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Hedge Funds Similar to Allegheny Financial Group LTD

13F Portfolio OverlapQ2 2026Allegheny Financial Group LTD portfolio →
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Most similar hedge funds by 13F overlap

Allegheny Financial Group LTD is an institutional investor managing $942M across 305 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 Allegheny Financial Group LTD are WEDGEWOOD INVESTORS, Columbia Asset, MONTGOMERY INVESTMENT, with shared positions in $ERIE, $PM, $UNP, $DE, $MO, $VZ. The full ranking of 25 similar funds is below.

#1WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 5 shared positions
$ERIE$PM$UNP$DE$MO
$97M
110 positions
#2Columbia Asset ManagementActive
Some overlap · 4 shared positions
$ERIE$UNP$DE$VZ
$576M
168 positions
#3MONTGOMERY INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$NVR$PNC$DE$NEE
$329M
105 positions
#4EQUITY INVESTMENT CORPActive
Some overlap · 4 shared positions
$PPG$PNC$VZ$HSY
$5.2B
76 positions
#5Tarbox Group, Inc.Smart money
Some overlap · 3 shared positions
$PPG$DE$HSY
$711M
100 positions
#6Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$PPG$VZ$HSY
$239M
85 positions
#7Archon Partners LLCActive
Some overlap · 3 shared positions
$NVR$UNP$DE
$968M
37 positions
#8First Eagle Investment Management, LLCActive
Some overlap · 4 shared positions
$PPG$B$PM$BNY
$59.9B
424 positions
#9Yoffe Investment Management, LLCPassive
Some overlap · 5 shared positions
$SNPS$PM$UNP$BNY$VZ
$87M
113 positions
#10Marion Wealth ManagementPassive
Some overlap · 5 shared positions
$SNPS$PNC$UNP$DE$NEE
$508M
160 positions
#11ALLIANZ SEActive
Some overlap · 3 shared positions
$B$PM$SNPS
$9.5B
519 positions
#12SevenBridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$PNC$FBTC$UNP$DE$NEE
$674M
211 positions
#13Teamwork Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$PNC$PM$UNP$BNY$DE
$908M
182 positions
#14Vivid Wealth Management, LLCPassive
Some overlap · 5 shared positions
$PNC$PM$UNP$BNY$DE
$280M
73 positions
#15Finivi Inc.Passive
Some overlap · 5 shared positions
$B$PM$UNP$DE$NEE
$210M
112 positions
#16Severin Investments, LLCPassive
Some overlap · 5 shared positions
$PNC$PM$UNP$VZ$NEE
$133M
174 positions
#17OPAL CAPITAL LLCPassive
Some overlap · 6 shared positions
$PM$UNP$VZ$HSY$NEE$MO
$560M
136 positions
#18TrueMark Investments, LLCPassive
Some overlap · 6 shared positions
$PM$UNP$VZ$HSY$NEE$MO
$798M
187 positions
#19Pullen Investment Management, LLCPassive
Some overlap · 3 shared positions
$B$PNC$MPC
$209M
101 positions
#20Valley Brook Capital Group, Inc.Passive
Some overlap · 5 shared positions
$PNC$UNP$MPC$DE$NEE
$178M
118 positions
#21Live Oak Investment PartnersPassive
Some overlap · 3 shared positions
$B$MPC$BNY
$185M
92 positions
#22KEATING INVESTMENT COUNSELORS INCSmart money
Some overlap · 3 shared positions
$B$PM$VZ
$382M
60 positions
#23Councilmark Asset Management, LLCActive
Some overlap · 5 shared positions
$PM$NVR$UNP$BNY$VZ
$194M
87 positions
#24HAMEL ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$PNC$UNP$BNY$VZ$HSY
$363M
92 positions
#25Robinswood Financial LLCPassive
Some overlap · 5 shared positions
$SNPS$PNC$MPC$UNP$FBTC
$324M
72 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.