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Hedge Funds Similar to Wood Tarver Financial Group

13F Portfolio OverlapQ2 2026Wood Tarver Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Wood Tarver Financial Group, LLC is an institutional investor managing $424M across 165 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 Wood Tarver Financial Group are BASSWOOD , L.L.C., R.H. Investment Group, STEPHENSON NATIONAL BANK, with shared positions in $USB, $MDY, $WFC, $BANR, $MCD, $PLTR. The full ranking of 25 similar funds is below.

#1BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active
Some overlap · 4 shared positions
$USB$MDY$WFC$BANR
$2.5B
111 positions
#2R.H. Investment Group, LLCActive
Some overlap · 5 shared positions
$USB$WFC$MCD$PLTR$SO
$133M
47 positions
#3STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 3 shared positions
$USB$MDY$WFC
$395M
283 positions
#4Tarbox Group, Inc.Smart money
Some overlap · 3 shared positions
$USB$WFC$MDY
$698M
96 positions
#5Paradigm Capital Management, LLC/NVActive
Some overlap · 3 shared positions
$USB$WFC$MCD
$116M
65 positions
#6Somerset Group LLCActive
Some overlap · 3 shared positions
$USB$WFC$MCD
$142M
58 positions
#7ARRIEN INVESTMENTS, INC.Active
Some overlap · 3 shared positions
$USB$IDA$MCD
$198M
44 positions
#8Shoker Investment Counsel, Inc.Active
Some overlap · 4 shared positions
$USB$MDY$MCD$SO
$398M
113 positions
#9OFS Enterprise LLCActive
Some overlap · 4 shared positions
$MDY$WFC$USB$MCD
$392M
106 positions
#10MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$USB$WFC$MDY
$1.2B
106 positions
#11LMG Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$USB$WFC$MCD
$626M
166 positions
#12EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$USB$WFC$SO
$1.3B
58 positions
#13InvesTrustPassive
Some overlap · 3 shared positions
$USB$WFC$MCD
$260M
95 positions
#14DAVIDSON TRUST COPassive
Some overlap · 4 shared positions
$MDY$WFC$USB$MCD
$256M
190 positions
#15Slagle Financial, LLCPassive
Some overlap · 3 shared positions
$USB$WFC$MCD
$334M
127 positions
#16Lakeside Advisors, INC.Active
Some overlap · 3 shared positions
$USB$MCD$WFC
$159M
65 positions
#17STAR Financial BankActive
Some overlap · 4 shared positions
$MDY$WFC$MCD$SO
$245M
109 positions
#18Kure Advisory, LLCActive
Slight overlap · 3 shared positions
$USB$WFC$PLTR
$211M
62 positions
#19FUKOKU MUTUAL LIFE INSURANCE CoActive
Slight overlap · 3 shared positions
$USB$MCD$SO
$1.7B
256 positions
#20Integras Partners LLCPassive
Slight overlap · 3 shared positions
$USB$MCD$SO
$181M
100 positions
#21All Terrain Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$USB$MDY$SO
$615M
157 positions
#22CULBERTSON A N & CO INCActive
Slight overlap · 3 shared positions
$USB$WFC$MCD
$859M
140 positions
#23Meridian Financial Advisors, LLCPassive
Slight overlap · 4 shared positions
$MDY$USB$MCD$SO
$208M
146 positions
#24SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Slight overlap · 3 shared positions
$USB$WFC$PLTR
$1.5B
160 positions
#25Element Wealth, LLCPassive
Slight overlap · 3 shared positions
$MDY$WFC$SO
$267M
214 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.