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 Griffith & Werner,

13F Portfolio OverlapQ1 2026Griffith & Werner, portfolio →

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Most similar hedge funds by 13F overlap

Griffith & Werner, Inc. is an institutional investor managing $202M 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 Griffith & Werner, are MORGAN DEMPSEY, EDGAR LOMAX /VA, Catherine Avery Investment, with shared positions in $C, $T, $KO, $VZ, $DUK, $SO. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Substantial overlap · 10 shared positions

$C $T $KO $VZ $DUK $SO

$220M

148 positions

#2EDGAR LOMAX CO/VAActive

Substantial overlap · 10 shared positions

$SO $T $PFE $DUK $UNH $KO

$1.4B

56 positions

#3Catherine Avery Investment Management LLCPassive

Notable overlap · 7 shared positions

$C $VZ $KO $PFE $BAC $TFC

$223M

109 positions

#4Huber Capital Management LLCPassive

Notable overlap · 8 shared positions

$C $T $BAC $PFE $TFC $CEG

$647M

99 positions

#5Windle Wealth, LLCActive

Notable overlap · 4 shared positions

$T $KO $SO $VZ

$237M

32 positions

#6LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$KO $T $SO $DUK $UNH $GILD

$970M

154 positions

#7FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 9 shared positions

$KO $DUK $T $SO $PFE $VZ

$1.5B

235 positions

#8CONTINENTAL ADVISORS LLCPassive

Notable overlap · 5 shared positions

$TFC $C $PFE $WFC $GILD

$196M

50 positions

#9CapWealth Advisors, LLCActive

Notable overlap · 8 shared positions

$T $BAC $DUK $UNH $KO $GILD

$1.3B

118 positions

#10Baugh & Associates, LLCActive

Notable overlap · 7 shared positions

$BAC $PFE $VZ $TFC $SO $IBM

$232M

44 positions

#11Cullen Capital Management, LLCActive

Notable overlap · 7 shared positions

$BAC $C $DUK $TFC $T $UNH

$9.8B

213 positions

#12SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 5 shared positions

$BAC $C $PFE $WFC $MRVL

$3.0B

40 positions

#13SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$T $C $PFE $TFC $WFC $VZ

$728M

79 positions

#14SALZHAUER MICHAELSmart money

Notable overlap · 4 shared positions

$C $BAC $WFC $TFC

$212M

75 positions

#15Welch Group, LLCPassive

Notable overlap · 7 shared positions

$SO $TFC $VZ $PFE $LMT $KO

$2.7B

310 positions

#16Carson Advisory Inc.Passive

Notable overlap · 8 shared positions

$SO $DUK $BAC $T $KO $C

$193M

188 positions

#17GQG Partners LLCActive

Notable overlap · 6 shared positions

$T $VZ $KO $DUK $AWK $PM

$63.1B

81 positions

#18Provident Living Financial Services, Inc.Active

Notable overlap · 4 shared positions

$C $BAC $T $VZ

$91M

48 positions

#19Persium Advisors, LLCActive

Notable overlap · 6 shared positions

$T $VZ $DUK $PFE $UNH $IBM

$127M

60 positions

#20Disciplined Equity Management, Inc.Active

Notable overlap · 4 shared positions

$VZ $TFC $PFE $T

$199M

44 positions

#21Rayburn West Financial Services LLCPassive

Notable overlap · 10 shared positions

$BAC $C $LMT $AXP $WFC $VZ

$170M

82 positions

#22Spectrum Financial Alliance Ltd LLCActive

Notable overlap · 5 shared positions

$C $BAC $MRVL $LMT $T

$520M

30 positions

#23Slocum, Gordon & Co LLPPassive

Notable overlap · 6 shared positions

$VZ $DUK $T $PFE $LMT $IBM

$147M

64 positions

#24Brandywine Global Investment Management, LLC

Notable overlap · 8 shared positions

$BAC $WFC $C $T $VZ $LMT

$14.9B

601 positions

#25Socorro Asset Management LPPassive

Notable overlap · 4 shared positions

$KO $BAC $PFE $TFC

$221M

32 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.