What hedge funds are most similar to Elwood & Goetz Wealth Advisory Group, LLC?

The funds with the most similar 13F portfolios to Elwood & Goetz Wealth Advisory Group, LLC are Security National Bank, Aull & Monroe Investment, Fjell, 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 Elwood & Goetz Wealth Advisory Group

13F Portfolio OverlapQ2 2026Elwood & Goetz Wealth Advisory Group portfolio →

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Most similar hedge funds by 13F overlap

Elwood & Goetz Wealth Advisory Group, LLC is an institutional investor managing $676M across 148 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 Elwood & Goetz Wealth Advisory Group are Security National Bank, Aull & Monroe Investment, Fjell, with shared positions in $NEE, $GLW, $DE, $ASML, $LOW, $TMO. The full ranking of 25 similar funds is below.

#1Security National BankPassive

Some overlap · 7 shared positions

$NEE $GLW $DE $ASML $LOW $TMO

$865M

473 positions

#2Aull & Monroe Investment Management CorpPassive

Some overlap · 6 shared positions

$NEE $GLW $DE $LMT $SO $T

$231M

125 positions

#3Fjell Capital, LLCPassive

Some overlap · 7 shared positions

$NEE $DE $CRWD $KLAC $SO $ASML

$178M

84 positions

#4Marietta Wealth Management, LLCActive

Some overlap · 6 shared positions

$GLW $NEE $DE $ASML $SO $TMO

$945M

128 positions

#5Alaethes Wealth, LLCPassive

Some overlap · 7 shared positions

$DE $ASML $NEE $MS $CRWD $SO

$345M

111 positions

#6MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 6 shared positions

$NEE $LOW $MS $LMT $TXN $TMO

$1.2B

100 positions

#7Good Steward Wealth Advisors,LLCActive

Some overlap · 5 shared positions

$NEE $DE $GLW $AXP $SO

$166M

71 positions

#8EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$NEE $MS $LMT $TXN $SO $T

$1.3B

58 positions

#9ORLEANS CAPITAL MANAGEMENT CORP/LAPassive

Some overlap · 5 shared positions

$NEE $GLW $LMT $TXN $TMO

$194M

122 positions

#10CULLINAN ASSOCIATES INCActive

Some overlap · 7 shared positions

$AXP $DE $LOW $TXN $SO $KLAC

$1.3B

204 positions

#11Center For Asset Management LLCPassive

Some overlap · 5 shared positions

$NEE $GLW $ASML $T $KLAC

$222M

178 positions

#12Global Trust Asset Management, LLCPassive

Some overlap · 5 shared positions

$NEE $AXP $ASML $LOW $KLAC

$321M

508 positions

#13Chesapeake Wealth ManagementPassive

Some overlap · 6 shared positions

$NEE $AXP $MS $TXN $TMO $KLAC

$357M

168 positions

#14BCV Asset Management Inc.Active

Some overlap · 5 shared positions

$NEE $DE $ASML $TXN $TMO

$3.3B

116 positions

#15Baugh & Associates, LLCActive

Some overlap · 5 shared positions

$NEE $ASML $LOW $MS $SO

$221M

41 positions

#16Hamilton Point Investment Advisors, LLCPassive

Some overlap · 5 shared positions

$NEE $DE $ASML $AXP $TXN

$710M

193 positions

#17CITY HOLDING COPassive

Some overlap · 6 shared positions

$DE $NEE $LOW $MS $TXN $SO

$898M

599 positions

#18BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$NEE $DE $ASML $LOW $TMO

$8.0B

1,334 positions

#19HOWE & RUSLING INCPassive

Some overlap · 5 shared positions

$NEE $ASML $MS $CRWD $KLAC

$1.7B

479 positions

#20FourThought Financial Partners, LLCPassive

Some overlap · 5 shared positions

$NEE $ASML $LOW $LMT $KLAC

$1.3B

393 positions

#21LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Some overlap · 6 shared positions

$ASML $GLW $AXP $CRWD $LMT $SO

$213M

124 positions

#22BOWEN HANES & CO INCActive

Some overlap · 5 shared positions

$GLW $DE $ASML $AXP $TXN

$4.1B

151 positions

#23Iyo Bank, Ltd.Active

Some overlap · 5 shared positions

$NEE $DE $TXN $TMO $KLAC

$329M

32 positions

#24Cane Capital Partners, LLCPassive

Some overlap · 6 shared positions

$DE $ASML $LOW $CRWD $LMT $AXP

$269M

148 positions

#25TILIA FIDUCIARY PARTNERS, INC.Passive

Some overlap · 5 shared positions

$NEE $AXP $LOW $TMO $KLAC

$217M

114 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.