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Hedge Funds Similar to JEPPSON WEALTH ,

13F Portfolio OverlapQ1 2026JEPPSON WEALTH , portfolio →
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Most similar hedge funds by 13F overlap

JEPPSON WEALTH MANAGEMENT, LLC is an institutional investor managing $319M across 235 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 JEPPSON WEALTH , are Slocum, Gordon & LLP, Willis Investment Counsel, Stack Financial ,, with shared positions in $T, $LMT, $AEP, $VZ, $KMI, $OXY. The full ranking of 25 similar funds is below.

#1Slocum, Gordon & Co LLPPassive
Notable overlap · 8 shared positions
$T$LMT$AEP$VZ$KMI$OXY
$147M
64 positions
#2Willis Investment CounselActive
Notable overlap · 6 shared positions
$LMT$T$VZ$AEP$COP$DUK
$1.8B
123 positions
#3Stack Financial Management, IncActive
Notable overlap · 7 shared positions
$LMT$T$AEP$WPM$CAH$COP
$1.4B
52 positions
#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$LMT$T$VZ$RIO$DUK
$220M
148 positions
#5Principal Street Partners, LLCPassive
Some overlap · 6 shared positions
$LMT$VZ$T$KMI$GILD$DUK
$613M
247 positions
#6VILLERE ST DENIS J & CO LLCActive
Some overlap · 4 shared positions
$LMT$VZ$FCX$BAC
$907M
76 positions
#7Griffith & Werner, Inc.Active
Some overlap · 6 shared positions
$T$VZ$LMT$GILD$BAC$DUK
$202M
72 positions
#8BCWM, LLCPassive
Some overlap · 5 shared positions
$LMT$VZ$KMI$SRE$DUK
$353M
57 positions
#9CORRADO ADVISORS, LLCPassive
Some overlap · 6 shared positions
$T$DIS$VZ$SHOP$LMT$BAC
$192M
115 positions
#10Brandywine Global Investment Management, LLC
Some overlap · 6 shared positions
$T$DIS$VZ$BAC$LMT$GILD
$14.9B
601 positions
#11SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$T$AEP$VZ$KMI$COP
$728M
79 positions
#12SCHULHOFF & CO INCPassive
Some overlap · 4 shared positions
$LMT$VZ$T$BAC
$243M
133 positions
#13Patrick Mauro Investment Advisor, INC.Active
Some overlap · 5 shared positions
$LMT$AEP$VZ$DUK$DIS
$199M
40 positions
#14EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$T$LMT$GILD$BAC$COP$DUK
$1.4B
56 positions
#15Bedell Frazier Investment Counselling, LLCPassive
Some overlap · 5 shared positions
$LMT$DIS$FCX$VZ$BAC
$495M
128 positions
#16Rayburn West Financial Services LLCPassive
Some overlap · 4 shared positions
$LMT$VZ$BAC$T
$170M
82 positions
#17GQG Partners LLCActive
Some overlap · 5 shared positions
$T$AEP$VZ$OXY$DUK
$63.1B
81 positions
#18FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 5 shared positions
$T$AEP$VZ$GILD$DUK
$1.5B
235 positions
#19Te Ahumairangi Investment Management LtdActive
Some overlap · 5 shared positions
$T$VZ$DIS$CAH$GILD
$597M
86 positions
#20MORTON COMMUNITY BANKPassive
Some overlap · 6 shared positions
$T$LMT$AEP$VZ$COP$DUK
$460M
115 positions
#21OmniStar Financial Group, Inc.Passive
Some overlap · 6 shared positions
$LMT$AEP$GILD$VZ$BAC$DUK
$193M
108 positions
#22Welch Group, LLCPassive
Some overlap · 3 shared positions
$LMT$AEP$VZ
$2.7B
310 positions
#23KEYNOTE FINANCIAL SERVICES LLCPassive
Some overlap · 5 shared positions
$T$VZ$LMT$GILD$OXY
$188M
174 positions
#24Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$T$VZ$LMT$BAC$COP$DUK
$215M
125 positions
#25Cornerstone Select Advisors, LLCPassive
Some overlap · 5 shared positions
$T$VZ$CAH$GILD$BAC
$160M
124 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.