What hedge funds are most similar to Empire Financial Management Company, LLC?

The funds with the most similar 13F portfolios to Empire Financial Management Company, LLC are Estabrook, ASAHI LIFE ASSET , LTD., CapWealth Advisors,, 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 Empire Financial Company,

13F Portfolio OverlapQ1 2026Empire Financial Company, portfolio →

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Most similar hedge funds by 13F overlap

Empire Financial Management Company, LLC is an institutional investor managing $442M across 211 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 Empire Financial Company, are Estabrook, ASAHI LIFE ASSET , LTD., CapWealth Advisors,, with shared positions in $HON, $IBM, $BAC, $DUK, $CB, $AMGN. The full ranking of 25 similar funds is below.

#1Estabrook Capital ManagementPassive

Notable overlap · 7 shared positions

$HON $IBM $BAC $DUK $CB $AMGN

$685M

380 positions

#2ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive

Notable overlap · 9 shared positions

$IBM $HON $BA $CRM $AXP $TRV

$155M

150 positions

#3CapWealth Advisors, LLCActive

Notable overlap · 7 shared positions

$IBM $BAC $HON $DUK $CEG $AMGN

$1.3B

118 positions

#4Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 8 shared positions

$BA $CRM $AMD $AXP $TRV $COP

$566M

28 positions

#5Argyle Capital Management, LLCPassive

Notable overlap · 7 shared positions

$IBM $BAC $DUK $CB $AMGN $COP

$308M

137 positions

#6Yoffe Investment Management, LLCPassive

Notable overlap · 6 shared positions

$HON $IBM $AXP $TRV $BA $AMGN

$78M

111 positions

#7HAMEL ASSOCIATES, INC.Passive

Notable overlap · 7 shared positions

$HON $DUK $CB $AMGN $COP $HSY

$351M

81 positions

#8RE ADVISERS CORPActive

Notable overlap · 5 shared positions

$HON $BA $BAC $CB $COP

$3.7B

111 positions

#9Kimelman & Baird, LLCActive

Some overlap · 4 shared positions

$HON $BA $IBM $BAC

$1.2B

263 positions

#10BROOKS, MOORE & ASSOCIATES, INC.Passive

Some overlap · 6 shared positions

$HON $IBM $CB $COP $BAC $DUK

$199M

110 positions

#11Providence Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$HON $IBM $CEG $TRV $AMGN

$157M

80 positions

#12BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 7 shared positions

$DUK $HON $CB $TRV $AMGN $AXP

$480M

133 positions

#13Themes Management Co LLCPassive

Some overlap · 4 shared positions

$HON $BA $CEG $AMD

$162M

151 positions

#14WAYCROSS PARTNERS, LLCActive

Some overlap · 5 shared positions

$HON $BA $AMD $AXP $AMGN

$1.0B

76 positions

#15Pinnacle Holdings, LLCPassive

Some overlap · 7 shared positions

$ET $BAC $AXP $IBM $TRV $AMGN

$309M

233 positions

#16OmniStar Financial Group, Inc.Passive

Some overlap · 5 shared positions

$HON $BAC $DUK $IBM $AMGN

$193M

108 positions

#17Cohen Investment Advisors LLCPassive

Some overlap · 6 shared positions

$BAC $BA $CRM $CB $AMGN $DKNG

$210M

79 positions

#18Arlington Financial Advisors, LLCActive

Some overlap · 4 shared positions

$DKNG $CRM $CB $AMGN

$702M

95 positions

#19Henson-Edgewater Management, LLCPassive

Some overlap · 4 shared positions

$BA $ET $BAC $AMD

$157M

66 positions

#20Sawyer & Company, IncPassive

Some overlap · 6 shared positions

$HON $CRM $AXP $TRV $AMGN $COP

$260M

197 positions

#21Morangie Management LLCActive

Some overlap · 3 shared positions

$DKNG $BAC $CRM

$109M

34 positions

#22SEAVIEW INVESTMENT MANAGERS LLCPassive

Some overlap · 5 shared positions

$IBM $BAC $CEG $AMD $AXP

$277M

73 positions

#23FULCRUM WEALTH ADVISORS, LLCActive

Some overlap · 5 shared positions

$HON $IBM $PHYS $BA $ET

$121M

72 positions

#24CFC Planning Co LLCPassive

Some overlap · 6 shared positions

$IBM $CRM $AXP $COP $AMD $AMGN

$140M

72 positions

#25Crescent Sterling, Ltd.Passive

Some overlap · 6 shared positions

$HON $AMGN $COP $CB $CRM $DUK

$103M

80 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.