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 Carson Advisory

13F Portfolio OverlapQ1 2026Carson Advisory portfolio →

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Most similar hedge funds by 13F overlap

Carson Advisory Inc. is an institutional investor managing $193M across 188 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 Carson Advisory are Griffith & Werner,, Aull & Monroe Investment, TrueWealth Advisors,, with shared positions in $SO, $DUK, $BAC, $T, $KO, $C. The full ranking of 25 similar funds is below.

#1Griffith & Werner, Inc.Active

Notable overlap · 8 shared positions

$SO $DUK $BAC $T $KO $C

$202M

72 positions

#2Aull & Monroe Investment Management CorpPassive

Notable overlap · 8 shared positions

$SO $DUK $BAC $T $IBM $VZ

$215M

125 positions

#3TrueWealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$BAH $DUK $SO $HUM $T $VZ

$398M

233 positions

#4Slagle Financial, LLCPassive

Notable overlap · 9 shared positions

$AES $BAC $EIX $IBM $D $SO

$303M

121 positions

#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$DUK $IBM $SO $T $KO $C

$220M

148 positions

#6EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$SO $DUK $BAC $T $KO $SCHW

$1.4B

56 positions

#7FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 8 shared positions

$DUK $IBM $SO $T $KO $C

$1.5B

235 positions

#8Estabrook Capital ManagementPassive

Notable overlap · 9 shared positions

$IBM $BAC $DUK $T $C $VZ

$685M

380 positions

#9GODSEY & GIBB, INCPassive

Notable overlap · 6 shared positions

$DUK $IBM $D $T $KO $ETN

$1.1B

389 positions

#10VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 5 shared positions

$SO $DUK $D $VZ $AFL

$187M

55 positions

#11CapWealth Advisors, LLCActive

Notable overlap · 6 shared positions

$DUK $IBM $BAC $T $KO $NEE

$1.3B

118 positions

#12LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$SO $DUK $T $KO $VZ $NEE

$970M

154 positions

#13LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Notable overlap · 4 shared positions

$SO $DUK $IBM $D

$192M

113 positions

#14POM Investment Strategies, LLCPassive

Notable overlap · 7 shared positions

$IBM $DUK $BAC $T $VZ $C

$80M

433 positions

#15MTM Investment Management, LLCPassive

Notable overlap · 6 shared positions

$BAH $SO $KO $BAC $ETN $DUK

$316M

709 positions

#16Smith Thornton Advisors LLCPassive

Notable overlap · 8 shared positions

$SO $CRM $BAC $T $KO $IBM

$199M

130 positions

#17SEAMOUNT FINANCIAL GROUP INCPassive

Notable overlap · 6 shared positions

$BAH $IBM $CRM $HUM $SCHW $KO

$222M

135 positions

#18Garton & Associates Financial Advisors LLCPassive

Some overlap · 5 shared positions

$DUK $BAH $IBM $KO $T

$122M

123 positions

#19Ranch Capital Advisors Inc.Passive

Some overlap · 8 shared positions

$IBM $DUK $SO $T $C $HUM

$277M

154 positions

#20ADVOCATE GROUP LLCPassive

Some overlap · 6 shared positions

$DUK $IBM $SO $D $SCHW $VZ

$639M

126 positions

#21Widmann Financial Services, Inc.Passive

Some overlap · 7 shared positions

$IBM $T $KO $DUK $C $VZ

$168M

121 positions

#22DB&C Advisors, LLCPassive

Some overlap · 7 shared positions

$IBM $DUK $KO $SO $HUM $ETN

$77M

67 positions

#23Winch Advisory Services, LLCActive

Some overlap · 5 shared positions

$BAH $C $CRM $KO $VZ

$438M

530 positions

#24Argyle Capital Management, LLCPassive

Some overlap · 6 shared positions

$IBM $BAC $DUK $T $KO $VZ

$308M

137 positions

#25Welch Group, LLCPassive

Some overlap · 5 shared positions

$SO $IBM $VZ $KO $NEE

$2.7B

310 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.