What hedge funds are most similar to Baugh & Associates, LLC?

The funds with the most similar 13F portfolios to Baugh & Associates, LLC are Welch Group, Cullen, Loudon Investment, based on overlapping conviction holdings in the latest SEC filings.

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 Baugh & Associates

13F Portfolio OverlapQ2 2026Baugh & Associates portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Baugh & Associates, LLC is an institutional investor managing $226M across 42 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 Baugh & Associates are Welch Group, Cullen, Loudon Investment, with shared positions in $QCOM, $NEE, $TFC, $SO, $PFE, $VZ. The full ranking of 25 similar funds is below.

#1Welch Group, LLCPassive

Notable overlap · 7 shared positions

$QCOM $NEE $TFC $SO $PFE $VZ

$2.9B

326 positions

#2Cullen Capital Management, LLCActive

Notable overlap · 7 shared positions

$MS $TFC $NEE $COP $QCOM $MO

$10.2B

208 positions

#3Loudon Investment Management, LLCPassive

Notable overlap · 6 shared positions

$QCOM $LOW $TFC $NEE $O $ABT

$204M

95 positions

#4EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$NEE $PFE $SO $MS $COP $PEP

$1.3B

58 positions

#5MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$MS $QCOM $NEE $LOW $PEP $ABT

$1.2B

106 positions

#6P.A.W. CAPITAL CORPPassive

Notable overlap · 7 shared positions

$MS $VZ $ABT $ARCC $PFE $MO

$133M

66 positions

#7FUKOKU MUTUAL LIFE INSURANCE CoActive

Notable overlap · 6 shared positions

$NEE $MO $QCOM $SO $PFE $VZ

$1.7B

256 positions

#8Disciplined Equity Management, Inc.Smart money

Notable overlap · 6 shared positions

$MO $TFC $PFE $VZ $ANET $LOW

$226M

45 positions

#9Coston, McIsaac & PartnersPassive

Notable overlap · 5 shared positions

$NEE $MO $SO $VZ $PEP

$497M

948 positions

#10VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 7 shared positions

$QCOM $SO $VZ $O $PEP $LOW

$201M

57 positions

#11FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 4 shared positions

$MS $NEE $LOW $PEP

$383M

74 positions

#12Financial & Tax Architects, LLCPassive

Notable overlap · 5 shared positions

$LOW $NEE $ABT $PEP $ASML

$474M

110 positions

#13TECTONIC ADVISORS LLCActive

Notable overlap · 7 shared positions

$MO $ARCC $VZ $O $ET $PFE

$2.1B

289 positions

#14Alliance Private Wealth, LLCActive

Notable overlap · 7 shared positions

$VZ $QCOM $MS $PEP $TFC $ANET

$288M

82 positions

#15Slagle Financial, LLCPassive

Notable overlap · 6 shared positions

$LOW $MO $TFC $PEP $NEE $O

$334M

127 positions

#16LAWOOD & COPassive

Notable overlap · 6 shared positions

$QCOM $NEE $VZ $MS $TFC $COP

$148M

95 positions

#17OLD POINT TRUST & FINANCIAL SERVICES N APassive

Notable overlap · 6 shared positions

$SO $NEE $TFC $PEP $COP $VZ

$329M

323 positions

#18GW HENSSLER & ASSOCIATES LTDPassive

Notable overlap · 7 shared positions

$SO $TFC $ANET $ASML $MO $MS

$2.2B

268 positions

#19Philip James Wealth Mangement, LLCActive

Notable overlap · 6 shared positions

$QCOM $ABT $MO $PEP $PFE $COP

$888M

151 positions

#20TrueMark Investments, LLCPassive

Notable overlap · 6 shared positions

$NEE $VZ $PEP $MO $ASML $ABT

$798M

187 positions

#21BROOKS, MOORE & ASSOCIATES, INC.

Notable overlap · 8 shared positions

$ABT $PEP $SO $LOW $VZ $QCOM

$223M

114 positions

#22Brentview Investment Management LLCActive

Notable overlap · 5 shared positions

$MS $NEE $LOW $PEP $O

$253M

63 positions

#23Telos Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$QCOM $MS $ASML $PEP $NEE

$1.1B

201 positions

#24Windle Wealth, LLCActive

Notable overlap · 5 shared positions

$MO $SO $VZ $O $PEP

$249M

35 positions

#25Center for Wealth Management AdvisoryActive

Notable overlap · 5 shared positions

$MS $ABT $VZ $PEP $MO

$159M

62 positions

Compare Baugh & Associates’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 Baugh & Associates’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.