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Hedge Funds Similar to Garton & Associates Financial Advisors

13F Portfolio OverlapQ1 2026Garton & Associates Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Garton & Associates Financial Advisors LLC is an institutional investor managing $122M across 123 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 Garton & Associates Financial Advisors are Argyle ,, MORGAN DEMPSEY, GODSEY & GIBB,, with shared positions in $PNC, $IBM, $DUK, $KO, $ENB, $MDT. The full ranking of 25 similar funds is below.

#1Argyle Capital Management, LLCPassive
Notable overlap · 8 shared positions
$PNC$IBM$DUK$KO$ENB$MDT
$308M
137 positions
#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$DUK$UNP$KO$IBM$MDT$T
$220M
148 positions
#3GODSEY & GIBB, INCPassive
Notable overlap · 6 shared positions
$DUK$KO$PNC$IBM$MDT$T
$1.1B
389 positions
#4Carson Advisory Inc.Passive
Some overlap · 5 shared positions
$DUK$BAH$IBM$KO$T
$193M
188 positions
#5Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$UNP$PNC$IBM$DUK$MDT$T
$685M
380 positions
#6EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$DUK$UNP$KO$ACN$T
$1.4B
56 positions
#7CRAWFORD INVESTMENT COUNSEL INCPassive
Some overlap · 5 shared positions
$AZN$KO$ACN$PNC$MDT
$5.9B
300 positions
#8Cannon Wealth Management Services, LLCPassive
Some overlap · 6 shared positions
$DUK$BAH$KKR$ENB$KO$T
$148M
85 positions
#9Persium Advisors, LLCActive
Some overlap · 5 shared positions
$DUK$UNP$IBM$MDT$T
$127M
60 positions
#10BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 6 shared positions
$AZN$IBM$MDT$PNC$ENB$UNP
$147M
116 positions
#11ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$DUK$UNP$IBM$MDT$ENB
$639M
126 positions
#12HAMEL ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$UNP$KO$DUK$PNC$IBM
$351M
81 positions
#13Farmers National BankPassive
Some overlap · 6 shared positions
$ACN$IBM$KO$MDT$DUK$T
$453M
185 positions
#14Carolina Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$HAS$KO$UNP$MDT$IBM
$240M
278 positions
#15GQG Partners LLCActive
Some overlap · 5 shared positions
$EXC$DUK$KO$ENB$T
$63.1B
81 positions
#16Constitution Capital LLCActive
Some overlap · 4 shared positions
$DUK$UNP$KO$T
$200M
61 positions
#17SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$HAS$UNP$IBM$MDT$T
$728M
79 positions
#18TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$FIS$KO$DUK$MDT$ENB
$132M
96 positions
#19CINCINNATI CASUALTY COActive
Some overlap · 4 shared positions
$DUK$ACN$ENB$HAS
$191M
24 positions
#20Game Creek Capital, LPPassive
Some overlap · 4 shared positions
$BAH$ACN$IBM$MDT
$301M
93 positions
#21BLI - Banque de Luxembourg InvestmentsActive
Some overlap · 4 shared positions
$UNP$AZN$ACN$ENB
$3.3B
175 positions
#22Capital Wealth Planning, LLCActive
Some overlap · 4 shared positions
$DUK$KO$IBM$MDT
$18.1B
151 positions
#23CapWealth Advisors, LLCActive
Some overlap · 4 shared positions
$DUK$IBM$KO$T
$1.3B
118 positions
#24Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$DUK$IBM$KO$MDT
$272M
95 positions
#25Northside Capital Management, LLCActive
Some overlap · 6 shared positions
$KKR$KO$MDT$UNP$PNC$DUK
$1.1B
193 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.