Hedge Funds Similar to Soltis Investment Advisors

13F Portfolio OverlapQ1 2026Soltis Investment Advisors portfolio →

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Most similar hedge funds by 13F overlap

Soltis Investment Advisors LLC is an institutional investor managing $1.6B across 580 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 Soltis Investment Advisors are ALLEN WEALTH ,, GODSEY & GIBB,, Argyle ,, with shared positions in $LMT, $NKE, $MDT, $SLB, $KO, $RIO. The full ranking of 25 similar funds is below.

#1ALLEN WEALTH MANAGEMENT, LLCActive

Some overlap · 8 shared positions

$LMT $NKE $MDT $SLB $KO $RIO

$200M

59 positions

#2GODSEY & GIBB, INCPassive

Some overlap · 7 shared positions

$PAYX $ETR $MDT $SLB $AEP $AMGN

$1.1B

389 positions

#3Argyle Capital Management, LLCPassive

Some overlap · 7 shared positions

$PAYX $MDT $ENB $HSY $VZ $AMGN

$308M

137 positions

#4SKBA CAPITAL MANAGEMENT LLCActive

Some overlap · 7 shared positions

$NKE $MDT $HSY $AEP $VZ $AMGN

$728M

79 positions

#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$LMT $ETR $MDT $VZ $KO $RIO

$220M

148 positions

#6BONTEMPO OHLY CAPITAL MGMT LLCActive

Some overlap · 7 shared positions

$NKE $PAYX $HSY $VZ $AMGN $KO

$222M

34 positions

#7FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 7 shared positions

$LMT $MDT $AEP $AMGN $AMT $KO

$5.0B

201 positions

#8Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 7 shared positions

$NKE $MDT $VZ $AMGN $KO $C

$477M

70 positions

#9TWIN CITY PRIVATE WEALTH, LLCPassive

Some overlap · 7 shared positions

$ETR $MDT $ENB $AMGN $AMT $KO

$132M

96 positions

#10CAPITAL ADVISORS INC/OKPassive

Some overlap · 7 shared positions

$O $MDT $ENB $VZ $KO $RIO

$6.2B

357 positions

#11Dickmeyer Boyce Financial Management, Inc.Passive

Some overlap · 7 shared positions

$O $LMT $AEP $VZ $AMGN $RIO

$170M

125 positions

#12Edgemoor Investment Advisors, Inc.Active

Some overlap · 7 shared positions

$ETR $O $AEP $VZ $C $LEN

$1.3B

170 positions

#13TrueMark Investments, LLCPassive

Some overlap · 7 shared positions

$ENB $HSY $AEP $VZ $RIO $LEN

$514M

167 positions

#14Willis Investment CounselActive

Some overlap · 6 shared positions

$LMT $PAYX $MDT $HSY $AEP $VZ

$1.8B

123 positions

#15Pathway Financial Advisers, LLCPassive

Some overlap · 6 shared positions

$LMT $O $ENB $AEP $VZ $AMGN

$354M

164 positions

#16BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 6 shared positions

$LMT $MDT $HSY $VZ $AMGN $KO

$480M

133 positions

#17Davis Capital ManagementPassive

Some overlap · 6 shared positions

$LMT $MDT $SLB $AMGN $KO $RIO

$148M

589 positions

#18Slagle Financial, LLCPassive

Some overlap · 6 shared positions

$LMT $O $HSY $AMGN $KO $C

$303M

121 positions

#19LifePlan Financial, LLCPassive

Some overlap · 6 shared positions

$NKE $MDT $SLB $VZ $AMT $AMAT

$135M

83 positions

#20MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 6 shared positions

$LMT $MDT $AEP $AMGN $NKE $AMAT

$1.1B

105 positions

#21HAMEL ASSOCIATES, INC.Passive

Some overlap · 6 shared positions

$LMT $HSY $VZ $AMGN $KO $O

$351M

81 positions

#22CHRISTINE MESSMER PCActive

Some overlap · 6 shared positions

$LMT $HSY $VZ $AMGN $MDT $DDOG

$156M

80 positions

#23CORDA Investment Management, LLC.Active

Some overlap · 6 shared positions

$MDT $HSY $VZ $NKE $KO $AMAT

$1.4B

80 positions

#24Rayburn West Financial Services LLCPassive

Some overlap · 6 shared positions

$LMT $VZ $AMGN $KO $C $HSY

$170M

82 positions

#25TCM Advisors, LLCSmart money

Some overlap · 6 shared positions

$LMT $MDT $KO $ETR $UNH $NKE

$1.4B

69 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.