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 CALTON & ASSOCIATES

13F Portfolio OverlapQ2 2026CALTON & ASSOCIATES portfolio →

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Most similar hedge funds by 13F overlap

CALTON & ASSOCIATES, INC. is an institutional investor managing $683M across 419 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CALTON & ASSOCIATES are KEYNOTE FINANCIAL SERVICES, United of KS, MARINO, STRAM & ASSOCIATES, with shared positions in $MPC, $LITE, $LMT, $VZ, $T, $ASTS. The full ranking of 25 similar funds is below.

#1KEYNOTE FINANCIAL SERVICES LLCPassive

Some overlap · 5 shared positions

$MPC $LITE $LMT $VZ $T

$214M

185 positions

#2United Capital Management of KS, Inc.Passive

Some overlap · 4 shared positions

$MPC $LITE $LMT $ASTS

$763M

98 positions

#3MARINO, STRAM & ASSOCIATES LLCActive

Slight overlap · 4 shared positions

$MPC $LMT $AEP $VZ

$628M

202 positions

#4LightSquare Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$MPC $STT $VZ $VRT

$145M

104 positions

#5Wealth Intelligence, LLCActive

Slight overlap · 4 shared positions

$MPC $LMT $VZ $CMI

$215M

59 positions

#6Investors Research CorpPassive

Slight overlap · 4 shared positions

$STT $MPC $LMT $VZ

$559M

805 positions

#7CCM INVESTMENT ADVISERS LLCPassive

Slight overlap · 3 shared positions

$MPC $LMT $STT

$1.3B

88 positions

#8LIBERTY SQUARE WEALTH PARTNERS LLCActive

Slight overlap · 4 shared positions

$MPC $STT $GWW $VZ

$420M

140 positions

#9Certified Advisory CorpPassive

Slight overlap · 4 shared positions

$LMT $STT $AEP $CMI

$1.2B

327 positions

#10FARMERS TRUST CO

Slight overlap · 4 shared positions

$LMT $STT $VZ $T

$637M

203 positions

#11Capital Investment Advisors, LLCPassive

Slight overlap · 4 shared positions

$LMT $STT $VZ $CMI

$7.6B

789 positions

#12Willis Investment CounselActive

Slight overlap · 4 shared positions

$LMT $AEP $GWW $VZ

$2.1B

125 positions

#13HMV Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$MPC $LMT $AEP

$257M

89 positions

#14CAPITAL CITY TRUST CO/FLPassive

Slight overlap · 3 shared positions

$MPC $LMT $AEP

$482M

129 positions

#15Kentucky Farm Bureau Mutual Insurance CoActive

Slight overlap · 3 shared positions

$MPC $LMT $AEP

$360M

69 positions

#16TOEWS CORP /ADVActive

Slight overlap · 3 shared positions

$MPC $STT $AEP

$686M

151 positions

#17LSV ASSET MANAGEMENTActive

Slight overlap · 4 shared positions

$STT $MPC $VZ $T

$55.1B

889 positions

#18JEPPSON WEALTH MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$LMT $AEP $VZ $T

$339M

242 positions

#19Slocum, Gordon & Co LLPPassive

Slight overlap · 4 shared positions

$LMT $AEP $VZ $T

$151M

70 positions

#20Clarus Wealth AdvisorsPassive

Slight overlap · 4 shared positions

$STT $LMT $ASTS $VRT

$260M

86 positions

#21Atlantic Edge Private Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$STT $AEP $VZ $CMI

$489M

619 positions

#22Wills Financial Group LLCPassive

Slight overlap · 3 shared positions

$MPC $LMT $VZ

$275M

82 positions

#23HUDSON EDGE INVESTMENT PARTNERS INC.Active

Slight overlap · 3 shared positions

$LMT $STT $AEP

$732M

123 positions

#24Aspire Growth Partners LLCPassive

Slight overlap · 3 shared positions

$MPC $LMT $T

$172M

128 positions

#25ISLAY CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$MPC $LMT $T

$216M

231 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.