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Hedge Funds Similar to Alpha Omega Wealth

13F Portfolio OverlapQ1 2026Alpha Omega Wealth portfolio →
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Most similar hedge funds by 13F overlap

Alpha Omega Wealth Management LLC is an institutional investor managing $617M across 206 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 Alpha Omega Wealth are ADVOCATE GROUP, MEYER HANDELMAN, RNC, with shared positions in $VZ, $IBM, $MKL, $GIS, $PFE, $ENB. The full ranking of 25 similar funds is below.

#1ADVOCATE GROUP LLCPassive
Notable overlap · 6 shared positions
$VZ$IBM$MKL$GIS$PFE$ENB
$639M
126 positions
#2MEYER HANDELMAN COActive
Notable overlap · 6 shared positions
$VZ$MPC$IBM$GLW$PFE$ETN
$3.2B
220 positions
#3RNC CAPITAL MANAGEMENT LLC
Notable overlap · 6 shared positions
$CVS$COF$GLW$PSX$ENB$T
$2.2B
173 positions
#4SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$IBM$VZ$TFC$PSX$PFE$T
$728M
79 positions
#5DCM Advisors, LLCActive
Some overlap · 6 shared positions
$CVS$MPC$PSX$VZ$T$PFE
$220M
38 positions
#6Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$VZ$IBM$TFC$PSX$PFE
$223M
109 positions
#7Argyle Capital Management, LLCPassive
Some overlap · 6 shared positions
$IBM$VZ$PSX$PFE$ENB$T
$308M
137 positions
#8WealthTrust Axiom LLCPassive
Some overlap · 6 shared positions
$IBM$VZ$GLW$PFE$SLB$T
$406M
290 positions
#9Bank & Trust CoPassive
Some overlap · 6 shared positions
$MPC$VZ$ENB$TFC$T$PFE
$148M
304 positions
#10Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$IBM$VZ$GLW$PFE$ETN$T
$685M
380 positions
#11SCHWERIN BOYLE CAPITAL MANAGEMENT INCActive
Some overlap · 6 shared positions
$VZ$PSX$PFE$GNTX$SLB$PYPL
$788M
47 positions
#12GODSEY & GIBB, INCPassive
Some overlap · 6 shared positions
$IBM$TFC$GLW$SLB$ETN$T
$1.1B
389 positions
#13Scissortail Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MPC$VZ$MKL$PSX$ETN
$498M
115 positions
#14FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Some overlap · 5 shared positions
$VZ$IBM$GLW$ENB$O
$180M
96 positions
#15AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 6 shared positions
$VZ$IBM$PFE$CVS$SPG$T
$160M
137 positions
#16CAPITAL ADVISORS INC/OKPassive
Some overlap · 6 shared positions
$VZ$SPG$ENB$IBM$PFE$O
$6.2B
357 positions
#17CORDA Investment Management, LLC.Active
Some overlap · 5 shared positions
$VZ$SPG$GLW$PFE$MDLZ
$1.4B
80 positions
#18OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 6 shared positions
$TFC$VZ$UNIT$ENB$ETN$IBM
$311M
318 positions
#19CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 5 shared positions
$CVS$TFC$GLW$PFE$MDLZ
$1.4B
178 positions
#20PARK CIRCLE CoActive
Some overlap · 5 shared positions
$VZ$IBM$PFE$TFC$ENB
$108M
51 positions
#21Inlight Wealth Management, LLCActive
Some overlap · 5 shared positions
$VZ$UNIT$PFE$CVS$T
$270M
50 positions
#22Kennondale Capital Management LLCPassive
Some overlap · 4 shared positions
$MPC$COF$MKL$VZ
$139M
78 positions
#23KEYNOTE FINANCIAL SERVICES LLCPassive
Some overlap · 6 shared positions
$VZ$PFE$CVS$MPC$T$O
$188M
174 positions
#24Welch Group, LLCPassive
Some overlap · 4 shared positions
$VZ$IBM$TFC$PFE
$2.7B
310 positions
#25Clear Trail Advisors, LLCPassive
Some overlap · 5 shared positions
$MPC$VZ$GIS$ETN$O
$601M
149 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.