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 Carolina Wealth Advisors,

13F Portfolio OverlapQ1 2026Carolina Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Carolina Wealth Advisors, LLC is an institutional investor managing $255M across 278 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 Carolina Wealth Advisors, are SENTINEL PENSION ADVISORS,, Brindle & Bay Financial Advisors,, BENEDICT FINANCIAL ADVISORS, with shared positions in $GLDM, $BDX, $MCD, $TXN, $VZ, $TROW. The full ranking of 25 similar funds is below.

#1SENTINEL PENSION ADVISORS, LLCActive

Notable overlap · 3 shared positions

$GLDM $BDX $MCD

$676M

137 positions

#2Brindle & Bay Financial Advisors, LLCPassive

Notable overlap · 9 shared positions

$GLDM $TXN $VZ $TROW $MO $GILD

$163M

67 positions

#3BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 9 shared positions

$AMGN $MO $PM $VZ $MDT $LMT

$480M

133 positions

#4CFC Planning Co LLCPassive

Notable overlap · 8 shared positions

$SCCO $KO $MO $PM $VZ $TXN

$140M

72 positions

#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$KO $PM $VZ $UNP $MDT $LMT

$220M

148 positions

#6American Investment Services, Inc.Active

Notable overlap · 4 shared positions

$GLDM $AMGN $VZ $IBM

$448M

132 positions

#7FCF Advisors LLCPassive

Notable overlap · 8 shared positions

$GILD $MO $BMY $TPR $CL $HAS

$444M

52 positions

#8Range Financial Group LLCPassive

Notable overlap · 9 shared positions

$VZ $PM $AMGN $MO $TPR $GFI

$298M

190 positions

#9Integras Partners LLCPassive

Notable overlap · 10 shared positions

$GILD $AMGN $BMY $CL $LMT $ITW

$152M

69 positions

#10Copley Financial Group, Inc.Active

Notable overlap · 6 shared positions

$GLDM $LMT $KO $GILD $MDT $MCD

$166M

115 positions

#11Catherine Avery Investment Management LLCPassive

Notable overlap · 8 shared positions

$AMGN $KO $VZ $BMY $MCD $BBY

$223M

109 positions

#12OmniStar Financial Group, Inc.Passive

Notable overlap · 10 shared positions

$GILD $BMY $LMT $PM $IBM $SCCO

$193M

108 positions

#13Kerusso Capital Management LLCPassive

Notable overlap · 7 shared positions

$GILD $AMGN $VZ $BMY $KO $LMT

$200M

53 positions

#14Optimist Retirement Group LLCActive

Notable overlap · 11 shared positions

$VZ $GILD $BMY $LMT $BBY $IBM

$227M

113 positions

#15Piedmont Capital Management, LLCActive

Notable overlap · 5 shared positions

$GLDM $KO $VZ $IBM $AMGN

$197M

50 positions

#16Verity & Verity, LLCActive

Notable overlap · 7 shared positions

$GILD $AMGN $VZ $MO $MDT $LMT

$1.3B

138 positions

#17SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 8 shared positions

$BDX $AMGN $HAS $VZ $UNP $MDT

$728M

79 positions

#18HAMEL ASSOCIATES, INC.Passive

Notable overlap · 8 shared positions

$AMGN $KO $UNP $VZ $LMT $ITW

$351M

81 positions

#19Principal Street Partners, LLCPassive

Notable overlap · 9 shared positions

$VZ $GILD $BMY $MO $AMGN $LMT

$613M

247 positions

#20Keystone Financial Planning, Inc.Smart money

Notable overlap · 12 shared positions

$MO $VZ $BMY $PM $UL $TROW

$374M

40 positions

#21PEAK FINANCIAL ADVISORS LLCPassive

Notable overlap · 3 shared positions

$GLDM $TRGP $MO

$226M

70 positions

#22WIN ADVISORS, INCPassive

Notable overlap · 5 shared positions

$BDX $LRCX $DRI $LMT $TRGP

$219M

78 positions

#23Kinloch Capital, LLCPassive

Notable overlap · 7 shared positions

$KO $MO $PM $MDT $MCD $TROW

$245M

83 positions

#24Exeter Financial, LLCPassive

Notable overlap · 9 shared positions

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

$245M

98 positions

#25EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$KO $BMY $GILD $UNP $LMT $AMGN

$1.4B

56 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.