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 Ledgewood Wealth Advisors,

13F Portfolio OverlapQ1 2026Ledgewood Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Ledgewood Wealth Advisors, LLC is an institutional investor managing $188M across 77 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 Ledgewood Wealth Advisors, are Strategic Advisors, Laurel Wealth Advisors, Seven Springs Wealth Group,, with shared positions in $DUK, $HUM, $PH, $EMR, $ISRG, $ASML. The full ranking of 25 similar funds is below.

#1Strategic Advisors LLCPassive

Some overlap · 6 shared positions

$DUK $HUM $PH $EMR $ISRG $ASML

$602M

183 positions

#2Laurel Wealth Advisors LLCActive

Some overlap · 3 shared positions

$DUK $HUM $BAC

$1.0B

192 positions

#3Seven Springs Wealth Group, LLCActive

Some overlap · 3 shared positions

$DUK $HUM $BAC

$432M

81 positions

#4Carson Advisory Inc.Passive

Some overlap · 3 shared positions

$DUK $HUM $BAC

$193M

188 positions

#5Safe Harbor Fiduciary, LLCPassive

Some overlap · 3 shared positions

$DUK $PNC $BAC

$105M

56 positions

#6OmniStar Financial Group, Inc.Passive

Some overlap · 4 shared positions

$DUK $BAC $PH $HON

$193M

108 positions

#7Argyle Capital Management, LLCPassive

Some overlap · 4 shared positions

$DUK $PNC $BAC $EMR

$308M

137 positions

#8Financial Guidance Group, Inc.Passive

Some overlap · 4 shared positions

$DUK $HUM $PNC $BAC

$249M

89 positions

#9Kentucky Trust CoPassive

Some overlap · 4 shared positions

$DUK $PNC $EMR $IRM

$191M

311 positions

#10SALZHAUER MICHAELSmart money

Slight overlap · 3 shared positions

$PFS $PNC $BAC

$212M

75 positions

#11Murphy, Middleton, Hinkle & Parker, Inc.Passive

Slight overlap · 4 shared positions

$DUK $BAC $EMR $HON

$216M

133 positions

#12HALL CAPITAL MANAGEMENT CO INCPassive

Slight overlap · 4 shared positions

$DUK $HUM $EMR $HON

$280M

107 positions

#13Estabrook Capital ManagementPassive

Slight overlap · 4 shared positions

$DUK $PNC $BAC $HON

$685M

380 positions

#14WHITENER CAPITAL MANAGEMENT, INC.Passive

Slight overlap · 4 shared positions

$DUK $EMR $ISRG $HON

$438M

174 positions

#15apricus wealth, LLCPassive

Slight overlap · 3 shared positions

$DUK $PNC $BAC

$205M

120 positions

#16TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADVPassive

Slight overlap · 3 shared positions

$DUK $HUM $PH

$277M

187 positions

#17Aull & Monroe Investment Management CorpPassive

Slight overlap · 3 shared positions

$DUK $BAC $EMR

$215M

125 positions

#18Tower View Wealth Management LLCPassive

Slight overlap · 4 shared positions

$DRS $HUM $PH $ISRG

$195M

204 positions

#19Future Financial Wealth Managment LLCActive

Slight overlap · 3 shared positions

$DUK $HUM $IRM

$155M

128 positions

#20Renasant BankPassive

Slight overlap · 3 shared positions

$DUK $BAC $HON

$141M

137 positions

#21CapWealth Advisors, LLCActive

Slight overlap · 3 shared positions

$DUK $BAC $HON

$1.3B

118 positions

#22ARS Wealth Advisors Group, LLCActive

Slight overlap · 3 shared positions

$DUK $BAC $HON

$1.2B

201 positions

#23Thomasville National Bank

Slight overlap · 3 shared positions

$DUK $HUM $ASML

$1.6B

235 positions

#24DB&C Advisors, LLCPassive

Slight overlap · 3 shared positions

$DUK $HUM $EMR

$77M

67 positions

#25Biondo Investment Advisors, LLCActive

Slight overlap · 4 shared positions

$DUK $EMR $ISRG $ASML

$780M

82 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.