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Hedge Funds Similar to Allegheny Financial Group LTD

13F Portfolio OverlapQ2 2026Allegheny Financial Group LTD portfolio →
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Most similar hedge funds by 13F overlap

Allegheny Financial Group LTD is an institutional investor managing $942M across 305 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 Allegheny Financial Group LTD are WEDGEWOOD INVESTORS, Columbia Asset, MONTGOMERY INVESTMENT, with shared positions in $ERIE, $PM, $UNP, $DE, $MO, $VZ. The full ranking of 25 similar funds is below.

#1WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 5 shared positions
$ERIE$PM$UNP$DE$MO
$97M
110 positions
#2Columbia Asset ManagementActive
Some overlap · 4 shared positions
$ERIE$UNP$DE$VZ
$575M
168 positions
#3MONTGOMERY INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$NVR$PNC$DE$NEE
$330M
108 positions
#4EQUITY INVESTMENT CORPActive
Some overlap · 4 shared positions
$PPG$PNC$VZ$HSY
$5.2B
76 positions
#5Tarbox Group, Inc.Smart money
Some overlap · 3 shared positions
$PPG$DE$HSY
$698M
96 positions
#6Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$PPG$VZ$HSY
$214M
72 positions
#7Archon Partners LLCActive
Some overlap · 3 shared positions
$NVR$UNP$DE
$937M
37 positions
#8First Eagle Investment Management, LLCActive
Some overlap · 4 shared positions
$PPG$B$PM$BNY
$59.9B
424 positions
#9Yoffe Investment Management, LLCPassive
Some overlap · 5 shared positions
$SNPS$PM$UNP$BNY$VZ
$87M
113 positions
#10Marion Wealth ManagementPassive
Some overlap · 5 shared positions
$SNPS$PNC$UNP$DE$NEE
$491M
159 positions
#11ALLIANZ SEActive
Some overlap · 3 shared positions
$B$PM$SNPS
$9.5B
519 positions
#12SevenBridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$PNC$FBTC$UNP$DE$NEE
$680M
212 positions
#13Teamwork Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$PNC$PM$UNP$BNY$DE
$1.1B
215 positions
#14Vivid Wealth Management, LLCPassive
Some overlap · 5 shared positions
$PNC$PM$UNP$BNY$DE
$284M
73 positions
#15Finivi Inc.Passive
Some overlap · 5 shared positions
$B$PM$UNP$DE$NEE
$195M
111 positions
#16Severin Investments, LLCPassive
Some overlap · 5 shared positions
$PNC$PM$UNP$VZ$NEE
$133M
174 positions
#17OPAL CAPITAL LLCPassive
Some overlap · 6 shared positions
$PM$UNP$VZ$HSY$NEE$MO
$560M
136 positions
#18TrueMark Investments, LLCPassive
Some overlap · 6 shared positions
$PM$UNP$VZ$HSY$NEE$MO
$798M
187 positions
#19Pullen Investment Management, LLCPassive
Some overlap · 3 shared positions
$B$PNC$MPC
$216M
98 positions
#20Valley Brook Capital Group, Inc.Passive
Some overlap · 5 shared positions
$PNC$UNP$MPC$DE$NEE
$176M
120 positions
#21Live Oak Investment PartnersPassive
Some overlap · 3 shared positions
$B$MPC$BNY
$186M
93 positions
#22KEATING INVESTMENT COUNSELORS INCSmart money
Some overlap · 3 shared positions
$B$PM$VZ
$364M
59 positions
#23Councilmark Asset Management, LLCActive
Some overlap · 5 shared positions
$PM$NVR$UNP$BNY$VZ
$189M
84 positions
#24HAMEL ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$PNC$UNP$BNY$VZ$HSY
$363M
92 positions
#25Robinswood Financial LLCPassive
Some overlap · 5 shared positions
$SNPS$PNC$MPC$UNP$FBTC
$349M
435 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.