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Hedge Funds Similar to DELTA FINANCIAL ADVISORS

13F Portfolio OverlapQ1 2026DELTA FINANCIAL ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

DELTA FINANCIAL ADVISORS LLC is an institutional investor managing $384M across 149 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 DELTA FINANCIAL ADVISORS are Wallington Asset ,, Vivaldi, BEACON INVESTMENT ADVISORY SERVICES,, with shared positions in $TJX, $IAU, $AMGN, $CMI, $LOW, $AFL. The full ranking of 25 similar funds is below.

#1Wallington Asset Management, LLCActive
Some overlap · 6 shared positions
$TJX$IAU$AMGN$CMI$LOW$AFL
$752M
61 positions
#2Vivaldi Capital Management LPPassive
Some overlap · 5 shared positions
$AMAT$IAU$__PARK_1390777$AMGN$NUE
$723M
290 positions
#3BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 6 shared positions
$IAU$TJX$AMAT$AMGN$SHW$COP
$2.4B
787 positions
#4Curat Global, LLCPassive
Some overlap · 7 shared positions
$AMAT$AMGN$CMI$CB$AFL$TJX
$102M
265 positions
#5Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 5 shared positions
$AMAT$__PARK_1390777$AMGN$NUE$IAU
$101M
307 positions
#6Insight Inv LLCPassive
Some overlap · 4 shared positions
$AMAT$TJX$AMGN$COP
$183M
104 positions
#7Notis-McConarty EdwardActive
Some overlap · 4 shared positions
$AMAT$TJX$LOW$AMGN
$219M
68 positions
#8Hudson Canyon Capital ManagementPassive
Some overlap · 4 shared positions
$AMAT$TJX$AMGN$COP
$163M
52 positions
#9Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$TJX$__PARK_1390777$AMAT$ETR
$145M
69 positions
#10AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 3 shared positions
$AMAT$TJX$AMGN
$1.4B
114 positions
#11Arjuna CapitalPassive
Some overlap · 7 shared positions
$TJX$AMAT$EXPD$TRV$LOW$AMGN
$393M
109 positions
#12Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$TJX$IAU$AMGN$CMI
$649M
186 positions
#13Applied Finance Capital Management, LLCPassive
Some overlap · 5 shared positions
$AMAT$CMI$TRV$LOW$COP
$1.3B
218 positions
#14Forza Wealth Management, LLCPassive
Some overlap · 6 shared positions
$IAU$AFL$KKR$AMGN$COP$NUE
$287M
188 positions
#15SHUTTLEWORTH & CoPassive
Some overlap · 3 shared positions
$AMAT$TJX$SHW
$111M
52 positions
#16MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$AMAT$__PARK_1390777$KKR$AMGN$LOW
$1.1B
105 positions
#17Eukles Asset ManagementPassive
Some overlap · 5 shared positions
$TJX$KKR$CMI$SHW$COP
$224M
238 positions
#18PLIMOTH TRUST CO LLCPassive
Some overlap · 5 shared positions
$AMAT$TJX$AMGN$CB$LOW
$447M
173 positions
#19Saranac Partners LtdPassive
Some overlap · 3 shared positions
$TJX$AMAT$COP
$234M
103 positions
#20Decker Wealth Management LLCPassive
Some overlap · 4 shared positions
$TJX$NUE$KKR$AMGN
$441M
105 positions
#21Dempze Nancy EPassive
Some overlap · 3 shared positions
$AMAT$TJX$CB
$182M
92 positions
#22Compass Wealth Management LLCPassive
Some overlap · 3 shared positions
$AMAT$TJX$CB
$405M
75 positions
#23Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$TJX$__PARK_1390777$AMGN$LOW
$353M
78 positions
#24LOM Asset Management LtdPassive
Some overlap · 4 shared positions
$AMAT$TJX$ETR$IAU
$348M
277 positions
#25Bank OZKPassive
Some overlap · 4 shared positions
$AMAT$TJX$IAU$AMGN
$283M
149 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.