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Hedge Funds Similar to Garner Asset

13F Portfolio OverlapQ2 2026Garner Asset portfolio →
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Most similar hedge funds by 13F overlap

Garner Asset Management Corp is an institutional investor managing $308M across 169 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 Garner Asset are Werlinich Asset, VALLEY WEALTH MANAGERS, VIKING FUND, with shared positions in $GLW, $DELL, $MS, $WM, $GD, $VZ. The full ranking of 25 similar funds is below.

#1Werlinich Asset Management, LLCActive
Notable overlap · 5 shared positions
$GLW$DELL$MS$WM$GD
$262M
58 positions
#2VALLEY WEALTH MANAGERS, INC.Passive
Notable overlap · 4 shared positions
$GLW$DELL$VZ$MS
$1.7B
345 positions
#3VIKING FUND MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$GLW$DELL$VZ$T$MS
$1.1B
146 positions
#4MFG WEALTH MANAGEMENT, INC.Passive
Notable overlap · 4 shared positions
$GLW$DELL$T$WM
$140M
63 positions
#5Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 5 shared positions
$GLW$VZ$T$WM$GD
$327M
94 positions
#6UNITED BANKActive
Some overlap · 6 shared positions
$GLW$CME$BLK$WM$TXN$GD
$853M
130 positions
#7Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$DELL$OKE$T$VZ$TXN
$160M
124 positions
#8Hudson Value Partners, LLCPassive
Some overlap · 3 shared positions
$GLW$DELL$OKE
$399M
113 positions
#9BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$GLW$TRV$VZ$CME
$515M
142 positions
#10LIGHTHOUSE FINANCIAL SERVICES INC /ADVActive
Some overlap · 5 shared positions
$DELL$TRV$MS$BLK$GLW
$476M
102 positions
#11HARTLINE INVESTMENT CORP/Active
Some overlap · 3 shared positions
$GLW$DELL$MS
$1.1B
115 positions
#12Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$GLW$CME$VZ$T$WM
$239M
126 positions
#13Canal Insurance COActive
Some overlap · 5 shared positions
$DELL$VZ$COP$D$GD
$456M
76 positions
#14Truvestments Capital LLCPassive
Some overlap · 5 shared positions
$GLW$DELL$TXN$MS$VZ
$673M
1,150 positions
#15Retireful, LLCPassive
Some overlap · 3 shared positions
$GLW$DELL$TXN
$107M
81 positions
#16MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$VZ$OKE$T$CME$TXN$GD
$233M
122 positions
#17LAWOOD & COPassive
Some overlap · 4 shared positions
$GLW$VZ$MS$COP
$148M
95 positions
#18Verity & Verity, LLCActive
Some overlap · 4 shared positions
$DELL$VZ$OKE$TXN
$1.5B
138 positions
#19Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$TRV$VZ$COP$WM$TXN$GD
$261M
101 positions
#20GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$GLW$T$BLK$D
$1.2B
383 positions
#21Persium Advisors, LLCSmart money
Some overlap · 4 shared positions
$DELL$VZ$T$GD
$153M
69 positions
#22Miramar Capital, LLCPassive
Some overlap · 6 shared positions
$VZ$OKE$CME$BLK$WM$GD
$455M
57 positions
#23AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$DELL$VZ$T$MS
$197M
140 positions
#24DCM Advisors, LLCActive
Some overlap · 5 shared positions
$DELL$MS$COP$T$VZ
$253M
38 positions
#25Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$GLW$COP$VZ$T$TXN
$739M
344 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.