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Hedge Funds Similar to Powell Investment Advisors

13F Portfolio OverlapQ2 2026Powell Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Powell Investment Advisors, LLC is an institutional investor managing $317M across 167 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 Powell Investment Advisors are OmniStar Financial Group, FIRST FINANCIAL BANKSHARES, Kentucky Farm Bureau Mutual Insurance, with shared positions in $SCCO, $LMT, $MS, $AEP, $GILD, $PM. The full ranking of 25 similar funds is below.

#1OmniStar Financial Group, Inc.Passive
Some overlap · 8 shared positions
$SCCO$LMT$MS$AEP$GILD$PM
$217M
118 positions
#2FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 6 shared positions
$C$LMT$AEP$BX$BLK$NEE
$5.3B
210 positions
#3Kentucky Farm Bureau Mutual Insurance CoActive
Some overlap · 6 shared positions
$C$LMT$AEP$BX$PM$NEE
$360M
69 positions
#4JMAC ENTERPRISES LLCActive
Some overlap · 6 shared positions
$MS$C$LMT$BX$BLK$NEE
$593M
122 positions
#5SECURED RETIREMENT ADVISORS, LLCPassive
Some overlap · 5 shared positions
$C$LMT$MS$AEP$GLW
$195M
134 positions
#6Nexus Investment Management ULCActive
Some overlap · 5 shared positions
$C$MS$AEP$GILD$GLW
$767M
72 positions
#7Granite Group Advisors, LLCActive
Some overlap · 6 shared positions
$LMT$MS$AEP$NEE$BX$PM
$169M
84 positions
#8MORTON COMMUNITY BANKPassive
Some overlap · 5 shared positions
$C$LMT$AEP$PM$NEE
$491M
120 positions
#9Harvest Investment Advisors, LLCActive
Some overlap · 5 shared positions
$LMT$MS$GILD$BX$BLK
$202M
58 positions
#10Altman Advisors, Inc.Passive
Some overlap · 4 shared positions
$SCCO$C$MS$GILD
$279M
93 positions
#11GLOBALT Investments LLC / GAActive
Some overlap · 5 shared positions
$C$MS$GILD$PM$GLW
$3.0B
213 positions
#12HARTLINE INVESTMENT CORP/Active
Some overlap · 5 shared positions
$C$MS$NET$GLW$NEE
$1.1B
115 positions
#13ShoreHaven Wealth Partners, LLCActive
Some overlap · 6 shared positions
$MS$ED$BLK$PM$GLW$NEE
$318M
106 positions
#14BLUE SQUARE ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$SCCO$IBIT$BX$BLK
$247M
74 positions
#15Edgemoor Investment Advisors, Inc.Active
Some overlap · 5 shared positions
$C$AEP$BX$BLK$NEE
$1.5B
188 positions
#16Elwood & Goetz Wealth Advisory Group, LLCActive
Some overlap · 5 shared positions
$SON$MS$LMT$GLW$NEE
$676M
148 positions
#17VCI Wealth Management LLCPassive
Some overlap · 4 shared positions
$IBIT$C$MS$GILD
$399M
99 positions
#18CONNING INC.Passive
Some overlap · 5 shared positions
$LMT$MS$GILD$BLK$GLW
$3.3B
327 positions
#19Severin Investments, LLCPassive
Some overlap · 5 shared positions
$C$MS$BLK$PM$NEE
$133M
174 positions
#20VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 5 shared positions
$C$AEP$BLK$PM$NEE
$5.0B
245 positions
#21Axiom Investment Management LLCPassive
Some overlap · 5 shared positions
$C$BX$ED$GILD$GLW
$150M
528 positions
#22TOEWS CORP /ADVActive
Some overlap · 5 shared positions
$C$AEP$BX$PM$GLW
$686M
151 positions
#23Randolph Co IncActive
Some overlap · 4 shared positions
$SCCO$AEP$BX$GLW
$1.2B
47 positions
#24Richwood Investment Advisors, LLCActive
Some overlap · 4 shared positions
$C$LMT$MS$GILD
$142M
106 positions
#25Parkwood LLCActive
Some overlap · 4 shared positions
$IBIT$C$NET$PM
$1.4B
72 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.