$TGT
$1.5B
138 positions
#4Keystone Financial Planning, Inc.Active
Some overlap · 6 shared positions
$MO$VZ$PFE$MDT$T$MCD
$388M
39 positions
#5Lloyd Advisory Services, LLC.Passive
Some overlap · 6 shared positions
$MO$VZ$PFE$T$MDT$DUK
$258M
628 positions
#6FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 6 shared positions
$MO$VZ$PFE$T$DUK$MCD
$1.7B
256 positions
#7BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 6 shared positions
$MO$VZ$EMR$MDT$DUK$MCD
$515M
142 positions
#8Argyle Capital Management, LLCPassive
Some overlap · 6 shared positions
$EMR$PFE$VZ$T$MDT$DUK
$347M
138 positions
#9Widmann Financial Services, Inc.Passive
Some overlap · 6 shared positions
$VZ$PFE$MO$T$DUK$MCD
$186M
123 positions
#10Paradigm Capital Management, LLC/NVActive
Some overlap · 6 shared positions
$MO$VZ$T$PFE$DUK$MCD
$116M
65 positions
#11Persium Advisors, LLCSmart money
Some overlap · 6 shared positions
$VZ$PFE$MDT$T$DUK$MCD
$153M
69 positions
#12BCWM, LLCPassive
Some overlap · 5 shared positions
$MO$VZ$PFE$T$DUK
$342M
57 positions
#13Plan Group Financial, LLCPassive
Some overlap · 5 shared positions
$MO$VZ$PFE$T$DUK
$486M
249 positions
#14TECTONIC ADVISORS LLCActive
Some overlap · 5 shared positions
$MO$VZ$PFE$T$DUK
$2.1B
289 positions
#151834 INVESTMENT ADVISORS COPassive
Some overlap · 5 shared positions
$MO$VZ$PFE$T$TGT
$883M
211 positions
#16Dominguez Wealth Management Solutions, Inc.Active
Some overlap · 7 shared positions
$EMR$T$AFL$MCD$TGT$VZ
$181M
75 positions
#17Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$PFE$VZ$MDT$AFL$DUK$T
$739M
344 positions
#18Ranch Capital Advisors Inc.Passive
Some overlap · 6 shared positions
$VZ$PFE$T$AFL$DUK$TGT
$316M
157 positions
#19John Boyer, Inc.Smart money
Some overlap · 5 shared positions
$MO$VZ$PFE$T$DUK
$115M
39 positions
#20Blake Schutter Theil Wealth Advisors, LLCActive
Some overlap · 6 shared positions
$MO$MDT$T$CINF$DUK$TGT
$148M
110 positions
#21Welch Group, LLCPassive
Some overlap · 5 shared positions
$EMR$VZ$PFE$CINF$MCD
$2.9B
326 positions
#22Wolff Financial Management LLCActive
Some overlap · 5 shared positions
$MO$VZ$PFE$DUK$MCD
$501M
106 positions
#23AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 5 shared positions
$VZ$MO$PFE$T$TGT
$197M
140 positions
#24Raleigh Capital Management Inc.Passive
Some overlap · 5 shared positions
$VZ$PFE$MDT$MO$DUK
$313M
610 positions
#25Kinloch Capital, LLCPassive
Some overlap · 5 shared positions
$MO$EMR$CINF$AFL$TGT
$274M
79 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.