What hedge funds are most similar to Measured Risk Portfolios, Inc.?

The funds with the most similar 13F portfolios to Measured Risk Portfolios, Inc. are MORGAN DEMPSEY, GQG Partners, TrueMark Investments,, based on overlapping conviction holdings in the latest SEC filings.

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 Measured Risk Portfolios,

13F Portfolio OverlapQ1 2026Measured Risk Portfolios, portfolio →

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Most similar hedge funds by 13F overlap

Measured Risk Portfolios, Inc. is an institutional investor managing $91M across 66 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 Measured Risk Portfolios, are MORGAN DEMPSEY, GQG Partners, TrueMark Investments,, with shared positions in $VZ, $CME, $DUK, $KO, $PM, $UPS. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$VZ $CME $DUK $KO $PM $UPS

$220M

148 positions

#2GQG Partners LLCActive

Notable overlap · 7 shared positions

$VZ $AEP $MO $PM $KO $DUK

$63.1B

81 positions

#3TrueMark Investments, LLCPassive

Notable overlap · 7 shared positions

$VZ $UPS $CME $PM $AEP $KMI

$514M

167 positions

#4BCWM, LLCPassive

Notable overlap · 6 shared positions

$DLR $DUK $KMI $VZ $MO $UPS

$353M

57 positions

#5CFC Planning Co LLCPassive

Notable overlap · 6 shared positions

$VZ $MO $PM $KO $TXN $UPS

$140M

72 positions

#6Disciplined Equity Management, Inc.Active

Notable overlap · 6 shared positions

$PFH $VZ $MO $KMI $KHC $TXN

$199M

44 positions

#7FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 7 shared positions

$MO $KO $DUK $AEP $VZ $TXN

$1.5B

235 positions

#8BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 7 shared positions

$MO $PM $CME $VZ $DUK $KO

$480M

133 positions

#9OPAL CAPITAL LLCPassive

Notable overlap · 6 shared positions

$VZ $PM $UPS $CME $AEP $KMI

$565M

141 positions

#10GODSEY & GIBB, INCPassive

Notable overlap · 6 shared positions

$DUK $KO $AEP $CME $UPS $PAYX

$1.1B

389 positions

#11Strategic Planning, Inc.Active

Notable overlap · 6 shared positions

$VZ $KHC $MO $UPS $GIS $AEP

$199M

54 positions

#12O'Domhnaill Enterprises, Inc.Passive

Notable overlap · 7 shared positions

$MO $PM $KMB $KO $CLX $DUK

$124M

55 positions

#13Kinloch Capital, LLCPassive

Notable overlap · 5 shared positions

$MO $PM $KO $O $KMB

$245M

83 positions

#14Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 5 shared positions

$VZ $CME $KMB $AEP $DUK

$199M

40 positions

#15Keystone Financial Planning, Inc.Smart money

Notable overlap · 6 shared positions

$VZ $CME $MO $PM $UPS $KO

$374M

40 positions

#16Windle Wealth, LLCActive

Notable overlap · 4 shared positions

$VZ $O $MO $KO

$237M

32 positions

#17VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 5 shared positions

$DUK $KMI $VZ $O $PSX

$187M

55 positions

#18Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$VZ $DUK $KO $CME $UPS $MO

$139M

62 positions

#19Presima Securities ULCActive

Notable overlap · 5 shared positions

$DLR $CUBE $DOC $O $KMI

$178M

48 positions

#20SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$KMI $CME $AEP $VZ $TXN $PSX

$728M

79 positions

#21Signature Wealth Management GroupPassive

Notable overlap · 6 shared positions

$KMB $O $TXN $UPS $PAYX $GIS

$263M

128 positions

#22Carolina Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$KO $MO $PM $VZ $TXN $APAM

$240M

278 positions

#23BONTEMPO OHLY CAPITAL MGMT LLCActive

Notable overlap · 5 shared positions

$VZ $KO $TXN $GIS $PAYX

$222M

34 positions

#24ARBOR CAPITAL MANAGEMENT INC /ADVPassive

Notable overlap · 6 shared positions

$KO $UPS $PM $KMI $CME $DLR

$123M

101 positions

#25Welch Group, LLCPassive

Notable overlap · 6 shared positions

$VZ $AEP $TXN $PAYX $KMB $KO

$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.