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Hedge Funds Similar to INVESTORS ASSET OF GEORGIA /GA/ /ADV

13F Portfolio OverlapQ1 2026INVESTORS ASSET OF GEORGIA /GA/ /ADV portfolio →
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Most similar hedge funds by 13F overlap

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV is an institutional investor managing $244M across 182 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 INVESTORS ASSET OF GEORGIA /GA/ /ADV are Rayburn West Financial Services, Carolina Wealth Advisors,, Pavion Blue ,, with shared positions in $AXP, $MO, $LMT, $BAC, $MCD, $IBM. The full ranking of 25 similar funds is below.

#1Rayburn West Financial Services LLCPassive
Notable overlap · 9 shared positions
$AXP$MO$LMT$BAC$MCD$IBM
$170M
82 positions
#2Carolina Wealth Advisors, LLCPassive
Some overlap · 8 shared positions
$KO$GILD$PM$MO$BP$LMT
$240M
278 positions
#3Pavion Blue Capital, LLCPassive
Some overlap · 8 shared positions
$GE$KO$AXP$BAC$MCD$IBM
$230M
108 positions
#4Wynn Capital, LLCPassive
Some overlap · 8 shared positions
$GE$AXP$MCK$BAC$IBM$KO
$195M
107 positions
#5RBO & CO LLCActive
Some overlap · 7 shared positions
$EFX$KO$PM$MO$LMT$MCD
$620M
57 positions
#6Griffith & Werner, Inc.Active
Some overlap · 8 shared positions
$KO$AXP$PFE$GILD$LMT$BAC
$202M
72 positions
#7October Effect LtdPassive
Some overlap · 7 shared positions
$AMD$GE$GILD$LMT$GEV$MO
$87M
64 positions
#8Yoffe Investment Management, LLCPassive
Some overlap · 7 shared positions
$GE$KO$AXP$PM$MCD$IBM
$78M
111 positions
#9Wealth Science Advisors LLCActive
Some overlap · 4 shared positions
$EFX$GE$AXP$GILD
$178M
203 positions
#10CapWealth Advisors, LLCActive
Some overlap · 7 shared positions
$GE$KO$GILD$BAC$IBM$UPS
$1.3B
118 positions
#11Optimist Retirement Group LLCActive
Some overlap · 7 shared positions
$PFE$GILD$PM$MO$LMT$MCD
$227M
113 positions
#12MEYER HANDELMAN COActive
Some overlap · 7 shared positions
$GE$GILD$PFE$MCK$MCD$IBM
$3.2B
220 positions
#13CFC Planning Co LLCPassive
Some overlap · 7 shared positions
$KO$AXP$PM$MO$IBM$AMD
$140M
72 positions
#14Catherine Avery Investment Management LLCPassive
Some overlap · 7 shared positions
$KO$PFE$OKE$BAC$MCD$IBM
$223M
109 positions
#15MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$KO$OKE$PM$LMT$MCD$IBM
$220M
148 positions
#16TRUSTCO BANK CORP N YPassive
Some overlap · 7 shared positions
$GE$KO$AXP$MCD$IBM$GEV
$113M
71 positions
#17OmniStar Financial Group, Inc.Passive
Some overlap · 7 shared positions
$GILD$PM$KO$LMT$BAC$IBM
$193M
108 positions
#18Teamwork Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$AMD$GE$AXP$OKE$GEV
$946M
216 positions
#19WD RUTHERFORD LLCPassive
Some overlap · 5 shared positions
$AMD$GE$AXP$MCK$GEV
$225M
71 positions
#20R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 7 shared positions
$KO$PFE$PM$BAC$MO$OKE
$172M
38 positions
#21Keystone Financial Planning, Inc.Smart money
Some overlap · 9 shared positions
$PFE$PM$MO$UPS$KO$MCD
$374M
40 positions
#22McMillan Office, Inc.Active
Some overlap · 7 shared positions
$KO$AXP$PFE$BAC$GE$GEV
$782M
500 positions
#23CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 7 shared positions
$GILD$MO$LMT$IBM$OKE$UPS
$182M
106 positions
#24TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 5 shared positions
$AMD$AXP$GILD$MCK$IBM
$182M
115 positions
#25Parrish Capital LLCPassive
Some overlap · 6 shared positions
$GE$AXP$GILD$PM$BP$GEV
$112M
86 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.