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Hedge Funds Similar to ADVISORS /OK

13F Portfolio OverlapQ1 2026ADVISORS /OK portfolio →
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Most similar hedge funds by 13F overlap

CAPITAL ADVISORS INC/OK is an institutional investor managing $6.2B across 357 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 ADVISORS /OK are Signature Wealth Group, CORDA Investment ,, VIRGINIA WEALTH GROUP,, with shared positions in $WMB, $HLT, $SO, $SSL, $IBM, $PFE. The full ranking of 25 similar funds is below.

#1Signature Wealth Management GroupPassive
Notable overlap · 8 shared positions
$WMB$HLT$SO$SSL$IBM$PFE
$263M
128 positions
#2CORDA Investment Management, LLC.Active
Notable overlap · 7 shared positions
$AMAT$VZ$SPG$HON$KO$MDT
$1.4B
80 positions
#3VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 6 shared positions
$HLT$VZ$SO$SSL$MDT$O
$187M
55 positions
#4Persium Advisors, LLCActive
Notable overlap · 7 shared positions
$AMAT$VZ$HON$IBM$PANW$MDT
$127M
60 positions
#5HAMEL ASSOCIATES, INC.Passive
Notable overlap · 7 shared positions
$HLT$SSL$VZ$HON$KO$IBM
$351M
81 positions
#6ADVOCATE GROUP LLCPassive
Notable overlap · 7 shared positions
$VZ$SO$MS$ENB$IBM$MDT
$639M
126 positions
#7Talbot Financial, LLCActive
Notable overlap · 7 shared positions
$AMAT$GEV$HON$SYK$PANW$MDT
$1.2B
66 positions
#8Estabrook Capital ManagementPassive
Notable overlap · 7 shared positions
$WMB$VZ$GEV$HON$IBM$MDT
$685M
380 positions
#9Stokes Capital Advisors, LLCPassive
Notable overlap · 6 shared positions
$WMB$MS$HON$KO$IBM$SYK
$446M
104 positions
#10CapWealth Advisors, LLCActive
Notable overlap · 6 shared positions
$WMB$GEV$HON$KO$IBM$SYK
$1.3B
118 positions
#11LifePlan Financial, LLCPassive
Notable overlap · 6 shared positions
$HLT$VZ$SSL$AMAT$PANW$MDT
$135M
83 positions
#12Autumn Glory Partners, LLCPassive
Notable overlap · 8 shared positions
$WMB$VZ$MS$UPST$JHG$PFE
$272M
204 positions
#13BROADWATER CAPITAL MANAGEMENT LLC
Notable overlap · 8 shared positions
$SO$KO$IBM$SYK$ISRG$HON
$134M
211 positions
#14CONNORS INVESTOR SERVICES INCActive
Notable overlap · 6 shared positions
$WMB$VZ$MS$KO$PANW$MDT
$1.1B
149 positions
#15Yoffe Investment Management, LLCPassive
Some overlap · 7 shared positions
$GEV$VZ$HON$KO$SPG$IBM
$78M
111 positions
#16MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 7 shared positions
$WMB$ENB$BA$CCJ$MDT$PFE
$115M
98 positions
#17Capital Investment Advisors, LLCActive
Some overlap · 7 shared positions
$SSL$MS$SO$HON$UPST$KO
$6.2B
693 positions
#18Bill Few Associates, Inc.Passive
Some overlap · 6 shared positions
$AMAT$VZ$HON$IBM$ROK$PFE
$417M
212 positions
#19MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$VZ$SO$KO$IBM$MDT$RIO
$220M
148 positions
#20Cornerstone Planning, LLCPassive
Some overlap · 6 shared positions
$HLT$SSL$VZ$KO$IBM$HON
$443M
141 positions
#21McGuire Investment Group, LLCActive
Some overlap · 6 shared positions
$AMAT$MS$HON$SYK$ISRG$ROK
$885M
121 positions
#22FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 6 shared positions
$SO$VZ$KO$WMB$IBM$PFE
$1.5B
235 positions
#23L & S Advisors IncPassive
Some overlap · 6 shared positions
$WMB$GEV$HON$VZ$EQT$ROK
$795M
233 positions
#24Cornell Pochily Investment Advisors, Inc.Passive
Some overlap · 6 shared positions
$SSL$MS$HLT$VZ$IBM$PANW
$340M
174 positions
#25Family Legacy, Inc.Passive
Some overlap · 5 shared positions
$AMAT$MS$GEV$KO$SO
$333M
124 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.