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Hedge Funds Similar to OMC Financial Services LTD

13F Portfolio OverlapQ3 2026OMC Financial Services LTD portfolio →
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Most similar hedge funds by 13F overlap

OMC Financial Services LTD is an institutional investor managing $175M across 31 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to OMC Financial Services LTD are Legacy Advisory Services, Wealth Advisors of Tampa Bay, Crystal Rock, with shared positions in $MAR, $CRWD, $GLW, $VST, $UNP, $MCD. The full ranking of 25 similar funds is below.

#1Legacy Advisory Services, LLCActive
Notable overlap · 5 shared positions
$MAR$CRWD$GLW$VST$UNP
$139M
80 positions
#2Wealth Advisors of Tampa Bay, LLCPassive
Notable overlap · 7 shared positions
$GLW$MCD$LMT$O$CRM$NOW
$327M
94 positions
#3Crystal Rock Capital ManagementActive
Notable overlap · 3 shared positions
$CRWD$GLW$MAR
$196M
34 positions
#4First Fiduciary Investment Counsel, Inc.Passive
Notable overlap · 6 shared positions
$MAR$MCD$LOW$LMT$UNP$AMGN
$529M
75 positions
#5BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$GLW$MCD$LMT$CRWD$AMGN
$504M
136 positions
#6Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$GLW$MCD$LMT$AMGN$GD
$214M
33 positions
#7Karras Company, Inc.Active
Some overlap · 6 shared positions
$GLW$VST$LMT$UNP$NOW$AMGN
$109M
65 positions
#8VALICENTI ADVISORY SERVICES INCActive
Some overlap · 4 shared positions
$GLW$MCD$LOW$UNP
$531M
81 positions
#9Riggs Asset Managment Co. Inc.Passive
Some overlap · 4 shared positions
$GLW$CRWD$TOL$VST
$560M
132 positions
#10UNITED BANKActive
Some overlap · 5 shared positions
$GLW$MCD$LMT$AMGN$GD
$853M
130 positions
#11HERBST GROUP, LLCPassive
Some overlap · 3 shared positions
$GLW$CRWD$GD
$176M
72 positions
#12AGP FRANKLIN, LLCPassive
Some overlap · 3 shared positions
$CRWD$GLW$SNOW
$231M
93 positions
#13Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$CRWD$GLW$VST$NOW
$115M
89 positions
#14Juno Financial Group LLCActive
Some overlap · 5 shared positions
$CRWD$LOW$LMT$GLW$UNP
$282M
73 positions
#15Werlinich Asset Management, LLCActive
Some overlap · 5 shared positions
$GLW$LMT$UNP$CRWD$GD
$258M
57 positions
#16Harold Davidson & Associates Inc.Active
Some overlap · 5 shared positions
$CRWD$MAR$GLW$LOW$MCD
$231M
59 positions
#17First Citizens Financial CorpPassive
Some overlap · 4 shared positions
$GLW$LOW$MCD$UNP
$238M
137 positions
#18Cambridge Advisors Inc.Active
Some overlap · 4 shared positions
$GLW$LOW$UNP$AMGN
$581M
182 positions
#19Cypress Capital, LLCActive
Some overlap · 6 shared positions
$MCD$LOW$LMT$TOL$UNP$AMGN
$377M
117 positions
#20Kessler Investment Group, LLCPassive
Some overlap · 4 shared positions
$CRWD$GLW$CRM$NOW
$207M
82 positions
#21Hudson Value Partners, LLCPassive
Some overlap · 4 shared positions
$GLW$MCD$CRWD$AMGN
$399M
113 positions
#22Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$CRWD$MCD$LMT$AMGN$NOW
$360M
73 positions
#23Emissary Wealth LLCPassive
Some overlap · 3 shared positions
$CRWD$GLW$NOW
$131M
63 positions
#24AMI ASSET MANAGEMENT CORPActive
Some overlap · 3 shared positions
$GLW$CRWD$NOW
$1.7B
100 positions
#25Avalon Global Asset Management LLCActive
Some overlap · 4 shared positions
$CRWD$SNOW$LOW$NOW
$917M
38 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.