How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Center for Wealth Advisory

13F Portfolio OverlapQ2 2026Center for Wealth Advisory portfolio →

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Most similar hedge funds by 13F overlap

Center for Wealth Management Advisory is an institutional investor managing $159M across 62 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 Center for Wealth Advisory are MATRIX ASSET ADVISORS, EDGAR LOMAX, MORGAN DEMPSEY, with shared positions in $MS, $PNC, $USB, $BNY, $MDT, $PEP. The full ranking of 25 similar funds is below.

#1MATRIX ASSET ADVISORS INC/NYActive

Substantial overlap · 11 shared positions

$MS $PNC $USB $BNY $MDT $PEP

$1.2B

106 positions

#2EDGAR LOMAX CO/VAActive

Notable overlap · 10 shared positions

$USB $DUK $MDLZ $GD $MS $CCZ

$1.3B

58 positions

#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$LMT $DUK $UPS $VZ $MDT $PEP

$233M

122 positions

#4LifePlan Financial, LLCPassive

Notable overlap · 10 shared positions

$USB $MDT $DUK $MDLZ $GD $CCZ

$143M

89 positions

#5CORDA Investment Management, LLC.Active

Notable overlap · 8 shared positions

$BNY $USB $MDLZ $VZ $PEP $CME

$1.6B

85 positions

#6RNC CAPITAL MANAGEMENT LLCActive

Notable overlap · 9 shared positions

$UPS $PEP $MDT $GILD $LMT $CCZ

$2.4B

181 positions

#7BCWM, LLCPassive

Notable overlap · 9 shared positions

$DUK $LMT $UPS $VZ $PEP $CCZ

$342M

57 positions

#8CONNING INC.Passive

Notable overlap · 11 shared positions

$USB $PNC $GD $ABT $BNY $MS

$3.3B

327 positions

#9Granite Group Advisors, LLCActive

Notable overlap · 9 shared positions

$PNC $USB $MS $PEP $MDT $LMT

$169M

84 positions

#10EQUITY INVESTMENT CORPActive

Notable overlap · 6 shared positions

$PNC $USB $VZ $MDT $UPS $NKE

$5.2B

76 positions

#11Stockman Wealth Management, Inc.Passive

Notable overlap · 7 shared positions

$USB $UPS $PEP $LMT $MDT $CRH

$968M

178 positions

#12Focused Investors LLCActive

Notable overlap · 6 shared positions

$MS $ELV $LMT $CI $PEP $ACN

$3.0B

23 positions

#13NEW ENGLAND ASSET MANAGEMENT INCPassive

Notable overlap · 9 shared positions

$ABT $USB $VZ $ADP $DUK $CI

$863M

131 positions

#14Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 7 shared positions

$VZ $LMT $ADP $PEP $CME $MDLZ

$199M

38 positions

#15VILLERE ST DENIS J & CO LLCPassive

Notable overlap · 7 shared positions

$LMT $VZ $PEP $ABT $MDLZ $UPS

$838M

85 positions

#16Keystone Financial Planning, Inc.Smart money

Notable overlap · 8 shared positions

$USB $VZ $MDT $UPS $CME $MO

$388M

39 positions

#17BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Notable overlap · 7 shared positions

$NKE $ELV $VZ $ADP $GD $ACN

$235M

33 positions

#18Cullen Capital Management, LLCActive

Notable overlap · 7 shared positions

$MS $DUK $GD $MDT $UPS $CCZ

$10.2B

208 positions

#19SCHULHOFF & CO INCPassive

Notable overlap · 11 shared positions

$LMT $USB $GD $PNC $PEP $ABT

$249M

134 positions

#20BOSTON RESEARCH & MANAGEMENT INCPassive

Notable overlap · 9 shared positions

$BNY $DUK $LMT $USB $ABT $PEP

$453M

121 positions

#21Miramar Capital, LLCPassive

Notable overlap · 7 shared positions

$VZ $LMT $PEP $ABT $GD $CME

$455M

57 positions

#22Rayburn West Financial Services LLCPassive

Notable overlap · 8 shared positions

$PNC $LMT $UPS $PEP $GD $MO

$181M

81 positions

#23OmniStar Financial Group, Inc.Passive

Notable overlap · 6 shared positions

$DUK $BNY $UPS $MS $GILD $LMT

$217M

118 positions

#24CAMBIAR INVESTORS LLCActive

Notable overlap · 6 shared positions

$PNC $ELV $MDT $PEP $CME $USB

$2.3B

150 positions

#25Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 7 shared positions

$GD $GILD $ELV $ADP $CI $LMT

$111M

62 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.