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Hedge Funds Similar to Concord Wealth Partners

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

Concord Wealth Partners is an institutional investor managing $873M across 885 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 Wealth Partners are Concord Asset, EDGAR LOMAX, FIRST FINANCIAL BANKSHARES, with shared positions in $NEE, $LMT, $MS, $CVS, $STLD, $ETN. The full ranking of 25 similar funds is below.

#1Concord Asset Management, LLC/VAPassive
Notable overlap · 13 shared positions
$NEE$LMT$MS$CVS$STLD$ETN
$646M
126 positions
#2EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$NEE$LMT$MS$CVS$UNP$AMGN
$1.3B
58 positions
#3FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 6 shared positions
$NEE$LMT$ETN$AMGN$COP$UNP
$5.3B
210 positions
#4Signet Investment Advisory Group, Inc.Passive
Some overlap · 6 shared positions
$NEE$CVS$ETN$LMT$AMGN$COP
$227M
73 positions
#5OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 6 shared positions
$NEE$LMT$ETN$AMGN$COP$TFC
$329M
323 positions
#6BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 5 shared positions
$NEE$LMT$CVS$AMGN$KLAC
$404M
99 positions
#7Fiduciary Alliance LLCPassive
Some overlap · 5 shared positions
$NEE$MS$ETN$AMGN$COP
$1.5B
535 positions
#8WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$NEE$LMT$CVS$DIS$AMGN$ETN
$1.3B
73 positions
#9AMERICAN NATIONAL BANK & TRUSTPassive
Some overlap · 6 shared positions
$LMT$UNP$AMGN$KLAC$NEE$DIS
$1.2B
631 positions
#10Granite Group Advisors, LLCActive
Some overlap · 5 shared positions
$NEE$LMT$MS$AMGN$DIS
$169M
84 positions
#11Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$LMT$MS$ETN$UNP$AMGN
$856M
89 positions
#12Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$LMT$MS$CVS$AMGN$KLAC
$297M
103 positions
#13MORTON COMMUNITY BANKPassive
Some overlap · 5 shared positions
$CVS$NEE$ETN$LMT$COP
$491M
120 positions
#14Lipe & DaltonPassive
Some overlap · 5 shared positions
$MS$CVS$ETN$LMT$AMGN
$215M
94 positions
#15First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$NEE$LMT$UNP$AMGN$DIS
$529M
75 positions
#16Clifford Group, LLCSmart money
Some overlap · 5 shared positions
$NEE$MS$UNP$ETN$KLAC
$145M
86 positions
#17Signet Private Wealth LLCPassive
Some overlap · 5 shared positions
$MS$LMT$ETN$NEE$KLAC
$125M
127 positions
#18Union Heritage Capital, LLCPassive
Some overlap · 5 shared positions
$LMT$MS$AMGN$COP$KLAC
$295M
65 positions
#19Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$NEE$ETN$UNP$AMGN$LMT
$239M
126 positions
#20Parkside Investments, LLCActive
Some overlap · 5 shared positions
$NEE$CVS$UNP$COP$DIS
$902M
91 positions
#21CAPE COD FIVE CENTS SAVINGS BANKPassive
Some overlap · 5 shared positions
$NEE$LMT$UNP$AMGN$KLAC
$1.2B
203 positions
#22Oak Harvest Investment ServicesPassive
Some overlap · 5 shared positions
$MS$ETN$UNP$AMGN$KLAC
$1.1B
168 positions
#23Chesapeake Wealth ManagementPassive
Some overlap · 5 shared positions
$NEE$MS$UNP$KLAC$AMGN
$357M
168 positions
#24Commonwealth Retirement Investments LLCPassive
Some overlap · 5 shared positions
$LMT$MS$COP$KLAC$AMGN
$368M
417 positions
#25ALBION FINANCIAL GROUP /UTPassive
Some overlap · 5 shared positions
$LMT$MS$AMGN$UNP$DIS
$1.7B
652 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.