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Hedge Funds Similar to Anchor Investment

13F Portfolio OverlapQ1 2026Anchor Investment portfolio →
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Most similar hedge funds by 13F overlap

Anchor Investment Management, LLC is an institutional investor managing $1.2B across 1,067 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 Anchor Investment are Pathway Financial Advisers, Davis, MOTCO, with shared positions in $DUK, $GLW, $UNP, $SO, $PM, $WM. The full ranking of 25 similar funds is below.

#1Pathway Financial Advisers, LLCPassive
Some overlap · 6 shared positions
$DUK$GLW$UNP$SO$PM$WM
$397M
167 positions
#2Davis Capital ManagementPassive
Some overlap · 5 shared positions
$LOW$UNP$FDX$RSG$MDT
$169M
1,270 positions
#3MOTCOPassive
Some overlap · 5 shared positions
$UNP$GLW$LOW$MCK$WM
$1.2B
840 positions
#4Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$DUK$GLW$UNP$SO$WM
$239M
126 positions
#5WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 5 shared positions
$UNP$GLW$RSG$PM$WM
$97M
110 positions
#6MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$UNP$DUK$MDT$SO$PM
$233M
122 positions
#7Colonial Trust Co / SCPassive
Some overlap · 4 shared positions
$FCNCA$UNP$DUK$WM
$790M
1,135 positions
#8LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive
Some overlap · 5 shared positions
$DUK$GLW$UNP$PM$SO
$2.5B
117 positions
#9Brentview Investment Management LLCActive
Some overlap · 5 shared positions
$LOW$UNP$MCK$PM$WM
$253M
63 positions
#10Tradewinds, LLC.Passive
Some overlap · 3 shared positions
$FCNCA$DUK$RSG
$444M
215 positions
#11First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$LOW$UNP$SO$PM$WM
$529M
75 positions
#12Belleair Asset Management, LLCActive
Some overlap · 5 shared positions
$LOW$DUK$SO$PM$WM
$119M
84 positions
#13CHEMUNG CANAL TRUST COActive
Some overlap · 5 shared positions
$GLW$DUK$UNP$SO$WM
$541M
111 positions
#14LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$DUK$GLW$MCK$SO$WM
$213M
124 positions
#15Trust Co of the SouthActive
Some overlap · 4 shared positions
$FCNCA$LOW$DUK$WM
$710M
146 positions
#16Powers Advisory Group, LLCActive
Some overlap · 5 shared positions
$GLW$DUK$SO$PM$WM
$319M
130 positions
#17Mesirow Financial Investment Management, Inc.Active
Some overlap · 4 shared positions
$LOW$UNP$GLW$FDX
$6.4B
529 positions
#18Persium Advisors, LLCSmart money
Some overlap · 4 shared positions
$LOW$UNP$DUK$MDT
$153M
69 positions
#19LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$DUK$RSG$MCK$SO$WM
$1.0B
154 positions
#20GWN SECURITIES INC.Passive
Some overlap · 5 shared positions
$DUK$RSG$MCK$SO$WM
$598M
486 positions
#21GLOBALT Investments LLC / GAActive
Some overlap · 5 shared positions
$GLW$DUK$UNP$PM$WM
$3.0B
213 positions
#22FIRST CITIZENS BANK & TRUST COActive
Some overlap · 3 shared positions
$FCNCA$DUK$UNP
$6.7B
644 positions
#23Smith Partners Wealth Management, LLCActive
Some overlap · 4 shared positions
$LOW$DUK$GLW$PM
$126M
73 positions
#24Estabrook Capital ManagementPassive
Some overlap · 4 shared positions
$UNP$GLW$DUK$MDT
$739M
344 positions
#25CORTLAND ASSOCIATES INC/MOActive
Some overlap · 3 shared positions
$FCNCA$MCK$PM
$692M
62 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.