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 LMG Wealth Partners

13F Portfolio OverlapQ2 2026LMG Wealth Partners portfolio →

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Most similar hedge funds by 13F overlap

LMG Wealth Partners, LLC is an institutional investor managing $626M across 166 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 LMG Wealth Partners are DMKC Advisory Services, Kinloch, Exeter Financial, with shared positions in $USB, $FDX, $O, $LOW, $SYY, $ALL. The full ranking of 25 similar funds is below.

#1DMKC Advisory Services, LLCActive

Notable overlap · 10 shared positions

$USB $FDX $O $LOW $SYY $ALL

$530M

92 positions

#2Kinloch Capital, LLCPassive

Notable overlap · 8 shared positions

$CAH $EMR $AFL $O $SYY $PEP

$274M

79 positions

#3Exeter Financial, LLCPassive

Notable overlap · 8 shared positions

$USB $EMR $AFL $MCD $CAH $PEP

$265M

100 positions

#4Allied Investment Advisors, LLCPassive

Notable overlap · 8 shared positions

$USB $FDX $O $LOW $SYY $PEP

$1.1B

112 positions

#5Slagle Financial, LLCPassive

Notable overlap · 7 shared positions

$USB $PFH $MCD $O $LOW $PEP

$334M

127 positions

#6VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 7 shared positions

$EMR $AFL $MCD $CB $O $PEP

$203M

58 positions

#7Somerset Trust CoPassive

Notable overlap · 7 shared positions

$AFL $MCD $CB $LOW $EMR $ADP

$354M

186 positions

#8MONARCH CAPITAL MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$EMR $USB $AFL $MCD $SYY $ADP

$436M

130 positions

#9Roxbury Financial LLCPassive

Notable overlap · 7 shared positions

$PFH $MCD $CB $LOW $AFL $WFC

$130M

426 positions

#10SMITH SHELLNUT WILSON LLC /ADVPassive

Notable overlap · 7 shared positions

$STRL $AFL $LOW $PEP $WFC $FDX

$262M

155 positions

#11PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$EMR $AFL $LOW $SYY $PEP $ADP

$209M

54 positions

#12KANAWHA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$MCD $CB $LOW $PEP $USB $ADP

$1.6B

228 positions

#13Andrews Advisory Associates, LLCActive

Notable overlap · 7 shared positions

$MCD $FDX $LOW $ALL $PEP $ADP

$215M

84 positions

#14Ark Wealth Advisors LLCPassive

Some overlap · 7 shared positions

$CB $AFL $EMR $SYY $LOW $MCD

$113M

87 positions

#15BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 6 shared positions

$EMR $MCD $CB $LOW $PEP $WFC

$2.5B

270 positions

#16InvesTrustPassive

Some overlap · 6 shared positions

$USB $MCD $PEP $ADP $EMR $WFC

$247M

91 positions

#17Orca Investment Management, LLCActive

Some overlap · 6 shared positions

$CAH $PFH $ADM $ADP $EMR $PEP

$138M

60 positions

#18Loudon Investment Management, LLCPassive

Some overlap · 5 shared positions

$USB $EMR $O $LOW $ADP

$204M

95 positions

#19OLD REPUBLIC INTERNATIONAL CORPActive

Some overlap · 5 shared positions

$EMR $CAH $MCD $SYY $PEP

$2.2B

70 positions

#20Walsky Investment Management, Inc.Passive

Some overlap · 6 shared positions

$MCD $EMR $LOW $PEP $WFC $ADP

$108M

52 positions

#21CAMBIAR INVESTORS LLCActive

Some overlap · 5 shared positions

$USB $FDX $CB $SYY $PEP

$2.3B

150 positions

#22Financial & Tax Architects, LLCPassive

Some overlap · 5 shared positions

$EMR $MCD $LOW $PEP $ADP

$486M

109 positions

#23CULBERTSON A N & CO INCActive

Some overlap · 6 shared positions

$USB $MCD $PEP $FDX $WFC $ADP

$861M

137 positions

#24Cambridge Financial Group, Inc.Active

Some overlap · 4 shared positions

$CAH $MCD $FDX $SYY

$287M

33 positions

#25WILKINS INVESTMENT COUNSEL INCActive

Some overlap · 5 shared positions

$EMR $CB $SYY $PEP $ADP

$742M

119 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.