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Hedge Funds Similar to Seven Springs Wealth Group

13F Portfolio OverlapQ2 2026Seven Springs Wealth Group portfolio →
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Most similar hedge funds by 13F overlap

Seven Springs Wealth Group, LLC is an institutional investor managing $458M across 85 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 Seven Springs Wealth Group are WILSEY ASSET, MORGAN DEMPSEY, NEW ENGLAND ASSET, with shared positions in $VZ, $CI, $WFC, $QCOM, $DUK, $CMI. The full ranking of 25 similar funds is below.

#1WILSEY ASSET MANAGEMENT INCActive
Notable overlap · 4 shared positions
$VZ$CI$WFC$QCOM
$681M
28 positions
#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$WFC$DUK$VZ$CMI$PEP$UNP
$233M
122 positions
#3NEW ENGLAND ASSET MANAGEMENT INCPassive
Notable overlap · 5 shared positions
$WFC$VZ$DUK$CI$QCOM
$863M
131 positions
#4BCWM, LLCPassive
Notable overlap · 4 shared positions
$DUK$VZ$PEP$UNP
$342M
57 positions
#5Griffith & Werner, Inc.Passive
Notable overlap · 5 shared positions
$VZ$WFC$DUK$GILD$PEP
$213M
71 positions
#6Center for Wealth Management AdvisoryActive
Notable overlap · 5 shared positions
$DUK$VZ$CI$PEP$GILD
$159M
62 positions
#7GQG Partners LLCActive
Notable overlap · 4 shared positions
$CI$VZ$DUK$DELL
$53.8B
102 positions
#8Paradigm Capital Management, LLC/NVActive
Notable overlap · 3 shared positions
$VZ$WFC$DUK
$116M
65 positions
#9Mayflower Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$DUK$VZ$PEP$DOV
$1.2B
499 positions
#10Patrick Mauro Investment Advisor, INC.Active
Some overlap · 5 shared positions
$VZ$DUK$PEP$LIN$DOV
$199M
38 positions
#11LAKEWOOD CAPITAL MANAGEMENT, LPActive
Some overlap · 3 shared positions
$CI$HCA$UNP
$1.9B
65 positions
#12Maj Invest Holding A/SActive
Some overlap · 4 shared positions
$CI$HCA$UNP$QCOM
$2.2B
40 positions
#13Slocum, Gordon & Co LLPPassive
Some overlap · 4 shared positions
$VZ$DUK$UNP$MMM
$151M
70 positions
#14Canal Insurance COActive
Some overlap · 3 shared positions
$DUK$VZ$DELL
$456M
76 positions
#15Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 3 shared positions
$WFC$DUK$LIN
$362M
116 positions
#16Gibson Wealth Advisors LLCSmart money
Some overlap · 3 shared positions
$DUK$PEP$MMM
$160M
30 positions
#17Reliant Investment Partners, LLCPassive
Some overlap · 3 shared positions
$DUK$VZ$CRWD
$147M
126 positions
#18DCM Advisors, LLCActive
Some overlap · 4 shared positions
$WFC$DELL$VZ$PEP
$253M
38 positions
#19TrueMark Investments, LLCPassive
Some overlap · 4 shared positions
$VZ$CI$PEP$UNP
$798M
187 positions
#20ADVOCATE GROUP LLCPassive
Some overlap · 4 shared positions
$VZ$DUK$CMI$UNP
$665M
122 positions
#21EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$DUK$WFC$PEP$UNP$GILD
$1.3B
58 positions
#22Wallace Advisory Group, LLCPassive
Some overlap · 4 shared positions
$CI$VZ$WFC$DOV
$106M
134 positions
#23DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$WFC$CMI$PEP$MMM
$530M
92 positions
#24Measured Risk Portfolios, Inc.Active
Some overlap · 3 shared positions
$DUK$VZ$QCOM
$112M
63 positions
#25Dickmeyer Boyce Financial Management, Inc.Passive
Some overlap · 7 shared positions
$VZ$WFC$DUK$PEP$FAST$MMM
$193M
129 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.