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Hedge Funds Similar to Investment Advisory Services

13F Portfolio OverlapQ2 2026Investment Advisory Services portfolio →
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Most similar hedge funds by 13F overlap

Capital Investment Advisory Services, LLC is an institutional investor managing $1.6B across 1,301 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 Investment Advisory Services are Beacon Financial Strategies, Mallini Complete Financial Planning, GODSEY & GIBB, with shared positions in $DOV, $DUK, $PFE, $TFC, $RY, $PDI. The full ranking of 25 similar funds is below.

#1Beacon Financial Strategies CORPActive
Some overlap · 5 shared positions
$DOV$DUK$PFE$TFC$RY
$203M
240 positions
#2Mallini Complete Financial Planning LLCSmart money
Some overlap · 4 shared positions
$DOV$DUK$RY$PDI
$143M
72 positions
#3GODSEY & GIBB, INCPassive
Some overlap · 5 shared positions
$DUK$UPS$TFC$RY$D
$1.2B
611 positions
#4BURKETT FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$DOV$DUK$LOW
$331M
376 positions
#5Carolina Wealth Management IncActive
Some overlap · 6 shared positions
$DUK$BAH$RY$PFE$UPS$LOW
$217M
114 positions
#6Sollinda Capital Management LLCActive
Some overlap · 5 shared positions
$DOV$DUK$RY$LOW$UPS
$468M
80 positions
#7Stack Financial Management, IncActive
Some overlap · 3 shared positions
$DUK$DOV$UPS
$1.3B
54 positions
#8OAK HARBOR WEALTH PARTNERS, LLCPassive
Some overlap · 5 shared positions
$DUK$PFE$UPS$TFC$RY
$268M
225 positions
#9Founders Financial Alliance, LLCPassive
Some overlap · 4 shared positions
$DUK$BAH$LOW$RY
$754M
779 positions
#10Arbor Investment Advisors, LLCActive
Some overlap · 4 shared positions
$DOV$LOW$DUK$TFC
$877M
131 positions
#11Verus Financial Partners, Inc.Smart money
Some overlap · 4 shared positions
$DOV$DUK$LOW$D
$1.2B
127 positions
#12Cullen Capital Management, LLCActive
Some overlap · 4 shared positions
$DUK$LOW$UPS$TFC
$10.2B
208 positions
#13WHITENER CAPITAL MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$DUK$LOW$TFC$RY
$501M
187 positions
#14Kentucky Trust CoPassive
Some overlap · 4 shared positions
$DUK$LOW$PFE$TFC
$200M
316 positions
#15Wilson & Boucher Capital Management, LLCPassive
Some overlap · 3 shared positions
$DOV$DUK$LOW
$170M
121 positions
#16ADVOCATE GROUP LLCPassive
Some overlap · 4 shared positions
$DUK$PFE$UPS$D
$646M
122 positions
#17CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 4 shared positions
$DUK$PFE$UPS$TFC
$3.3B
229 positions
#18Mason & Associates, LLCSmart money
Some overlap · 4 shared positions
$DUK$UPS$TFC$D
$486M
45 positions
#19Salomon & Ludwin, LLCPassive
Some overlap · 4 shared positions
$DOV$LOW$D$TFC
$1.2B
2,116 positions
#20Hardin Capital Partners, LLCActive
Some overlap · 4 shared positions
$DUK$LOW$TFC$D
$205M
147 positions
#21Trust Co of the SouthActive
Some overlap · 4 shared positions
$DUK$LOW$TFC$RY
$714M
140 positions
#22Paradigm Capital Management, LLC/NVActive
Some overlap · 4 shared positions
$DUK$PFE$TFC$D
$116M
65 positions
#23Heritage Wealth AdvisorsActive
Some overlap · 3 shared positions
$DOV$DUK$LOW
$2.9B
703 positions
#24Three Magnolias Financial Advisors, LLCActive
Some overlap · 4 shared positions
$DUK$LOW$D$PFE
$167M
106 positions
#25Belleair Asset Management, LLCActive
Some overlap · 4 shared positions
$DUK$LOW$TFC$RY
$119M
84 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.