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 BUTENSKY & COHEN FINANCIAL SECURITY,

13F Portfolio OverlapQ1 2026BUTENSKY & COHEN FINANCIAL SECURITY, portfolio →

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Most similar hedge funds by 13F overlap

BUTENSKY & COHEN FINANCIAL SECURITY, INC is an institutional investor managing $404M across 99 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 BUTENSKY & COHEN FINANCIAL SECURITY, are Weaver C. Barksdale & Associates,, Dupree Financial Group,, BERKSHIRE ASSET /PA, with shared positions in $NEE, $LMT, $AMGN, $CMI, $EOG, $HSY. The full ranking of 25 similar funds is below.

#1Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 7 shared positions

$NEE $LMT $AMGN $CMI $EOG $HSY

$105M

62 positions

#2Dupree Financial Group, LLCPassive

Notable overlap · 7 shared positions

$BP $KMI $BTI $EOG $CMI $VZ

$248M

71 positions

#3BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 7 shared positions

$KMI $EOG $LMT $MCD $HSY $LOW

$2.3B

264 positions

#4Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$__PARK_1390777 $LMT $MCK $AMGN $LOW $MCD

$272M

95 positions

#5William B. Walkup & Associates, Inc.Active

Notable overlap · 8 shared positions

$KMI $MCK $ALL $LOW $NUE $VZ

$167M

163 positions

#6Wallington Asset Management, LLCActive

Notable overlap · 7 shared positions

$BP $AMGN $CMI $WRB $LOW $MU

$752M

61 positions

#7BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 7 shared positions

$AMGN $VZ $LMT $MCD $MDT $HSY

$480M

133 positions

#8VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 7 shared positions

$KMI $AMGN $VZ $MCD $HSY $MDT

$187M

55 positions

#9Hudson Portfolio Management LLCPassive

Notable overlap · 7 shared positions

$__PARK_1390777 $MCK $VZ $ALL $KMI $AMGN

$119M

111 positions

#10MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$NEE $__PARK_1390777 $LMT $AMGN $LOW $MDT

$1.1B

105 positions

#11Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$__PARK_1390777 $LMT $MCK $AMGN $MCD $LOW

$353M

78 positions

#12Orca Wealth Management, LLCActive

Notable overlap · 7 shared positions

$BTI $CMI $MU $EOG $CSX $VZ

$141M

67 positions

#13Stablepoint Partners, LLCPassive

Notable overlap · 7 shared positions

$NEE $AMGN $LMT $VZ $KMI $MCD

$673M

260 positions

#14TrueMark Investments, LLCPassive

Notable overlap · 6 shared positions

$NEE $BTI $KMI $VZ $HSY $BP

$514M

167 positions

#15Verity & Verity, LLCActive

Notable overlap · 6 shared positions

$NEE $AMGN $VZ $LMT $CMI $MDT

$1.3B

138 positions

#16Insight Inv LLCPassive

Notable overlap · 6 shared positions

$EOG $AMGN $ALL $JCI $BP $WRB

$183M

104 positions

#17HAMEL ASSOCIATES, INC.Passive

Notable overlap · 6 shared positions

$__PARK_1390777 $LMT $AMGN $MCD $HSY $VZ

$351M

81 positions

#18SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$KMI $PNW $AMGN $VZ $HSY $MDT

$728M

79 positions

#19UNITED BANKActive

Notable overlap · 7 shared positions

$AMGN $CMI $EOG $MCD $HSY $LMT

$781M

121 positions

#20FourThought Financial Partners, LLCPassive

Notable overlap · 6 shared positions

$NEE $KLAC $LMT $LOW $MDT $AMGN

$1.2B

384 positions

#21FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 6 shared positions

$NEE $AMGN $MCD $LMT $MDT $MU

$5.0B

201 positions

#22Aull & Monroe Investment Management CorpPassive

Notable overlap · 6 shared positions

$NEE $CMI $AMGN $CSX $VZ $LMT

$215M

125 positions

#23Carolina Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$BP $AMGN $VZ $MDT $LMT $MCD

$240M

278 positions

#24Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 6 shared positions

$__PARK_1390777 $LMT $VZ $MCD $MDT $NEE

$302M

93 positions

#25Richard C. Young & CO., LTD.Active

Notable overlap · 6 shared positions

$KMI $CMI $VZ $MU $LOW $MCD

$1.2B

93 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.