What hedge funds are most similar to CONNING INC.?

The funds with the most similar 13F portfolios to CONNING INC. are Center for Wealth Advisory, EDGAR LOMAX /VA, Genus, 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 CONNING

13F Portfolio OverlapQ1 2026CONNING portfolio →

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Most similar hedge funds by 13F overlap

CONNING INC. is an institutional investor managing $3.0B across 311 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 CONNING are Center for Wealth Advisory, EDGAR LOMAX /VA, Genus, with shared positions in $COP, $EOG, $__PARK_1390777, $MS, $VZ, $KO. The full ranking of 25 similar funds is below.

#1Center for Wealth Management AdvisoryActive

Notable overlap · 10 shared positions

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

$139M

62 positions

#2EDGAR LOMAX CO/VAActive

Notable overlap · 9 shared positions

$COP $MS $BMY $KO $USB $MDLZ

$1.4B

56 positions

#3Genus Capital Management Inc.Passive

Notable overlap · 9 shared positions

$GLW $__PARK_1390777 $VZ $VLO $IBM $GILD

$873M

189 positions

#4OmniStar Financial Group, Inc.Passive

Notable overlap · 9 shared positions

$GLW $__PARK_1390777 $MS $BMY $IBM $GILD

$193M

108 positions

#5William B. Walkup & Associates, Inc.Active

Notable overlap · 9 shared positions

$COP $VLO $MS $VZ $UNH $TRV

$167M

163 positions

#6AUXIER ASSET MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$VLO $GLW $__PARK_1390777 $AFL $UNH $KR

$696M

176 positions

#7Estabrook Capital ManagementPassive

Notable overlap · 8 shared positions

$COP $GLW $VZ $PNC $UNP $IBM

$685M

380 positions

#8Applied Finance Capital Management, LLCPassive

Notable overlap · 7 shared positions

$COP $VLO $VZ $CMI $UNP $IBM

$1.3B

218 positions

#9Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 7 shared positions

$EOG $AFL $PFG $CI $CMI $KR

$105M

62 positions

#10ADVOCATE GROUP LLCPassive

Notable overlap · 7 shared positions

$MS $VZ $BMY $CMI $KR $UNP

$639M

126 positions

#11HAMEL ASSOCIATES, INC.Passive

Notable overlap · 7 shared positions

$COP $__PARK_1390777 $VZ $PNC $KO $UNP

$351M

81 positions

#12Providence Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$VLO $KO $BMY $IBM $GILD $VZ

$157M

80 positions

#13Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$VZ $USB $AFL $IBM $TRV $COP

$245M

98 positions

#14Yoffe Investment Management, LLCPassive

Some overlap · 7 shared positions

$__PARK_1390777 $VZ $IBM $TRV $KO $UNP

$78M

111 positions

#15Garner Asset Management CorpPassive

Some overlap · 7 shared positions

$COP $GLW $VZ $TRV $IBM $GILD

$255M

156 positions

#16LAWOOD & COPassive

Some overlap · 7 shared positions

$GLW $MS $VZ $KO $IBM $COP

$108M

90 positions

#17Insight Inv LLCPassive

Some overlap · 6 shared positions

$COP $EOG $GLW $MS $PNC $IBM

$183M

104 positions

#18Northwest Bancshares, Inc.Active

Some overlap · 6 shared positions

$COP $VLO $KO $USB $MS $CMI

$502M

168 positions

#19Forza Wealth Management, LLCPassive

Some overlap · 7 shared positions

$COP $USB $IBM $MS $AFL $VZ

$287M

188 positions

#20CFC Planning Co LLCPassive

Some overlap · 6 shared positions

$COP $EOG $VZ $KO $UNH $IBM

$140M

72 positions

#21Cincinnati Specialty Underwriters Insurance COActive

Some overlap · 7 shared positions

$VLO $ADI $MDLZ $MCHP $UNH $USB

$412M

46 positions

#22Argyle Capital Management, LLCPassive

Some overlap · 6 shared positions

$COP $VZ $PNC $BMY $KO $IBM

$308M

137 positions

#23CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Some overlap · 6 shared positions

$COP $GLW $BMY $USB $MDLZ $TRV

$1.4B

178 positions

#24Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 6 shared positions

$GLW $__PARK_1390777 $VZ $PNC $BMY $ADI

$302M

93 positions

#25CINCINNATI FINANCIAL CORPActive

Some overlap · 7 shared positions

$VLO $ADI $MDLZ $MCHP $UNH $USB

$5.0B

55 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.