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 OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to GODSEY & GIBB are Eliot Finkel Investment Counsel, CapWealth Advisors, OPUS INVESTMENT, with shared positions in $GLW, $ETN, $AMGN, $DUK, $AEP, $UPS. The full ranking of 25 similar funds is below.

#1Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 7 shared positions

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

$214M

33 positions

#2CapWealth Advisors, LLCActive

Notable overlap · 7 shared positions

$GLW $DUK $AMGN $UPS $T $PEP

$1.5B

118 positions

#3OPUS INVESTMENT MANAGEMENT INCActive

Notable overlap · 7 shared positions

$MCHP $LNT $AMGN $UPS $PEP $PAYX

$183M

31 positions

#4Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 6 shared positions

$GLW $ETR $PNC $T $MDT $TFC

$327M

94 positions

#5apricus wealth, LLCPassive

Notable overlap · 7 shared positions

$AMGN $SLB $STT $NVS $PNC $DUK

$210M

129 positions

#6PARTHENON LLCActive

Notable overlap · 7 shared positions

$GLW $FAST $PAYX $PEP $SYK $PNC

$962M

133 positions

#7Coleford Investment Management Ltd.Active

Notable overlap · 5 shared positions

$RY $TD $ETN $NVS $PEP

$459M

23 positions

#8Stack Financial Management, IncActive

Notable overlap · 7 shared positions

$AEP $DUK $SYK $UPS $T $PEP

$1.3B

54 positions

#9Walsky Investment Management, Inc.Passive

Notable overlap · 7 shared positions

$STT $PNC $ETN $NVS $AMGN $PEP

$108M

52 positions

#10RNC CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$MCHP $BLK $UPS $T $MDT $PEP

$2.4B

181 positions

#11Randolph Co IncActive

Notable overlap · 5 shared positions

$GLW $AEP $CTAS $DUK $MDT

$1.2B

47 positions

#12FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 7 shared positions

$AEP $ETN $AMGN $PEP $BLK $MDT

$5.3B

210 positions

#13VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$D $AMGN $DUK $BLK $MDT $PEP

$201M

57 positions

#14TRUST CO OF VIRGINIA /VAPassive

Notable overlap · 5 shared positions

$GLW $AMGN $BLK $FAST $PEP

$1.3B

226 positions

#15CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 7 shared positions

$TFC $GLW $SWK $UPS $DUK $MDT

$1.5B

184 positions

#16MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$ETR $DUK $UPS $T $MDT $PEP

$233M

122 positions

#17OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 6 shared positions

$ETN $AEP $DUK $UPS $PEP $PAYX

$2.7B

54 positions

#18Cullen Capital Management, LLCActive

Notable overlap · 6 shared positions

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

$10.2B

208 positions

#19Aull & Monroe Investment Management CorpPassive

Notable overlap · 7 shared positions

$GLW $DUK $AMGN $ETN $RY $PEP

$239M

126 positions

#20MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive

Notable overlap · 5 shared positions

$GLW $NVS $SLB $PEP $MDT

$167M

84 positions

#21ALLEN WEALTH MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$SLB $DUK $SWK $MDT $PEP $AMGN

$205M

60 positions

#22VERITY Wealth AdvisorsSmart money

Notable overlap · 6 shared positions

$STT $LNT $CTAS $PEP $T $SLB

$166M

81 positions

#23Altrius Capital Management IncPassive

Notable overlap · 5 shared positions

$RY $NVS $STT $UPS $PAYX

$526M

89 positions

#24Alley Investment Management Company, LLCActive

Notable overlap · 6 shared positions

$ETN $BLK $PAYX $DUK $SYK $AMGN

$856M

89 positions

#25CRAWFORD INVESTMENT COUNSEL INCActive

Notable overlap · 6 shared positions

$PNC $AEP $UPS $MDT $PAYX $BLK

$6.0B

306 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.