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 Concord Wealth Partners

13F Portfolio OverlapQ2 2026Concord Wealth Partners portfolio →

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Most similar hedge funds by 13F overlap

Concord Wealth Partners is an institutional investor managing $873M across 885 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 Concord Wealth Partners are Concord Asset, EDGAR LOMAX, FIRST FINANCIAL BANKSHARES, with shared positions in $NEE, $LMT, $MS, $CVS, $STLD, $ETN. The full ranking of 25 similar funds is below.

#1Concord Asset Management, LLC/VAPassive

Notable overlap · 13 shared positions

$NEE $LMT $MS $CVS $STLD $ETN

$646M

126 positions

#2EDGAR LOMAX CO/VAActive

Some overlap · 7 shared positions

$NEE $LMT $MS $CVS $UNP $AMGN

$1.3B

58 positions

#3FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 6 shared positions

$NEE $LMT $ETN $AMGN $COP $UNP

$5.3B

210 positions

#4Signet Investment Advisory Group, Inc.Passive

Some overlap · 6 shared positions

$NEE $CVS $ETN $LMT $AMGN $COP

$227M

73 positions

#5OLD POINT TRUST & FINANCIAL SERVICES N APassive

Some overlap · 6 shared positions

$NEE $LMT $ETN $AMGN $COP $TFC

$341M

320 positions

#6BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Some overlap · 5 shared positions

$NEE $LMT $CVS $AMGN $KLAC

$405M

98 positions

#7Fiduciary Alliance LLCPassive

Some overlap · 5 shared positions

$NEE $MS $ETN $AMGN $COP

$1.3B

503 positions

#8WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 6 shared positions

$NEE $LMT $CVS $DIS $AMGN $ETN

$1.3B

73 positions

#9AMERICAN NATIONAL BANK & TRUSTPassive

Some overlap · 6 shared positions

$LMT $UNP $AMGN $KLAC $NEE $DIS

$1.1B

618 positions

#10Granite Group Advisors, LLCActive

Some overlap · 5 shared positions

$NEE $LMT $MS $AMGN $DIS

$158M

78 positions

#11Alley Investment Management Company, LLCActive

Some overlap · 5 shared positions

$LMT $MS $ETN $UNP $AMGN

$856M

89 positions

#12Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$LMT $MS $CVS $AMGN $KLAC

$292M

99 positions

#13MORTON COMMUNITY BANKPassive

Some overlap · 5 shared positions

$CVS $NEE $ETN $LMT $COP

$491M

120 positions

#14Lipe & DaltonPassive

Some overlap · 5 shared positions

$MS $CVS $ETN $LMT $AMGN

$216M

94 positions

#15First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 5 shared positions

$NEE $LMT $UNP $AMGN $DIS

$521M

77 positions

#16Clifford Group, LLCSmart money

Some overlap · 5 shared positions

$NEE $MS $UNP $ETN $KLAC

$145M

86 positions

#17Signet Private Wealth LLCPassive

Some overlap · 5 shared positions

$MS $LMT $ETN $NEE $KLAC

$125M

127 positions

#18Union Heritage Capital, LLCPassive

Some overlap · 5 shared positions

$LMT $MS $AMGN $COP $KLAC

$295M

65 positions

#19Aull & Monroe Investment Management CorpPassive

Some overlap · 5 shared positions

$NEE $ETN $UNP $AMGN $LMT

$231M

125 positions

#20Parkside Investments, LLCActive

Some overlap · 5 shared positions

$NEE $CVS $UNP $COP $DIS

$879M

95 positions

#21CAPE COD FIVE CENTS SAVINGS BANKPassive

Some overlap · 5 shared positions

$NEE $LMT $UNP $AMGN $KLAC

$1.2B

203 positions

#22Oak Harvest Investment ServicesPassive

Some overlap · 5 shared positions

$MS $ETN $UNP $AMGN $KLAC

$1.1B

166 positions

#23Chesapeake Wealth ManagementPassive

Some overlap · 5 shared positions

$NEE $MS $UNP $KLAC $AMGN

$357M

168 positions

#24Commonwealth Retirement Investments LLCPassive

Some overlap · 5 shared positions

$LMT $MS $COP $KLAC $AMGN

$370M

129 positions

#25ALBION FINANCIAL GROUP /UTPassive

Some overlap · 5 shared positions

$LMT $MS $AMGN $UNP $DIS

$1.8B

792 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.