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 BENEDICT FINANCIAL ADVISORS

13F Portfolio OverlapQ1 2026BENEDICT FINANCIAL ADVISORS portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

BENEDICT FINANCIAL ADVISORS INC is an institutional investor managing $515M across 142 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 BENEDICT FINANCIAL ADVISORS are Carolina Wealth Advisors,, MORGAN DEMPSEY, VIRGINIA WEALTH GROUP,, with shared positions in $AMGN, $MO, $PM, $VZ, $MDT, $LMT. The full ranking of 25 similar funds is below.

#1Carolina Wealth Advisors, LLCPassive

Notable overlap · 9 shared positions

$AMGN $MO $PM $VZ $MDT $LMT

$240M

278 positions

#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$PM $CME $VZ $LMT $MCD $MDT

$220M

148 positions

#3VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 9 shared positions

$AMGN $VZ $CB $MCD $MDT $DUK

$187M

55 positions

#4HAMEL ASSOCIATES, INC.Passive

Notable overlap · 9 shared positions

$AMGN $CB $LMT $MCD $DUK $VZ

$351M

81 positions

#5Vertrix Wealth Management, LLCPassive

Notable overlap · 10 shared positions

$AMGN $LMT $DUK $MCD $MDT $KO

$272M

95 positions

#6CORDA Investment Management, LLC.Active

Notable overlap · 8 shared positions

$GLW $CME $VZ $MCD $MDT $HSY

$1.4B

80 positions

#7Measured Risk Portfolios, Inc.Passive

Notable overlap · 7 shared positions

$MO $PM $CME $VZ $DUK $KO

$91M

66 positions

#8GQG Partners LLCActive

Notable overlap · 7 shared positions

$MO $PM $VZ $CB $DUK $CME

$63.1B

81 positions

#9Capital Wealth Planning, LLCActive

Notable overlap · 8 shared positions

$AMGN $CME $MCD $MDT $DUK $KO

$18.1B

151 positions

#10CHEMUNG CANAL TRUST COPassive

Notable overlap · 10 shared positions

$GLW $TRV $MCD $KO $EMR $AXP

$494M

112 positions

#11UNITED BANKActive

Notable overlap · 9 shared positions

$GLW $AMGN $MCD $CME $HON $HSY

$781M

121 positions

#12OmniStar Financial Group, Inc.Passive

Notable overlap · 10 shared positions

$GLW $LMT $DUK $HON $PM $FANG

$193M

108 positions

#13HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 7 shared positions

$MO $PM $CB $MCD $KO $AXP

$243M

44 positions

#14Alley Investment Management Company, LLCActive

Notable overlap · 8 shared positions

$PM $CME $LMT $DUK $HSY $AMGN

$821M

85 positions

#15Greystone Financial Group, LLCPassive

Notable overlap · 8 shared positions

$AMGN $LMT $MCD $DUK $HON $KO

$353M

78 positions

#16PARK CIRCLE CoActive

Notable overlap · 6 shared positions

$MO $PM $TRV $VZ $SBUX $BMY

$108M

51 positions

#17Argyle Capital Management, LLCPassive

Notable overlap · 9 shared positions

$AMGN $VZ $DUK $KO $CB $MDT

$308M

137 positions

#18Kinloch Capital, LLCPassive

Notable overlap · 7 shared positions

$MO $PM $MCD $MDT $KO $EMR

$245M

83 positions

#19Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$GLW $AMGN $LMT $MCD $DUK $HSY

$184M

32 positions

#20GODSEY & GIBB, INCPassive

Notable overlap · 6 shared positions

$GLW $AMGN $CME $MDT $DUK $KO

$1.1B

389 positions

#21AUXIER ASSET MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$GLW $PM $TRV $MO $MDT $KO

$696M

176 positions

#22Principal Street Partners, LLCPassive

Notable overlap · 8 shared positions

$LMT $VZ $MO $DUK $AMGN $KO

$613M

247 positions

#23Rayburn West Financial Services LLCPassive

Notable overlap · 9 shared positions

$AMGN $MO $LMT $MCD $AXP $VZ

$170M

82 positions

#24Yoffe Investment Management, LLCPassive

Notable overlap · 8 shared positions

$TRV $PM $MCD $VZ $HON $KO

$78M

111 positions

#25BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 8 shared positions

$CB $LMT $MCD $HSY $HON $KMI

$2.3B

264 positions

Compare BENEDICT FINANCIAL ADVISORS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View BENEDICT FINANCIAL ADVISORS’s holdings

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.