What hedge funds are most similar to HF Advisory Group, LLC?

The funds with the most similar 13F portfolios to HF Advisory Group, LLC are Baugh & Associates,, VIKING FUND, Parrish, based on overlapping conviction holdings in the latest SEC filings.

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 HF Advisory Group,

13F Portfolio OverlapQ1 2026HF Advisory Group, portfolio →

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Most similar hedge funds by 13F overlap

HF Advisory Group, LLC is an institutional investor managing $323M across 168 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 HF Advisory Group, are Baugh & Associates,, VIKING FUND, Parrish, with shared positions in $MS, $VZ, $SO, $COP, $TFC, $MO. The full ranking of 25 similar funds is below.

#1Baugh & Associates, LLCActive

Notable overlap · 8 shared positions

$MS $VZ $SO $COP $TFC $MO

$232M

44 positions

#2VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$TRP $VZ $MS $SHEL $T $BTI

$976M

142 positions

#3Parrish Capital LLCPassive

Notable overlap · 8 shared positions

$VZ $SHEL $SO $T $PM $SCHW

$112M

86 positions

#4ProVise Management Group, LLCPassive

Notable overlap · 7 shared positions

$MS $WFC $SCHW $PM $COP $BKNG

$1.4B

261 positions

#5EQUITY INVESTMENT CORPActive

Notable overlap · 7 shared positions

$VZ $SHEL $WFC $KVUE $SCHW $T

$5.1B

71 positions

#6EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$SO $MS $WFC $SCHW $T $COP

$1.4B

56 positions

#7MORTON COMMUNITY BANKPassive

Notable overlap · 7 shared positions

$MS $COP $T $PM $NI $SO

$460M

115 positions

#8Griffith & Werner, Inc.Active

Notable overlap · 8 shared positions

$VZ $WFC $SO $T $GILD $TFC

$202M

72 positions

#9DCM Advisors, LLCActive

Notable overlap · 7 shared positions

$MS $WFC $PM $T $COP $VZ

$220M

38 positions

#10GQG Partners LLCActive

Notable overlap · 7 shared positions

$VZ $TRP $PM $DVN $T $BTI

$63.1B

81 positions

#11PCB Capital LLCPassive

Notable overlap · 7 shared positions

$VZ $SHEL $WFC $PM $T $PFE

$63M

101 positions

#12SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$WFC $KVUE $VZ $T $COP $TFC

$728M

79 positions

#13CRUX WEALTH ADVISORSPassive

Notable overlap · 7 shared positions

$WT $SCHW $PM $BKNG $COP $AMAT

$261M

181 positions

#14ADVOCATE GROUP LLCPassive

Notable overlap · 6 shared positions

$VZ $MS $SO $SCHW $SHEL $PFE

$639M

126 positions

#15Tranquilli Financial Advisor LLCPassive

Notable overlap · 8 shared positions

$SCHW $COP $BKNG $PM $MAR $WFC

$171M

132 positions

#16Altrius Capital Management IncPassive

Notable overlap · 7 shared positions

$VZ $DVN $PM $BTI $GILD $MO

$503M

87 positions

#17Powers Advisory Group, LLCActive

Notable overlap · 6 shared positions

$MS $WT $COP $SO $VZ $PM

$284M

125 positions

#18TOWNSQUARE CAPITAL LLCPassive

Notable overlap · 7 shared positions

$SHEL $VZ $PM $T $WFC $PFE

$444M

252 positions

#19TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 7 shared positions

$WFC $SCHW $PM $BKNG $TFC $COP

$132M

96 positions

#20Capital Investment Advisors, LLCActive

Notable overlap · 6 shared positions

$MS $SCHW $SO $MO $VZ $T

$6.2B

693 positions

#21Cullen Capital Management, LLCActive

Notable overlap · 6 shared positions

$MS $PM $T $COP $TFC $MO

$9.8B

213 positions

#22MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$VZ $WFC $SO $PM $T

$220M

148 positions

#23Garner Asset Management CorpPassive

Notable overlap · 7 shared positions

$VZ $T $COP $SCHW $AMAT $GILD

$255M

156 positions

#24Persium Advisors, LLCActive

Some overlap · 6 shared positions

$VZ $T $COP $BKNG $PFE $AMAT

$127M

60 positions

#25Disciplined Equity Management, Inc.Active

Some overlap · 6 shared positions

$VZ $T $BKNG $TFC $MO $PFE

$199M

44 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.