How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to GODSEY & GIBB,

13F Portfolio OverlapQ1 2026GODSEY & GIBB, portfolio →

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Most similar hedge funds by 13F overlap

GODSEY & GIBB, INC is an institutional investor managing $1.2B across 383 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 GODSEY & GIBB, are MORGAN DEMPSEY, CapWealth Advisors,, Eliot Finkel Investment Counsel,, with shared positions in $ETR, $T, $DUK, $KO, $IBM, $MDT. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$ETR $T $DUK $KO $IBM $MDT

$220M

148 positions

#2CapWealth Advisors, LLCActive

Notable overlap · 8 shared positions

$GLW $T $DUK $IBM $AMGN $UPS

$1.3B

118 positions

#3Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$GLW $ETN $DUK $AMGN $AEP $UPS

$184M

32 positions

#4SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$T $MDT $IBM $CME $TFC $AEP

$728M

79 positions

#5Capital Wealth Planning, LLCActive

Notable overlap · 7 shared positions

$AMGN $IBM $KO $DUK $CME $MDT

$18.1B

151 positions

#6Argyle Capital Management, LLCPassive

Notable overlap · 8 shared positions

$AMGN $PNC $IBM $T $DUK $KO

$308M

137 positions

#7Stack Financial Management, IncActive

Notable overlap · 7 shared positions

$AEP $T $DUK $KO $SYK $UPS

$1.4B

52 positions

#8Aull & Monroe Investment Management CorpPassive

Notable overlap · 8 shared positions

$DUK $GLW $CME $AMGN $T $ETN

$215M

125 positions

#9Cullen Capital Management, LLCActive

Notable overlap · 6 shared positions

$NVS $DUK $TFC $MDT $T $UPS

$9.8B

213 positions

#10Magellan Asset Management LtdActive

Notable overlap · 9 shared positions

$D $LNT $MDT $KO $SYK $CME

$7.7B

79 positions

#11Measured Risk Portfolios, Inc.Passive

Notable overlap · 6 shared positions

$DUK $KO $AEP $CME $UPS $PAYX

$91M

66 positions

#12Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 5 shared positions

$GLW $ETR $PNC $T $MDT

$302M

93 positions

#13Drexel Morgan & Co.Active

Notable overlap · 7 shared positions

$T $SLB $KO $IBM $UPS $MDT

$682M

60 positions

#14Estabrook Capital ManagementPassive

Notable overlap · 8 shared positions

$PNC $IBM $GLW $ETN $DUK $MDT

$685M

380 positions

#15WILKINS INVESTMENT COUNSEL INCActive

Notable overlap · 6 shared positions

$NVS $IBM $SLB $MDT $UPS $FAST

$698M

119 positions

#16FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 6 shared positions

$KO $DUK $AEP $IBM $T $CME

$1.5B

235 positions

#17Randolph Co IncActive

Notable overlap · 5 shared positions

$GLW $AEP $MDT $CTAS $DUK

$1.0B

43 positions

#18BONNESS ENTERPRISES INCActive

Notable overlap · 7 shared positions

$GLW $IBM $SYK $T $UPS $KO

$273M

39 positions

#19BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 6 shared positions

$GLW $AMGN $CME $MDT $DUK $KO

$480M

133 positions

#20GQG Partners LLCActive

Notable overlap · 6 shared positions

$T $KO $AEP $DUK $CME $NVS

$63.1B

81 positions

#21Greenland Capital Management LPPassive

Notable overlap · 5 shared positions

$ETR $LNT $D $DUK $AEP

$787M

278 positions

#22LAWOOD & COPassive

Notable overlap · 6 shared positions

$GLW $KO $IBM $AEP $TFC $UPS

$108M

90 positions

#23LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$T $LNT $DUK $KO $ETR

$970M

154 positions

#24Catherine Avery Investment Management LLCPassive

Notable overlap · 5 shared positions

$KO $AMGN $IBM $TFC $UPS

$223M

109 positions

#25PARTHENON LLCActive

Notable overlap · 6 shared positions

$GLW $FAST $PAYX $SYK $PNC $MDT

$875M

127 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.