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Hedge Funds Similar to INVESTORS ASSET OF GEORGIA /GA

13F Portfolio OverlapQ3 2026INVESTORS ASSET OF GEORGIA /GA 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 $276M across 194 U.S. equity positions as of Q3 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 are P.A.W., RBO, Griffith & Werner, with shared positions in $EEFT, $PM, $MO, $UPS, $PFE, $EFX. The full ranking of 25 similar funds is below.

#1P.A.W. CAPITAL CORPPassive
Some overlap · 5 shared positions
$EEFT$PM$MO$UPS$PFE
$133M
66 positions
#2RBO & CO LLCActive
Some overlap · 5 shared positions
$EFX$PM$MO$LMT$PFE
$628M
56 positions
#3Griffith & Werner, Inc.Passive
Some overlap · 6 shared positions
$AXP$GILD$PFE$TFC$LMT$PM
$213M
71 positions
#4VAUGHAN & Co SECURITIES, INC.Smart money
Some overlap · 5 shared positions
$PM$BX$OKE$UPS$PFE
$213M
61 positions
#5PARK CIRCLE CoActive
Some overlap · 5 shared positions
$PM$MO$BX$PFE$TFC
$117M
53 positions
#6CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 5 shared positions
$FIS$PM$UPS$PFE$TFC
$3.3B
229 positions
#7Detalus Advisors, LLCActive
Some overlap · 3 shared positions
$EFX$PM$UPS
$507M
188 positions
#8Paradigm Capital Management, LLC/NVActive
Some overlap · 5 shared positions
$PM$MO$OKE$PFE$TFC
$116M
65 positions
#9Verity & Verity, LLCActive
Some overlap · 5 shared positions
$MO$OKE$GILD$UPS$PFE
$1.5B
139 positions
#10Altrius Capital Management IncPassive
Some overlap · 5 shared positions
$PM$MO$GILD$UPS$LMT
$526M
89 positions
#11Wolff Financial Management LLCActive
Some overlap · 5 shared positions
$PM$MO$UPS$PFE$TFC
$494M
102 positions
#12Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$OKE$GILD$TT$LMT
$455M
118 positions
#13Advisors Capital Management, LLCPassive
Some overlap · 5 shared positions
$PM$BX$OKE$PFE$TT
$9.4B
634 positions
#14Sovereign's Capital Management, LLCPassive
Some overlap · 3 shared positions
$EEFT$FIS$UPS
$150M
70 positions
#15Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$AXP$MO$UPS$LMT$PFE
$181M
81 positions
#16VALLEY NATIONAL ADVISERS INCPassive
Some overlap · 5 shared positions
$MO$PM$GILD$TT$LMT
$909M
1,715 positions
#17Keystone Financial Planning, Inc.Active
Some overlap · 5 shared positions
$PM$MO$UPS$PFE$LMT
$404M
39 positions
#18LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$EFX$AXP$PM$TT
$273M
104 positions
#19Papamarkou Wellner Asset Management inc.Passive
Some overlap · 5 shared positions
$PM$BX$GILD$LMT$MO
$159M
75 positions
#20MANGROVE PARTNERS IM, LLCPassive
Some overlap · 3 shared positions
$BELFA$FIS$OKE
$1.5B
426 positions
#21CDKV HOLDINGS LLCActive
Some overlap · 5 shared positions
$PM$MO$LMT$BX$PFE
$128M
276 positions
#22Parrish Capital LLCPassive
Some overlap · 4 shared positions
$AXP$PM$BX$GILD
$103M
84 positions
#23CFC Planning Co LLCPassive
Some overlap · 4 shared positions
$AXP$PM$MO$UPS
$171M
71 positions
#24Sharp Financial Services, LLCActive
Some overlap · 5 shared positions
$UPS$PFE$PM$LMT$MO
$216M
127 positions
#25WP Advisors, LLCActive
Some overlap · 5 shared positions
$AXP$PFE$OKE$MO$PM
$436M
110 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.