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Hedge Funds Similar to Eley Financial ,

13F Portfolio OverlapQ1 2026Eley Financial , portfolio →
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Most similar hedge funds by 13F overlap

Eley Financial Management, Inc is an institutional investor managing $250M across 66 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 Eley Financial , are Applied Finance ,, Two Point ,, Loudon Investment ,, with shared positions in $LOW, $UNP, $CMI, $FISV, $MCK, $AMP. The full ranking of 25 similar funds is below.

#1Applied Finance Capital Management, LLCPassive
Notable overlap · 11 shared positions
$LOW$UNP$CMI$FISV$MCK$AMP
$1.3B
218 positions
#2Two Point Capital Management, Inc.Active
Notable overlap · 3 shared positions
$FISV$CMI$ACN
$229M
28 positions
#3Loudon Investment Management, LLCPassive
Some overlap · 6 shared positions
$LOW$CMI$ACN$AMP$ABT$COP
$186M
95 positions
#4PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 5 shared positions
$CMI$UNP$MCK$AMP$COP
$166M
72 positions
#5Argo Wealth Advisory, LLCActive
Some overlap · 4 shared positions
$MAR$LOW$ACN$MCK
$170M
48 positions
#6Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 4 shared positions
$CMI$ACN$LOW$AMP
$105M
62 positions
#7AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 6 shared positions
$MAR$LOW$UNP$ACN$COP$FISV
$445M
77 positions
#8WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 3 shared positions
$CMI$MAR$ACN
$1.2B
69 positions
#9Wealth Intelligence, LLCActive
Some overlap · 6 shared positions
$LOW$UNP$CMI$VRT$VZ$ABT
$208M
58 positions
#10Nicholas Wealth, LLC.Passive
Some overlap · 5 shared positions
$FISV$BMY$ABT$CF$VZ
$145M
111 positions
#11Watchman Group, Inc.Active
Some overlap · 3 shared positions
$LOW$ACN$CMI
$413M
73 positions
#12RBA Wealth Management, LLCPassive
Some overlap · 4 shared positions
$CMI$ACN$MAR$MET
$278M
92 positions
#13Nordwand Advisors, LLCPassive
Some overlap · 5 shared positions
$CMI$UNP$AMP$VRT$ABT
$572M
150 positions
#14LETSON INVESTMENT MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$UNP$ACN$FISV$ABT
$260M
101 positions
#15MCRAE CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$LOW$ACN$FISV
$482M
106 positions
#16Cottage Street Advisors LLCPassive
Some overlap · 6 shared positions
$MAR$ACN$UNP$VRT$CF$VZ
$231M
138 positions
#17Wallington Asset Management, LLCActive
Some overlap · 3 shared positions
$CMI$UNP$LOW
$752M
61 positions
#18EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$UNP$ACN$BMY$ABT$MET$COP
$1.4B
56 positions
#19Platform Wealth Management, LLC
Some overlap · 4 shared positions
$MAR$ACN$FISV$LOW
$376M
60 positions
#20PATTON ALBERTSON MILLER GROUP, LLCPassive
Some overlap · 6 shared positions
$MAR$CMI$MCK$AMP$LOW$KLAC
$842M
212 positions
#21Brentview Investment Management LLCPassive
Some overlap · 3 shared positions
$LOW$UNP$MCK
$231M
63 positions
#22TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 4 shared positions
$MAR$LOW$MCK$KLAC
$182M
115 positions
#23Kerusso Capital Management LLCPassive
Some overlap · 6 shared positions
$LOW$BMY$AMP$MET$CF$VZ
$200M
53 positions
#24Shelter Mutual Insurance CoPassive
Some overlap · 4 shared positions
$LOW$UNP$BMY$TGT
$450M
58 positions
#25Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 3 shared positions
$CMI$LOW$FISV
$695M
159 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.