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Hedge Funds Similar to LVZ

13F Portfolio OverlapQ3 2026LVZ portfolio →
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Most similar hedge funds by 13F overlap

LVZ, Inc. is an institutional investor managing $975M across 167 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to LVZ are MORGAN DEMPSEY, PINKERTON WEALTH, SHERMAN PORFOLIOS, with shared positions in $SO, $GD, $C, $VZ, $COP, $OMC. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$SO$GD$C$VZ
$233M
122 positions
#2PINKERTON WEALTH, LLCActive
Some overlap · 5 shared positions
$C$SO$VZ$COP$OMC
$1.2B
103 positions
#3SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 5 shared positions
$C$VZ$SO$COP$OMC
$1.3B
97 positions
#4Baugh & Associates, LLCActive
Some overlap · 5 shared positions
$SO$VZ$ANET$COP$PGR
$221M
41 positions
#5Scissortail Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MPC$VZ$COP$HCA$ETN
$520M
106 positions
#6WETZEL INVESTMENT ADVISORS, INC.Active
Some overlap · 6 shared positions
$C$MPC$ETN$JXN$COP$DOV
$290M
133 positions
#7Carson Advisory Inc.Passive
Some overlap · 5 shared positions
$SO$C$JXN$ETN$VZ
$218M
204 positions
#8CAPITAL CITY TRUST CO/FLPassive
Some overlap · 4 shared positions
$ANET$GD$MPC$ETN
$484M
118 positions
#9Griffith & Werner, Inc.Passive
Some overlap · 3 shared positions
$SO$C$VZ
$213M
71 positions
#10Accretive Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$MPC$GD$PGR$SPOT$COP
$412M
181 positions
#11M3 Wealth Management, LLCActive
Some overlap · 3 shared positions
$SO$SYK$ETN
$154M
35 positions
#12Ranch Capital Advisors Inc.Passive
Some overlap · 4 shared positions
$C$VZ$SO$GD
$316M
157 positions
#13EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$SO$GD$COP
$1.3B
58 positions
#14OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 4 shared positions
$SO$COP$VZ$ETN
$329M
323 positions
#15ForthRight Wealth Management, LLCActive
Some overlap · 3 shared positions
$SO$MPC$PGR
$391M
76 positions
#16Gleason Group, Inc.Active
Some overlap · 4 shared positions
$SO$C$URI$ETN
$1.1B
441 positions
#17Bank & Trust CoPassive
Some overlap · 4 shared positions
$C$MPC$VZ$SO
$159M
308 positions
#18Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$C$ANET$SPOT$ETN
$115M
89 positions
#19BROADWATER CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$SO$SYK$GD$VZ$MPC
$138M
208 positions
#20Parkside Investments, LLCActive
Some overlap · 3 shared positions
$SO$C$COP
$879M
95 positions
#21SPRENG CAPITAL MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$SO$MPC$VZ
$275M
77 positions
#22WealthBridge Investment Counsel Inc.Active
Some overlap · 4 shared positions
$C$VZ$COP$ETN
$377M
44 positions
#23DAVIDSON INVESTMENT ADVISORSActive
Some overlap · 4 shared positions
$C$ANET$PGR$ETN
$2.4B
122 positions
#24NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 4 shared positions
$ANET$MPC$URI$DOV
$595M
264 positions
#25Coston, McIsaac & PartnersPassive
Some overlap · 3 shared positions
$SO$VZ$DOV
$497M
948 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.