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Hedge Funds Similar to MJT & Associates Financial Advisory Group

13F Portfolio OverlapQ3 2026MJT & Associates Financial Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

MJT & Associates Financial Advisory Group, Inc. is an institutional investor managing $155M across 437 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MJT & Associates Financial Advisory Group are OLD REPUBLIC INTERNATIONAL, MORGAN DEMPSEY, OPUS INVESTMENT, with shared positions in $MCD, $UPS, $PEP, $SO, $XEL, $BMY. The full ranking of 25 similar funds is below.

#1OLD REPUBLIC INTERNATIONAL CORPActive
Notable overlap · 6 shared positions
$MCD$UPS$PEP$SO$XEL$BMY
$2.2B
70 positions
#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$MCD$UPS$PEP$SO$OKE$PFH
$233M
122 positions
#3OPUS INVESTMENT MANAGEMENT INCSmart money
Some overlap · 5 shared positions
$MCD$UPS$PEP$NEE$XEL
$183M
31 positions
#4InvesTrustPassive
Some overlap · 7 shared positions
$MCD$PEP$MMM$OKE$AXP$USB
$247M
91 positions
#5Mayflower Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$MCD$SO$PEP$NEE$UPS$BMY
$1.2B
499 positions
#6FARMERS TRUST CO
Some overlap · 5 shared positions
$MCD$PEP$SO$NEE$MMM
$637M
203 positions
#7Signet Investment Advisory Group, Inc.Passive
Some overlap · 6 shared positions
$MCD$PEP$NEE$AXP$USB$COP
$227M
73 positions
#8BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 6 shared positions
$MCD$NEE$PEP$UPS$USB$FAST
$453M
121 positions
#9Stockman Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$MCD$UPS$PEP$AXP$USB
$960M
178 positions
#10Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$MCD$PEP$NEE$OKE$AXP
$455M
118 positions
#11ADVOCATE GROUP LLCPassive
Some overlap · 6 shared positions
$SO$MCD$UPS$XEL$D$BMY
$646M
122 positions
#12Energy Income Partners, LLCActive
Some overlap · 6 shared positions
$SO$NEE$XEL$OKE$D$OGS
$6.4B
88 positions
#13First PREMIER BankPassive
Some overlap · 5 shared positions
$MCD$SO$PEP$XEL$USB
$621M
388 positions
#14Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$MCD$UPS$NEE$OKE$BMY
$116M
172 positions
#15Coston, McIsaac & PartnersPassive
Some overlap · 4 shared positions
$MCD$PEP$SO$NEE
$497M
948 positions
#16Welch Group, LLCPassive
Some overlap · 4 shared positions
$MCD$PEP$SO$NEE
$2.9B
326 positions
#17KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$MCD$PEP$SO$USB$D$MMM
$1.6B
228 positions
#18HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$MCD$PEP$NEE$AXP$BMY
$321M
107 positions
#19Flavin Financial Services, Inc.Passive
Some overlap · 4 shared positions
$MCD$UPS$NEE$PEP
$185M
77 positions
#20LYNCH & ASSOCIATES/INPassive
Some overlap · 5 shared positions
$MCD$NEE$UPS$MMM$USB
$699M
128 positions
#21Signature Wealth Management Group
Some overlap · 5 shared positions
$UPS$PEP$SO$MCD$BMY
$263M
128 positions
#22Shoker Investment Counsel, Inc.Active
Some overlap · 6 shared positions
$SO$PEP$MCD$MMM$USB$KLAC
$398M
113 positions
#23Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$MCD$PEP$NEE$USB$PFH
$334M
127 positions
#24EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$SO$NEE$PEP$USB$COP$BMY
$1.3B
58 positions
#25Windle Wealth, LLCActive
Some overlap · 4 shared positions
$MCD$PEP$SO$MMM
$249M
35 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.