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 Community Bank & , Waco, Texas

13F Portfolio OverlapQ2 2026Community Bank & , Waco, Texas portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Community Bank & Trust, Waco, Texas is an institutional investor managing $555M across 168 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 Community Bank & , Waco, Texas are First Fiduciary Investment Counsel, MORGAN DEMPSEY, Shoker Investment Counsel, with shared positions in $LMT, $BX, $MCD, $SO, $UNP, $PSX. The full ranking of 25 similar funds is below.

#1First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 8 shared positions

$LMT $BX $MCD $SO $UNP $PSX

$529M

75 positions

#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$LMT $GD $MCD $SO $UNP $PEP

$233M

122 positions

#3Shoker Investment Counsel, Inc.Active

Notable overlap · 7 shared positions

$LMT $GD $SO $UNP $MCD $PEP

$398M

113 positions

#4SMITH CHAS P & ASSOCIATES PA CPAS

Some overlap · 8 shared positions

$LMT $GD $MCD $UNP $PEP $AMGN

$1.8B

176 positions

#5Beaumont Asset Management, L.L.C.Smart money

Some overlap · 6 shared positions

$LMT $GD $BX $MCD $SO $AMGN

$257M

79 positions

#6Westchester Capital Management, Inc.Active

Some overlap · 6 shared positions

$VLO $LMT $MCD $MCHP $PEP $LOW

$555M

46 positions

#7MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Some overlap · 6 shared positions

$STX $VLO $GD $PSX $MCD $AMGN

$272M

149 positions

#8VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 7 shared positions

$BX $MCD $SO $PSX $PEP $AMGN

$201M

57 positions

#9Ark Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$VLO $LMT $MCD $PEP $LOW

$113M

87 positions

#10CONNING INC.Passive

Some overlap · 6 shared positions

$GD $LMT $VLO $MCD $UNP $AMGN

$3.3B

327 positions

#11WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 7 shared positions

$MCD $SO $PSX $PEP $GD $LOW

$390M

103 positions

#12Rayburn West Financial Services LLCPassive

Some overlap · 6 shared positions

$LMT $GD $MCD $PEP $MO $AMGN

$181M

81 positions

#13Richwood Investment Advisors, LLCActive

Some overlap · 6 shared positions

$LMT $MCD $GD $PEP $LOW $AMGN

$142M

106 positions

#14EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$GD $LMT $SO $UNP $PEP $AMGN

$1.3B

58 positions

#15M3 Wealth Management, LLCActive

Some overlap · 4 shared positions

$VLO $LMT $SO $PEP

$154M

35 positions

#16FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 6 shared positions

$BX $LMT $MCD $PEP $UNP $AMGN

$5.3B

210 positions

#17Miramar Capital, LLCPassive

Some overlap · 5 shared positions

$LMT $GD $MCD $UNP $PEP

$455M

57 positions

#18Flavin Financial Services, Inc.Passive

Some overlap · 6 shared positions

$LMT $MCD $PSX $PEP $LOW $AMGN

$175M

81 positions

#19Powers Advisory Group, LLCActive

Some overlap · 6 shared positions

$LMT $MCD $SO $PEP $MO $AMGN

$319M

130 positions

#20Stablepoint Partners, LLCPassive

Some overlap · 6 shared positions

$STX $LMT $MCD $PSX $PEP $AMGN

$723M

260 positions

#21Visionary Wealth AdvisorsPassive

Some overlap · 7 shared positions

$SO $PSX $LMT $MO $MCD $PEP

$2.5B

666 positions

#22Exeter Financial, LLCPassive

Some overlap · 6 shared positions

$GD $MCD $LMT $PSX $PEP $AMGN

$261M

101 positions

#23S.E.E.D. Planning Group LLCPassive

Some overlap · 4 shared positions

$VLO $LMT $PEP $LOW

$379M

88 positions

#24Weaver C. Barksdale & Associates, Inc.Passive

Some overlap · 6 shared positions

$LMT $GD $PSX $PFH $ELV $AMGN

$111M

62 positions

#25FIRST UNITED BANK & TRUSTPassive

Some overlap · 7 shared positions

$MCD $VLO $SO $LOW $AMGN $PEP

$348M

420 positions

Compare Community Bank & , Waco, Texas’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 Community Bank & , Waco, Texas’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.