What hedge funds are most similar to Center for Wealth Management Advisory?

The funds with the most similar 13F portfolios to Center for Wealth Management Advisory are EDGAR LOMAX /VA, HC Advisors,, Rockport Wealth, based on overlapping conviction holdings in the latest SEC filings.

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 OverlapQ1 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 $139M across 62 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 Center for Wealth Advisory are EDGAR LOMAX /VA, HC Advisors,, Rockport Wealth, with shared positions in $FDX, $DUK, $MDLZ, $KO, $USB, $UNH. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive

Substantial overlap · 14 shared positions

$FDX $DUK $MDLZ $KO $USB $UNH

$1.4B

56 positions

#2HC Advisors, LLCActive

Notable overlap · 3 shared positions

$FITB $KO $USB

$149M

60 positions

#3Rockport Wealth LLCActive

Notable overlap · 3 shared positions

$FITB $USB $HBAN

$549M

101 positions

#4Stack Financial Management, IncActive

Notable overlap · 8 shared positions

$EOG $LMT $DUK $KO $COP $UPS

$1.4B

52 positions

#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$VZ $LMT $DUK $KO $CME $UPS

$220M

148 positions

#6Cullen Capital Management, LLCActive

Notable overlap · 8 shared positions

$COP $DUK $MS $UPS $GD $CCZ

$9.8B

213 positions

#7CORDA Investment Management, LLC.Active

Notable overlap · 7 shared positions

$VZ $MDLZ $KO $__PARK_1390777 $CME $USB

$1.4B

80 positions

#8Persium Advisors, LLCActive

Notable overlap · 7 shared positions

$VZ $DUK $UNH $ABT $PFE $COP

$127M

60 positions

#9CFC Planning Co LLCPassive

Notable overlap · 7 shared positions

$COP $VZ $EOG $KO $UNH $UPS

$140M

72 positions

#10BCWM, LLCPassive

Notable overlap · 7 shared positions

$VZ $LMT $DUK $USB $PFE $UPS

$353M

57 positions

#11Willis Investment CounselActive

Notable overlap · 8 shared positions

$LMT $COP $PFE $VZ $ADP $ACN

$1.8B

123 positions

#12CONNING INC.Passive

Notable overlap · 10 shared positions

$COP $EOG $__PARK_1390777 $MS $VZ $KO

$3.0B

311 positions

#13Milestones Private Investment Advisors LLCPassive

Notable overlap · 4 shared positions

$SHW $FITB $EOG $COP

$114M

78 positions

#14VILLERE ST DENIS J & CO LLCActive

Notable overlap · 7 shared positions

$VZ $LMT $MDLZ $ABT $PFE $UPS

$907M

76 positions

#15Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 8 shared positions

$VZ $LMT $CME $PFE $MDLZ $ADP

$199M

40 positions

#16Southland Equity Partners LLCPassive

Notable overlap · 4 shared positions

$FITB $MS $VZ $USB

$513M

273 positions

#17SCHULHOFF & CO INCPassive

Notable overlap · 9 shared positions

$LMT $KO $USB $GD $ACN $ABT

$243M

133 positions

#18Focused Investors LLCActive

Notable overlap · 6 shared positions

$FDX $LMT $MS $UNH $CI $ELV

$3.1B

22 positions

#19YACKTMAN ASSET MANAGEMENT LPActive

Notable overlap · 9 shared positions

$COP $EOG $KO $LMT $ELV $CL

$7.5B

76 positions

#20RH Tailwind Management, LLCPassive

Notable overlap · 4 shared positions

$SHW $FDX $LMT $COP

$781M

57 positions

#21Grantham, Mayo, Van Otterloo & Co. LLCActive

Notable overlap · 7 shared positions

$USB $UNH $CI $ABT $KO $ACN

$39.1B

628 positions

#22Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$LMT $DUK $MS $__PARK_1390777 $ABT $KO

$353M

78 positions

#23HAMEL ASSOCIATES, INC.Passive

Notable overlap · 7 shared positions

$COP $LMT $KO $__PARK_1390777 $DUK $VZ

$351M

81 positions

#24Miramar Capital, LLCPassive

Notable overlap · 6 shared positions

$VZ $LMT $EOG $CME $ABT $GD

$449M

56 positions

#25Buck Wealth Strategies, LLCActive

Notable overlap · 6 shared positions

$VZ $LMT $MS $KO $UNH $CCZ

$810M

166 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.