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 Csenge Advisory Group

13F Portfolio OverlapQ2 2026Csenge Advisory Group portfolio →

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Most similar hedge funds by 13F overlap

Csenge Advisory Group is an institutional investor managing $2.5B across 764 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 Csenge Advisory Group are First City, Smith Partners Wealth, MARINO, STRAM & ASSOCIATES, with shared positions in $MDY, $PM, $DUK, $SO, $VZ, $MO. The full ranking of 25 similar funds is below.

#1First City Capital Management, Inc.Passive

Some overlap · 7 shared positions

$MDY $PM $DUK $SO $VZ $MO

$204M

161 positions

#2Smith Partners Wealth Management, LLCActive

Some overlap · 5 shared positions

$MDY $LOW $PM $DUK $MO

$126M

73 positions

#3MARINO, STRAM & ASSOCIATES LLCActive

Some overlap · 7 shared positions

$PM $DUK $WMB $MPC $VZ $MO

$644M

205 positions

#4Shoker Investment Counsel, Inc.Active

Some overlap · 6 shared positions

$MDY $DUK $SO $MPC $MO $LMT

$398M

113 positions

#5CWS Financial Advisors, LLCActive

Some overlap · 5 shared positions

$MDY $PM $SO $MO $LMT

$454M

171 positions

#6Powers Advisory Group, LLCActive

Some overlap · 6 shared positions

$PM $DUK $SO $VZ $MO $LMT

$330M

128 positions

#7Verus Financial Partners, Inc.Smart money

Some overlap · 5 shared positions

$LOW $PM $DUK $SO $MO

$1.2B

127 positions

#8Salomon & Ludwin, LLCPassive

Some overlap · 4 shared positions

$MDY $LOW $PM $MO

$1.2B

2,116 positions

#9PRECEDENT WEALTH PARTNERS, LLCPassive

Some overlap · 5 shared positions

$MDY $DUK $VZ $MO $LMT

$651M

207 positions

#10STEPHENSON NATIONAL BANK & TRUSTActive

Some overlap · 4 shared positions

$MDY $PM $DUK $VZ

$392M

279 positions

#11Measured Risk Portfolios, Inc.Active

Some overlap · 5 shared positions

$PM $MDY $DUK $VZ $MO

$94M

64 positions

#12Rather & Kittrell, Inc.Active

Some overlap · 5 shared positions

$LOW $PM $SO $VZ $MO

$716M

108 positions

#13Maxele Advisors, LLCPassive

Some overlap · 4 shared positions

$MDY $PM $LOW $MO

$143M

98 positions

#14First Bank & TrustPassive

Some overlap · 5 shared positions

$PM $DUK $SO $WMB $VZ

$687M

277 positions

#15Mayflower Financial Advisors, LLCPassive

Slight overlap · 5 shared positions

$MDY $DUK $SO $VZ $MO

$1.2B

499 positions

#16LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive

Slight overlap · 5 shared positions

$PM $DUK $SO $VZ $MO

$2.5B

117 positions

#17RAHLFS CAPITAL, LLCPassive

Slight overlap · 5 shared positions

$PM $DUK $SO $VZ $MO

$150M

89 positions

#18Wagner Wealth Management, LLCActive

Slight overlap · 5 shared positions

$PM $DUK $SO $VZ $MO

$573M

252 positions

#19Plan Group Financial, LLCPassive

Slight overlap · 5 shared positions

$PM $DUK $SO $VZ $MO

$510M

228 positions

#20TI-TRUST, INCPassive

Slight overlap · 4 shared positions

$MDY $DUK $SO $MO

$181M

134 positions

#21MBA Advisors LLCPassive

Slight overlap · 5 shared positions

$PM $DUK $MPC $VZ $MO

$297M

166 positions

#22MORTON COMMUNITY BANKPassive

Slight overlap · 5 shared positions

$PM $DUK $SO $WMB $LMT

$491M

120 positions

#23BROOKS, MOORE & ASSOCIATES, INC.Passive

Slight overlap · 5 shared positions

$LOW $DUK $SO $VZ $LMT

$223M

114 positions

#24Hayek Kallen Investment ManagementActive

Slight overlap · 5 shared positions

$PM $LOW $SO $VZ $MO

$330M

97 positions

#25MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Slight overlap · 5 shared positions

$PM $DUK $SO $VZ $LMT

$233M

122 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.