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Hedge Funds Similar to Taylor Securities Services,

13F Portfolio OverlapQ1 2026Taylor Securities Services, portfolio →
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Most similar hedge funds by 13F overlap

Taylor Securities Services, Inc. is an institutional investor managing $214M across 55 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 Taylor Securities Services, are Decker Wealth, Patrick Mauro Investment Advisor,, Rayburn West Financial Services, with shared positions in $GSAT, $IBM, $AMGN, $LMT, $WSO, $MCD. The full ranking of 25 similar funds is below.

#1Decker Wealth Management LLCPassive
Notable overlap · 4 shared positions
$GSAT$IBM$AMGN$LMT
$441M
105 positions
#2Patrick Mauro Investment Advisor, INC.Active
Notable overlap · 4 shared positions
$WSO$LMT$MCD$VZ
$199M
40 positions
#3Rayburn West Financial Services LLCPassive
Notable overlap · 8 shared positions
$LMT$DE$AXP$MCD$IBM$AMGN
$170M
82 positions
#4Curran Financial Partners, LLCActive
Some overlap · 4 shared positions
$GSAT$USB$SHW$MAR
$559M
127 positions
#5Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$LMT$DE$MCD$USB$AMGN
$184M
32 positions
#6Minneapolis Portfolio Management Group, LLCActive
Some overlap · 4 shared positions
$LMT$DE$USB$IBM
$942M
33 positions
#7BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 5 shared positions
$LMT$DE$MTB$MCD$PNC
$2.3B
264 positions
#8ADAPT WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$GSAT$SHW$TFC$USB
$276M
106 positions
#9Vantage Investment Partners, LLCActive
Some overlap · 3 shared positions
$WSO$LMT$MCD
$1.4B
64 positions
#10Wilkinson Global Asset Management LLCActive
Some overlap · 5 shared positions
$DE$WSO$AMGN$SHW$MCD
$1.3B
60 positions
#11Atlas Wealth LLCPassive
Some overlap · 6 shared positions
$LMT$MCD$IBM$AMGN$USB$PNC
$334M
115 positions
#12NORTHEAST PLANNING ASSOCIATES, INC. / NH /Active
Some overlap · 3 shared positions
$GSAT$USB$VZ
$149M
55 positions
#13Ipsen Advisor Group LLCPassive
Some overlap · 4 shared positions
$GSAT$LMT$AMGN$PNC
$143M
104 positions
#14SCHULHOFF & CO INCPassive
Some overlap · 6 shared positions
$LMT$MCD$USB$IBM$PNC$VZ
$243M
133 positions
#15Granite Group Advisors, LLCActive
Some overlap · 7 shared positions
$LMT$MTB$GSAT$USB$AMGN$PNC
$165M
86 positions
#16Allied Investment Advisors, LLCActive
Some overlap · 3 shared positions
$DE$LMT$USB
$697M
100 positions
#17Welch Group, LLCPassive
Some overlap · 6 shared positions
$LMT$MCD$DE$IBM$VZ$TFC
$2.7B
310 positions
#18MARKEL GROUP INC.Active
Some overlap · 3 shared positions
$DE$WSO$AXP
$11.9B
129 positions
#19CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 6 shared positions
$DE$MTB$MCD$IBM$PNC$VZ
$971M
146 positions
#20Trinity Legacy Partners, LLCPassive
Some overlap · 6 shared positions
$DE$GSAT$AXP$AMGN$MAR$VZ
$462M
106 positions
#21Integras Partners LLCPassive
Some overlap · 5 shared positions
$LMT$MCD$USB$AMGN$IBM
$152M
69 positions
#22Sterling Investment Advisors, Ltd.Passive
Some overlap · 6 shared positions
$LMT$GSAT$DE$USB$AMGN$TFC
$552M
212 positions
#23Investment Partners Asset Management, Inc.Passive
Some overlap · 3 shared positions
$GSAT$IBM$VZ
$162M
163 positions
#24Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$DE$LMT$IBM$AMGN$VZ
$215M
125 positions
#25Flavin Financial Services, Inc.Passive
Some overlap · 5 shared positions
$LMT$MCD$AMGN$PNC$VZ
$149M
72 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.