13F Pro

Hedge Funds Similar to Topsail Wealth

13F Portfolio OverlapQ2 2026Topsail Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Topsail Wealth Management, LLC is an institutional investor managing $783M across 297 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 Topsail Wealth are JOHNSON INVESTMENT COUNSEL, Welch Group, OLD REPUBLIC INTERNATIONAL, with shared positions in $CINF, $APH, $ASML, $MCD, $TXN, $LMT. The full ranking of 25 similar funds is below.

#1JOHNSON INVESTMENT COUNSEL INCActive
Some overlap · 4 shared positions
$CINF$APH$ASML$MCD
$13.7B
840 positions
#2Welch Group, LLCPassive
Some overlap · 4 shared positions
$CINF$TXN$LMT$MCD
$2.9B
326 positions
#3OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 3 shared positions
$CINF$TXN$MCD
$2.7B
54 positions
#4Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 3 shared positions
$CINF$TXN$LMT
$111M
62 positions
#5Hurlow Wealth Management Group, Inc.Active
Some overlap · 3 shared positions
$CINF$MS$MCD
$481M
125 positions
#6Signet Private Wealth LLCPassive
Some overlap · 6 shared positions
$TXN$APH$MS$LMT$ASML$MCD
$125M
127 positions
#7Clarendon Private LLCPassive
Some overlap · 5 shared positions
$TXN$MDY$APH$MS$ASML
$156M
124 positions
#8WARNER FINANCIAL, INCActive
Some overlap · 4 shared positions
$MDY$TXN$LMT$MCD
$340M
145 positions
#9Paulson Wealth Management Inc.Active
Some overlap · 4 shared positions
$MDY$TXN$LMT$MCD
$471M
146 positions
#10Shoker Investment Counsel, Inc.Active
Some overlap · 4 shared positions
$TXN$MDY$LMT$MCD
$398M
113 positions
#11Portland Global Advisors LLCActive
Some overlap · 3 shared positions
$MDY$TXN$APH
$1.1B
154 positions
#12Crescent Sterling, Ltd.Passive
Some overlap · 3 shared positions
$MDY$TXN$LMT
$112M
85 positions
#13ALBION FINANCIAL GROUP /UTPassive
Some overlap · 5 shared positions
$APH$TXN$MS$LMT$MCD
$1.7B
652 positions
#14Lionsbridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$MDY$APH$MS
$102M
68 positions
#15Segment Wealth Management, LLCActive
Some overlap · 4 shared positions
$TXN$APH$ASML$MCD
$1.9B
312 positions
#16ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 4 shared positions
$TXN$APH$ASML$MCD
$1.9B
88 positions
#17Trueblood Wealth Management, LLCPassive
Some overlap · 3 shared positions
$CINF$APH$MCD
$286M
261 positions
#18Powerhouse Assets LLCSmart money
Slight overlap · 3 shared positions
$MDY$APH$MCD
$123M
57 positions
#19Paladin Advisory Group, LLCPassive
Slight overlap · 3 shared positions
$MDY$APH$MS
$151M
243 positions
#20Legacy Advisors, LLCActive
Slight overlap · 4 shared positions
$MDY$APH$ASML$MCD
$1.1B
337 positions
#21CUTLER INVESTMENT COUNSEL LLCActive
Slight overlap · 4 shared positions
$TXN$Q$DD$MCD
$1.1B
157 positions
#22Advisors Preferred, LLCPassive
Slight overlap · 3 shared positions
$TXN$APH$MS
$646M
220 positions
#23BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$TXN$APH$MS
$499M
73 positions
#24Alecta Tjanstepension OmsesidigtActive
Slight overlap · 3 shared positions
$TXN$APH$MS
$23.8B
91 positions
#25BSN Capital Partners LtdActive
Slight overlap · 3 shared positions
$TXN$APH$MS
$2.2B
26 positions

Compare Topsail Wealth’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 Topsail Wealth’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.