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 ADVOCATE GROUP

13F Portfolio OverlapQ1 2026ADVOCATE GROUP portfolio →

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Most similar hedge funds by 13F overlap

ADVOCATE GROUP LLC is an institutional investor managing $665M across 122 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 ADVOCATE GROUP are MORGAN DEMPSEY, VIRGINIA WEALTH GROUP,, EDGAR LOMAX /VA, with shared positions in $VZ, $DUK, $CMI, $MDT, $IBM, $MCD. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 11 shared positions

$VZ $DUK $CMI $MDT $IBM $MCD

$220M

148 positions

#2VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 10 shared positions

$VZ $TGT $EMR $DUK $MDT $MCD

$187M

55 positions

#3EDGAR LOMAX CO/VAActive

Notable overlap · 9 shared positions

$TGT $BMY $DUK $PFE $SCHW $UNP

$1.4B

56 positions

#4Catherine Avery Investment Management LLCPassive

Notable overlap · 8 shared positions

$VZ $TGT $BMY $PFE $IBM $MCD

$223M

109 positions

#5Verity & Verity, LLCActive

Notable overlap · 8 shared positions

$ENB $VZ $PFE $TGT $MDT $CMI

$1.3B

138 positions

#6OmniStar Financial Group, Inc.Passive

Notable overlap · 9 shared positions

$TGT $BMY $DUK $MS $NTR $IBM

$193M

108 positions

#7Persium Advisors, LLCActive

Notable overlap · 7 shared positions

$VZ $DUK $PFE $MDT $IBM $MCD

$127M

60 positions

#8Argyle Capital Management, LLCPassive

Notable overlap · 9 shared positions

$IBM $EMR $BMY $PFE $VZ $ENB

$308M

137 positions

#9BCWM, LLCPassive

Notable overlap · 7 shared positions

$VZ $TGT $BMY $DUK $PFE $UNP

$353M

57 positions

#10Signature Wealth Management GroupPassive

Notable overlap · 9 shared positions

$TGT $BMY $PFE $SO $TXN $UPS

$263M

128 positions

#11Ranch Capital Advisors Inc.Passive

Notable overlap · 10 shared positions

$VZ $CMI $IBM $DUK $SO $MS

$277M

154 positions

#12Welch Group, LLCPassive

Notable overlap · 7 shared positions

$VZ $EMR $PFE $IBM $MCD $SO

$2.7B

310 positions

#13Willis Investment CounselActive

Notable overlap · 8 shared positions

$PFE $MDT $CB $VZ $MCD $TXN

$1.8B

123 positions

#14Pathway Financial Advisers, LLCPassive

Notable overlap · 8 shared positions

$ENB $DUK $VZ $SO $IBM $MCD

$354M

164 positions

#15EQUITY INVESTMENT CORPActive

Notable overlap · 7 shared positions

$VZ $TGT $MDT $SCHW $UPS $WPC

$5.1B

71 positions

#16FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Notable overlap · 6 shared positions

$VZ $ENB $EVRG $IBM $BMY $TXN

$180M

96 positions

#17CORDA Investment Management, LLC.Active

Notable overlap · 6 shared positions

$VZ $PFE $MDT $SCHW $MCD $NTR

$1.4B

80 positions

#18Dupree Financial Group, LLCPassive

Notable overlap · 6 shared positions

$VZ $ENB $CMI $KR $UPS $WPC

$248M

71 positions

#19Clear Trail Advisors, LLCPassive

Notable overlap · 7 shared positions

$GIS $MS $CB $VZ $MDT $MCD

$601M

149 positions

#20Slocum, Gordon & Co LLPPassive

Notable overlap · 7 shared positions

$VZ $DUK $PFE $MCD $IBM $UNP

$147M

64 positions

#21FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 7 shared positions

$DUK $IBM $MCD $PFE $VZ $SO

$1.5B

235 positions

#22Richard C. Young & CO., LTD.Active

Notable overlap · 7 shared positions

$CMI $KR $IBM $VZ $SO $EMR

$1.2B

93 positions

#23Gilman Hill Asset Management, LLCPassive

Notable overlap · 7 shared positions

$VZ $BMY $PFE $D $ENB $UPS

$663M

225 positions

#24RNC CAPITAL MANAGEMENT LLC

Notable overlap · 6 shared positions

$ENB $EVRG $EMR $MDT $BMY $UPS

$2.2B

173 positions

#25BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 7 shared positions

$EMR $BMY $SCHW $MCD $CB $WPC

$2.3B

264 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.