What hedge funds are most similar to Ranch Capital Advisors Inc.?

The funds with the most similar 13F portfolios to Ranch Capital Advisors Inc. are MORGAN DEMPSEY, ADVOCATE GROUP, Forza Wealth ,, 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 Ranch Advisors

13F Portfolio OverlapQ1 2026Ranch Advisors portfolio →

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Most similar hedge funds by 13F overlap

Ranch Capital Advisors Inc. is an institutional investor managing $277M across 154 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 Ranch Advisors are MORGAN DEMPSEY, ADVOCATE GROUP, Forza Wealth ,, with shared positions in $T, $VZ, $C, $ETR, $CMI, $IBM. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 10 shared positions

$T $VZ $C $ETR $CMI $IBM

$220M

148 positions

#2ADVOCATE GROUP LLCPassive

Notable overlap · 10 shared positions

$VZ $CMI $IBM $DUK $SO $MS

$639M

126 positions

#3Forza Wealth Management, LLCPassive

Notable overlap · 10 shared positions

$KKR $CAH $HUM $IBM $MS $AMGN

$287M

188 positions

#4EDGAR LOMAX CO/VAActive

Notable overlap · 9 shared positions

$T $GILD $AMGN $DUK $SO $MS

$1.4B

56 positions

#5Principal Street Partners, LLCPassive

Notable overlap · 8 shared positions

$VZ $GILD $T $ETR $HUM $AMGN

$613M

247 positions

#6Griffith & Werner, Inc.Active

Notable overlap · 8 shared positions

$T $VZ $C $GILD $DUK $SO

$202M

72 positions

#7FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 8 shared positions

$T $GILD $VZ $IBM $DUK $SO

$1.5B

235 positions

#8Financial Planning Hawaii, Inc.Passive

Notable overlap · 7 shared positions

$HUM $KKR $AMGN $VZ $CMI $GD

$170M

123 positions

#9Pathway Financial Advisers, LLCPassive

Notable overlap · 8 shared positions

$VZ $HUM $IBM $DUK $SO $CMI

$354M

164 positions

#10Rayburn West Financial Services LLCPassive

Notable overlap · 9 shared positions

$AMGN $C $IBM $GD $TGT $VZ

$170M

82 positions

#11Catherine Avery Investment Management LLCPassive

Notable overlap · 8 shared positions

$VZ $AMGN $C $IBM $TGT $PFE

$223M

109 positions

#12M.E. ALLISON & CO., INC.Passive

Notable overlap · 7 shared positions

$KKR $T $HUM $IBM $TGT $PFE

$151M

193 positions

#13Hamrick Investment Counsel, llcPassive

Notable overlap · 6 shared positions

$HUM $AMGN $VZ $IBM $PFE $UPS

$180M

359 positions

#14EDMP, INC.Passive

Notable overlap · 6 shared positions

$T $VZ $AMGN $CMI $C $AFL

$124M

71 positions

#15Estabrook Capital ManagementPassive

Notable overlap · 8 shared positions

$C $VZ $IBM $DUK $T $AMGN

$685M

380 positions

#16ROMANO BROTHERS AND COMPANYPassive

Notable overlap · 8 shared positions

$HUM $KKR $DUK $IBM $AMGN $C

$880M

319 positions

#17Cornerstone Select Advisors, LLCPassive

Notable overlap · 6 shared positions

$T $CAH $VZ $GILD $IBM $AMGN

$160M

124 positions

#18Aull & Monroe Investment Management CorpPassive

Notable overlap · 7 shared positions

$AMGN $T $CMI $VZ $DUK $SO

$215M

125 positions

#19Verity & Verity, LLCActive

Notable overlap · 7 shared positions

$VZ $AMGN $GILD $CMI $TGT $PFE

$1.3B

138 positions

#20Cannon Wealth Management Services, LLCPassive

Notable overlap · 5 shared positions

$KKR $HUM $DUK $T $SO

$148M

85 positions

#21Accretive Wealth Partners, LLCPassive

Notable overlap · 4 shared positions

$KKR $HUM $MS $GD

$356M

180 positions

#22SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$T $AMGN $C $VZ $IBM $PFE

$728M

79 positions

#23Financial Perspectives, IncPassive

Notable overlap · 5 shared positions

$KKR $HUM $MS $AMGN $GILD

$358M

716 positions

#24DB&C Advisors, LLCPassive

Notable overlap · 9 shared positions

$GILD $IBM $DUK $HUM $PFE $SO

$77M

67 positions

#25Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$VZ $AMGN $IBM $CAH $AFL $GD

$245M

98 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.