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Hedge Funds Similar to Ellsworth Advisors,

13F Portfolio OverlapQ1 2026Ellsworth Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Ellsworth Advisors, LLC is an institutional investor managing $609M across 182 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 Ellsworth Advisors, are Argyle ,, Nepsis, GODSEY & GIBB,, with shared positions in $AMGN, $T, $PNC, $BMY, $DUK, $MDT. The full ranking of 25 similar funds is below.

#1Argyle Capital Management, LLCPassive
Notable overlap · 7 shared positions
$AMGN$T$PNC$BMY$DUK$MDT
$308M
137 positions
#2Nepsis Inc.Active
Notable overlap · 7 shared positions
$AMGN$PBR$AMD$BMY$EOG$MDT
$299M
29 positions
#3GODSEY & GIBB, INCPassive
Notable overlap · 6 shared positions
$AMGN$AEP$T$DUK$PNC$MDT
$1.1B
389 positions
#4Adams Asset Advisors, LLCActive
Notable overlap · 6 shared positions
$EPD$MO$AMGN$T$WES$BMY
$891M
88 positions
#5Allen Mooney & Barnes Investment Advisors LLCPassive
Notable overlap · 6 shared positions
$EPD$MO$AEP$EOG$MDT$T
$695M
159 positions
#6SKBA CAPITAL MANAGEMENT LLCActive
Notable overlap · 6 shared positions
$AEP$AMGN$T$PKG$USB$MDT
$728M
79 positions
#7EDMP, INC.Passive
Notable overlap · 5 shared positions
$AMGN$EPD$MO$BMY$T
$124M
71 positions
#8GQG Partners LLCActive
Notable overlap · 5 shared positions
$PBR$MO$AEP$T$DUK
$63.1B
81 positions
#9Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$AMGN$AEP$DUK$USB$EOG
$184M
32 positions
#10Richard C. Young & CO., LTD.Active
Some overlap · 5 shared positions
$VRT$MO$T$PNC$DELL
$1.2B
93 positions
#11MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$AMGN$AEP$USB$PNC$MDT
$1.1B
105 positions
#12FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 5 shared positions
$MO$AEP$T$DUK$USB
$1.5B
235 positions
#13Carolina Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$AMGN$MO$BMY$MDT$DRI
$240M
278 positions
#14Granite Group Advisors, LLCActive
Some overlap · 5 shared positions
$AMGN$AEP$USB$PNC$MDT
$165M
86 positions
#15BCWM, LLCPassive
Some overlap · 5 shared positions
$MO$BMY$DUK$USB$AMD
$353M
57 positions
#16BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$AMGN$MO$DUK$MDT$BMY
$480M
133 positions
#17EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$BMY$T$DUK$USB$AMGN
$1.4B
56 positions
#18Faithward Advisors, LLCPassive
Some overlap · 5 shared positions
$VRT$BMY$USB$FTI$AMGN
$701M
261 positions
#19Stonebridge Capital Advisors LLCPassive
Some overlap · 6 shared positions
$USB$AMD$MDT$DUK$T$MRVL
$1.4B
211 positions
#20Stack Financial Management, IncActive
Some overlap · 5 shared positions
$AEP$T$DUK$EOG$MDT
$1.4B
52 positions
#21Blue Line Capital, LLC / ILPassive
Some overlap · 4 shared positions
$AMGN$VRT$T$USB
$88M
65 positions
#22Principal Street Partners, LLCPassive
Some overlap · 5 shared positions
$T$BMY$MO$DUK$AMGN
$613M
247 positions
#23Kentucky Trust CoPassive
Some overlap · 5 shared positions
$T$DUK$USB$PNC$AMGN
$191M
311 positions
#24Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$MO$USB$DELL$EOG$AMGN
$303M
121 positions
#25FCF Advisors LLCPassive
Some overlap · 4 shared positions
$VRT$MO$FTI$BMY
$444M
52 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.