13F Pro

Hedge Funds Similar to Armor Investment Advisors

13F Portfolio OverlapQ2 2026Armor Investment Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Armor Investment Advisors, LLC is an institutional investor managing $312M across 155 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 Armor Investment Advisors are Aull & Monroe Investment, BCR Wealth Strategies, Chronos Wealth, with shared positions in $DE, $SO, $DUK, $RY, $VZ, $NEE. The full ranking of 25 similar funds is below.

#1Aull & Monroe Investment Management CorpPassive
Notable overlap · 6 shared positions
$DE$SO$DUK$RY$VZ$NEE
$239M
126 positions
#2BCR Wealth Strategies, LLCSmart money
Notable overlap · 3 shared positions
$SO$DE$LOW
$356M
32 positions
#3Chronos Wealth Management, LLCActive
Notable overlap · 5 shared positions
$SO$ASML$DLR$KMI$PSX
$225M
38 positions
#4WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 5 shared positions
$SO$DUK$AON$LOW$PSX
$390M
103 positions
#5VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 6 shared positions
$SO$DUK$PSX$KMI$VZ$LOW
$201M
57 positions
#6Trust Co of KansasActive
Notable overlap · 3 shared positions
$DE$ASML$LOW
$195M
59 positions
#7Andrew Hill Investment Advisors, Inc.Passive
Notable overlap · 6 shared positions
$PGR$DE$ASML$RY$DUK$NEE
$135M
57 positions
#8Belleair Asset Management, LLCActive
Notable overlap · 6 shared positions
$LOW$DE$RY$DUK$SO$NEE
$119M
84 positions
#9Baugh & Associates, LLCActive
Notable overlap · 6 shared positions
$LOW$ASML$SO$VZ$NEE$PGR
$226M
42 positions
#10Eldred Rock Partners, LLCActive
Notable overlap · 4 shared positions
$DE$ASML$PSX$NVS
$465M
29 positions
#11BCWM, LLCPassive
Notable overlap · 4 shared positions
$DLR$DUK$KMI$VZ
$342M
57 positions
#12Miller Capital Partners, Inc.Active
Notable overlap · 3 shared positions
$ASML$DE$AON
$257M
258 positions
#13Measured Risk Portfolios, Inc.Active
Notable overlap · 5 shared positions
$DUK$DLR$KMI$PSX$VZ
$112M
63 positions
#14Capital Innovations LLCPassive
Notable overlap · 4 shared positions
$DLR$SO$DUK$NEE
$385M
51 positions
#15First Fiduciary Investment Counsel, Inc.Passive
Notable overlap · 5 shared positions
$LOW$SO$PSX$NEE$NVS
$529M
75 positions
#16Obermeyer Wealth PartnersActive
Some overlap · 4 shared positions
$ASML$DE$AON$LOW
$2.4B
302 positions
#17Cannon Financial Strategists, Inc.Active
Some overlap · 4 shared positions
$SO$DUK$PSX$KMI
$879M
133 positions
#18ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$ASML$DLR$AON$NVS
$713M
97 positions
#19Gleason Group, Inc.Active
Some overlap · 4 shared positions
$DE$SO$DUK$LOW
$1.1B
449 positions
#20Trinity Legacy Partners, LLCPassive
Some overlap · 6 shared positions
$SO$DE$VLO$DLR$IRM$VZ
$500M
110 positions
#21CAPITAL & PLANNING, LLC
Some overlap · 3 shared positions
$SO$DUK$LOW
$165M
172 positions
#22LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$ASML$DUK$SO
$213M
124 positions
#23Karani Asset Management LLCPassive
Some overlap · 4 shared positions
$ASML$DE$BSX$PGR
$139M
57 positions
#24BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$DE$ASML$LOW$DUK$NEE
$8.0B
1,334 positions
#25Carson Advisory Inc.Passive
Some overlap · 4 shared positions
$SO$DUK$VZ$NEE
$218M
204 positions

Compare Armor Investment Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Armor Investment Advisors’s holdings

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.