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 Investmark Advisory Group

13F Portfolio OverlapQ2 2026Investmark Advisory Group portfolio →

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Most similar hedge funds by 13F overlap

Investmark Advisory Group LLC is an institutional investor managing $263M across 148 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 Investmark Advisory Group are Fee-Only Financial Planning, L.C., Kennon-Green & Company, Verus Financial Partners, with shared positions in $PM, $MO, $T, $MDLZ, $PEP, $QCOM. The full ranking of 25 similar funds is below.

#1Fee-Only Financial Planning, L.C.Smart money

Notable overlap · 4 shared positions

$PM $MO $T $MDLZ

$187M

45 positions

#2Kennon-Green & Company, LLCActive

Notable overlap · 4 shared positions

$PM $MO $PEP $MDLZ

$128M

41 positions

#3Verus Financial Partners, Inc.Smart money

Notable overlap · 4 shared positions

$PM $MO $QCOM $NDAQ

$1.2B

127 positions

#4Graver Capital Management, LLCSmart money

Notable overlap · 3 shared positions

$PM $MO $PEP

$140M

26 positions

#5Vigil Wealth Management, LLCActive

Notable overlap · 3 shared positions

$PM $MO $PEP

$140M

81 positions

#6SIMA Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$PM $MO $PEP

$141M

130 positions

#7Ridgepath Capital Management LLCActive

Notable overlap · 3 shared positions

$PM $MO $MDLZ

$227M

54 positions

#8GQG Partners LLCActive

Notable overlap · 3 shared positions

$PM $MO $T

$53.8B

102 positions

#9RBO & CO LLCActive

Notable overlap · 5 shared positions

$PM $PEP $LMT $MO $MDLZ

$628M

56 positions

#10Cedar Wealth Management, LLCActive

Notable overlap · 3 shared positions

$PM $MO $MDLZ

$389M

92 positions

#11HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 3 shared positions

$PM $MO $PEP

$252M

43 positions

#12O'Domhnaill Enterprises, Inc.Passive

Notable overlap · 3 shared positions

$PM $MO $LMT

$125M

61 positions

#13Wrenne Financial Planning LLCSmart money

Notable overlap · 3 shared positions

$PM $MO $LMT

$296M

60 positions

#14Coston, McIsaac & PartnersPassive

Notable overlap · 4 shared positions

$PM $MO $PEP $GIS

$497M

948 positions

#15MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$LMT $T $PM $PEP

$233M

122 positions

#16Holland Advisory Services, Inc.Active

Notable overlap · 3 shared positions

$PM $MO $MDLZ

$91M

49 positions

#17Windle Wealth, LLCActive

Notable overlap · 3 shared positions

$MO $PEP $T

$249M

35 positions

#18RNC CAPITAL MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$MO $PEP $T $LMT

$2.4B

181 positions

#19Philip James Wealth Mangement, LLCActive

Notable overlap · 4 shared positions

$QCOM $GIS $PEP $MO

$888M

151 positions

#20VERITY Wealth AdvisorsSmart money

Notable overlap · 3 shared positions

$QCOM $PEP $T

$166M

81 positions

#21BCWM, LLCPassive

Notable overlap · 4 shared positions

$LMT $MO $PEP $T

$342M

57 positions

#22Measured Risk Portfolios, Inc.Active

Notable overlap · 4 shared positions

$MO $PM $GIS $QCOM

$112M

63 positions

#23MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 3 shared positions

$QCOM $PEP $LMT

$1.2B

106 positions

#24BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 4 shared positions

$MO $PM $QCOM $LMT

$515M

142 positions

#25Carolina Wealth Advisors, LLCPassive

Notable overlap · 4 shared positions

$MO $PM $PEP $LMT

$255M

278 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.