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Hedge Funds Similar to ARS Wealth Advisors Group,

13F Portfolio OverlapQ1 2026ARS Wealth Advisors Group, portfolio →
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Most similar hedge funds by 13F overlap

ARS Wealth Advisors Group, LLC is an institutional investor managing $1.3B across 220 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 ARS Wealth Advisors Group, are BROOKS, MOORE & ASSOCIATES,, OmniStar Financial Group,, MORGAN DEMPSEY, with shared positions in $HON, $VZ, $SO, $IBM, $LMT, $DUK. The full ranking of 25 similar funds is below.

#1BROOKS, MOORE & ASSOCIATES, INC.Passive
Notable overlap · 7 shared positions
$HON$VZ$SO$IBM$LMT$DUK
$199M
110 positions
#2OmniStar Financial Group, Inc.Passive
Notable overlap · 7 shared positions
$HON$DUK$IBM$LMT$BAC$VZ
$193M
108 positions
#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$VZ$DUK$SO$IBM$LMT$UPS
$220M
148 positions
#4BCWM, LLCPassive
Some overlap · 6 shared positions
$VZ$DUK$KMI$LMT$MO$UPS
$353M
57 positions
#5Griffith & Werner, Inc.Active
Some overlap · 6 shared positions
$VZ$DUK$SO$LMT$BAC$IBM
$202M
72 positions
#6BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 6 shared positions
$VZ$DUK$HON$KMI$LMT$MO
$480M
133 positions
#7Carson Advisory Inc.Passive
Some overlap · 6 shared positions
$DUK$BAH$SO$IBM$BAC$VZ
$193M
188 positions
#8Persium Advisors, LLCActive
Some overlap · 4 shared positions
$VZ$DUK$HON$IBM
$127M
60 positions
#9Slocum, Gordon & Co LLPPassive
Some overlap · 5 shared positions
$VZ$DUK$IBM$KMI$LMT
$147M
64 positions
#10Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$DUK$HON$TMO$IBM$LMT
$353M
78 positions
#11Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$DUK$VZ$SO$LMT$IBM$BAC
$215M
125 positions
#12POM Investment Strategies, LLCPassive
Some overlap · 6 shared positions
$VZ$DUK$IBM$BAC$GSK$SO
$80M
433 positions
#13First City Capital Management, Inc.Passive
Some overlap · 7 shared positions
$VZ$IBM$LMT$MO$SO$BAC
$189M
160 positions
#14Measured Risk Portfolios, Inc.Passive
Some overlap · 5 shared positions
$VZ$DUK$KMI$MO$UPS
$91M
66 positions
#15Center for Wealth Management AdvisoryActive
Some overlap · 5 shared positions
$VZ$DUK$LMT$MO$UPS
$139M
62 positions
#16ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$VZ$DUK$SO$IBM$UPS
$639M
126 positions
#17Pathway Financial Advisers, LLCPassive
Some overlap · 5 shared positions
$DUK$VZ$SO$IBM$LMT
$354M
164 positions
#18U S WEALTH GROUP, LLC.
Some overlap · 4 shared positions
$HON$DUK$VZ$LMT
$152M
43 positions
#19HAMEL ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$HON$DUK$VZ$LMT$IBM
$351M
81 positions
#20FARMERS TRUST COPassive
Some overlap · 6 shared positions
$HON$VZ$SO$IBM$KMI$LMT
$637M
203 positions
#21FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 5 shared positions
$DUK$VZ$SO$IBM$MO
$1.5B
235 positions
#22OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 7 shared positions
$VZ$SO$KMI$LMT$IBM$SLV
$311M
318 positions
#23Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$HON$VZ$DUK$IBM$BAC
$685M
380 positions
#24Investment Partners Asset Management, Inc.Passive
Some overlap · 5 shared positions
$DUK$TMO$VZ$IBM$SO
$162M
163 positions
#25Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$DUK$TMO$HON$IBM$LMT
$272M
95 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.