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 OmniStar Financial Group,

13F Portfolio OverlapQ1 2026OmniStar Financial Group, portfolio →

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Most similar hedge funds by 13F overlap

OmniStar Financial Group, Inc. is an institutional investor managing $193M across 108 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 OmniStar Financial Group, are CapWealth Advisors,, EDGAR LOMAX /VA, Catherine Avery Investment, with shared positions in $GILD, $BAC, $UPS, $DUK, $GLW, $HON. The full ranking of 25 similar funds is below.

#1CapWealth Advisors, LLCActive

Notable overlap · 10 shared positions

$GILD $BAC $UPS $DUK $GLW $HON

$1.3B

118 positions

#2EDGAR LOMAX CO/VAActive

Notable overlap · 10 shared positions

$TGT $BMY $DUK $LMT $GILD $MS

$1.4B

56 positions

#3Catherine Avery Investment Management LLCPassive

Notable overlap · 8 shared positions

$TGT $BMY $BAC $UPS $IBM $KO

$223M

109 positions

#4ADVOCATE GROUP LLCPassive

Notable overlap · 9 shared positions

$TGT $BMY $DUK $MS $NTR $IBM

$639M

126 positions

#5Greystone Financial Group, LLCPassive

Notable overlap · 8 shared positions

$DUK $__PARK_1390777 $HON $LMT $MS $IBM

$353M

78 positions

#6Carolina Wealth Advisors, LLCPassive

Notable overlap · 10 shared positions

$GILD $BMY $LMT $PM $IBM $SCCO

$240M

278 positions

#7Rayburn West Financial Services LLCPassive

Notable overlap · 8 shared positions

$BAC $TGT $UPS $LMT $IBM $VZ

$170M

82 positions

#8Vertrix Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$DUK $__PARK_1390777 $LMT $MS $IBM $HON

$272M

95 positions

#9BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 10 shared positions

$GLW $LMT $DUK $HON $PM $FANG

$480M

133 positions

#10Principal Street Partners, LLCPassive

Notable overlap · 9 shared positions

$BRZE $LMT $GILD $BMY $MS $DUK

$613M

247 positions

#11Genus Capital Management Inc.Passive

Notable overlap · 8 shared positions

$GILD $NTR $GLW $__PARK_1390777 $IBM $TGT

$873M

189 positions

#12Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$DUK $__PARK_1390777 $LMT $MS $UPS $KO

$139M

62 positions

#13Estabrook Capital ManagementPassive

Notable overlap · 8 shared positions

$BAC $HON $GLW $IBM $DUK $__PARK_1390777

$685M

380 positions

#14HAMEL ASSOCIATES, INC.Passive

Notable overlap · 8 shared positions

$HON $__PARK_1390777 $LMT $DUK $KO $IBM

$351M

81 positions

#15BCWM, LLCPassive

Notable overlap · 6 shared positions

$TGT $BMY $DUK $LMT $UPS $VZ

$353M

57 positions

#16Cullen Capital Management, LLCActive

Notable overlap · 6 shared positions

$BAC $DUK $MS $UPS $TGT $PM

$9.8B

213 positions

#17L & S Advisors IncPassive

Notable overlap · 9 shared positions

$DUK $GILD $HON $__PARK_1390777 $LMT $AEP

$795M

233 positions

#18MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$UPS $DUK $LMT $IBM $PM $KO

$220M

148 positions

#19JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive

Notable overlap · 8 shared positions

$UPS $BAC $LMT $GLW $SCCO $KO

$822M

214 positions

#20CONNING INC.Passive

Notable overlap · 9 shared positions

$GLW $__PARK_1390777 $MS $BMY $IBM $GILD

$3.0B

311 positions

#21VALLEY WEALTH MANAGERS, INC.Passive

Notable overlap · 8 shared positions

$HON $MS $GLW $STWD $DRI $KR

$1.6B

316 positions

#22Nexus Investment Management ULCActive

Notable overlap · 9 shared positions

$GILD $UPS $MS $AEP $HON $GLW

$715M

70 positions

#23AUXIER ASSET MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$BAC $__PARK_1390777 $GLW $PM $AIG $KO

$696M

176 positions

#24Kerusso Capital Management LLCPassive

Notable overlap · 7 shared positions

$GILD $BMY $LMT $KO $MMM $VZ

$200M

53 positions

#25VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$BMY $GLW $MS $BAC $FANG $KO

$976M

142 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.