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Hedge Funds Similar to Frederick Financial Consultants

13F Portfolio OverlapQ2 2026Frederick Financial Consultants portfolio →
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Most similar hedge funds by 13F overlap

Frederick Financial Consultants, LLC is an institutional investor managing $236M across 121 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 Frederick Financial Consultants are S. R. Schill & Associates, Kelly Financial Services, Cannon Wealth Services, with shared positions in $SHW, $LMT, $GLDM, $MAR, $KLAC, $WFC. The full ranking of 25 similar funds is below.

#1S. R. Schill & AssociatesSmart money
Notable overlap · 3 shared positions
$SHW$LMT$GLDM
$166M
25 positions
#2Kelly Financial Services LLCActive
Notable overlap · 4 shared positions
$SHW$LMT$MAR$KLAC
$467M
141 positions
#3Cannon Wealth Management Services, LLCPassive
Notable overlap · 3 shared positions
$SHW$WFC$KLAC
$183M
99 positions
#4CHILTON INVESTMENT CO INC.Active
Some overlap · 3 shared positions
$SHW$DE$MS
$4.2B
299 positions
#5S.E.E.D. Planning Group LLCPassive
Some overlap · 3 shared positions
$SHW$LMT$NEE
$379M
88 positions
#6First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$MAR$LMT$COF$NEE
$529M
75 positions
#7Copley Financial Group, Inc.Active
Some overlap · 4 shared positions
$LMT$GLDM$MS$KLAC
$165M
118 positions
#8Brendel Financial Advisors LLCPassive
Some overlap · 3 shared positions
$SHW$NEE$DOV
$216M
101 positions
#9DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$SHW$LMT$DE$DOV
$124M
100 positions
#10Rayburn West Financial Services LLCPassive
Some overlap · 4 shared positions
$LMT$PNC$DE$WFC
$181M
81 positions
#11Asset Advisors Investment Management, LLCActive
Some overlap · 5 shared positions
$MAR$SHW$DE$NEE$DOV
$1.1B
102 positions
#12WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 4 shared positions
$MAR$LMT$NEE$DE
$1.3B
73 positions
#13Wills Financial Group LLCPassive
Some overlap · 3 shared positions
$LMT$SHW$NEE
$275M
82 positions
#14Prudent Man Investment Management, Inc.Smart money
Some overlap · 4 shared positions
$LMT$PNC$WFC$DOV
$293M
169 positions
#15Flavin Financial Services, Inc.Passive
Some overlap · 4 shared positions
$LMT$PNC$NEE$COF
$175M
81 positions
#16Wilkinson Global Asset Management LLCActive
Some overlap · 3 shared positions
$SHW$DE$WFC
$1.3B
62 positions
#17First Financial Group CorpActive
Some overlap · 3 shared positions
$SHW$COF$WFC
$138M
81 positions
#18LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$MAR$LMT$COF$PNC
$213M
124 positions
#19Richwood Investment Advisors, LLCActive
Some overlap · 5 shared positions
$LMT$DE$COF$MS$WFC
$142M
106 positions
#20Aspen Wealth Strategies, LLCActive
Some overlap · 5 shared positions
$PNC$DE$COF$NEE$MS
$207M
89 positions
#21MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$PNC$LMT$NEE$MS$WFC
$1.2B
106 positions
#22BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$LMT$PNC$DE$WFC
$2.5B
270 positions
#23BEACON INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$MAR$DE$LMT$COF
$318M
178 positions
#24WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 4 shared positions
$LMT$NEE$AZN$DOV
$2.1B
131 positions
#25MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$GLDM$LMT$MS$DOV
$162M
106 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.