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 VAUGHAN & SECURITIES,

13F Portfolio OverlapQ1 2026VAUGHAN & SECURITIES, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

VAUGHAN & Co SECURITIES, INC. is an institutional investor managing $193M across 58 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 VAUGHAN & SECURITIES, are BCM ADVISORS,, Williams Financial,, CHRISTINE MESSMER PC, with shared positions in $SNOW, $WT, $VLO, $CVS, $IBM, $GSK. The full ranking of 25 similar funds is below.

#1BCM ADVISORS, LLCActive

Notable overlap · 3 shared positions

$SNOW $WT $VLO

$507M

78 positions

#2Williams Financial, LLCSmart money

Notable overlap · 4 shared positions

$SNOW $WT $CVS $IBM

$172M

25 positions

#3CHRISTINE MESSMER PCActive

Notable overlap · 6 shared positions

$SNOW $GSK $UPS $VZ $BMY $OKE

$156M

80 positions

#4Schiavi & Co LLCSmart money

Notable overlap · 4 shared positions

$SNOW $CTVA $IBM $OKE

$337M

50 positions

#5Wagner Wealth Management, LLCActive

Notable overlap · 4 shared positions

$SNOW $VZ $PM $IBM

$495M

279 positions

#6ACCESS FINANCIAL SERVICES, INC.Active

Notable overlap · 3 shared positions

$SNOW $VLO $IBM

$282M

95 positions

#7Passive Capital Management, LLC.Active

Notable overlap · 3 shared positions

$SNOW $WT $PM

$335M

104 positions

#8Heritage Financial Services, LLC

Notable overlap · 3 shared positions

$SNOW $IBM $WT

$1.2B

126 positions

#9NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$SNOW $MMM $IBM

$247M

71 positions

#10SOUTHERN MICHIGAN BANK & TRUSTActive

Notable overlap · 3 shared positions

$SNOW $WT $PM

$261M

424 positions

#11True Link Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $WT $IBM

$1.6B

418 positions

#12Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 3 shared positions

$SNOW $VLO $WT

$931M

518 positions

#13BRIGHTON SECURITIES CORP.Smart money

Notable overlap · 3 shared positions

$SNOW $OKE $VZ

$208M

47 positions

#14Mach-1 Financial Group, LLCPassive

Notable overlap · 3 shared positions

$SNOW $WT $CVS

$284M

161 positions

#15Blackhawk Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$SNOW $WT $VZ

$273M

141 positions

#16Windward Private Wealth Management Inc.Smart money

Notable overlap · 3 shared positions

$SNOW $CTVA $WT

$289M

44 positions

#17rebel Financial LLCPassive

Notable overlap · 3 shared positions

$SNOW $WT $UPS

$231M

65 positions

#18BROWN WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$SNOW $CVS $CTVA

$389M

116 positions

#19Clarity Asset Management, Inc.Passive

Notable overlap · 3 shared positions

$SNOW $WT $MMM

$198M

290 positions

#20Retirement Investment Advisors, Inc.Smart money

Notable overlap · 5 shared positions

$SNOW $IBM $OKE $CTVA $OGE

$1.2B

67 positions

#21RETIREMENT CAPITAL STRATEGIESActive

Notable overlap · 3 shared positions

$SNOW $WT $MMM

$265M

62 positions

#22FLC Capital AdvisorsPassive

Notable overlap · 5 shared positions

$SNOW $PM $IBM $UPS $PFE

$560M

221 positions

#23MBA Advisors LLCPassive

Notable overlap · 4 shared positions

$SNOW $WT $VZ $IBM

$260M

146 positions

#24WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$SNOW $WT $VZ

$156M

139 positions

#25ForthRight Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $IBM $UPS

$353M

75 positions

Compare VAUGHAN & SECURITIES,’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 VAUGHAN & SECURITIES,’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.