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 ALLEN WEALTH

13F Portfolio OverlapQ2 2026ALLEN WEALTH portfolio →

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Most similar hedge funds by 13F overlap

ALLEN WEALTH MANAGEMENT, LLC is an institutional investor managing $205M across 60 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 ALLEN WEALTH are MORGAN DEMPSEY, apricus wealth, Center for Wealth Advisory, with shared positions in $C, $LMT, $PEP, $RIO, $MDT, $DUK. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$C $LMT $PEP $RIO $MDT $DUK

$233M

122 positions

#2apricus wealth, LLCPassive

Notable overlap · 8 shared positions

$KMB $SLB $C $DUK $MDT $AMGN

$210M

129 positions

#3Center for Wealth Management AdvisoryActive

Notable overlap · 5 shared positions

$BNY $LMT $MDT $PEP $DUK

$159M

62 positions

#4BCWM, LLCPassive

Notable overlap · 6 shared positions

$LMT $SWK $PEP $DUK $PFE $NOC

$342M

57 positions

#5GODSEY & GIBB, INCPassive

Notable overlap · 7 shared positions

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

$1.2B

383 positions

#6MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$PEP $MDT $BNY $LMT $AMGN $SBUX

$1.2B

106 positions

#7Rayburn West Financial Services LLCPassive

Notable overlap · 5 shared positions

$LMT $C $PEP $AMGN $PFE

$181M

81 positions

#8DMKC Advisory Services, LLCActive

Notable overlap · 7 shared positions

$LMT $KMB $PEP $MDT $C $FDX

$530M

92 positions

#9Canal Insurance COActive

Notable overlap · 6 shared positions

$LMT $DUK $RIO $EPD $PFE $NOC

$456M

76 positions

#10Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 6 shared positions

$KMB $LMT $PEP $DUK $PFE $WM

$199M

38 positions

#11Allied Investment Advisors, LLCPassive

Notable overlap · 6 shared positions

$LMT $KMB $PEP $MDT $FDX $PFE

$797M

110 positions

#12Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$BNY $LMT $DUK $AMGN $WM $SBUX

$358M

74 positions

#13Martin Capital Partners, LLCPassive

Notable overlap · 6 shared positions

$TROW $MDT $PEP $AMGN $UL $PFE

$272M

72 positions

#14Barnes Dennig Private Wealth Management LLCPassive

Notable overlap · 5 shared positions

$BNY $PEP $MDT $AMGN $SLB

$125M

365 positions

#15THORNBURG INVESTMENT MANAGEMENT INCActive

Notable overlap · 4 shared positions

$C $KMB $MDT $PFE

$10.5B

139 positions

#16Wills Financial Group LLCPassive

Notable overlap · 4 shared positions

$LMT $PEP $KMB $PFE

$275M

82 positions

#17Davis Capital ManagementPassive

Notable overlap · 6 shared positions

$BNY $RIO $MDT $LMT $AMGN $FDX

$169M

1,270 positions

#18Carolina Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$TROW $PEP $MDT $KMB $LMT $AMGN

$255M

278 positions

#19Access Investment Management LLCPassive

Notable overlap · 3 shared positions

$C $SON $LNC

$391M

144 positions

#20HAMEL ASSOCIATES, INC.Passive

Notable overlap · 7 shared positions

$BNY $LMT $DUK $AMGN $PEP $NVS

$363M

92 positions

#21Stockman Wealth Management, Inc.Passive

Notable overlap · 5 shared positions

$PEP $SLB $LMT $MDT $PFE

$968M

178 positions

#22Westchester Capital Management, Inc.Active

Notable overlap · 6 shared positions

$BNY $LMT $MDT $PFE $WM $PEP

$555M

46 positions

#23PINKERTON WEALTH, LLCActive

Notable overlap · 7 shared positions

$C $PEP $DUK $KMB $AMGN $UL

$1.2B

103 positions

#24Kinloch Capital, LLCPassive

Notable overlap · 4 shared positions

$TROW $SWK $PEP $KMB

$274M

79 positions

#25Vertrix Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$BNY $LMT $DUK $AMGN $WM $SBUX

$297M

103 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.