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 OverlapQ1 2026Flavin Financial Services, portfolio →

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Most similar hedge funds by 13F overlap

Flavin Financial Services, Inc. is an institutional investor managing $149M across 72 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 Flavin Financial Services, are Atlas Wealth, MATRIX ASSET ADVISORS /NY, Focused Investors, with shared positions in $LMT, $PNC, $MS, $NEE, $MCD, $AMGN. The full ranking of 25 similar funds is below.

#1Atlas Wealth LLCPassive

Notable overlap · 6 shared positions

$LMT $PNC $MS $NEE $MCD $AMGN

$334M

115 positions

#2MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$PNC $MS $NEE $LMT $AMGN $LOW

$1.1B

105 positions

#3Focused Investors LLCActive

Notable overlap · 6 shared positions

$LMT $MS $UNH $MCD $NOC $LOW

$3.1B

22 positions

#4Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

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

$223M

109 positions

#5Rayburn West Financial Services LLCPassive

Notable overlap · 6 shared positions

$LMT $PNC $UPS $AMGN $MCD $VZ

$170M

82 positions

#6OPUS INVESTMENT MANAGEMENT INCActive

Notable overlap · 6 shared positions

$NEE $PSX $MCD $UPS $AMGN $LMT

$168M

30 positions

#7Signet Investment Advisory Group, Inc.Passive

Notable overlap · 6 shared positions

$NEE $MCD $NOC $UNH $LMT $AMGN

$218M

69 positions

#8SMITH CHAS P & ASSOCIATES PA CPASActive

Notable overlap · 7 shared positions

$LMT $UNH $MCD $AMGN $MS $COF

$1.8B

176 positions

#9Stillwater Wealth Management GroupPassive

Notable overlap · 7 shared positions

$MS $LMT $MCD $AMGN $VZ $NEE

$162M

77 positions

#10EDGAR LOMAX CO/VAActive

Notable overlap · 5 shared positions

$NEE $UNH $LMT $MS $AMGN

$1.4B

56 positions

#11FourThought Financial Partners, LLCPassive

Notable overlap · 7 shared positions

$NEE $LMT $MS $NOC $AMGN $PNC

$1.2B

384 positions

#12Buck Wealth Strategies, LLCActive

Notable overlap · 5 shared positions

$MS $LMT $UNH $AMGN $VZ

$810M

166 positions

#13William B. Walkup & Associates, Inc.Active

Notable overlap · 7 shared positions

$UNH $NOC $MS $PSX $VZ $LOW

$167M

163 positions

#14Stokes Capital Advisors, LLCPassive

Notable overlap · 5 shared positions

$NEE $LMT $MCD $NOC $MS

$446M

104 positions

#15Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$LMT $MS $MCD $AMGN $LOW

$353M

78 positions

#16Stablepoint Partners, LLCPassive

Notable overlap · 7 shared positions

$NEE $PSX $LMT $AMGN $MCD $VZ

$673M

260 positions

#17Verity & Verity, LLCActive

Notable overlap · 6 shared positions

$NEE $LMT $PSX $UPS $AMGN $VZ

$1.3B

138 positions

#18Center for Wealth Management AdvisoryActive

Notable overlap · 5 shared positions

$LMT $MS $UNH $UPS $VZ

$139M

62 positions

#19Welch Group, LLCPassive

Notable overlap · 4 shared positions

$NEE $LMT $MCD $VZ

$2.7B

310 positions

#20Granite Group Advisors, LLCActive

Notable overlap · 5 shared positions

$PNC $LMT $NEE $MS $AMGN

$165M

86 positions

#21LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$UNH $RSG $MCD $NOC $VZ $NEE

$970M

154 positions

#22Cullen Capital Management, LLCActive

Notable overlap · 5 shared positions

$MS $NEE $UPS $UNH $LOW

$9.8B

213 positions

#23Socorro Asset Management LPPassive

Notable overlap · 3 shared positions

$NEE $PNC $MS

$221M

32 positions

#24Argo Wealth Advisory, LLCActive

Notable overlap · 5 shared positions

$NEE $LMT $UNH $AMGN $LOW

$170M

48 positions

#25U S WEALTH GROUP, LLC.

Notable overlap · 5 shared positions

$LMT $UNH $MCD $AMGN $VZ

$152M

43 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.