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, ADVISORS GROUP, Aull & Monroe Investment, 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 OverlapQ2 2026Pathway Financial Advisers portfolio →

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Most similar hedge funds by 13F overlap

Pathway Financial Advisers, LLC is an institutional investor managing $397M across 167 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 Pathway Financial Advisers are MORGAN DEMPSEY, ADVISORS GROUP, Aull & Monroe Investment, with shared positions in $DUK, $PEP, $OKE, $CMI, $VZ, $SO. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$DUK $PEP $OKE $CMI $VZ $SO

$233M

122 positions

#2ADVISORS MANAGEMENT GROUP INC /ADVActive

Notable overlap · 8 shared positions

$DUK $ENB $O $SO $OKE $VZ

$604M

159 positions

#3Aull & Monroe Investment Management CorpPassive

Notable overlap · 9 shared positions

$DUK $CMI $GLW $SO $VZ $AMGN

$239M

126 positions

#4Powers Advisory Group, LLCActive

Notable overlap · 11 shared positions

$GLW $SO $PEP $DUK $MCD $WM

$319M

130 positions

#5ADVOCATE GROUP LLCPassive

Notable overlap · 8 shared positions

$ENB $DUK $CMI $VZ $SO $EVRG

$665M

122 positions

#6SHRIER WEALTH MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$ENB $EPD $OKE $VZ $PM $PEP

$296M

134 positions

#7TECTONIC ADVISORS LLCPassive

Notable overlap · 7 shared positions

$ENB $EPD $O $DUK $OKE $VZ

$2.1B

289 positions

#8HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 8 shared positions

$EPD $ENB $PEP $O $PM $UNP

$252M

43 positions

#9Energy Income Partners, LLCActive

Notable overlap · 6 shared positions

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

$6.4B

88 positions

#10VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 7 shared positions

$DUK $O $PEP $VZ $SO $AMGN

$201M

57 positions

#11First Bank & TrustPassive

Notable overlap · 9 shared positions

$ENB $DUK $PM $VZ $MRVL $SO

$680M

270 positions

#12First PREMIER BankPassive

Notable overlap · 8 shared positions

$DUK $PEP $SO $EVRG $AMGN $UNP

$619M

358 positions

#13OUTFITTERS FINANCIAL LLCPassive

Notable overlap · 7 shared positions

$EPD $PEP $DUK $OKE $MCD $WM

$143M

80 positions

#14WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 7 shared positions

$DUK $PEP $KLAC $SO $MCD $WM

$390M

103 positions

#15OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 7 shared positions

$DUK $PEP $CMI $SO $AEP $EVRG

$2.7B

54 positions

#16Shoker Investment Counsel, Inc.Active

Notable overlap · 7 shared positions

$EPD $KLAC $PEP $SO $DUK $UNP

$398M

113 positions

#17PINKERTON WEALTH, LLCActive

Notable overlap · 7 shared positions

$DUK $PEP $VZ $SO $AMGN $MCD

$1.2B

103 positions

#18Oak Harvest Investment ServicesPassive

Notable overlap · 7 shared positions

$DUK $KLAC $MRVL $PM $AMGN $UNP

$1.1B

168 positions

#19SHERMAN PORFOLIOS, LLCSmart money

Notable overlap · 7 shared positions

$PEP $DUK $VZ $SO $AMGN $MCD

$1.3B

97 positions

#20EDMP, INC.Passive

Notable overlap · 6 shared positions

$O $EPD $OHI $PEP $VZ $AMGN

$124M

70 positions

#21Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 8 shared positions

$PEP $VZ $SO $DUK $AEP $MCD

$199M

38 positions

#22Columbus Macro, LLCPassive

Notable overlap · 6 shared positions

$ENB $KLAC $OKE $OHI $CMI $AMGN

$1.0B

207 positions

#23Verity & Verity, LLCActive

Notable overlap · 6 shared positions

$ENB $PEP $OKE $CMI $VZ $AMGN

$1.5B

138 positions

#24ALPINE WOODS CAPITAL INVESTORS, LLCPassive

Notable overlap · 7 shared positions

$STLD $PEP $CMI $SO $EVRG $AMGN

$460M

220 positions

#25WOLFF WIESE MAGANA LLCPassive

Notable overlap · 7 shared positions

$PEP $DUK $KLAC $GLW $MRVL $AMGN

$217M

1,027 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.