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Hedge Funds Similar to Concord Asset

13F Portfolio OverlapQ2 2026Concord Asset portfolio →
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Most similar hedge funds by 13F overlap

Concord Asset Management, LLC/VA is an institutional investor managing $646M across 126 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 Concord Asset are Concord Wealth Partners, EDGAR LOMAX, Signet Investment Advisory Group, with shared positions in $NEE, $LMT, $MS, $CVS, $STLD, $ETN. The full ranking of 25 similar funds is below.

#1Concord Wealth PartnersPassive
Notable overlap · 13 shared positions
$NEE$LMT$MS$CVS$STLD$ETN
$873M
885 positions
#2EDGAR LOMAX CO/VAActive
Notable overlap · 7 shared positions
$NEE$MS$CVS$LMT$UNP$COP
$1.3B
58 positions
#3Signet Investment Advisory Group, Inc.Passive
Some overlap · 6 shared positions
$NEE$CVS$ETN$COP$AMGN$LMT
$227M
73 positions
#4OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 6 shared positions
$NEE$LMT$ETN$COP$TFC$AMGN
$329M
323 positions
#5FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 6 shared positions
$NEE$LMT$ETN$COP$AMGN$UNP
$5.3B
210 positions
#6Oak Harvest Investment ServicesPassive
Some overlap · 6 shared positions
$MS$ETN$UNP$KLAC$AMGN$MRVL
$1.1B
166 positions
#7BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 5 shared positions
$NEE$LMT$CVS$KLAC$AMGN
$405M
98 positions
#8Granite Group Advisors, LLCActive
Some overlap · 5 shared positions
$NEE$MS$LMT$AMGN$DIS
$158M
78 positions
#9Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$MS$LMT$ETN$UNP$AMGN
$856M
89 positions
#10WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$NEE$LMT$CVS$DIS$AMGN$ETN
$1.3B
73 positions
#11Parkside Investments, LLCActive
Some overlap · 5 shared positions
$NEE$CVS$UNP$COP$DIS
$879M
95 positions
#12Union Heritage Capital, LLCPassive
Some overlap · 5 shared positions
$MS$LMT$COP$KLAC$AMGN
$295M
65 positions
#13Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MS$LMT$CVS$AMGN$KLAC
$292M
99 positions
#14First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$NEE$LMT$UNP$AMGN$DIS
$529M
75 positions
#15Fiduciary Alliance LLCPassive
Some overlap · 5 shared positions
$MS$NEE$COP$ETN$AMGN
$1.3B
503 positions
#16AMERICAN NATIONAL BANK & TRUSTPassive
Some overlap · 6 shared positions
$LMT$KLAC$UNP$AMGN$NEE$DIS
$1.1B
618 positions
#17Nordwand Advisors, LLCPassive
Some overlap · 5 shared positions
$MS$ETN$UNP$AMGN$MRVL
$652M
146 positions
#18FIRST NATIONAL BANK OF OMAHAPassive
Some overlap · 7 shared positions
$KLAC$NEE$MRVL$ETN$DIS$UNP
$3.5B
505 positions
#19FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 4 shared positions
$NEE$MS$LMT$UNP
$377M
75 positions
#20Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$NEE$MS$LMT$UNP
$455M
118 positions
#21Lipe & DaltonPassive
Some overlap · 5 shared positions
$MS$ETN$CVS$AMGN$LMT
$216M
94 positions
#22Chesapeake Wealth ManagementPassive
Some overlap · 5 shared positions
$NEE$MS$KLAC$UNP$AMGN
$357M
168 positions
#23WOLFF WIESE MAGANA LLCPassive
Some overlap · 5 shared positions
$MS$UNP$KLAC$AMGN$MRVL
$218M
1,038 positions
#24Commonwealth Retirement Investments LLCPassive
Some overlap · 5 shared positions
$MS$LMT$KLAC$COP$AMGN
$370M
129 positions
#25Clifford Group, LLCSmart money
Some overlap · 5 shared positions
$MS$UNP$NEE$ETN$KLAC
$145M
86 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.