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 Laurel Wealth Advisors

13F Portfolio OverlapQ2 2026Laurel Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Laurel Wealth Advisors LLC is an institutional investor managing $1.0B across 200 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 Laurel Wealth Advisors are Vertrix Wealth, First PREMIER Bank, Greystone Financial Group, with shared positions in $DUK, $AMGN, $CRWD, $TJX, $MCD, $ABT. The full ranking of 25 similar funds is below.

#1Vertrix Wealth Management, LLCPassive

Some overlap · 6 shared positions

$DUK $AMGN $CRWD $TJX $MCD $ABT

$297M

103 positions

#2First PREMIER BankPassive

Some overlap · 7 shared positions

$DUK $AMGN $MCD $SO $PEP $ADP

$619M

358 positions

#3Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$DUK $AMGN $CRWD $TJX $MCD

$358M

74 positions

#4VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 6 shared positions

$DUK $AMGN $MCD $SO $PEP $ABT

$201M

57 positions

#5EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$DUK $AMGN $SO $PEP $ABT $UNP

$1.3B

58 positions

#6Pathway Financial Advisers, LLCPassive

Some overlap · 7 shared positions

$DUK $AMGN $MCD $SO $PEP $UNP

$397M

167 positions

#7Eliot Finkel Investment Counsel, LLCActive

Some overlap · 5 shared positions

$DUK $AMGN $MCD $PEP $UPS

$214M

33 positions

#8WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 6 shared positions

$DUK $AMGN $MCD $SO $PEP $ADP

$390M

103 positions

#9PINKERTON WEALTH, LLCActive

Some overlap · 7 shared positions

$DUK $AMGN $MCD $SO $PEP $ABT

$1.2B

103 positions

#10HFR Wealth Management, LLCActive

Some overlap · 5 shared positions

$DUK $AMGN $TJX $ADP $UNP

$410M

53 positions

#11SHERMAN PORFOLIOS, LLCSmart money

Some overlap · 7 shared positions

$DUK $AMGN $MCD $SO $PEP $ABT

$1.3B

97 positions

#12HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 7 shared positions

$DUK $TJX $MCD $PEP $ABT $ADP

$321M

107 positions

#13Slagle Financial, LLCPassive

Some overlap · 6 shared positions

$DUK $AMGN $TJX $MCD $PEP $TFC

$334M

127 positions

#14Aull & Monroe Investment Management CorpPassive

Some overlap · 6 shared positions

$DUK $AMGN $SO $PEP $ADP $UNP

$239M

126 positions

#15HAMEL ASSOCIATES, INC.Passive

Some overlap · 7 shared positions

$DUK $AMGN $MCD $PEP $ABT $ADP

$363M

92 positions

#16MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$DUK $MCD $SO $PEP $UPS $UNP

$233M

122 positions

#17Mayflower Financial Advisors, LLCPassive

Some overlap · 5 shared positions

$DUK $MCD $SO $PEP $UPS

$1.2B

499 positions

#18Global Wealth Management Investment Advisory, Inc.Passive

Some overlap · 6 shared positions

$DUK $AMGN $CRWD $MCD $SO $TFC

$703M

160 positions

#19CADINHA & CO LLCActive

Some overlap · 4 shared positions

$DUK $AMGN $MCD $UNP

$675M

107 positions

#20MARSHALL INVESTMENT MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$DUK $AMGN $CRWD $UPS

$241M

497 positions

#21Mason & Associates, LLCSmart money

Some overlap · 5 shared positions

$DUK $MCD $SO $UPS $TFC

$481M

45 positions

#22TOMPKINS FINANCIAL CORPPassive

Some overlap · 6 shared positions

$DUK $AMGN $TJX $MCD $PEP $ABT

$1.4B

548 positions

#23Walsky Investment Management, Inc.Passive

Some overlap · 8 shared positions

$AMGN $MCD $SO $PEP $ABT $ADP

$108M

52 positions

#24JACOBS & CO/CAPassive

Some overlap · 7 shared positions

$AMGN $CRWD $MCD $PEP $ADP $UNP

$1.2B

134 positions

#25GODSEY & GIBB, INCPassive

Some overlap · 5 shared positions

$DUK $AMGN $PEP $UPS $TFC

$1.2B

383 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.