What hedge funds are most similar to Financial & Tax Architects, LLC?

The funds with the most similar 13F portfolios to Financial & Tax Architects, LLC are Kinloch ,, PENINSULA ASSET, TOTH FINANCIAL ADVISORY, 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 Financial & Tax Architects,

13F Portfolio OverlapQ1 2026Financial & Tax Architects, portfolio →

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Most similar hedge funds by 13F overlap

Financial & Tax Architects, LLC is an institutional investor managing $448M across 108 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 Financial & Tax Architects, are Kinloch ,, PENINSULA ASSET, TOTH FINANCIAL ADVISORY, with shared positions in $NEE, $KO, $IBM, $GD, $MCD, $ABT. The full ranking of 25 similar funds is below.

#1Kinloch Capital, LLCPassive

Notable overlap · 7 shared positions

$NEE $KO $IBM $GD $MCD $ABT

$245M

83 positions

#2PENINSULA ASSET MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$NEE $LOW $SHW $ADP $ECL $IBM

$196M

53 positions

#3TOTH FINANCIAL ADVISORY CORPPassive

Notable overlap · 10 shared positions

$AGQ $ABT $ECL $LOW $SHW $GD

$911M

918 positions

#4Somerset Trust CoPassive

Notable overlap · 7 shared positions

$NEE $MCD $LOW $GD $ABT $MDT

$326M

174 positions

#5Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$NEE $KO $IBM $MCD $SHW $ABT

$446M

104 positions

#6KANAWHA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$LOW $MCD $ADP $ECL $ABT $IBM

$1.4B

221 positions

#7MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$NEE $LOW $GD $ABT $ADP $ECL

$835M

170 positions

#8BROADWATER CAPITAL MANAGEMENT LLC

Notable overlap · 7 shared positions

$KO $MCD $ECL $IBM $ABT $GD

$134M

211 positions

#9Bath Savings Trust CoActive

Notable overlap · 7 shared positions

$NEE $ABT $ADP $ECL $SHW $MCD

$936M

168 positions

#10Palisade Asset Management, LLCActive

Notable overlap · 6 shared positions

$IBM $ABT $MCD $ECL $GD $ADP

$996M

195 positions

#11MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$KO $IBM $GD $MCD $MDT

$220M

148 positions

#12MONARCH CAPITAL MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$MCD $KO $ADP $ABT $NEE $MDT

$409M

127 positions

#13Meadowbrook Advisors Group, LLCPassive

Notable overlap · 7 shared positions

$KO $NEE $IBM $GD $ECL $MCD

$168M

136 positions

#14Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$IBM $MCD $LOW $ABT $KO

$353M

78 positions

#15Persium Advisors, LLCActive

Notable overlap · 5 shared positions

$IBM $GD $ABT $MDT $MCD

$127M

60 positions

#16LYNCH & ASSOCIATES/INPassive

Notable overlap · 6 shared positions

$IBM $MCD $KO $LOW $NEE $ABT

$533M

126 positions

#17DEARBORN PARTNERS LLCActive

Notable overlap · 6 shared positions

$MCD $ADP $SHW $ABT $ECL $NEE

$1.8B

269 positions

#18Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 5 shared positions

$NEE $GD $ADP $LOW $SCHW

$105M

62 positions

#19Signet Investment Advisory Group, Inc.Passive

Notable overlap · 5 shared positions

$NEE $KO $MCD $MDT $IAU

$218M

69 positions

#20NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$GD $NEE $IBM $ABT $KO $MCD

$367M

141 positions

#21Center for Wealth Management AdvisoryActive

Notable overlap · 5 shared positions

$KO $ABT $SHW $GD $ADP

$139M

62 positions

#22EDGAR LOMAX CO/VAActive

Notable overlap · 5 shared positions

$NEE $GD $KO $ABT $SCHW

$1.4B

56 positions

#23FORBES J M & CO LLPActive

Notable overlap · 6 shared positions

$NEE $KO $ABT $IAU $IBM $ECL

$1.2B

150 positions

#24Sky Investment Group LLCPassive

Notable overlap · 6 shared positions

$KO $ABT $MCD $ECL $ADP $GD

$583M

140 positions

#25Farmers National BankPassive

Notable overlap · 6 shared positions

$MCD $IBM $NEE $KO $MDT $GD

$453M

185 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.