13F Pro

Hedge Funds Similar to Carbahal Olsen Financial Services Group

13F Portfolio OverlapQ2 2026Carbahal Olsen Financial Services Group portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Carbahal Olsen Financial Services Group, LLC is an institutional investor managing $144M across 40 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 Carbahal Olsen Financial Services Group are Aull & Monroe Investment, American State Bank (Iowa), Taikang Asset (Hong Kong) Ltd, with shared positions in $STX, $ETN, $T, $EMR, $WFC, $GILD. The full ranking of 25 similar funds is below.

#1Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$STX$ETN$T$EMR
$239M
126 positions
#2American State Bank (Iowa)Passive
Some overlap · 4 shared positions
$STX$WFC$GILD$T
$247M
139 positions
#3Taikang Asset Management (Hong Kong) Co LtdPassive
Some overlap · 3 shared positions
$STX$ETN$WFC
$1.1B
77 positions
#4Providence Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$ETN$BN$WFC$EMR
$660M
385 positions
#5GLOBALT Investments LLC / GAActive
Some overlap · 6 shared positions
$ETN$GILD$STX$WFC$T$EMR
$3.0B
213 positions
#6BTC Capital Management, Inc.Passive
Some overlap · 4 shared positions
$STX$GILD$ETN$WFC
$1.6B
207 positions
#7Parrish Capital LLC
Some overlap · 4 shared positions
$ETN$GILD$T$EMR
$104M
87 positions
#8Adams Wealth ManagementActive
Some overlap · 3 shared positions
$STX$GILD$EMR
$522M
147 positions
#9Keystone Financial GroupPassive
Some overlap · 3 shared positions
$STX$T$WFC
$1.7B
567 positions
#10Lipe & DaltonPassive
Some overlap · 3 shared positions
$ETN$BN$EMR
$215M
94 positions
#11Flagstone Financial ManagementSmart money
Some overlap · 4 shared positions
$STX$ETN$WFC$GILD
$447M
77 positions
#12AVISO WEALTH MANAGEMENTActive
Some overlap · 3 shared positions
$STX$WFC$ETN
$294M
144 positions
#13DB&C Advisors, LLCPassive
Some overlap · 3 shared positions
$ETN$GILD$EMR
$92M
76 positions
#14Perkins Coie Trust CoPassive
Some overlap · 3 shared positions
$ETN$WFC$T
$603M
260 positions
#15DELTA ASSET MANAGEMENT LLC/TNActive
Some overlap · 3 shared positions
$ETN$WFC$EMR
$1.2B
599 positions
#16CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$ETN$WFC$EMR
$1.3B
99 positions
#17Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$ETN$WFC$EMR
$108M
52 positions
#18MFA Wealth ServicesPassive
Some overlap · 3 shared positions
$ETN$GILD$WFC
$167M
134 positions
#19Legacy Bridge, LLCPassive
Some overlap · 3 shared positions
$ETN$STX$OKLO
$324M
322 positions
#20PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$ETN$WFC$ATO
$175M
73 positions
#21EASTERN BANKPassive
Some overlap · 3 shared positions
$ETN$STX$EMR
$6.5B
1,038 positions
#22DODGE & COXActive
Some overlap · 3 shared positions
$BN$GILD$WFC
$191.0B
222 positions
#23BINGHAM PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$BN$GILD$STX
$145M
178 positions
#24Landmark Wealth Management, LLCActive
Some overlap · 4 shared positions
$GILD$WFC$T$EMR
$418M
151 positions
#25Evansbrook LLCActive
Some overlap · 3 shared positions
$STX$WFC$ETN
$168M
127 positions

Compare Carbahal Olsen Financial Services Group’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Carbahal Olsen Financial Services Group’s holdings

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.