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Hedge Funds Similar to FERGUSON WELLMAN

13F Portfolio OverlapQ3 2026FERGUSON WELLMAN portfolio →
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Most similar hedge funds by 13F overlap

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC is an institutional investor managing $8.4B across 431 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 FERGUSON WELLMAN are GODSEY & GIBB, HENDLEY, GLOBALT Investments / GA, with shared positions in $STT, $AEP, $ETR, $AMGN, $ETN, $SYK. The full ranking of 25 similar funds is below.

#1GODSEY & GIBB, INCPassive
Notable overlap · 6 shared positions
$STT$AEP$ETR$AMGN$ETN$SYK
$1.2B
611 positions
#2HENDLEY & CO INCActive
Notable overlap · 7 shared positions
$AEP$PH$PM$TJX$HON$ETN
$283M
47 positions
#3GLOBALT Investments LLC / GAActive
Notable overlap · 8 shared positions
$STT$AMGN$TJX$MS$ADI$ETN
$2.9B
212 positions
#4Oliver Luxxe Assets LLCPassive
Notable overlap · 7 shared positions
$ETR$PH$PM$WFC$SCHW$MS
$638M
194 positions
#5PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 7 shared positions
$PH$STT$AMGN$SCHW$MS$FCX
$3.2B
77 positions
#6GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 6 shared positions
$AEP$ETR$AMGN$PM$SCHW$MS
$2.3B
224 positions
#7Massachusetts Wealth ManagementPassive
Some overlap · 6 shared positions
$STT$WFC$AMGN$IR$CMI$FCX
$248M
96 positions
#8Alley Investment Management Company, LLCActive
Some overlap · 6 shared positions
$PH$PM$AMGN$ETN$MS$SYK
$856M
89 positions
#9United Asset Strategies, Inc.Passive
Some overlap · 7 shared positions
$PH$PM$AMGN$SCHW$ETN$AIG
$1.4B
259 positions
#10Independence Wealth Advisors, LLCActive
Some overlap · 6 shared positions
$STT$PM$WFC$SCHW$COR$ADI
$199M
85 positions
#11AAFMAA Wealth Management & Trust LLCActive
Some overlap · 5 shared positions
$STT$ETR$ETN$MS$SYK
$291M
94 positions
#12Wilson & Boucher Capital Management, LLCPassive
Some overlap · 6 shared positions
$AMGN$WFC$CMI$HON$SCHW$SYK
$170M
121 positions
#13TOEWS CORP /ADVActive
Some overlap · 6 shared positions
$STT$PM$ETN$AEP$FCX$SCHW
$686M
151 positions
#14BANK OF STOCKTONActive
Some overlap · 6 shared positions
$PH$WFC$CMI$ADI$MS$ETR
$333M
124 positions
#15Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$STT$AMGN$HON$ETN$WFC
$108M
52 positions
#16CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 6 shared positions
$PM$WFC$CMI$SCHW$ETN$ADI
$857M
179 positions
#17Phoenix Wealth AdvisorsActive
Some overlap · 6 shared positions
$ETR$WFC$CMI$ETN$ADI$AMGN
$297M
129 positions
#18Aurdan Capital Management, LLCActive
Some overlap · 5 shared positions
$STT$AMGN$PM$COR$HON
$394M
99 positions
#19COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$STT$AMGN$SCHW$ETN$TJX
$427M
162 positions
#20Omnitrust Wealth Management, Inc
Some overlap · 5 shared positions
$PH$PM$WFC$TJX$ADI
$77M
64 positions
#21BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 6 shared positions
$AMGN$TJX$ETN$MS$SYK$ADI
$2.7B
804 positions
#22OmniStar Financial Group, Inc.Passive
Some overlap · 6 shared positions
$AEP$PM$PH$HON$MS$AIG
$230M
116 positions
#23CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$STT$WFC$ETN$SYK$ADI
$1.3B
99 positions
#24Aegis Wealth Management LLCPassive
Some overlap · 6 shared positions
$AMGN$PM$HON$FCX$ETR$WFC
$213M
160 positions
#25Joseph Group Capital ManagementPassive
Some overlap · 4 shared positions
$AEP$PH$AMGN$ETN
$476M
387 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.