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Hedge Funds Similar to Ledgewood Wealth Advisors

13F Portfolio OverlapQ2 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 Q2 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 Kentucky, LEGACY FINANCIAL INDEPENDENT ADVISORS, Spectrum Asset , (NB/CA), with shared positions in $DUK, $PNC, $EMR, $IRM, $SO, $ASML. The full ranking of 25 similar funds is below.

#1Kentucky Trust CoPassive
Some overlap · 5 shared positions
$DUK$PNC$EMR$IRM$SO
$208M
316 positions
#2LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$DUK$PNC$ASML$SO
$213M
124 positions
#3Spectrum Asset Management, Inc. (NB/CA)Passive
Slight overlap · 4 shared positions
$DUK$EMR$ASML$MRVL
$362M
116 positions
#4Armor Investment Advisors, LLCActive
Slight overlap · 4 shared positions
$DUK$ASML$IRM$SO
$312M
155 positions
#5CAPITAL & PLANNING, LLC
Slight overlap · 4 shared positions
$DUK$CHD$SO$PNC
$165M
172 positions
#6First Bank & TrustPassive
Slight overlap · 4 shared positions
$DUK$PNC$MRVL$SO
$680M
270 positions
#7Biondo Investment Advisors, LLCActive
Slight overlap · 4 shared positions
$DUK$EMR$ASML$ISRG
$817M
89 positions
#8apricus wealth, LLCPassive
Slight overlap · 3 shared positions
$DUK$PNC$SO
$210M
129 positions
#9OmniStar Financial Group, Inc.Passive
Slight overlap · 3 shared positions
$DUK$PH$SO
$217M
118 positions
#10WHITENER CAPITAL MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$DUK$EMR$ISRG
$472M
184 positions
#11Sarasin & Partners LLPActive
Slight overlap · 3 shared positions
$DUK$EMR$ISRG
$8.5B
94 positions
#12HALL CAPITAL MANAGEMENT CO INCPassive
Slight overlap · 3 shared positions
$DUK$EMR$ISRG
$321M
107 positions
#13Argyle Capital Management, LLCPassive
Slight overlap · 3 shared positions
$DUK$PNC$EMR
$347M
138 positions
#14Sky Investment Group LLCPassive
Slight overlap · 4 shared positions
$PNC$DUK$EMR$SO
$637M
146 positions
#15Bogart Wealth, LLCPassive
Slight overlap · 3 shared positions
$DUK$PNC$ASML
$2.9B
2,011 positions
#16ADVOCATE GROUP LLCPassive
Slight overlap · 3 shared positions
$DUK$EMR$SO
$665M
122 positions
#17Aull & Monroe Investment Management CorpPassive
Slight overlap · 3 shared positions
$DUK$EMR$SO
$239M
126 positions
#18First PREMIER BankPassive
Slight overlap · 3 shared positions
$DUK$EMR$SO
$619M
358 positions
#19Murphy, Middleton, Hinkle & Parker, Inc.Passive
Slight overlap · 3 shared positions
$DUK$EMR$SO
$246M
140 positions
#20TI-TRUST, INCPassive
Slight overlap · 3 shared positions
$DUK$EMR$SO
$186M
132 positions
#21ADVISORS MANAGEMENT GROUP INC /ADVActive
Slight overlap · 3 shared positions
$DUK$EMR$SO
$604M
159 positions
#22VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Slight overlap · 3 shared positions
$DUK$EMR$SO
$201M
57 positions
#23United Capital Management of KS, Inc.Passive
Slight overlap · 3 shared positions
$DUK$ASML$MRVL
$763M
98 positions
#24Thomasville National BankPassive
Slight overlap · 3 shared positions
$DUK$ASML$SO
$1.8B
241 positions
#25OLD REPUBLIC INTERNATIONAL CORPActive
Slight overlap · 3 shared positions
$DUK$EMR$SO
$2.7B
54 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.