What hedge funds are most similar to BENEDICT FINANCIAL ADVISORS INC?

The funds with the most similar 13F portfolios to BENEDICT FINANCIAL ADVISORS INC are VIRGINIA WEALTH GROUP, GQG Partners, Tufton, 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 BENEDICT FINANCIAL ADVISORS

13F Portfolio OverlapQ2 2026BENEDICT FINANCIAL ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

BENEDICT FINANCIAL ADVISORS INC is an institutional investor managing $515M across 142 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 BENEDICT FINANCIAL ADVISORS are VIRGINIA WEALTH GROUP, GQG Partners, Tufton, with shared positions in $AMGN, $CB, $QCOM, $VZ, $DUK, $MDT. The full ranking of 25 similar funds is below.

#1VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 10 shared positions

$AMGN $CB $QCOM $VZ $DUK $MDT

$201M

57 positions

#2GQG Partners LLCActive

Notable overlap · 7 shared positions

$MO $PM $CB $VZ $TRV $DUK

$53.8B

102 positions

#3Tufton Capital ManagementPassive

Notable overlap · 8 shared positions

$GLW $CB $QCOM $LMT $PM $EMR

$596M

127 positions

#4Paradigm Capital Management, LLC/NVActive

Notable overlap · 7 shared positions

$MO $AMGN $PM $VZ $DUK $MCD

$116M

65 positions

#5Empire Financial Management Company, LLCPassive

Notable overlap · 8 shared positions

$TRV $AMGN $CB $QCOM $DUK $HSY

$253M

139 positions

#6Coston, McIsaac & PartnersPassive

Notable overlap · 8 shared positions

$MO $PM $VZ $MDT $MCD $HSY

$497M

948 positions

#7Measured Risk Portfolios, Inc.Active

Notable overlap · 7 shared positions

$MO $PM $VZ $QCOM $CME $DUK

$112M

63 positions

#8Carolina Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$MO $PM $AMGN $VZ $LMT $MDT

$255M

278 positions

#9Keystone Financial Planning, Inc.Smart money

Notable overlap · 8 shared positions

$MO $PM $VZ $CME $MDT $MCD

$388M

39 positions

#10MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$PM $VZ $CME $LMT $DUK $MDT

$233M

122 positions

#11Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$GLW $AMGN $LMT $DUK $MCD $HSY

$214M

33 positions

#12CHEMUNG CANAL TRUST COActive

Notable overlap · 7 shared positions

$GLW $TRV $MCD $AXP $EMR $DUK

$541M

111 positions

#13Cullen Capital Management, LLCActive

Notable overlap · 7 shared positions

$PM $MO $CB $QCOM $TRV $DUK

$10.2B

208 positions

#14UNITED BANKActive

Notable overlap · 7 shared positions

$GLW $AMGN $MCD $HSY $LMT $CME

$853M

130 positions

#15Holland Advisory Services, Inc.Active

Notable overlap · 5 shared positions

$MO $PM $AMGN $TRV $MCD

$91M

49 positions

#16AUXIER ASSET MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$GLW $PM $TRV $MO $MDT

$745M

184 positions

#17PARK CIRCLE CoActive

Notable overlap · 5 shared positions

$MO $PM $TRV $VZ $SBUX

$117M

53 positions

#18CORDA Investment Management, LLC.Active

Notable overlap · 6 shared positions

$GLW $VZ $CME $MDT $MCD $HSY

$1.6B

85 positions

#19HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 6 shared positions

$MO $PM $CB $MCD $AXP $HSY

$252M

43 positions

#20Vertrix Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$AMGN $LMT $DUK $MCD $AXP $EMR

$297M

103 positions

#21HAMEL ASSOCIATES, INC.Passive

Notable overlap · 8 shared positions

$AMGN $CB $LMT $DUK $MCD $HSY

$363M

92 positions

#22Aull & Monroe Investment Management CorpPassive

Notable overlap · 7 shared positions

$GLW $AMGN $CME $DUK $VZ $EMR

$239M

126 positions

#23Hudson Value Partners, LLCPassive

Notable overlap · 5 shared positions

$GLW $AMGN $QCOM $MCD $CRWD

$399M

113 positions

#24Alley Investment Management Company, LLCActive

Notable overlap · 7 shared positions

$PM $CME $LMT $DUK $AMGN $HSY

$856M

89 positions

#25LONDON CO OF VIRGINIAActive

Notable overlap · 5 shared positions

$GLW $PM $CB $MO $SBUX

$17.5B

169 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.