13F Pro

Hedge Funds Similar to LIBERTY ONE INVESTMENT

13F Portfolio OverlapQ2 2026LIBERTY ONE INVESTMENT portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

LIBERTY ONE INVESTMENT MANAGEMENT, LLC is an institutional investor managing $1.0B across 154 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 LIBERTY ONE INVESTMENT are GWN SECURITIES, EDGAR LOMAX, MORGAN DEMPSEY, with shared positions in $CAH, $DUK, $SO, $CASY, $LNT, $WM. The full ranking of 25 similar funds is below.

#1GWN SECURITIES INC.Passive
Notable overlap · 18 shared positions
$CAH$DUK$SO$CASY$LNT$WM
$598M
486 positions
#2EDGAR LOMAX CO/VAActive
Notable overlap · 6 shared positions
$DUK$SO$T$MDLZ$AMT$TXN
$1.3B
58 positions
#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 7 shared positions
$T$MCD$DUK$SO$TXN$ETR
$233M
122 positions
#4CAMDEN NATIONAL BANKPassive
Notable overlap · 8 shared positions
$CB$RSG$MCD$DUK$MDLZ$TXN
$767M
184 positions
#5CAPITAL & PLANNING, LLC
Notable overlap · 5 shared positions
$SO$DUK$MCD$WM$TXN
$165M
172 positions
#6VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 4 shared positions
$SO$DUK$CB$MCD
$201M
57 positions
#7LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Notable overlap · 4 shared positions
$MCD$CB$NOC$WM
$138M
71 positions
#8CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$CB$SO$MDLZ$AWK$CL$ETR
$6.4B
290 positions
#9Stack Financial Management, IncActive
Notable overlap · 5 shared positions
$WM$CAH$DUK$T$MDLZ
$1.3B
54 positions
#10First PREMIER BankPassive
Notable overlap · 5 shared positions
$DUK$SO$MCD$WM$MDLZ
$619M
358 positions
#11ADVOCATE GROUP LLCPassive
Notable overlap · 7 shared positions
$DUK$SO$CB$MCD$KR$TXN
$665M
122 positions
#12GQG Partners LLCActive
Notable overlap · 6 shared positions
$CB$T$AWK$DUK$UL$TRV
$53.8B
102 positions
#13Cambridge Financial Group, Inc.Active
Notable overlap · 4 shared positions
$CAH$KR$MCD$TXN
$287M
33 positions
#14Greystone Financial Group, LLCPassive
Notable overlap · 5 shared positions
$DUK$WM$MCD$MCK$TXN
$358M
74 positions
#15EVEXIA WEALTH LLCPassive
Notable overlap · 4 shared positions
$CB$RSG$NOC$CASY
$369M
77 positions
#16InTrack Investment Management IncPassive
Notable overlap · 5 shared positions
$CB$MCK$WM$DUK$MCD
$202M
110 positions
#17Patrick Mauro Investment Advisor, INC.Active
Notable overlap · 5 shared positions
$MCD$WM$MDLZ$SO$DUK
$199M
38 positions
#18Windle Wealth, LLCActive
Notable overlap · 4 shared positions
$SO$MCD$T$UL
$249M
35 positions
#19Capital Innovations LLCPassive
Notable overlap · 6 shared positions
$SO$WM$AMT$AWK$DUK$ETR
$385M
51 positions
#20Belleair Asset Management, LLCActive
Notable overlap · 6 shared positions
$CAH$WM$DUK$SO$DE$TRV
$119M
84 positions
#21PINKERTON WEALTH, LLCActive
Notable overlap · 7 shared positions
$SO$DUK$WM$MCD$AMT$TXN
$1.2B
103 positions
#22DEARBORN PARTNERS LLCActive
Notable overlap · 5 shared positions
$MCD$CASY$RSG$MSI$TXN
$1.8B
269 positions
#23Mason & Associates, LLCSmart money
Notable overlap · 3 shared positions
$SO$DUK$MCD
$481M
45 positions
#24Griffith & Werner, Inc.Passive
Notable overlap · 5 shared positions
$SO$T$DUK$TXN$AWK
$213M
71 positions
#25SHERMAN PORFOLIOS, LLCSmart money
Notable overlap · 7 shared positions
$DUK$SO$WM$MCD$AMT$TXN
$1.3B
97 positions

Compare LIBERTY ONE INVESTMENT’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View LIBERTY ONE INVESTMENT’s holdings

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.