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Hedge Funds Similar to DELTA FINANCIAL ADVISORS

13F Portfolio OverlapQ2 2026DELTA FINANCIAL ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

DELTA FINANCIAL ADVISORS LLC is an institutional investor managing $421M across 152 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 DELTA FINANCIAL ADVISORS are Wallington Asset, Stonebridge Financial Group, CONNING, with shared positions in $TJX, $IAU, $CMI, $AMGN, $AFL, $LOW. The full ranking of 25 similar funds is below.

#1Wallington Asset Management, LLCActive
Some overlap · 6 shared positions
$TJX$IAU$CMI$AMGN$AFL$LOW
$814M
61 positions
#2Stonebridge Financial Group, LLCPassive
Some overlap · 7 shared positions
$IAU$CMI$AFL$AMGN$CB$BLK
$1.3B
275 positions
#3CONNING INC.Passive
Some overlap · 7 shared positions
$BNY$CMI$BLK$AFL$TRV$AMGN
$3.3B
327 positions
#4BRADY FAMILY WEALTH, LLCPassive
Some overlap · 7 shared positions
$TJX$BLK$AMGN$CB$ADP$LOW
$346M
113 positions
#5Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$IAU$CMI$AMGN$ADP
$710M
193 positions
#6TRUST CO OF VIRGINIA /VAPassive
Some overlap · 6 shared positions
$TJX$BLK$AMGN$CB$ADP$LOW
$1.3B
226 positions
#7Great Diamond Partners, LLCPassive
Some overlap · 6 shared positions
$BNY$CMI$AFL$AMGN$BLK$ADP
$582M
238 positions
#8CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$TJX$IAU$CB$ADP$DUK
$767M
184 positions
#9Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$TJX$BNY$AMGN$LOW$DUK
$297M
103 positions
#10Sageworth Trust Co of South DakotaActive
Some overlap · 5 shared positions
$TJX$CMI$BLK$TRV$COP
$162M
61 positions
#11Bull Street Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$NUE$AMGN$ADP$DUK
$219M
95 positions
#12WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$TJX$CMI$BLK$CARR$DUK$AMGN
$1.3B
73 positions
#13Delta Accumulation, LLCActive
Some overlap · 5 shared positions
$TJX$BNY$CMI$BLK$ADP
$2.5B
156 positions
#14Roxbury Financial LLCPassive
Some overlap · 7 shared positions
$AFL$CB$BLK$AMGN$ADP$LOW
$126M
410 positions
#15W.H. Cornerstone Investments Inc.Passive
Some overlap · 7 shared positions
$AFL$BLK$TJX$ADP$LOW$CB
$177M
141 positions
#16Longbow Finance SAPassive
Some overlap · 4 shared positions
$TJX$BNY$CMI$TRV
$782M
59 positions
#17HAMEL ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$BNY$AMGN$CB$ADP$DUK$COP
$363M
92 positions
#18Grey Ledge Advisors, LLCPassive
Some overlap · 6 shared positions
$CMI$AFL$TJX$AMGN$TRV$ADP
$498M
248 positions
#19Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$TJX$BNY$AMGN$DUK
$358M
74 positions
#20Sawyer & Company, IncPassive
Some overlap · 5 shared positions
$TJX$TRV$AMGN$ADP$COP
$298M
202 positions
#21Columbus Macro, LLCPassive
Some overlap · 5 shared positions
$NUE$CMI$AFL$AMGN$ADP
$1.0B
207 positions
#22BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$TJX$AMGN$CB$LOW$DUK
$8.0B
1,334 positions
#23Forza Wealth Management, LLCPassive
Some overlap · 6 shared positions
$IAU$AFL$AMGN$NUE$TRV$LOW
$326M
194 positions
#24Somerset Trust CoPassive
Some overlap · 6 shared positions
$BLK$AFL$AMGN$CB$ADP$LOW
$354M
186 positions
#25MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$BLK$AFL$AMGN$CB$ADP$LOW
$857M
166 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.