What hedge funds are most similar to LIBERTY ONE INVESTMENT MANAGEMENT, LLC?

The funds with the most similar 13F portfolios to LIBERTY ONE INVESTMENT MANAGEMENT, LLC are EDGAR LOMAX /VA, GWN SECURITIES, Griffith & Werner,, 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 LIBERTY ONE INVESTMENT ,

13F Portfolio OverlapQ1 2026LIBERTY ONE INVESTMENT , portfolio →

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Most similar hedge funds by 13F overlap

LIBERTY ONE INVESTMENT MANAGEMENT, LLC is an institutional investor managing $970M 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 LIBERTY ONE INVESTMENT , are EDGAR LOMAX /VA, GWN SECURITIES, Griffith & Werner,, with shared positions in $DUK, $SO, $T, $UNH, $KO, $MDLZ. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$DUK $SO $T $UNH $KO $MDLZ

$1.4B

56 positions

#2GWN SECURITIES INC.Passive

Notable overlap · 16 shared positions

$CAH $DUK $SO $CASY $KO $KR

$523M

462 positions

#3Griffith & Werner, Inc.Active

Notable overlap · 7 shared positions

$KO $T $SO $DUK $UNH $GILD

$202M

72 positions

#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$T $KO $DUK $SO $MCD $ETR

$220M

148 positions

#5Windle Wealth, LLCActive

Notable overlap · 5 shared positions

$KO $T $SO $MCD $VZ

$237M

32 positions

#6FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 8 shared positions

$KO $MCD $DUK $T $SO $GILD

$1.5B

235 positions

#7GQG Partners LLCActive

Notable overlap · 7 shared positions

$T $CB $KO $DUK $KR $VZ

$63.1B

81 positions

#8VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 5 shared positions

$SO $DUK $CB $MCD $VZ

$187M

55 positions

#9Stack Financial Management, IncActive

Notable overlap · 7 shared positions

$WM $T $DUK $KO $CAH $MDLZ

$1.4B

52 positions

#10Cambridge Financial Group, Inc.Active

Notable overlap · 4 shared positions

$CAH $KR $MCD $SYY

$267M

33 positions

#11CAPITAL & PLANNING, LLCActive

Notable overlap · 6 shared positions

$DUK $SO $MCD $WM $UNH $KO

$165M

172 positions

#12ROWLANDMILLER & PARTNERS.ADVPassive

Notable overlap · 8 shared positions

$KO $MCD $CB $SYY $GILD $VZ

$493M

189 positions

#13Constitution Capital LLCActive

Notable overlap · 9 shared positions

$DUK $KO $WM $UNH $NEE $SO

$200M

61 positions

#14LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Notable overlap · 4 shared positions

$DUK $SO $WM $MCK

$192M

113 positions

#15Signet Investment Advisory Group, Inc.Passive

Notable overlap · 6 shared positions

$WM $KO $MCD $NOC $UNH $NEE

$218M

69 positions

#16ZWJ INVESTMENT COUNSEL INCPassive

Notable overlap · 5 shared positions

$KO $NOC $CB $MDLZ $T

$2.8B

241 positions

#17Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$DUK $WM $MCD $MCK $KO

$353M

78 positions

#18GODSEY & GIBB, INCPassive

Notable overlap · 5 shared positions

$T $LNT $DUK $KO $ETR

$1.1B

389 positions

#19William B. Walkup & Associates, Inc.Active

Notable overlap · 7 shared positions

$MCK $UNH $NOC $SYY $MCD $KO

$167M

163 positions

#20Stillwater Wealth Management GroupPassive

Notable overlap · 7 shared positions

$WM $MCD $KO $CB $VZ $NEE

$162M

77 positions

#21Stokes Capital Advisors, LLCPassive

Notable overlap · 5 shared positions

$MCD $KO $NOC $CB $NEE

$446M

104 positions

#22EVEXIA WEALTH LLCActive

Notable overlap · 4 shared positions

$CB $NOC $CASY $RSG

$364M

84 positions

#23MONARCH CAPITAL MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$MCD $KR $KO $SYY $GILD $NEE

$409M

127 positions

#24Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 6 shared positions

$MCD $WM $MDLZ $SO $DUK $VZ

$199M

40 positions

#25DEARBORN PARTNERS LLCActive

Notable overlap · 6 shared positions

$MCD $CASY $RSG $MSI $VZ $NEE

$1.8B

269 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.