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Hedge Funds Similar to Investmark Advisory Group

13F Portfolio OverlapQ1 2026Investmark Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

Investmark Advisory Group LLC is an institutional investor managing $234M across 142 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 Investmark Advisory Group are GQG Partners, O'Domhnaill Enterprises,, Contrarius Group Ltd, with shared positions in $PM, $T, $MO, $NEE, $LMT, $MDLZ. The full ranking of 25 similar funds is below.

#1GQG Partners LLCActive
Notable overlap · 4 shared positions
$PM$T$MO$NEE
$63.1B
81 positions
#2O'Domhnaill Enterprises, Inc.Passive
Notable overlap · 4 shared positions
$PM$MO$LMT$MDLZ
$124M
55 positions
#3Contrarius Group Holdings LtdActive
Notable overlap · 3 shared positions
$PM$MO$MDLZ
$1.8B
39 positions
#4Kennon-Green & Company, LLCActive
Notable overlap · 3 shared positions
$PM$MO$MDLZ
$122M
39 positions
#5Vigil Wealth Management, LLCActive
Notable overlap · 3 shared positions
$PM$MO$KKR
$124M
75 positions
#6Ridgepath Capital Management LLCActive
Notable overlap · 3 shared positions
$PM$MO$MDLZ
$201M
51 positions
#7Disciplined Equity Management, Inc.Active
Notable overlap · 3 shared positions
$MO$NKE$T
$199M
44 positions
#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$T$LMT$PM$GIS
$220M
148 positions
#9RBO & CO LLCActive
Notable overlap · 4 shared positions
$PM$LMT$MO$MDLZ
$620M
57 positions
#10Aurdan Capital Management, LLCActive
Some overlap · 3 shared positions
$PM$NKE$MO
$333M
88 positions
#11Cedar Wealth Management, LLCActive
Some overlap · 4 shared positions
$PM$MO$MDLZ$KKR
$344M
89 positions
#12Stony Point Wealth Management Inc.Passive
Some overlap · 5 shared positions
$MO$WPC$KKR$PM$LMT
$252M
96 positions
#13Weinberger Asset Management, IncActive
Some overlap · 3 shared positions
$PM$MO$UNIT
$267M
92 positions
#14RNC CAPITAL MANAGEMENT LLC
Some overlap · 3 shared positions
$MO$T$LMT
$2.2B
173 positions
#15PARK CIRCLE CoActive
Some overlap · 3 shared positions
$MO$PM$NKE
$108M
51 positions
#16Graver Capital Management, LLCSmart money
Some overlap · 3 shared positions
$NKE$PM$MO
$132M
25 positions
#17BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 3 shared positions
$MO$PM$LMT
$480M
133 positions
#18Donalies Financial Planning, LLCActive
Some overlap · 5 shared positions
$NKE$KKR$NEE$T$UNIT
$117M
74 positions
#19Measured Risk Portfolios, Inc.Passive
Some overlap · 3 shared positions
$MO$PM$GIS
$91M
66 positions
#20Schubert & CoActive
Some overlap · 4 shared positions
$NKE$KKR$T$NEE
$123M
69 positions
#21CORTLAND ASSOCIATES INC/MOActive
Some overlap · 4 shared positions
$PM$KKR$MO$MDLZ
$697M
62 positions
#22McGlone Suttner Wealth Management, Inc.Active
Some overlap · 4 shared positions
$NKE$KKR$PM$UNIT
$755M
189 positions
#23Apella Capital, LLCActive
Some overlap · 4 shared positions
$NKE$KKR$NEE$UNIT
$6.7B
685 positions
#24Prosperitas Financial LLCPassive
Some overlap · 3 shared positions
$LMT$MO$PM
$268M
93 positions
#25Canal Capital Management, LLCPassive
Some overlap · 4 shared positions
$PM$MO$T$KKR
$739M
207 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.