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Hedge Funds Similar to Rench Wealth

13F Portfolio OverlapQ2 2026Rench Wealth portfolio →
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Most similar hedge funds by 13F overlap

Rench Wealth Management, Inc. is an institutional investor managing $372M across 67 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 Rench Wealth are M. Kraus, BOSTON RESEARCH, GODSEY & GIBB, with shared positions in $MCHP, $LHX, $NEE, $ABT, $RSG, $VZ. The full ranking of 25 similar funds is below.

#1M. Kraus & CoPassive
Notable overlap · 6 shared positions
$MCHP$LHX$NEE$ABT$RSG$VZ
$373M
83 positions
#2BOSTON RESEARCH & MANAGEMENT INCPassive
Notable overlap · 7 shared positions
$FAST$NEE$ABT$LOW$DHI$UPS
$453M
121 positions
#3GODSEY & GIBB, INCPassive
Notable overlap · 5 shared positions
$MCHP$FAST$ETR$PAYX$UPS
$1.2B
611 positions
#4FENIMORE ASSET MANAGEMENT INCActive
Notable overlap · 4 shared positions
$AJG$MCHP$FAST$RSG
$4.6B
93 positions
#5Greenfield Seitz Capital Management, LLCPassive
Some overlap · 5 shared positions
$MCHP$FAST$ISRG$PAYX$ASML
$336M
107 positions
#6OPUS INVESTMENT MANAGEMENT INCSmart money
Some overlap · 5 shared positions
$MCHP$NEE$PAYX$PEG$UPS
$183M
31 positions
#7Brookmont Capital ManagementActive
Some overlap · 4 shared positions
$LHX$AJG$MCHP$ABT
$176M
64 positions
#8Welch Group, LLCPassive
Some overlap · 5 shared positions
$AJG$NEE$PAYX$SO$VZ
$2.9B
326 positions
#9Baugh & Associates, LLCActive
Some overlap · 6 shared positions
$NEE$ABT$LOW$SO$VZ$ASML
$221M
41 positions
#10Loudon Investment Management, LLCPassive
Some overlap · 5 shared positions
$FAST$NEE$LOW$ABT$PAYX
$204M
95 positions
#11Somerset Trust CoPassive
Some overlap · 5 shared positions
$LHX$NEE$ABT$LOW$PAYX
$354M
186 positions
#12VILLERE ST DENIS J & CO LLCPassive
Some overlap · 5 shared positions
$MCHP$ABT$RSG$UPS$VZ
$838M
85 positions
#13Tandem Investment Advisors, Inc.Passive
Some overlap · 6 shared positions
$NEE$ABT$RSG$INTU$WCN$ISRG
$1.5B
68 positions
#14CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$FAST$ETR$PAYX$SO
$6.0B
294 positions
#15TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 5 shared positions
$NEE$AJG$LOW$INTU$BAH
$217M
114 positions
#16JGP Wealth Management, LLCActive
Some overlap · 5 shared positions
$LHX$NEE$LOW$PAYX$ABT
$1.1B
242 positions
#17BONTEMPO OHLY CAPITAL MGMT LLCSmart money
Some overlap · 5 shared positions
$FAST$PAYX$LOW$ELV$VZ
$235M
33 positions
#18Rithm Capital Corp.Active
Some overlap · 5 shared positions
$NEE$ETR$RSG$SO$WCN
$81M
38 positions
#19MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$NEE$LHX$PAYX$ABT$LOW
$857M
166 positions
#20Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 5 shared positions
$MCHP$AJG$ABT$NEE$VZ
$449M
45 positions
#21ADVENT CAPITAL MANAGEMENT /DE/Passive
Some overlap · 4 shared positions
$MCHP$NEE$BA$SO
$4.5B
236 positions
#22FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 5 shared positions
$NEE$RSG$PAYX$LOW$PEG
$377M
75 positions
#23DEARBORN PARTNERS LLCPassive
Some overlap · 5 shared positions
$RSG$AJG$ABT$NEE$VZ
$1.8B
269 positions
#24Horrell Capital Management, Inc.Active
Some overlap · 4 shared positions
$ETR$LHX$LOW$UPS
$189M
197 positions
#25Good Harbor Advisors, Inc.Passive
Some overlap · 5 shared positions
$NEE$ABT$SO$ELV$VZ
$107M
88 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.