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Hedge Funds Similar to ADVISORS GROUP

13F Portfolio OverlapQ2 2026ADVISORS GROUP portfolio →
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Most similar hedge funds by 13F overlap

ADVISORS MANAGEMENT GROUP INC /ADV is an institutional investor managing $604M across 159 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 ADVISORS GROUP are MORGAN DEMPSEY, Pathway Financial Advisers, Rithm, with shared positions in $ETR, $DUK, $SO, $OKE, $VZ, $MDT. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$ETR$DUK$SO$OKE$VZ$MDT
$233M
122 positions
#2Pathway Financial Advisers, LLCPassive
Notable overlap · 8 shared positions
$DUK$ENB$O$SO$OKE$VZ
$397M
167 positions
#3Rithm Capital Corp.Active
Notable overlap · 8 shared positions
$POWL$DUK$ETR$SO$AEP$EMR
$81M
38 positions
#4Energy Income Partners, LLCActive
Notable overlap · 6 shared positions
$SO$ETR$DUK$FE$OKE$AEP
$6.4B
88 positions
#5VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 6 shared positions
$SO$DUK$O$VZ$EMR$MDT
$201M
57 positions
#6High Point Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$SO$WELL$DUK$ETR$AEP$FE
$122M
250 positions
#7Capital Innovations LLCPassive
Notable overlap · 8 shared positions
$SO$ENB$ETR$AEP$WM$DUK
$385M
51 positions
#8Ausbil Investment Management LtdPassive
Notable overlap · 5 shared positions
$ETR$ENB$MLI$OKE$POWL
$221M
65 positions
#9ATLANTIC FAMILY WEALTH, LLCSmart money
Notable overlap · 6 shared positions
$FE$ENB$TTE$DUK$VZ$MDT
$156M
64 positions
#10ADVOCATE GROUP LLCPassive
Notable overlap · 6 shared positions
$ENB$DUK$SO$VZ$EMR$MDT
$665M
122 positions
#11ANTIPODES PARTNERS LtdActive
Notable overlap · 5 shared positions
$ETR$DUK$ENB$TTE$AEP
$5.5B
130 positions
#12Finward BancorpPassive
Notable overlap · 8 shared positions
$WELL$ETR$DUK$SO$AEP$VZ
$132M
107 positions
#13Windle Wealth, LLCActive
Notable overlap · 4 shared positions
$SO$WELL$O$VZ
$249M
35 positions
#14Aull & Monroe Investment Management CorpPassive
Notable overlap · 5 shared positions
$SO$DUK$VZ$EMR$WM
$239M
126 positions
#15TECTONIC ADVISORS LLCActive
Notable overlap · 6 shared positions
$ENB$O$DUK$OKE$VZ$DELL
$2.1B
289 positions
#16Martin Capital Partners, LLCPassive
Some overlap · 5 shared positions
$ETR$TTE$O$VZ$MDT
$272M
72 positions
#17Harrison Street Private Wealth LLCActive
Some overlap · 3 shared positions
$ETR$FE$AEP
$71M
21 positions
#18Kentucky Trust CoPassive
Some overlap · 5 shared positions
$SO$ENB$DUK$EMR$VTR
$208M
316 positions
#19CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Some overlap · 5 shared positions
$WELL$SO$AEP$OKE$VTR
$7.2B
101 positions
#20First Bank & TrustPassive
Some overlap · 6 shared positions
$TTE$ENB$DUK$VZ$SO$AEP
$680M
270 positions
#21Slocum, Gordon & Co LLPPassive
Some overlap · 4 shared positions
$FE$DUK$VZ$AEP
$151M
70 positions
#22First PREMIER BankPassive
Some overlap · 4 shared positions
$SO$DUK$EMR$WM
$619M
358 positions
#23SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$ENB$OKE$VZ$O$VTR$WM
$296M
134 positions
#24MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 5 shared positions
$ETR$ENB$LAMR$VZ$MDT
$3.8B
152 positions
#25Bellars Harris Wealth Management, LLCPassive
Some overlap · 4 shared positions
$DUK$WELL$MLI$AEP
$491M
96 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.