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 Widmann Financial Services,

13F Portfolio OverlapQ1 2026Widmann Financial Services, portfolio →

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Most similar hedge funds by 13F overlap

Widmann Financial Services, Inc. is an institutional investor managing $168M across 121 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 Widmann Financial Services, are MORGAN DEMPSEY, FUKOKU MUTUAL LIFE INSURANCE, Catherine Avery Investment, with shared positions in $IBM, $MCD, $KO, $T, $VZ, $C. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 10 shared positions

$IBM $MCD $KO $T $VZ $C

$220M

148 positions

#2FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 10 shared positions

$IBM $MCD $KO $T $VZ $PFE

$1.5B

235 positions

#3Catherine Avery Investment Management LLCPassive

Notable overlap · 7 shared positions

$IBM $MCD $KO $VZ $C $PFE

$223M

109 positions

#4POM Investment Strategies, LLCPassive

Notable overlap · 9 shared positions

$IBM $T $VZ $DUK $PFE $SNOW

$80M

433 positions

#5Rayburn West Financial Services LLCPassive

Notable overlap · 9 shared positions

$IBM $MCD $C $VZ $PFE $MO

$170M

82 positions

#6MFA WEALTH ADVISORS, LLCActive

Notable overlap · 5 shared positions

$AMN $SNOW $KO $DUK $LMT

$508M

88 positions

#7Estabrook Capital ManagementPassive

Notable overlap · 8 shared positions

$IBM $VZ $C $T $PFE $DUK

$685M

380 positions

#8Griffith & Werner, Inc.Active

Notable overlap · 9 shared positions

$KO $T $VZ $C $PFE $DUK

$202M

72 positions

#9Heritage Financial Services, LLC

Notable overlap · 5 shared positions

$AMN $SNOW $IBM $KO $MCD

$1.2B

126 positions

#10Welch Group, LLCPassive

Notable overlap · 7 shared positions

$IBM $MCD $VZ $PFE $KO $SO

$2.7B

310 positions

#11Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$IBM $MCD $SNOW $KO $DUK $LMT

$353M

78 positions

#12Del-Sette Capital Management, LLCActive

Notable overlap · 3 shared positions

$AMN $IBM $F

$167M

44 positions

#13Slocum, Gordon & Co LLPPassive

Notable overlap · 7 shared positions

$MCD $T $IBM $VZ $PFE $DUK

$147M

64 positions

#14Tillman Hartley LLCActive

Notable overlap · 4 shared positions

$AMN $SNOW $CTVA $KO

$398M

88 positions

#15Bank & Trust CoPassive

Notable overlap · 8 shared positions

$MCD $VZ $C $KO $T $DUK

$148M

304 positions

#16Ranch Capital Advisors Inc.Passive

Notable overlap · 8 shared positions

$T $IBM $VZ $C $DUK $PFE

$277M

154 positions

#17Argent Advisors, Inc.Passive

Notable overlap · 5 shared positions

$AMN $KO $VZ $PFE $DUK

$366M

173 positions

#18Approach Retirement Advisors, LLCActive

Notable overlap · 5 shared positions

$AMN $IBM $KO $DUK $SO

$120M

79 positions

#19Persium Advisors, LLCActive

Notable overlap · 6 shared positions

$IBM $MCD $T $VZ $PFE $DUK

$127M

60 positions

#20FARMERS TRUST COPassive

Notable overlap · 7 shared positions

$MCD $VZ $IBM $T $C $SO

$637M

203 positions

#21Avantax Planning Partners, Inc.Active

Notable overlap · 6 shared positions

$AMN $SNOW $KO $VZ $LMT $IBM

$3.6B

435 positions

#22Pearl Planning LLCActive

Some overlap · 3 shared positions

$AMN $SNOW $IBM

$187M

52 positions

#23Financial Futures Ltd Liability Co.Active

Some overlap · 4 shared positions

$AMN $SNOW $IBM $DUK

$228M

72 positions

#24InvesTrustPassive

Some overlap · 6 shared positions

$MCD $SNOW $IBM $VZ $KO $CTVA

$238M

91 positions

#25WMG Financial Advisors, LLCActive

Some overlap · 4 shared positions

$AMN $T $SO $VZ

$240M

100 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.