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 Signature Wealth Group

13F Portfolio OverlapQ1 2026Signature Wealth Group portfolio →

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Most similar hedge funds by 13F overlap

Signature Wealth Management Group is an institutional investor managing $263M across 128 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 Signature Wealth Group are VIRGINIA WEALTH GROUP,, Welch Group,, Catherine Avery Investment, with shared positions in $SO, $HLT, $SSL, $HSY, $O, $TGT. The full ranking of 25 similar funds is below.

#1VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 7 shared positions

$SO $HLT $SSL $HSY $O $TGT

$187M

55 positions

#2Welch Group, LLCPassive

Notable overlap · 8 shared positions

$SO $PFE $TFC $TXN $KMB $PAYX

$2.7B

310 positions

#3Catherine Avery Investment Management LLCPassive

Notable overlap · 8 shared positions

$BMY $PFE $TFC $TGT $UPS $IBM

$223M

109 positions

#4ADVOCATE GROUP LLCPassive

Notable overlap · 9 shared positions

$TGT $BMY $PFE $SO $TXN $UPS

$639M

126 positions

#5Cambridge Financial Group, Inc.Active

Notable overlap · 6 shared positions

$VLO $WMB $TGT $TXN $MCD $BA

$267M

33 positions

#6CAPITAL ADVISORS INC/OKPassive

Notable overlap · 8 shared positions

$WMB $HLT $SO $SSL $IBM $PFE

$6.2B

357 positions

#7EDGAR LOMAX CO/VAActive

Notable overlap · 5 shared positions

$SO $PFE $BMY $TGT $TXN

$1.4B

56 positions

#8Measured Risk Portfolios, Inc.Passive

Notable overlap · 6 shared positions

$KMB $O $TXN $UPS $PAYX $GIS

$91M

66 positions

#9Gilman Hill Asset Management, LLCPassive

Notable overlap · 6 shared positions

$BMY $O $PFE $LAMR $UPS $KMB

$663M

225 positions

#10Willis Investment CounselActive

Notable overlap · 6 shared positions

$PFE $HSY $TXN $PAYX $VLO $MCD

$1.8B

123 positions

#11Econ Financial Services CorpPassive

Notable overlap · 6 shared positions

$HSY $PFE $TXN $UPS $MCD $BA

$215M

74 positions

#12InvesTrustPassive

Notable overlap · 6 shared positions

$HLT $SSL $TGT $BMY $IBM $MCD

$238M

91 positions

#13Palouse Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$LAMR $PFE $TXN $UPS $GIS $BA

$151M

135 positions

#14Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 5 shared positions

$KMB $PFE $BMY $SO $MCD

$199M

40 positions

#15BONTEMPO OHLY CAPITAL MGMT LLCActive

Notable overlap · 6 shared positions

$HSY $TGT $TXN $PAYX $GIS $IBM

$222M

34 positions

#16M3 Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$VLO $SO $O $TGT

$130M

35 positions

#17Griffith & Werner, Inc.Active

Notable overlap · 4 shared positions

$SO $PFE $TFC $IBM

$202M

72 positions

#18SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$HSY $PFE $TFC $TXN $IBM

$728M

79 positions

#19Baugh & Associates, LLCActive

Notable overlap · 5 shared positions

$SO $PFE $TFC $O $IBM

$232M

44 positions

#20O'Domhnaill Enterprises, Inc.Passive

Notable overlap · 4 shared positions

$WMB $HSY $KMB $IBM

$124M

55 positions

#21Hillman Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$BMY $PFE $HSY $UPS $BA

$144M

56 positions

#22CAPITAL & PLANNING, LLCActive

Notable overlap · 3 shared positions

$SO $TXN $MCD

$165M

172 positions

#23Sound View Wealth Advisors Group, LLCPassive

Notable overlap · 5 shared positions

$HLT $SSL $BMY $SO $IBM

$1.5B

422 positions

#24HAMEL ASSOCIATES, INC.Passive

Notable overlap · 6 shared positions

$SSL $HLT $HSY $MCD $IBM $O

$351M

81 positions

#25MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$SO $UPS $TXN $GIS $IBM $MCD

$220M

148 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.