13F Pro

Hedge Funds Similar to ADVISORTRUST PARTNERS,

13F Portfolio OverlapQ1 2026ADVISORTRUST PARTNERS, portfolio →
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Most similar hedge funds by 13F overlap

ADVISORTRUST PARTNERS, LLC is an institutional investor managing $240M across 255 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 ADVISORTRUST PARTNERS, are VIRGINIA WEALTH GROUP,, GODSEY & GIBB,, Argyle ,, with shared positions in $TGT, $AMGN, $EMR, $MDT, $DUK, $D. The full ranking of 25 similar funds is below.

#1VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 7 shared positions
$TGT$AMGN$EMR$MDT$DUK$D
$187M
55 positions
#2GODSEY & GIBB, INCPassive
Notable overlap · 9 shared positions
$PNC$AMGN$MDT$DUK$TFC$T
$1.1B
389 positions
#3Argyle Capital Management, LLCPassive
Notable overlap · 8 shared positions
$PNC$AMGN$EMR$MDT$DUK$T
$308M
137 positions
#4EQUITY INVESTMENT CORPActive
Notable overlap · 6 shared positions
$TGT$PNC$MDT$TFC$T$VZ
$5.1B
71 positions
#5MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 4 shared positions
$PNC$AMGN$MDT$TGT
$1.1B
105 positions
#6Rayburn West Financial Services LLCPassive
Some overlap · 6 shared positions
$PNC$TGT$AMGN$T$VZ$BAC
$170M
82 positions
#7Verity & Verity, LLCActive
Some overlap · 5 shared positions
$AMGN$PLD$TGT$MDT$VZ
$1.3B
138 positions
#8Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$TGT$AMGN$EMR$RY$VZ$BAC
$245M
98 positions
#9ADVOCATE GROUP LLCPassive
Some overlap · 6 shared positions
$TGT$EMR$MDT$DUK$D$VZ
$639M
126 positions
#10Granite Group Advisors, LLCActive
Some overlap · 4 shared positions
$PNC$AMGN$MDT$TGT
$165M
86 positions
#11Estabrook Capital ManagementPassive
Some overlap · 8 shared positions
$PNC$MDT$AMGN$DUK$T$VZ
$685M
380 positions
#12Leibman Financial Services, Inc.Passive
Some overlap · 3 shared positions
$TGT$AMGN$PLD
$136M
49 positions
#13JB Capital LLCActive
Some overlap · 7 shared positions
$TGT$PNC$PLD$AMGN$EMR$MDT
$2.5B
259 positions
#14SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$MDT$AMGN$NXPI$TFC$T$VZ
$728M
79 positions
#15Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$TGT$AMGN$TFC$VZ$BAC
$223M
109 positions
#16Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$AMGN$PLD$MDT$VZ
$477M
70 positions
#17Kentucky Trust CoPassive
Some overlap · 6 shared positions
$PNC$EMR$AMGN$DUK$TFC$T
$191M
311 positions
#18Ellsworth Advisors, LLCPassive
Some overlap · 5 shared positions
$AMGN$PNC$MDT$DUK$T
$532M
164 positions
#19VANTAGE WEALTH
Some overlap · 3 shared positions
$AMGN$MDT$EMR
$463M
30 positions
#20Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$AMGN$EMR$MDT$DUK
$272M
95 positions
#21Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$PNC$AMGN$EMR$ETN
$98M
50 positions
#22Kinloch Capital, LLCPassive
Some overlap · 3 shared positions
$TGT$MDT$EMR
$245M
83 positions
#23Sarasin & Partners LLPActive
Some overlap · 4 shared positions
$AMGN$EMR$PLD$DUK
$8.2B
88 positions
#24Robinson Value Management, Ltd.Passive
Some overlap · 4 shared positions
$PLD$MDT$TGT$D
$180M
73 positions
#25EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$TGT$AMGN$DUK$T$BAC
$1.4B
56 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.