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Hedge Funds Similar to Cannon Wealth Services

13F Portfolio OverlapQ2 2026Cannon Wealth Services portfolio →
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Most similar hedge funds by 13F overlap

Cannon Wealth Management Services, LLC is an institutional investor managing $183M across 99 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 Cannon Wealth Services are Kelly Financial Services, Lakeridge Wealth, Fidato Wealth, with shared positions in $SHW, $PM, $T, $KLAC, $MCD, $PGR. The full ranking of 25 similar funds is below.

#1Kelly Financial Services LLCActive
Notable overlap · 4 shared positions
$SHW$PM$T$KLAC
$467M
141 positions
#2Lakeridge Wealth Management LLCPassive
Notable overlap · 3 shared positions
$SHW$MCD$PGR
$272M
188 positions
#3Fidato Wealth LLCSmart money
Notable overlap · 3 shared positions
$SHW$PGR$NSC
$171M
14 positions
#4Frederick Financial Consultants, LLCActive
Notable overlap · 3 shared positions
$SHW$WFC$KLAC
$236M
121 positions
#5S.E.E.D. Planning Group LLCPassive
Some overlap · 3 shared positions
$SHW$ENB$LOW
$379M
88 positions
#6Reliant Investment Partners, LLCPassive
Some overlap · 3 shared positions
$DUK$LOW$KLAC
$147M
126 positions
#7Mullaney, Keating & Wright, Inc.Smart money
Some overlap · 3 shared positions
$SHW$LOW$MCD
$207M
74 positions
#8Mayflower Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$DUK$SO$MCD
$1.2B
499 positions
#9Gibson Wealth Advisors LLCSmart money
Some overlap · 3 shared positions
$DUK$T$NSC
$160M
30 positions
#10Pathway Financial Advisers, LLCPassive
Some overlap · 6 shared positions
$DUK$ENB$PM$SO$MCD$KLAC
$397M
167 positions
#11Armor Investment Advisors, LLCActive
Some overlap · 4 shared positions
$DUK$LOW$SO$PGR
$312M
155 positions
#12First Financial Group CorpActive
Some overlap · 3 shared positions
$SHW$DUK$WFC
$138M
81 positions
#13Kentucky Trust CoPassive
Some overlap · 6 shared positions
$ENB$DUK$LOW$SO$T$NSC
$208M
316 positions
#14BURKETT FINANCIAL SERVICES, LLCActive
Some overlap · 4 shared positions
$DUK$LOW$T$URI
$320M
266 positions
#15Wilkinson Global Asset Management LLCActive
Some overlap · 6 shared positions
$SHW$PGR$ODFL$WFC$MCD$LOW
$1.3B
62 positions
#16CAPITAL & PLANNING, LLC
Some overlap · 4 shared positions
$DUK$SO$MCD$LOW
$194M
45 positions
#17MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$DUK$PM$SO$WFC$T$MCD
$233M
122 positions
#18PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$SHW$LOW$SO
$209M
54 positions
#19JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$SHW$MCD$KLAC
$4.1B
83 positions
#20WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$DUK$LOW$SO$MCD$KLAC
$390M
103 positions
#21HORIZON FINANCIAL SERVICES, LLCPassive
Some overlap · 4 shared positions
$DUK$LOW$T$NSC
$261M
646 positions
#22GQG Partners LLCActive
Some overlap · 5 shared positions
$ENB$DUK$PM$T$PGR
$53.8B
102 positions
#23HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 7 shared positions
$ENB$PM$MCD$NSC$PGR$SHW
$252M
43 positions
#24DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$ENB$SHW$LOW$KLAC
$517M
137 positions
#25Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$DUK$LOW$PM$WFC$MCD
$334M
127 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.