13F Pro

Hedge Funds Similar to Taylor Financial Group,

13F Portfolio OverlapQ1 2026Taylor Financial Group, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Taylor Financial Group, Inc. is an institutional investor managing $165M across 99 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 Taylor Financial Group, are Rather & Kittrell,, Hill Investment Group Partners,, PINNEY & SCOFIELD,, with shared positions in $NSC, $LOW, $TFC, $VZ, $LMT, $GE. The full ranking of 25 similar funds is below.

#1Rather & Kittrell, Inc.Active
Notable overlap · 4 shared positions
$NSC$LOW$TFC$VZ
$648M
113 positions
#2Hill Investment Group Partners, LLCSmart money
Notable overlap · 3 shared positions
$NSC$LMT$TFC
$906M
50 positions
#3PINNEY & SCOFIELD, INC.Active
Notable overlap · 4 shared positions
$NSC$GE$T$GEV
$185M
243 positions
#4Symmetry Investments LPActive
Notable overlap · 3 shared positions
$NSC$GEV$GE
$913M
122 positions
#5BCU Wealth Advisors, LLCSmart money
Notable overlap · 3 shared positions
$NSC$GE$GEV
$268M
60 positions
#6Northwest Financial AdvisorsPassive
Some overlap · 6 shared positions
$CRM$LMT$MAR$GE$GEV$VZ
$52M
66 positions
#7Grove Street Fiduciary, LLCActive
Some overlap · 4 shared positions
$NSC$MAR$GE$GEV
$227M
74 positions
#8MCRAE CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$CRM$FISV$LOW$TFC
$482M
106 positions
#9OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 6 shared positions
$LMT$NSC$TFC$MAR$PLTR$VZ
$311M
318 positions
#10Hilton Head Capital Partners, LLCPassive
Some overlap · 7 shared positions
$TFC$LMT$T$NSC$GE$PLTR
$177M
989 positions
#11Michael Brady & Co., LLCActive
Some overlap · 4 shared positions
$CRM$PH$GE$GEV
$100M
54 positions
#12M. Kraus & CoActive
Some overlap · 3 shared positions
$NSC$MCHP$VZ
$343M
81 positions
#13Lafayette Investments, Inc.Active
Some overlap · 4 shared positions
$NSC$LMT$LOW$PH
$494M
158 positions
#14EagleClaw Capital Managment, LLCActive
Some overlap · 5 shared positions
$PH$LMT$LOW$MAR$FDX
$714M
145 positions
#15MinichMacGregor Wealth Management, LLCPassive
Some overlap · 6 shared positions
$PH$LMT$MAR$GE$GEV$T
$567M
136 positions
#16SUMMITRY LLCPassive
Some overlap · 5 shared positions
$CRM$FISV$LOW$VZ$T
$2.3B
266 positions
#17Kentucky Trust CoPassive
Some overlap · 5 shared positions
$NSC$LOW$T$TFC$ATO
$191M
311 positions
#18Armstrong, Fleming & Moore, IncActive
Some overlap · 7 shared positions
$MAR$GE$CRM$PLTR$T$GEV
$236M
108 positions
#19Westchester Capital Management, Inc.Active
Some overlap · 6 shared positions
$CRM$LMT$MCHP$T$LOW$VZ
$497M
45 positions
#20MARKET STREET WEALTH MANAGEMENT ADVISORS LLCActive
Some overlap · 4 shared positions
$NSC$MAR$GE$GEV
$634M
106 positions
#21CINCINNATI FINANCIAL CORPActive
Some overlap · 3 shared positions
$NSC$MCHP$VZ
$5.0B
55 positions
#22WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 3 shared positions
$CRM$LMT$MAR
$1.2B
69 positions
#23OMC Financial Services LTDActive
Some overlap · 5 shared positions
$LMT$LOW$MAR$CRM$GEV
$258M
64 positions
#24Platform Wealth Management, LLC
Some overlap · 4 shared positions
$CRM$FISV$MAR$LOW
$376M
60 positions
#25High Net Worth Advisory Group LLCPassive
Some overlap · 3 shared positions
$CRM$PH$MAR
$429M
244 positions

Compare Taylor Financial Group,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Taylor Financial Group,’s holdings

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.