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Hedge Funds Similar to Buckley Wealth ,

13F Portfolio OverlapQ1 2026Buckley Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Buckley Wealth Management, LLC is an institutional investor managing $392M across 103 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 Buckley Wealth , are Catherine Avery Investment, Verity & Verity,, EDGAR LOMAX /VA, with shared positions in $AMGN, $NEE, $PFE, $BAC, $VLO, $C. The full ranking of 25 similar funds is below.

#1Catherine Avery Investment Management LLCPassive
Some overlap · 8 shared positions
$AMGN$NEE$PFE$BAC$VLO$C
$223M
109 positions
#2Verity & Verity, LLCActive
Some overlap · 6 shared positions
$AMGN$NEE$PFE$LMT$OKE$TGT
$1.3B
138 positions
#3EDGAR LOMAX CO/VAActive
Some overlap · 8 shared positions
$NEE$AMGN$PFE$T$LMT$BAC
$1.4B
56 positions
#4MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$AMGN$NEE$LMT$FDX$TGT
$1.1B
105 positions
#5DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$AMGN$NEE$TJX$OKE$WMB
$501M
138 positions
#6Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 4 shared positions
$AMGN$NEE$PFE$T
$974M
782 positions
#7TORRAY LLCPassive
Some overlap · 4 shared positions
$AMGN$NEE$PFE$OKE
$682M
88 positions
#8O'Brien Greene & Co. IncPassive
Some overlap · 4 shared positions
$AMGN$NEE$VLO$WMB
$353M
133 positions
#9Stablepoint Partners, LLCPassive
Some overlap · 5 shared positions
$NEE$AMGN$PFE$T$LMT
$673M
260 positions
#10guardian investment managementActive
Some overlap · 5 shared positions
$AMGN$MMM$T$BAC$C
$127M
60 positions
#11EDMP, INC.Passive
Some overlap · 5 shared positions
$AMGN$MMM$T$C$FDX
$124M
71 positions
#12VIKING FUND MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$NEE$TRGP$PFE$T$BAC$C
$976M
142 positions
#13FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 6 shared positions
$NEE$AMGN$LMT$BAC$C$WMB
$5.0B
201 positions
#14Argo Wealth Advisory, LLCActive
Some overlap · 4 shared positions
$AMGN$NEE$PFE$LMT
$170M
48 positions
#15HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$AMGN$NEE$TJX
$407M
49 positions
#16Rayburn West Financial Services LLCPassive
Some overlap · 7 shared positions
$AMGN$PFE$T$LMT$BAC$C
$170M
82 positions
#17CapWealth Advisors, LLCActive
Some overlap · 5 shared positions
$AMGN$NEE$T$BAC$WMB
$1.3B
118 positions
#18Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$AMGN$NEE$PFE$C
$477M
70 positions
#19Round Hill Asset ManagementPassive
Some overlap · 5 shared positions
$AMGN$PFE$T$C$KVUE
$153M
62 positions
#20Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$NEE$AMGN$T$LMT$BAC
$215M
125 positions
#21Cambridge Financial Group, Inc.Active
Some overlap · 10 shared positions
$TRGP$TJX$BAC$VLO$C$FDX
$267M
33 positions
#22Kerusso Capital Management LLCPassive
Some overlap · 5 shared positions
$AMGN$MMM$PFE$TJX$LMT
$200M
53 positions
#23Forum Financial Management, LPSmart money
Some overlap · 3 shared positions
$AMGN$NEE$OKE
$7.1B
331 positions
#24Cohen Investment Advisors LLCPassive
Some overlap · 4 shared positions
$AMGN$NEE$PFE$BAC
$210M
79 positions
#25Argyle Capital Management, LLCPassive
Some overlap · 5 shared positions
$AMGN$MMM$PFE$T$BAC
$308M
137 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.