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 FIRST HORIZON NATIONAL

13F Portfolio OverlapQ1 2026FIRST HORIZON NATIONAL portfolio →

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Most similar hedge funds by 13F overlap

FIRST HORIZON NATIONAL CORP is an institutional investor managing $2.4B across 1,465 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 FIRST HORIZON NATIONAL are Vertrix Wealth ,, Greystone Financial Group,, Exeter Financial,, with shared positions in $IBM, $MCD, $TJX, $AMGN, $__PARK_1390777, $LMT. The full ranking of 25 similar funds is below.

#1Vertrix Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$IBM $MCD $TJX $AMGN $__PARK_1390777 $LMT

$272M

95 positions

#2Greystone Financial Group, LLCPassive

Notable overlap · 8 shared positions

$IBM $MCD $TJX $AMGN $__PARK_1390777 $LMT

$353M

78 positions

#3Exeter Financial, LLCPassive

Some overlap · 7 shared positions

$IBM $MCD $VZ $AMGN $LMT $KO

$245M

98 positions

#4Yoffe Investment Management, LLCPassive

Some overlap · 7 shared positions

$IBM $MCD $VZ $__PARK_1390777 $KO $AMGN

$78M

111 positions

#5Widmann Financial Services, Inc.Passive

Some overlap · 7 shared positions

$IBM $MCD $VZ $SNOW $KO $SO

$168M

121 positions

#6HAMEL ASSOCIATES, INC.Passive

Some overlap · 7 shared positions

$MCD $VZ $AMGN $__PARK_1390777 $LMT $KO

$351M

81 positions

#7Capital Wealth Planning, LLCActive

Some overlap · 6 shared positions

$IBM $MCD $TJX $VZ $AMGN $KO

$18.1B

151 positions

#8Pathway Financial Advisers, LLCPassive

Some overlap · 6 shared positions

$IBM $MCD $VZ $AMGN $LMT $SO

$354M

164 positions

#9MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$IBM $MCD $VZ $LMT $KO $SO

$220M

148 positions

#10Welch Group, LLCPassive

Some overlap · 6 shared positions

$IBM $MCD $VZ $LMT $SO $KO

$2.7B

310 positions

#11Inman Jager Wealth Management, LLCPassive

Some overlap · 6 shared positions

$IBM $MCD $VZ $LMT $KO $SO

$171M

84 positions

#12Carolina Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$MCD $VZ $IBM $AMGN $LMT $KO

$240M

278 positions

#13Meadowbrook Advisors Group, LLCPassive

Some overlap · 6 shared positions

$IBM $MCD $TJX $AMGN $KO $SO

$168M

136 positions

#14Palisade Asset Management, LLCActive

Some overlap · 6 shared positions

$IBM $MCD $TJX $AMGN $TRV $ACN

$996M

195 positions

#15Rayburn West Financial Services LLCPassive

Some overlap · 6 shared positions

$IBM $MCD $AMGN $LMT $VZ $KO

$170M

82 positions

#16BROOKS, MOORE & ASSOCIATES, INC.Passive

Some overlap · 6 shared positions

$IBM $VZ $LMT $KO $SO $TJX

$199M

110 positions

#17BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 6 shared positions

$MCD $VZ $AMGN $LMT $KO $TRV

$480M

133 positions

#18Stillwater Wealth Management GroupPassive

Some overlap · 6 shared positions

$MCD $TJX $AMGN $LMT $KO $VZ

$162M

77 positions

#19CULLINAN ASSOCIATES INCActive

Some overlap · 6 shared positions

$IBM $MCD $LMT $KO $SO $AMGN

$1.2B

207 positions

#20ADVOCATE GROUP LLCPassive

Some overlap · 5 shared positions

$IBM $MCD $MKL $VZ $SO

$639M

126 positions

#21ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive

Some overlap · 6 shared positions

$IBM $MCD $AMGN $TRV $KO $VZ

$155M

150 positions

#22Blossom Wealth ManagementPassive

Some overlap · 6 shared positions

$IBM $TJX $SNOW $MCD $AMGN $KO

$67M

74 positions

#23OmniStar Financial Group, Inc.Passive

Some overlap · 6 shared positions

$IBM $__PARK_1390777 $LMT $KO $VZ $AMGN

$193M

108 positions

#24First City Capital Management, Inc.Passive

Some overlap · 6 shared positions

$VZ $IBM $LMT $KO $SO $AMGN

$189M

160 positions

#25OLD POINT TRUST & FINANCIAL SERVICES N APassive

Some overlap · 6 shared positions

$VZ $AMGN $LMT $IBM $SO $ACN

$311M

318 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.