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Hedge Funds Similar to Inman Jager Wealth

13F Portfolio OverlapQ2 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 $188M across 90 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 Inman Jager Wealth are MORGAN DEMPSEY, Windle Wealth, Wealth Advisors of Tampa Bay, with shared positions in $LMT, $ETR, $VZ, $SO, $MCD, $CCI. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$LMT$ETR$VZ$SO$MCD$CCI
$233M
122 positions
#2Windle Wealth, LLCActive
Notable overlap · 4 shared positions
$SO$VZ$MMM$MCD
$249M
35 positions
#3Wealth Advisors of Tampa Bay, LLCPassive
Notable overlap · 6 shared positions
$ETR$VZ$MCD$LMT$MMM$PFE
$327M
94 positions
#4Welch Group, LLCPassive
Notable overlap · 5 shared positions
$SO$LMT$MCD$VZ$PFE
$2.9B
326 positions
#5Patrick Mauro Investment Advisor, INC.Active
Notable overlap · 5 shared positions
$VZ$LMT$MCD$PFE$SO
$199M
38 positions
#6BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Notable overlap · 5 shared positions
$LMT$MCD$MMM$SO$PFE
$263M
90 positions
#7Griffith & Werner, Inc.Passive
Notable overlap · 4 shared positions
$SO$VZ$PFE$LMT
$213M
71 positions
#8FARMERS TRUST CO
Notable overlap · 6 shared positions
$MCD$SO$VZ$PLTR$LMT$MMM
$637M
203 positions
#9Slocum, Gordon & Co LLPPassive
Notable overlap · 5 shared positions
$VZ$MCD$PFE$LMT$MMM
$151M
70 positions
#10Disciplined Equity Management, Inc.Smart money
Notable overlap · 5 shared positions
$VZ$DOW$PFE$PLTR$CRWD
$226M
45 positions
#11Coston, McIsaac & PartnersPassive
Some overlap · 3 shared positions
$SO$VZ$MCD
$497M
948 positions
#12ADVOCATE GROUP LLCPassive
Some overlap · 4 shared positions
$VZ$SO$PFE$MCD
$665M
122 positions
#13Miramar Capital, LLCPassive
Some overlap · 3 shared positions
$LMT$VZ$MCD
$455M
57 positions
#14Stockman Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$MCD$LMT$PFE$VZ
$968M
178 positions
#15Willis Investment CounselActive
Some overlap · 5 shared positions
$LMT$PFE$MMM$VZ$MCD
$2.1B
125 positions
#16VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 3 shared positions
$SO$MCD$VZ
$201M
57 positions
#17RAHLFS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$SO$MCD$VZ$PFE
$136M
86 positions
#18First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$LMT$MCD$SO$PFE
$529M
75 positions
#19CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$ETR$LMT$SO
$6.4B
290 positions
#20Wills Financial Group LLCPassive
Some overlap · 4 shared positions
$LMT$SO$PFE$VZ
$275M
82 positions
#216th Street Advisors, LLCActive
Some overlap · 4 shared positions
$ETR$SO$PFE$PLTR
$174M
61 positions
#22Optimist Retirement Group LLCActive
Some overlap · 5 shared positions
$MMM$VZ$PFE$LMT$MCD
$259M
118 positions
#23ADVISORS MANAGEMENT GROUP INC /ADVActive
Some overlap · 3 shared positions
$SO$ETR$VZ
$604M
159 positions
#24Summit Financial Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$LMT$MMM$HWC$PFE
$782M
225 positions
#25VAUGHAN & Co SECURITIES, INC.Smart money
Some overlap · 4 shared positions
$MMM$VZ$PFE$DOW
$214M
61 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.