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 Flavin Financial Services

13F Portfolio OverlapQ3 2026Flavin Financial Services portfolio →

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Most similar hedge funds by 13F overlap

Flavin Financial Services, Inc. is an institutional investor managing $185M across 77 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 Flavin Financial Services are OPUS INVESTMENT, Rayburn West Financial Services, CUTLER INVESTMENT COUNSEL, with shared positions in $NEE, $PSX, $MCD, $UPS, $AMGN, $PEP. The full ranking of 25 similar funds is below.

#1OPUS INVESTMENT MANAGEMENT INCSmart money

Notable overlap · 7 shared positions

$NEE $PSX $MCD $UPS $AMGN $PEP

$183M

31 positions

#2Rayburn West Financial Services LLCPassive

Notable overlap · 8 shared positions

$LMT $PNC $UPS $AMGN $PEP $MCD

$181M

81 positions

#3CUTLER INVESTMENT COUNSEL LLCActive

Notable overlap · 7 shared positions

$NEE $PNC $MCD $RSG $PEP $PSX

$1.1B

157 positions

#4First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 7 shared positions

$NEE $LMT $MCD $PSX $AMGN $LOW

$529M

75 positions

#5MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 7 shared positions

$PNC $NEE $LMT $AMGN $PEP $LOW

$1.2B

100 positions

#6Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$NEE $PSX $MCD $UPS $AMGN $VZ

$116M

172 positions

#7Stablepoint Partners, LLCPassive

Notable overlap · 8 shared positions

$NEE $AMGN $PSX $LMT $PEP $MCD

$723M

260 positions

#8FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 6 shared positions

$NEE $LMT $RSG $PEP $LOW $SYY

$377M

75 positions

#9BOSTON RESEARCH & MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$MCD $NEE $LMT $PEP $UPS $VZ

$453M

121 positions

#10Signet Investment Advisory Group, Inc.Passive

Notable overlap · 6 shared positions

$NEE $MCD $PEP $NOC $AMGN $LMT

$227M

73 positions

#11Granite Group Advisors, LLCActive

Notable overlap · 6 shared positions

$PNC $NEE $AMGN $LMT $PEP $SBUX

$158M

78 positions

#12Center for Wealth Management AdvisoryActive

Notable overlap · 5 shared positions

$PNC $LMT $UPS $PEP $VZ

$161M

62 positions

#13Stack Financial Management, IncActive

Notable overlap · 5 shared positions

$NEE $PSX $LMT $UPS $PEP

$1.3B

54 positions

#14Welch Group, LLCPassive

Notable overlap · 5 shared positions

$NEE $LMT $MCD $PEP $VZ

$2.9B

326 positions

#15Campion Asset ManagementActive

Notable overlap · 7 shared positions

$LMT $AMGN $PSX $MCD $NOC $VZ

$164M

83 positions

#16MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$LMT $MCD $UPS $PEP $VZ $SBUX

$233M

122 positions

#17Argo Wealth Advisory, LLCActive

Notable overlap · 5 shared positions

$NEE $LMT $AMGN $PEP $LOW

$181M

50 positions

#18FourThought Financial Partners, LLCPassive

Notable overlap · 7 shared positions

$NEE $PEP $LMT $NOC $AMGN $PNC

$1.3B

393 positions

#19Walsky Investment Management, Inc.Passive

Notable overlap · 6 shared positions

$PNC $MCD $AMGN $PEP $LOW $NEE

$108M

52 positions

#20HAMEL ASSOCIATES, INC.Passive

Notable overlap · 7 shared positions

$MCD $PNC $LMT $AMGN $PEP $VZ

$363M

92 positions

#21Somerset Trust CoPassive

Notable overlap · 6 shared positions

$NEE $MCD $AMGN $PSX $PEP $LOW

$354M

186 positions

#22Ipsen Advisor Group LLCPassive

Notable overlap · 7 shared positions

$AMGN $PEP $PNC $UPS $LMT $NEE

$155M

107 positions

#23Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 5 shared positions

$NEE $MCD $AMGN $PEP $VZ

$513M

70 positions

#24Stockman Wealth Management, Inc.Passive

Notable overlap · 6 shared positions

$LMT $MCD $UPS $PEP $VZ $SYY

$960M

178 positions

#25VILLERE ST DENIS J & CO LLCPassive

Notable overlap · 5 shared positions

$LMT $UPS $RSG $PEP $VZ

$838M

85 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.