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Hedge Funds Similar to Investment Advisors

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

Capital Investment Advisors, LLC is an institutional investor managing $7.7B across 793 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 Investment Advisors are Stockman Wealth, Baugh & Associates, FARMERS, with shared positions in $ASML, $QCOM, $LMT, $AXP, $VZ, $HON. The full ranking of 25 similar funds is below.

#1Stockman Wealth Management, Inc.Passive
Notable overlap · 6 shared positions
$ASML$QCOM$LMT$AXP$VZ$HON
$968M
178 positions
#2Baugh & Associates, LLCActive
Notable overlap · 5 shared positions
$ASML$QCOM$SO$MO$VZ
$221M
41 positions
#3FARMERS TRUST CO
Notable overlap · 7 shared positions
$STT$SO$NEM$LMT$VZ$C
$637M
203 positions
#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$CMI$SO$LMT$VZ$OKE$C
$233M
122 positions
#5Orion Investment CoActive
Notable overlap · 4 shared positions
$ASML$CMI$QCOM$NEM
$343M
73 positions
#6Tamar Securities, LLCActive
Notable overlap · 4 shared positions
$ASML$QCOM$LMT$NEM
$1.1B
98 positions
#7BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 5 shared positions
$CMI$LMT$AXP$SO$C
$263M
90 positions
#8LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$ASML$SO$AXP$LMT
$213M
124 positions
#9Columbus Macro, LLCPassive
Some overlap · 5 shared positions
$QCOM$CMI$MO$LMT$OKE
$1.0B
208 positions
#10DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$CMI$STT$LMT$C
$530M
92 positions
#11Verity & Verity, LLCActive
Some overlap · 5 shared positions
$STT$CMI$MO$VZ$OKE
$1.5B
139 positions
#12McGuire Investment Group, LLCActive
Some overlap · 5 shared positions
$ASML$QCOM$CMI$LMT$HON
$1.1B
132 positions
#13Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 5 shared positions
$CMI$AXP$MO$C$HON
$673M
158 positions
#14Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$QCOM$LMT$MRSH$OKE
$455M
118 positions
#15Adams Asset Advisors, LLCActive
Some overlap · 5 shared positions
$CMI$MO$NEM$VZ$C
$984M
94 positions
#16Destination Wealth ManagementPassive
Some overlap · 4 shared positions
$ASML$AXP$QCOM$VZ
$4.3B
344 positions
#17SECURITY NATIONAL BANK OF SO DAKPassive
Some overlap · 4 shared positions
$CMI$QCOM$STT$VZ
$217M
287 positions
#18Welch Group, LLCPassive
Some overlap · 4 shared positions
$QCOM$SO$LMT$VZ
$2.9B
326 positions
#19FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 5 shared positions
$QCOM$SO$MO$VZ$C
$1.7B
256 positions
#20SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/Passive
Some overlap · 4 shared positions
$CMI$STT$QCOM$VZ
$244M
321 positions
#21RBA Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ASML$CMI$QCOM
$273M
80 positions
#22Karani Asset Management LLCActive
Some overlap · 3 shared positions
$ASML$CMI$AXP
$139M
57 positions
#23Talon Private Wealth, LLCPassive
Some overlap · 5 shared positions
$STT$LMT$QCOM$OKE$C
$1.7B
462 positions
#24OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 3 shared positions
$CMI$QCOM$SO
$2.2B
70 positions
#25apricus wealth, LLCPassive
Some overlap · 5 shared positions
$STT$SO$NEM$OKE$C
$222M
128 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.