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Hedge Funds Similar to Cannon Financial Strategists

13F Portfolio OverlapQ3 2026Cannon Financial Strategists portfolio →
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Most similar hedge funds by 13F overlap

Cannon Financial Strategists, Inc. is an institutional investor managing $885M across 136 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 Cannon Financial Strategists are VIRGINIA WEALTH GROUP, Aull & Monroe Investment, St. Louis, with shared positions in $SO, $DUK, $PSX, $KMI, $AMGN, $ABT. The full ranking of 25 similar funds is below.

#1VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 6 shared positions
$SO$DUK$PSX$KMI$AMGN$ABT
$203M
58 positions
#2Aull & Monroe Investment Management CorpPassive
Notable overlap · 5 shared positions
$SO$DUK$ETN$GLW$AMGN
$231M
125 positions
#3St. Louis Trust CoActive
Some overlap · 5 shared positions
$SO$DOV$TXN$ABT$DUK
$875M
125 positions
#4PINKERTON WEALTH, LLCActive
Some overlap · 6 shared positions
$PSX$SO$DUK$AMGN$TXN$ABT
$1.2B
103 positions
#5Armor Investment Advisors, LLCActive
Some overlap · 4 shared positions
$SO$DUK$PSX$KMI
$307M
152 positions
#6EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$SO$DUK$AMGN$TXN$ABT
$1.3B
58 positions
#7SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 6 shared positions
$PSX$DUK$SO$AMGN$TXN$ABT
$1.3B
97 positions
#8Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$SO$ETN$AMGN$TXN$ABT
$108M
52 positions
#9OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 4 shared positions
$SO$DUK$ETN$TXN
$2.2B
70 positions
#10Ridgeline Wealth, LLCActive
Some overlap · 3 shared positions
$SO$ETN$GLW
$176M
61 positions
#11CAPITAL & PLANNING, LLCActive
Some overlap · 3 shared positions
$SO$DUK$TXN
$194M
45 positions
#12WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$SO$DUK$PSX$AMGN
$390M
103 positions
#13OmniStar Financial Group, Inc.Passive
Some overlap · 4 shared positions
$SO$DUK$GLW$ROK
$230M
116 positions
#14Coston, McIsaac & PartnersPassive
Some overlap · 4 shared positions
$SO$DOV$TXN$GIS
$497M
948 positions
#15Carson Advisory Inc.Passive
Some overlap · 3 shared positions
$SO$DUK$ETN
$218M
204 positions
#16Oak Harvest Investment ServicesPassive
Some overlap · 5 shared positions
$DUK$ETN$KMI$AMGN$TXN
$1.1B
166 positions
#17BEACON FINANCIAL GROUPPassive
Some overlap · 6 shared positions
$ETN$KMI$TXN$DUK$PSX$AMGN
$1.1B
385 positions
#18LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$SO$DUK$ROK$GLW
$213M
124 positions
#19OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 4 shared positions
$SO$ETN$KMI$AMGN
$329M
323 positions
#20Approach Retirement Advisors, LLCActive
Some overlap · 4 shared positions
$SO$DUK$DOV$TXN
$135M
80 positions
#21Griffith & Werner, Inc.Passive
Some overlap · 3 shared positions
$SO$DUK$TXN
$213M
71 positions
#22NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$DUK$ETN$ROK$KMI$ABT
$381M
144 positions
#23RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$PSX$SO$ETN$GLW
$1.1B
90 positions
#24Front Row Advisors LLCPassive
Some overlap · 5 shared positions
$DOV$GLW$ROK$ETN$AMGN
$345M
576 positions
#25Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$ETN$DUK$AMGN$ABT$PSX
$856M
89 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.