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Hedge Funds Similar to ARMSTRONG ADVISORY GROUP

13F Portfolio OverlapQ3 2026ARMSTRONG ADVISORY GROUP portfolio →
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Most similar hedge funds by 13F overlap

ARMSTRONG ADVISORY GROUP, INC is an institutional investor managing $1.7B across 1,040 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 ARMSTRONG ADVISORY GROUP are J. Team Financial, First National Bank of Mount Dora, Investment Services, WEYBOSSET RESEARCH, with shared positions in $STT, $DE, $WM, $TER, $TJX, $UPS. The full ranking of 25 similar funds is below.

#1J. Team Financial, Inc.Passive
Some overlap · 4 shared positions
$STT$DE$WM$TER
$103M
102 positions
#2First National Bank of Mount Dora, Trust Investment ServicesPassive
Some overlap · 4 shared positions
$DE$TJX$UPS$WM
$503M
128 positions
#3WEYBOSSET RESEARCH & MANAGEMENT LLCActive
Some overlap · 3 shared positions
$DE$TJX$CPRT
$347M
32 positions
#4Eukles Asset ManagementPassive
Some overlap · 3 shared positions
$STT$TJX$DE
$242M
228 positions
#5GLOBALT Investments LLC / GAActive
Some overlap · 4 shared positions
$STT$TJX$WM$ADI
$3.0B
213 positions
#6BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$DE$TJX$WM$ADI
$8.0B
1,334 positions
#7Avantax Planning Partners, Inc.Active
Some overlap · 3 shared positions
$STT$DE$VZ
$4.0B
454 positions
#8Trinity Legacy Partners, LLCPassive
Some overlap · 4 shared positions
$TJX$DE$WM$VZ
$500M
110 positions
#9Hamilton Point Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$DE$TJX$WM
$710M
193 positions
#10TLW Wealth Management, LLCActive
Some overlap · 3 shared positions
$DE$TJX$WM
$177M
20 positions
#11Koshinski Asset Management, Inc.Passive
Some overlap · 4 shared positions
$DE$STT$UPS$VZ
$1.9B
767 positions
#12Midwest Capital Advisors, LLCActive
Some overlap · 5 shared positions
$STT$WM$TJX$DE$AEP
$246M
210 positions
#13East Coast Asset Management, LLC.Active
Some overlap · 3 shared positions
$DE$TJX$WM
$624M
81 positions
#14Wilkinson Global Asset Management LLCActive
Some overlap · 3 shared positions
$DE$TJX$ADI
$1.3B
62 positions
#15SACKS & ASSOCIATES, LLCPassive
Some overlap · 3 shared positions
$STT$DE$WM
$143M
79 positions
#16Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$STT$UPS$VZ
$239M
85 positions
#17HENGEHOLD CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$STT$UPS$VZ
$1.3B
231 positions
#18Verity & Verity, LLCActive
Some overlap · 3 shared positions
$STT$UPS$VZ
$1.5B
139 positions
#19Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$STT$UPS$DE
$166M
570 positions
#20MontVue Capital Management, Inc.Active
Some overlap · 3 shared positions
$STT$TJX$VZ
$171M
73 positions
#21Eliot Finkel Investment Counsel, LLCActive
Some overlap · 4 shared positions
$DE$UPS$AEP$ADI
$214M
33 positions
#22FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive
Some overlap · 4 shared positions
$STT$TJX$AEP$ADI
$8.4B
431 positions
#23Pine Haven Investment Counsel, IncPassive
Some overlap · 3 shared positions
$DE$TJX$STT
$149M
116 positions
#24May Barnhard Investments LLCActive
Some overlap · 3 shared positions
$STT$TJX$CPRT
$243M
87 positions
#25GODSEY & GIBB, INCPassive
Some overlap · 3 shared positions
$STT$UPS$AEP
$1.2B
611 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.