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 Wills Financial Group

13F Portfolio OverlapQ1 2026Wills Financial Group portfolio →

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Most similar hedge funds by 13F overlap

Wills Financial Group LLC is an institutional investor managing $265M across 75 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 Wills Financial Group are BCWM,, Patrick Mauro Investment Advisor,, Welch Group,, with shared positions in $IAU, $LMT, $UNP, $PFE, $VZ, $DUK. The full ranking of 25 similar funds is below.

#1BCWM, LLCPassive

Notable overlap · 6 shared positions

$IAU $LMT $UNP $PFE $VZ $DUK

$353M

57 positions

#2Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 7 shared positions

$LMT $DHR $KMB $PFE $VZ $SO

$199M

40 positions

#3Welch Group, LLCPassive

Notable overlap · 6 shared positions

$LMT $SO $KMB $PFE $NEE $VZ

$2.7B

310 positions

#4Signet Investment Advisory Group, Inc.Passive

Notable overlap · 5 shared positions

$IAU $PFE $NEE $LMT $HON

$218M

69 positions

#5Werlinich Asset Management, LLCActive

Notable overlap · 5 shared positions

$LMT $UNP $PFE $HON $PANW

$206M

56 positions

#6Rather & Kittrell, Inc.Active

Notable overlap · 6 shared positions

$IAU $DHR $NSC $SO $VZ $NEE

$648M

113 positions

#7Deane Retirement Strategies, Inc.Passive

Notable overlap · 3 shared positions

$IAU $LMT $CF

$249M

57 positions

#8WORMSER FRERES GESTIONActive

Notable overlap · 3 shared positions

$PANW $IAU $DHR

$139M

42 positions

#9FORBES J M & CO LLPActive

Notable overlap · 4 shared positions

$IAU $UNP $NEE $VZ

$1.2B

150 positions

#10LifePlan Financial, LLCPassive

Notable overlap · 5 shared positions

$IAU $VZ $PANW $DHR $DUK

$135M

83 positions

#11Sitrin Capital Management LLCPassive

Notable overlap · 4 shared positions

$PANW $LMT $SHW $MPC

$200M

39 positions

#12Hamilton Wealth, LLCActive

Notable overlap · 4 shared positions

$IAU $PANW $ALPS $SHW

$1.4B

114 positions

#13Modus Advisors, LLCPassive

Notable overlap · 4 shared positions

$IAU $PANW $NEE $LMT

$363M

117 positions

#14CURIO WEALTH, LLCActive

Notable overlap · 5 shared positions

$IAU $LMT $NSC $NEE $UNP

$293M

1,255 positions

#15Ergawealth Advisors, Inc.Smart money

Notable overlap · 4 shared positions

$PANW $SHW $ALPS $IAU

$226M

55 positions

#16CPA Asset Management LLCActive

Notable overlap · 5 shared positions

$IAU $NEE $DHR $NSC $ALPS

$298M

99 positions

#17Wallington Asset Management, LLCActive

Notable overlap · 4 shared positions

$IAU $UNP $PANW $HON

$752M

61 positions

#18Wealth Quarterback LLCPassive

Notable overlap · 4 shared positions

$IAU $SHW $LMT $VZ

$254M

163 positions

#19BOURGEON CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$UNP $DHR $PANW $PFE

$578M

108 positions

#20EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$SO $LMT $PFE $UNP $NEE $DUK

$1.4B

56 positions

#21CADINHA & CO LLCActive

Notable overlap · 4 shared positions

$IAU $DHR $UNP $DUK

$537M

103 positions

#22MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$LMT $SO $UNP $VZ $DUK

$220M

148 positions

#23Kerusso Capital Management LLCPassive

Notable overlap · 5 shared positions

$LMT $SHW $CF $PFE $VZ

$200M

53 positions

#24MFA WEALTH ADVISORS, LLCActive

Notable overlap · 5 shared positions

$IAU $SHW $PANW $LMT $DUK

$508M

88 positions

#25Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$IAU $PFE $NEE $VZ

$477M

70 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.