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Hedge Funds Similar to Carson Advisory

13F Portfolio OverlapQ2 2026Carson Advisory portfolio →
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Most similar hedge funds by 13F overlap

Carson Advisory Inc. is an institutional investor managing $218M across 204 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 Carson Advisory are VIRGINIA WEALTH GROUP, Mason & Associates, Griffith & Werner, with shared positions in $SO, $DUK, $D, $BX, $VZ, $AFL. The full ranking of 25 similar funds is below.

#1VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 6 shared positions
$SO$DUK$D$BX$VZ$AFL
$203M
58 positions
#2Mason & Associates, LLCSmart money
Notable overlap · 3 shared positions
$SO$D$DUK
$486M
45 positions
#3Griffith & Werner, Inc.Passive
Notable overlap · 6 shared positions
$SO$DUK$C$VZ$T$WFC
$213M
71 positions
#4SARD WEALTH MANAGEMENT GROUP, LLCActive
Notable overlap · 4 shared positions
$BAH$SO$D$T
$250M
65 positions
#5Aull & Monroe Investment Management CorpPassive
Notable overlap · 6 shared positions
$SO$DUK$ETN$VZ$T$NEE
$231M
125 positions
#6NCM Capital Management, LLCPassive
Notable overlap · 4 shared positions
$BAH$ETN$VZ$NEE
$324M
194 positions
#7HFG Advisors, Inc.Active
Some overlap · 4 shared positions
$BAH$DUK$AFL$WFC
$160M
117 positions
#8Sprinkle Financial Consultants LLCActive
Some overlap · 4 shared positions
$BAH$VZ$T$WFC
$256M
108 positions
#9MTM Investment Management, LLCPassive
Some overlap · 4 shared positions
$BAH$SO$ETN$WFC
$350M
708 positions
#10MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$DUK$SO$C$VZ$T$WFC
$233M
122 positions
#11Fee-Only Financial Planning, L.C.Smart money
Some overlap · 3 shared positions
$SO$D$T
$182M
43 positions
#12EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$SO$DUK$T$NEE$WFC
$1.3B
58 positions
#13ECLECTIC ASSOCIATES INC /ADVActive
Some overlap · 3 shared positions
$BAH$BA$WFC
$895M
162 positions
#14Armor Investment Advisors, LLCActive
Some overlap · 4 shared positions
$SO$DUK$VZ$NEE
$307M
152 positions
#15FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 7 shared positions
$DUK$SO$C$VZ$T$NEE
$1.7B
256 positions
#16Capital Innovations LLCActive
Some overlap · 5 shared positions
$SO$EIX$D$DUK$NEE
$385M
51 positions
#17Souders Financial AdvisorsPassive
Some overlap · 3 shared positions
$BAH$NEE$DUK
$994M
224 positions
#18A&I FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$EIX$AES$BAH
$237M
77 positions
#19ARS Wealth Advisors Group, LLCActive
Some overlap · 4 shared positions
$DUK$BAH$SO$VZ
$1.4B
218 positions
#20Constant Guidance Financial LLCActive
Some overlap · 5 shared positions
$DUK$D$SO$EIX$VZ
$159M
67 positions
#21Energy Income Partners, LLCActive
Some overlap · 4 shared positions
$SO$DUK$D$NEE
$6.4B
88 positions
#22Ranch Capital Advisors Inc.Passive
Some overlap · 7 shared positions
$SO$DUK$C$BX$VZ$AFL
$316M
157 positions
#23High Point Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SO$DUK$WFC
$122M
250 positions
#24Planning Strategies Inc.Active
Some overlap · 3 shared positions
$BAH$WFC$VZ
$169M
1,159 positions
#25CAHABA WEALTH MANAGEMENT, INC.Smart money
Some overlap · 4 shared positions
$SO$PNFP$AFL$DAL
$1.7B
169 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.