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Hedge Funds Similar to Ellenbecker Investment Group

13F Portfolio OverlapQ1 2026Ellenbecker Investment Group portfolio →
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Most similar hedge funds by 13F overlap

Ellenbecker Investment Group is an institutional investor managing $743M across 134 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 Ellenbecker Investment Group are LONDON OF VIRGINIA, First Long Island Investors,, Founders Financial Alliance,, with shared positions in $FAST, $PM, $MO, $UNH, $ETN, $OKE. The full ranking of 25 similar funds is below.

#1LONDON CO OF VIRGINIAActive
Slight overlap · 3 shared positions
$FAST$PM$MO
$16.2B
167 positions
#2First Long Island Investors, LLCActive
Slight overlap · 4 shared positions
$FAST$PM$UNH$ETN
$1.2B
70 positions
#3Founders Financial Alliance, LLCPassive
Slight overlap · 5 shared positions
$PM$MO$OKE$HON$ETN
$555M
735 positions
#4Aurdan Capital Management, LLCActive
Slight overlap · 6 shared positions
$PM$MO$HON$NKE$UNH$SYY
$333M
88 positions
#5HUTNER CAPITAL MANAGEMENT INCActive
Slight overlap · 5 shared positions
$PM$MO$OKE$WEC$EPD
$243M
44 positions
#6Verity Asset Management, Inc.Passive
Slight overlap · 4 shared positions
$FAST$PM$EPD$IBM
$238M
213 positions
#7MAIRS & POWER INCActive
Slight overlap · 5 shared positions
$FAST$WEC$UNH$FISV$LNT
$9.8B
245 positions
#8Americana Partners, LLCPassive
Slight overlap · 6 shared positions
$PM$OKE$HON$ETN$EPD$IBM
$3.9B
510 positions
#9WIREGRASS INVESTMENT MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$FAST$MO$OKE$UNH
$121M
96 positions
#10Commonwealth Retirement Investments LLCPassive
Slight overlap · 4 shared positions
$FAST$MO$OKE$UNH
$323M
122 positions
#11TRUST CO OF VIRGINIA /VAPassive
Slight overlap · 3 shared positions
$FAST$PM$UNH
$1.2B
215 positions
#12Smallwood Wealth Investment Management, LLCActive
Slight overlap · 5 shared positions
$PM$OKE$MO$MKL$IBM
$190M
527 positions
#13MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$PM$WEC$OKE$IBM
$220M
148 positions
#14Stony Point Wealth Management Inc.Passive
Slight overlap · 4 shared positions
$PM$MO$OKE$MKL
$252M
96 positions
#15FAYEZ SAROFIM & COActive
Slight overlap · 5 shared positions
$PM$MO$UNH$ETN$EPD
$39.1B
294 positions
#16Verus Financial Partners, Inc.Smart money
Slight overlap · 5 shared positions
$PM$MO$MKL$NKE$IBM
$1.1B
121 positions
#17WEDGEWOOD INVESTORS INC /PA/Passive
Slight overlap · 4 shared positions
$PM$MO$OKE$ETN
$87M
99 positions
#18O'Domhnaill Enterprises, Inc.Passive
Slight overlap · 5 shared positions
$PM$MO$WEC$IBM$OKE
$124M
55 positions
#19DONALDSON CAPITAL MANAGEMENT, LLCActive
Slight overlap · 4 shared positions
$FAST$WEC$ETN$IBM
$3.1B
235 positions
#20General Partner, Inc.Active
Slight overlap · 3 shared positions
$PM$FAST$HON
$164M
165 positions
#21CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Slight overlap · 4 shared positions
$PM$MO$OKE$IBM
$182M
106 positions
#22INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADVPassive
Slight overlap · 4 shared positions
$PM$MO$OKE$IBM
$244M
182 positions
#23R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Slight overlap · 4 shared positions
$PM$MO$OKE$IBM
$172M
38 positions
#24BIRCH FINANCIAL GROUP, LLCPassive
Slight overlap · 3 shared positions
$PM$WEC$MO
$171M
136 positions
#25Lantz Financial LLCPassive
Slight overlap · 4 shared positions
$PM$WEC$HON$IBM
$484M
239 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.