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Hedge Funds Similar to Buckley Wealth

13F Portfolio OverlapQ2 2026Buckley Wealth portfolio →
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Most similar hedge funds by 13F overlap

Buckley Wealth Management, LLC is an institutional investor managing $404M across 104 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 Buckley Wealth are CROBAN, Nova R Wealth, Steigerwald, Gordon & Koch, with shared positions in $AMGN, $NEE, $IDA, $LMT, $R, $TJX. The full ranking of 25 similar funds is below.

#1CROBANPassive
Some overlap · 5 shared positions
$AMGN$NEE$IDA$LMT$R
$227M
81 positions
#2Nova R Wealth, Inc.Active
Some overlap · 5 shared positions
$AMGN$NEE$TJX$TXN$ETN
$343M
86 positions
#3Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 5 shared positions
$AMGN$NEE$PFE$T$Q
$1.0B
765 positions
#4TORRAY LLCActive
Some overlap · 4 shared positions
$AMGN$NEE$PFE$TXN
$741M
91 positions
#5MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$AMGN$NEE$TXN$LMT
$1.2B
106 positions
#6Argo Wealth Advisory, LLCActive
Some overlap · 4 shared positions
$AMGN$NEE$PFE$LMT
$181M
50 positions
#7AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 6 shared positions
$NEE$AMGN$TJX$TXN$C$ETN
$1.6B
118 positions
#8Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$AMGN$NEE$PFE$C
$229M
166 positions
#9Verity & Verity, LLCActive
Some overlap · 4 shared positions
$AMGN$NEE$PFE$TXN
$1.5B
138 positions
#10HFR Wealth Management, LLCActive
Some overlap · 4 shared positions
$AMGN$NEE$TJX$ETN
$410M
53 positions
#11DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$AMGN$NEE$TJX$TXN
$517M
137 positions
#12StrongBox Wealth, LLCPassive
Some overlap · 4 shared positions
$AMGN$NEE$ETN$LMT
$351M
267 positions
#13OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 4 shared positions
$AMGN$NEE$LMT$ETN
$329M
323 positions
#14EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$NEE$AMGN$PFE$TXN$T$LMT
$1.3B
58 positions
#15Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$AMGN$NEE$PFE
$513M
70 positions
#16First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$NEE$AMGN$PFE$TXN$LMT
$529M
75 positions
#17OPUS INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$AMGN$NEE$LMT
$183M
31 positions
#18FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 5 shared positions
$AMGN$NEE$LMT$C$ETN
$5.3B
210 positions
#19SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$AMGN$MMM$PFE$TXN$T$C
$606M
79 positions
#20Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$AMGN$NEE$TJX$TXN$ETN
$710M
193 positions
#21Round Hill Asset ManagementActive
Some overlap · 5 shared positions
$AMGN$PFE$T$C$KVUE
$159M
62 positions
#22EDMP, INC.Passive
Some overlap · 4 shared positions
$AMGN$MMM$T$C
$124M
70 positions
#23Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$NEE$AMGN$TJX$TXN$ETN
$170M
61 positions
#24KFG WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$AMGN$NEE$ANET$ETN
$886M
225 positions
#25Palisade Asset Management, LLCPassive
Some overlap · 4 shared positions
$AMGN$MMM$TJX$TXN
$1.1B
204 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.