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 Slagle Financial,

13F Portfolio OverlapQ1 2026Slagle Financial, portfolio →

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Most similar hedge funds by 13F overlap

Slagle Financial, LLC is an institutional investor managing $303M across 121 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 Slagle Financial, are MORGAN DEMPSEY, FUKOKU MUTUAL LIFE INSURANCE, EDGAR LOMAX /VA, with shared positions in $KO, $WFC, $LMT, $CME, $IBM, $PM. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$KO $WFC $LMT $CME $IBM $PM

$220M

148 positions

#2FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 8 shared positions

$KO $MO $NEE $USB $IBM $SO

$1.5B

235 positions

#3EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$KO $LMT $BAC $NEE $USB $WFC

$1.4B

56 positions

#4O'Domhnaill Enterprises, Inc.Passive

Notable overlap · 6 shared positions

$KO $MO $HSY $LMT $PM $IBM

$124M

55 positions

#5Carson Advisory Inc.Passive

Notable overlap · 9 shared positions

$AES $BAC $EIX $IBM $D $SO

$193M

188 positions

#6Rayburn West Financial Services LLCPassive

Notable overlap · 9 shared positions

$MO $LMT $BAC $IBM $C $AMGN

$170M

82 positions

#7TrueMark Investments, LLCPassive

Notable overlap · 7 shared positions

$HSY $CME $DVN $NEE $PM $MO

$514M

167 positions

#8SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$HSY $WFC $CME $USB $IBM $C

$728M

79 positions

#9BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 7 shared positions

$MO $LMT $CME $PM $HSY $KO

$480M

133 positions

#10Griffith & Werner, Inc.Active

Notable overlap · 8 shared positions

$KO $WFC $BAC $SO $C $LMT

$202M

72 positions

#11GQG Partners LLCActive

Notable overlap · 6 shared positions

$KO $MO $NEE $PM $DVN $CME

$63.1B

81 positions

#12Kinloch Capital, LLCPassive

Notable overlap · 6 shared positions

$KO $MO $NEE $IBM $PM $O

$245M

83 positions

#13BROOKS, MOORE & ASSOCIATES, INC.Passive

Notable overlap · 7 shared positions

$KO $LMT $USB $IBM $SO $BAC

$199M

110 positions

#14CFC Planning Co LLCPassive

Notable overlap · 6 shared positions

$KO $MO $EOG $IBM $PM $AMGN

$140M

72 positions

#15Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$HSY $DVN $LMT $EOG $USB $AMGN

$184M

32 positions

#16Meadowbrook Advisors Group, LLCPassive

Notable overlap · 7 shared positions

$KO $NEE $IBM $CME $HSY $SO

$168M

136 positions

#17Carolina Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$KO $MO $PM $LMT $AMGN $IBM

$240M

278 positions

#18GODSEY & GIBB, INCPassive

Notable overlap · 6 shared positions

$KO $MCHP $CME $IBM $D $AMGN

$1.1B

389 positions

#19Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$KO $BAC $NEE $IBM $C $AMGN

$223M

109 positions

#20First City Capital Management, Inc.Passive

Notable overlap · 8 shared positions

$KO $BAC $IBM $LMT $MO $SO

$189M

160 positions

#21Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$KO $LMT $CME $EOG $USB $MO

$139M

62 positions

#22HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 6 shared positions

$KO $MO $PM $O $HSY $WFC

$243M

44 positions

#23Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 6 shared positions

$LMT $HSY $EOG $AES $NEE $AMGN

$105M

62 positions

#24Measured Risk Portfolios, Inc.Passive

Notable overlap · 5 shared positions

$KO $MO $CME $PM $O

$91M

66 positions

#25Aull & Monroe Investment Management CorpPassive

Notable overlap · 7 shared positions

$CME $NEE $BAC $SO $AMGN $LMT

$215M

125 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.