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Hedge Funds Similar to Advantage

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

Advantage Trust Co is an institutional investor managing $285M across 193 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 Advantage are SPRING, COTTONWOOD ADVISORS, First PREMIER Bank, with shared positions in $MCD, $TPL, $DE, $PEP, $GWW, $OKE. The full ranking of 25 similar funds is below.

#1SPRING CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 6 shared positions
$MCD$TPL$DE$PEP$GWW$OKE
$208M
56 positions
#2COTTONWOOD CAPITAL ADVISORS, LLCActive
Notable overlap · 5 shared positions
$MCD$DE$UNP$PEP$MO
$166M
90 positions
#3First PREMIER BankPassive
Notable overlap · 7 shared positions
$MCD$UNP$EVRG$USB$PEP$IAU
$621M
388 positions
#4Eliot Finkel Investment Counsel, LLCActive
Some overlap · 6 shared positions
$MCD$DE$USB$DUK$OMC$PEP
$214M
33 positions
#5BAKER BOYER NATIONAL BANKSmart money
Some overlap · 6 shared positions
$DE$MCD$UNP$USB$DUK$BA
$364M
94 positions
#6CAMDEN NATIONAL BANKPassive
Some overlap · 6 shared positions
$DE$MCD$IAU$PEP$PKG$DUK
$767M
184 positions
#7InvesTrustPassive
Some overlap · 8 shared positions
$MCD$USB$PEP$SBUX$PFE$OKE
$247M
91 positions
#8OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 7 shared positions
$EVRG$MCD$PEP$DUK$PFE$GWW
$2.2B
70 positions
#9Powers Advisory Group, LLCActive
Some overlap · 7 shared positions
$MCD$DE$PEP$USB$SBUX$DUK
$330M
128 positions
#10HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$MCD$UNP$PEP$MO$OKE
$252M
43 positions
#11Hayek Kallen Investment ManagementActive
Some overlap · 8 shared positions
$UNP$DE$PEP$MCD$MO$PFE
$330M
97 positions
#12PROMETHIUM ADVISORS,LLCPassive
Some overlap · 6 shared positions
$TPL$MCD$MO$PFE$BMY$BA
$203M
118 positions
#13MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$MCD$UNP$PEP$SBUX$DUK$OKE
$233M
122 positions
#14BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 5 shared positions
$MCD$DE$DUK$PFE$BA
$263M
90 positions
#15ADVOCATE GROUP LLCPassive
Some overlap · 6 shared positions
$EVRG$UNP$MCD$DUK$PFE$BMY
$646M
122 positions
#16Sterling Wealth Management, Inc.Active
Some overlap · 3 shared positions
$MCD$DE$PEP
$388M
115 positions
#17Miramar Capital, LLCPassive
Some overlap · 5 shared positions
$MCD$UNP$PEP$OKE$BMY
$455M
57 positions
#18Vivid Wealth Management, LLCPassive
Some overlap · 5 shared positions
$DE$TPL$UNP$PKG$OKE
$280M
73 positions
#19ARRIEN INVESTMENTS, INC.Active
Some overlap · 4 shared positions
$MCD$IAU$USB$BA
$198M
44 positions
#20EDGAR LOMAX CO/VAActive
Some overlap · 8 shared positions
$UNP$USB$PEP$SBUX$DUK$PFE
$1.3B
58 positions
#21American Money Management, LLCPassive
Some overlap · 3 shared positions
$TPL$UNP$MCD
$700M
174 positions
#22ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$MCD$DE$PEP$BA$SBUX
$878M
73 positions
#23WEALTHSPAN PARTNERS, LLCActive
Some overlap · 5 shared positions
$MCD$DE$IAU$OKE$COP
$317M
129 positions
#24Mayflower Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$MCD$PEP$DUK$MO$BMY
$1.2B
499 positions
#25Patrick Mauro Investment Advisor, INC.Active
Some overlap · 5 shared positions
$MCD$PEP$DUK$PFE$BMY
$199M
38 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.