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Hedge Funds Similar to POM Investment Strategies

13F Portfolio OverlapQ2 2026POM Investment Strategies portfolio →
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Most similar hedge funds by 13F overlap

POM Investment Strategies, LLC is an institutional investor managing $88M across 350 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 POM Investment Strategies are Widmann Financial Services, Axiom Investment, Kentucky, with shared positions in $DUK, $C, $SO, $T, $PFE, $GLW. The full ranking of 25 similar funds is below.

#1Widmann Financial Services, Inc.Passive
Some overlap · 7 shared positions
$DUK$C$SO$T$PFE$GLW
$186M
123 positions
#2Axiom Investment Management LLCPassive
Some overlap · 6 shared positions
$MTB$C$ED$T$PFE$GLW
$150M
528 positions
#3Kentucky Trust CoPassive
Some overlap · 6 shared positions
$DUK$SO$LOW$T$PFE$GLW
$208M
316 positions
#4BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 6 shared positions
$DUK$SO$ABT$C$PFE$GLW
$263M
90 positions
#5Griffith & Werner, Inc.Passive
Some overlap · 6 shared positions
$DUK$C$SO$T$PFE$PM
$213M
71 positions
#6Sky Investment Group LLCPassive
Some overlap · 5 shared positions
$MTB$SO$ABT$DUK$PM
$637M
146 positions
#7Verus Financial Partners, Inc.Smart money
Some overlap · 6 shared positions
$SO$LOW$FBTC$DUK$PM$GLW
$1.2B
127 positions
#8GLOBALT Investments LLC / GAActive
Some overlap · 6 shared positions
$C$DUK$ANET$T$PM$GLW
$3.0B
213 positions
#9Baugh & Associates, LLCActive
Some overlap · 5 shared positions
$ANET$SO$ABT$LOW$PFE
$226M
42 positions
#10Ranch Capital Advisors Inc.Passive
Some overlap · 5 shared positions
$DUK$C$SO$T$PFE
$316M
157 positions
#11FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 5 shared positions
$DUK$C$SO$T$PFE
$1.7B
256 positions
#12EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$DUK$SO$ABT$T$PFE
$1.3B
58 positions
#13MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$DUK$C$SO$T$PM
$233M
122 positions
#14Hayek Kallen Investment Management
Some overlap · 6 shared positions
$C$SO$PFE$PM$LOW$T
$330M
97 positions
#15Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$DUK$C$LOW$T$PM
$10.2B
208 positions
#16Blake Schutter Theil Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$DUK$C$LOW$T$PM
$148M
110 positions
#17OAK HARBOR WEALTH PARTNERS, LLCPassive
Some overlap · 5 shared positions
$DUK$SO$ABT$PFE$GLW
$268M
225 positions
#18Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$DUK$C$LOW$PM$F
$334M
127 positions
#19SWS PartnersPassive
Some overlap · 5 shared positions
$DUK$ANET$ED$PM$GLW
$463M
108 positions
#20Plan Group Financial, LLCPassive
Some overlap · 5 shared positions
$DUK$SO$T$PFE$PM
$486M
249 positions
#21Riggs Asset Managment Co. Inc.Passive
Some overlap · 4 shared positions
$MTB$ANET$C$GLW
$560M
132 positions
#22Cannon Wealth Management Services, LLCPassive
Some overlap · 5 shared positions
$DUK$LOW$SO$T$PM
$183M
99 positions
#23Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$DUK$C$T$PFE$GLW
$739M
344 positions
#24FIRST UNITED BANK & TRUSTPassive
Some overlap · 4 shared positions
$MTB$ANET$SO$LOW
$348M
420 positions
#25Rock Point Advisors, LLCPassive
Some overlap · 4 shared positions
$MTB$C$ABT$GLW
$409M
123 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.