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 Inman Jager Wealth ,

13F Portfolio OverlapQ1 2026Inman Jager Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Inman Jager Wealth Management, LLC is an institutional investor managing $171M across 84 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 Inman Jager Wealth , are MORGAN DEMPSEY, FUKOKU MUTUAL LIFE INSURANCE, EDGAR LOMAX /VA, with shared positions in $SO, $LMT, $VZ, $KO, $ETR, $IBM. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$SO $LMT $VZ $KO $ETR $IBM

$220M

148 positions

#2FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 7 shared positions

$USB $SO $VZ $KO $IBM $MCD

$1.5B

235 positions

#3EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$USB $SO $LMT $KO $SCHW $PFE

$1.4B

56 positions

#4Welch Group, LLCPassive

Notable overlap · 7 shared positions

$SO $LMT $VZ $IBM $MCD $PFE

$2.7B

310 positions

#5BROOKS, MOORE & ASSOCIATES, INC.Passive

Notable overlap · 6 shared positions

$USB $VZ $KO $LMT $IBM $SO

$199M

110 positions

#6CORDA Investment Management, LLC.Active

Notable overlap · 6 shared positions

$USB $VZ $KO $SCHW $MCD $PFE

$1.4B

80 positions

#7FARMERS TRUST COPassive

Some overlap · 7 shared positions

$SO $VZ $IBM $MCD $LMT $MMM

$637M

203 positions

#8SCHULHOFF & CO INCPassive

Some overlap · 6 shared positions

$USB $LMT $KO $IBM $VZ $MCD

$243M

133 positions

#9Exeter Financial, LLCPassive

Some overlap · 6 shared positions

$USB $VZ $IBM $LMT $MCD $KO

$245M

98 positions

#10Global Wealth Management Investment Advisory, Inc.Passive

Some overlap · 7 shared positions

$USB $VZ $CCI $SO $KO $IBM

$638M

158 positions

#11ADVOCATE GROUP LLCPassive

Some overlap · 6 shared positions

$VZ $SO $IBM $SCHW $MCD $PFE

$639M

126 positions

#12Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 6 shared positions

$LMT $VZ $ETR $MCD $MMM $PFE

$302M

93 positions

#13CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$SO $USB $LMT $ETR $DOW

$6.4B

290 positions

#14RAHLFS CAPITAL, LLCPassive

Some overlap · 6 shared positions

$USB $SO $VZ $MCD $PFE $INTC

$136M

86 positions

#15GW HENSSLER & ASSOCIATES LTDPassive

Some overlap · 6 shared positions

$SO $KO $ETR $VZ $SCHW $USB

$2.1B

232 positions

#16Widmann Financial Services, Inc.Passive

Some overlap · 7 shared positions

$KO $IBM $VZ $MCD $PFE $SO

$168M

121 positions

#17Griffith & Werner, Inc.Active

Some overlap · 6 shared positions

$SO $VZ $KO $LMT $PFE $IBM

$202M

72 positions

#18Center for Wealth Management AdvisoryActive

Some overlap · 5 shared positions

$USB $LMT $VZ $KO $PFE

$139M

62 positions

#19Bedell Frazier Investment Counselling, LLCPassive

Some overlap · 6 shared positions

$LMT $KO $IBM $MCD $SCHW $VZ

$495M

128 positions

#20BROADWATER CAPITAL MANAGEMENT LLC

Some overlap · 7 shared positions

$SO $KO $IBM $MCD $MMM $VZ

$134M

211 positions

#21InvesTrustPassive

Some overlap · 7 shared positions

$IBM $VZ $MCD $USB $KO $MMM

$238M

91 positions

#22Optimist Retirement Group LLCActive

Some overlap · 7 shared positions

$VZ $LMT $IBM $MMM $MCD $PFE

$227M

113 positions

#23Argyle Capital Management, LLCPassive

Some overlap · 7 shared positions

$VZ $IBM $KO $DOW $MMM $PFE

$308M

137 positions

#24Stablepoint Partners, LLCPassive

Some overlap · 6 shared positions

$KO $LMT $VZ $MCD $CCI $PFE

$673M

260 positions

#25Patrick Mauro Investment Advisor, INC.Active

Some overlap · 6 shared positions

$LMT $VZ $MCD $SO $PFE $DHR

$199M

40 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.