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Hedge Funds Similar to CarsonAllaria Wealth , Ltd.

13F Portfolio OverlapQ2 2026CarsonAllaria Wealth , Ltd. portfolio →
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Most similar hedge funds by 13F overlap

CarsonAllaria Wealth Management, Ltd. is an institutional investor managing $231M across 71 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 CarsonAllaria Wealth , Ltd. are Verity & Verity, ADVOCATE GROUP, SKBA, with shared positions in $ENB, $CNI, $PFE, $PSX, $AMGN, $NEE. The full ranking of 25 similar funds is below.

#1Verity & Verity, LLCActive
Notable overlap · 7 shared positions
$ENB$CNI$PFE$PSX$AMGN$NEE
$1.5B
138 positions
#2ADVOCATE GROUP LLCPassive
Notable overlap · 6 shared positions
$ENB$UNP$PFE$WPC$DUK$VZ
$665M
122 positions
#3SKBA CAPITAL MANAGEMENT LLCPassive
Notable overlap · 7 shared positions
$UNP$PFE$WFC$PSX$AMGN$VZ
$606M
79 positions
#4EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$UNP$PFE$WFC$AMGN$DUK$NEE
$1.3B
58 positions
#5Capital Innovations LLCPassive
Some overlap · 5 shared positions
$UNP$ENB$NEE$EIX$DUK
$385M
51 positions
#6Argyle Capital Management, LLCPassive
Some overlap · 7 shared positions
$ENB$AMGN$DUK$PFE$WFC$VZ
$347M
138 positions
#7Martin Capital Partners, LLCPassive
Some overlap · 5 shared positions
$UNP$PFE$PSX$AMGN$VZ
$272M
72 positions
#8Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$UNP$WFC$PFE$VZ$DUK$AMGN
$739M
344 positions
#9Kuhn & Co Investment CounselPassive
Some overlap · 7 shared positions
$WFC$PSX$AMGN$NEE$ITW$LAMR
$173M
149 positions
#10Aull & Monroe Investment Management CorpPassive
Some overlap · 7 shared positions
$AMGN$DUK$NEE$RY$VZ$UNP
$239M
126 positions
#11Scissortail Wealth Management, LLCPassive
Some overlap · 5 shared positions
$UNP$WFC$PSX$VZ$APD
$520M
106 positions
#12First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$UNP$PSX$PFE$AMGN$NEE
$529M
75 positions
#13CROBANPassive
Some overlap · 5 shared positions
$UNP$AMGN$DUK$AEE$NEE
$227M
81 positions
#14Phoenix Wealth AdvisorsActive
Some overlap · 6 shared positions
$UNP$WFC$NEE$VZ$APD$AMGN
$297M
129 positions
#15HFR Wealth Management, LLCActive
Some overlap · 5 shared positions
$UNP$AMGN$DUK$NEE$APD
$410M
53 positions
#16TECTONIC ADVISORS LLCActive
Some overlap · 5 shared positions
$ENB$WPC$PFE$DUK$VZ
$2.1B
289 positions
#17Wilson & Boucher Capital Management, LLC
Some overlap · 6 shared positions
$WFC$AMGN$DUK$NEE$ITW$UNP
$170M
121 positions
#18Cardinal Capital Management, Inc.Active
Some overlap · 6 shared positions
$CNI$WFC$RY$NEE$APD$ENB
$4.1B
70 positions
#19Harrison Street Private Wealth LLCActive
Some overlap · 4 shared positions
$UNP$CNI$AEE$NEE
$71M
21 positions
#20Code Waechter LLCPassive
Some overlap · 5 shared positions
$ENB$PFE$AMGN$DUK$VZ
$193M
127 positions
#21Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$UNP$NEE$VZ$PFE$CNI
$116M
240 positions
#22Stablepoint Partners, LLCPassive
Some overlap · 6 shared positions
$PSX$AMGN$NEE$VZ$DUK$EIX
$723M
260 positions
#23SUMMITRY LLCPassive
Some overlap · 6 shared positions
$WFC$AMGN$ENB$CNI$NEE$APD
$3.0B
340 positions
#24Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$AMGN$PSX$RY$ITW$VZ$APD
$261M
101 positions
#25BCWM, LLCPassive
Some overlap · 4 shared positions
$UNP$PFE$DUK$VZ
$342M
57 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.