What hedge funds are most similar to Pathway Financial Advisers, LLC?

The funds with the most similar 13F portfolios to Pathway Financial Advisers, LLC are MORGAN DEMPSEY, Energy Income Partners,, ADVOCATE GROUP, 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 Pathway Financial Advisers,

13F Portfolio OverlapQ1 2026Pathway Financial Advisers, portfolio →

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Most similar hedge funds by 13F overlap

Pathway Financial Advisers, LLC is an institutional investor managing $354M across 164 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 Pathway Financial Advisers, are MORGAN DEMPSEY, Energy Income Partners,, ADVOCATE GROUP, with shared positions in $DUK, $VZ, $OKE, $SO, $IBM, $MCD. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$DUK $VZ $OKE $SO $IBM $MCD

$220M

148 positions

#2Energy Income Partners, LLCActive

Notable overlap · 7 shared positions

$EPD $DUK $OKE $SO $AEP $EVRG

$6.2B

87 positions

#3ADVOCATE GROUP LLCPassive

Notable overlap · 8 shared positions

$ENB $DUK $VZ $SO $IBM $MCD

$639M

126 positions

#4SL ADVISORS, LLCActive

Notable overlap · 7 shared positions

$EPD $ENB $OKE $WM $MPLX $LMT

$59M

32 positions

#5Aull & Monroe Investment Management CorpPassive

Notable overlap · 8 shared positions

$DUK $SO $VZ $CMI $WM $AMGN

$215M

125 positions

#6Ranch Capital Advisors Inc.Passive

Notable overlap · 8 shared positions

$VZ $HUM $IBM $DUK $SO $CMI

$277M

154 positions

#7C2C Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$EPD $ETY $IBM $PM $MPLX $VZ

$118M

92 positions

#8TECTONIC ADVISORS LLCActive

Notable overlap · 9 shared positions

$OKE $VZ $ENB $EPD $IBM $O

$1.9B

267 positions

#9Verity & Verity, LLCActive

Notable overlap · 7 shared positions

$ENB $VZ $OKE $LMT $CMI $AMGN

$1.3B

138 positions

#10VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$DUK $O $VZ $SO $MCD $AMGN

$187M

55 positions

#11OUTFITTERS FINANCIAL LLCPassive

Notable overlap · 6 shared positions

$EPD $OKE $MCD $DUK $WM $MPLX

$129M

80 positions

#12TORTOISE CAPITAL ADVISORS, L.L.C.Active

Notable overlap · 5 shared positions

$EPD $ENB $OKE $EVRG $MPLX

$9.6B

90 positions

#13FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 6 shared positions

$DUK $VZ $SO $IBM $MCD $AEP

$1.5B

235 positions

#14EDMP, INC.Passive

Notable overlap · 6 shared positions

$O $EPD $VZ $OHI $CMI $AMGN

$124M

71 positions

#15Slocum, Gordon & Co LLPPassive

Notable overlap · 6 shared positions

$DUK $VZ $IBM $MCD $LMT $AEP

$147M

64 positions

#16SHRIER WEALTH MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$ENB $HUM $EPD $PM $WM $OKE

$274M

131 positions

#17Plan Group Financial, LLCPassive

Notable overlap · 9 shared positions

$HUM $PM $NTRB $SO $AEP $VZ

$426M

229 positions

#18OLD POINT TRUST & FINANCIAL SERVICES N APassive

Notable overlap · 7 shared positions

$ENB $VZ $SO $LMT $AMGN $IBM

$311M

318 positions

#19Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 7 shared positions

$VZ $MCD $LMT $AEP $SO $DUK

$199M

40 positions

#20LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Notable overlap · 6 shared positions

$DUK $SO $IBM $LMT $AEP $WM

$192M

113 positions

#21OmniStar Financial Group, Inc.Passive

Notable overlap · 7 shared positions

$DUK $IBM $LMT $AEP $PM $VZ

$193M

108 positions

#22Loudon Investment Management, LLCPassive

Notable overlap · 5 shared positions

$EPD $O $CMI $AMGN $ENB

$186M

95 positions

#23HUTNER CAPITAL MANAGEMENT INCActive

Some overlap · 6 shared positions

$EPD $ENB $O $MCD $PM $OKE

$243M

44 positions

#24Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$DUK $IBM $MCD $LMT $WM $AMGN

$353M

78 positions

#25Corps Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$EPD $ENB $OKE $VZ $LMT

$115M

96 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.