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 Lloyd Advisory Services

13F Portfolio OverlapQ2 2026Lloyd Advisory Services portfolio →

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Most similar hedge funds by 13F overlap

Lloyd Advisory Services, LLC. is an institutional investor managing $258M across 628 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 Lloyd Advisory Services are Raleigh, ATLANTIC FAMILY WEALTH, ZIONS BANCORPORATION, NATIONAL ASSOCIATION, with shared positions in $VZ, $USB, $ENB, $FE, $PFE, $SNY. The full ranking of 25 similar funds is below.

#1Raleigh Capital Management Inc.Passive

Substantial overlap · 21 shared positions

$VZ $USB $ENB $FE $PFE $SNY

$313M

610 positions

#2ATLANTIC FAMILY WEALTH, LLCSmart money

Notable overlap · 20 shared positions

$VZ $DUK $USB $ENB $FE $PFE

$156M

64 positions

#3ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/Active

Notable overlap · 19 shared positions

$VZ $USB $ENB $FE $PFE $SNY

$1.7B

1,629 positions

#4First Bank & TrustPassive

Notable overlap · 14 shared positions

$DUK $USB $ENB $VZ $PFE $SNY

$687M

277 positions

#5Code Waechter LLCActive

Notable overlap · 14 shared positions

$USB $ENB $PFE $DUK $SNY $FE

$211M

126 positions

#6Keystone Financial Planning, Inc.Active

Notable overlap · 10 shared positions

$MO $VZ $USB $PFE $BTI $MDT

$404M

39 positions

#7FEDERATED HERMES, INC.Passive

Notable overlap · 13 shared positions

$USB $VZ $PAYX $PNC $PLD $PM

$69.6B

2,038 positions

#8GQG Partners LLCActive

Notable overlap · 8 shared positions

$MO $VZ $DUK $ENB $T $BTI

$53.8B

102 positions

#9TECTONIC ADVISORS LLCPassive

Notable overlap · 7 shared positions

$MO $VZ $DUK $ENB $PFE $T

$2.2B

277 positions

#10TrueMark Investments, LLCPassive

Notable overlap · 8 shared positions

$VZ $MO $ENB $SNY $BTI $TTE

$798M

187 positions

#11Center for Wealth Management AdvisoryActive

Notable overlap · 8 shared positions

$VZ $DUK $USB $MO $PNC $MDT

$161M

62 positions

#12FUKOKU MUTUAL LIFE INSURANCE CoActive

Notable overlap · 7 shared positions

$MO $DUK $VZ $USB $PFE $T

$1.7B

256 positions

#13Paradigm Capital Management, LLC/NVActive

Notable overlap · 7 shared positions

$MO $VZ $DUK $USB $T $PFE

$116M

65 positions

#14Argyle Capital Management, LLCPassive

Notable overlap · 8 shared positions

$ENB $DUK $VZ $PFE $PAYX $T

$347M

138 positions

#15Measured Risk Portfolios, Inc.Active

Notable overlap · 7 shared positions

$MO $VZ $DUK $KMB $PAYX $PM

$94M

64 positions

#16OPAL CAPITAL LLCPassive

Notable overlap · 8 shared positions

$VZ $ENB $MO $BTI $SNY $TTE

$560M

136 positions

#17MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$VZ $DUK $T $WEC $PLD $MDT

$233M

122 positions

#18Plan Group Financial, LLCPassive

Notable overlap · 7 shared positions

$MO $DUK $VZ $PFE $T $PM

$510M

228 positions

#19Verity & Verity, LLCActive

Notable overlap · 7 shared positions

$MO $VZ $ENB $PFE $WEC $PLD

$1.5B

139 positions

#20EQUITY INVESTMENT CORPActive

Some overlap · 7 shared positions

$VZ $USB $SNY $T $TTE $PNC

$5.2B

76 positions

#21VIKING FUND MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$VZ $MO $T $KMB $BTI $TTE

$1.1B

141 positions

#221834 INVESTMENT ADVISORS COPassive

Some overlap · 6 shared positions

$MO $VZ $USB $PFE $T $WEC

$886M

232 positions

#23Adams Asset Advisors, LLCActive

Some overlap · 6 shared positions

$MO $VZ $PFE $T $KMB $BTI

$984M

94 positions

#24CORDA Investment Management, LLC.Active

Some overlap · 7 shared positions

$VZ $USB $PFE $PAYX $MDT $MDLZ

$1.5B

78 positions

#25CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Some overlap · 7 shared positions

$DUK $USB $PFE $KMB $MDT $MDLZ

$3.3B

229 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.