What hedge funds are most similar to Exeter Financial, LLC?

The funds with the most similar 13F portfolios to Exeter Financial, LLC are EDGAR LOMAX /VA, Kinloch ,, VIRGINIA WEALTH GROUP,, based on overlapping conviction holdings in the latest SEC filings.

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 Exeter Financial,

13F Portfolio OverlapQ1 2026Exeter Financial, portfolio →

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Most similar hedge funds by 13F overlap

Exeter Financial, LLC is an institutional investor managing $261M across 101 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 Exeter Financial, are EDGAR LOMAX /VA, Kinloch ,, VIRGINIA WEALTH GROUP,, with shared positions in $GD, $TGT, $USB, $TXN, $BAC, $LMT. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive

Notable overlap · 10 shared positions

$GD $TGT $USB $TXN $BAC $LMT

$1.4B

56 positions

#2Kinloch Capital, LLCPassive

Notable overlap · 9 shared positions

$TGT $AFL $GD $MCD $EMR $IBM

$245M

83 positions

#3VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 7 shared positions

$AFL $MCD $EMR $TGT $VZ $AMGN

$187M

55 positions

#4Palisade Asset Management, LLCActive

Notable overlap · 10 shared positions

$AMGN $TGT $IBM $MCD $GD $RY

$996M

195 positions

#5MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Notable overlap · 12 shared positions

$WM $GD $LIN $AFL $VZ $TXN

$246M

145 positions

#6BONTEMPO OHLY CAPITAL MGMT LLCActive

Notable overlap · 10 shared positions

$GD $TGT $VZ $TXN $AMGN $APD

$222M

34 positions

#7Somerset Trust CoPassive

Notable overlap · 10 shared positions

$AMGN $AFL $MCD $GD $LIN $PSX

$326M

174 positions

#8Catherine Avery Investment Management LLCPassive

Notable overlap · 8 shared positions

$MCD $TGT $VZ $AMGN $IBM $BAC

$223M

109 positions

#9Rayburn West Financial Services LLCPassive

Notable overlap · 9 shared positions

$TGT $AMGN $IBM $GD $BAC $LMT

$170M

82 positions

#10Greystone Financial Group, LLCPassive

Notable overlap · 8 shared positions

$EMR $AMGN $MCD $IBM $WM $LMT

$353M

78 positions

#11Aull & Monroe Investment Management CorpPassive

Notable overlap · 11 shared positions

$AMGN $WM $BAC $VZ $COP $LMT

$215M

125 positions

#12UNITED BANKActive

Notable overlap · 10 shared positions

$AMGN $MCD $GD $WM $TXN $LMT

$781M

121 positions

#13LYNCH & ASSOCIATES/INPassive

Notable overlap · 9 shared positions

$MCD $EMR $IBM $BAC $LMT $KO

$533M

126 positions

#14Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 7 shared positions

$GD $MCD $AMGN $USB $LMT $APD

$184M

32 positions

#15Welch Group, LLCPassive

Notable overlap · 7 shared positions

$MCD $EMR $VZ $TXN $IBM $LMT

$2.7B

310 positions

#16MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$GD $MCD $VZ $IBM $LMT $TXN

$220M

148 positions

#17Signet Investment Advisory Group, Inc.Passive

Notable overlap · 9 shared positions

$MCD $USB $WM $LMT $COP $AMGN

$218M

69 positions

#18GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 9 shared positions

$AFL $AMGN $TRV $BAC $KO $CVS

$854M

145 positions

#19Vertrix Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$AMGN $EMR $IBM $WM $MCD $LMT

$272M

95 positions

#20HAMEL ASSOCIATES, INC.Passive

Notable overlap · 9 shared positions

$MCD $AMGN $VZ $LMT $COP $KO

$351M

81 positions

#21Carolina Wealth Advisors, LLCPassive

Notable overlap · 9 shared positions

$AMGN $VZ $LMT $MCD $TROW $TXN

$240M

278 positions

#22SCHULHOFF & CO INCPassive

Notable overlap · 10 shared positions

$GD $USB $LMT $EMR $IBM $KO

$243M

133 positions

#23Willis Investment CounselActive

Notable overlap · 8 shared positions

$AFL $TXN $VZ $MCD $LMT $GD

$1.8B

123 positions

#24ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 7 shared positions

$MCD $AFL $GD $TXN $VZ $ADP

$1.7B

86 positions

#25SMITH CHAS P & ASSOCIATES PA CPASActive

Notable overlap · 7 shared positions

$GD $MCD $AMGN $LMT $APD $ADP

$1.8B

176 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.