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Hedge Funds Similar to Csenge Advisory Group

13F Portfolio OverlapQ2 2026Csenge Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

Csenge Advisory Group is an institutional investor managing $2.5B across 764 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 Csenge Advisory Group are First City, Smith Partners Wealth, MARINO, STRAM & ASSOCIATES, with shared positions in $MDY, $PM, $DUK, $SO, $VZ, $MO. The full ranking of 25 similar funds is below.

#1First City Capital Management, Inc.Passive
Some overlap · 7 shared positions
$MDY$PM$DUK$SO$VZ$MO
$206M
164 positions
#2Smith Partners Wealth Management, LLCActive
Some overlap · 5 shared positions
$MDY$LOW$PM$DUK$MO
$126M
73 positions
#3MARINO, STRAM & ASSOCIATES LLCActive
Some overlap · 7 shared positions
$PM$DUK$WMB$MPC$VZ$MO
$628M
202 positions
#4Shoker Investment Counsel, Inc.Active
Some overlap · 6 shared positions
$MDY$DUK$SO$MPC$MO$LMT
$398M
113 positions
#5CWS Financial Advisors, LLCActive
Some overlap · 5 shared positions
$MDY$PM$SO$MO$LMT
$451M
171 positions
#6Powers Advisory Group, LLCActive
Some overlap · 6 shared positions
$PM$DUK$SO$VZ$MO$LMT
$319M
130 positions
#7Verus Financial Partners, Inc.Smart money
Some overlap · 5 shared positions
$LOW$PM$DUK$SO$MO
$1.2B
127 positions
#8Salomon & Ludwin, LLCPassive
Some overlap · 4 shared positions
$MDY$LOW$PM$MO
$1.2B
2,116 positions
#9PRECEDENT WEALTH PARTNERS, LLCPassive
Some overlap · 5 shared positions
$MDY$DUK$VZ$MO$LMT
$601M
207 positions
#10STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 4 shared positions
$MDY$PM$DUK$VZ
$395M
283 positions
#11Measured Risk Portfolios, Inc.Active
Some overlap · 5 shared positions
$PM$MDY$DUK$VZ$MO
$112M
63 positions
#12Rather & Kittrell, Inc.Active
Some overlap · 5 shared positions
$LOW$PM$SO$VZ$MO
$716M
108 positions
#13Maxele Advisors, LLCPassive
Some overlap · 4 shared positions
$MDY$PM$LOW$MO
$143M
98 positions
#14First Bank & TrustPassive
Some overlap · 5 shared positions
$PM$DUK$SO$WMB$VZ
$680M
270 positions
#15Mayflower Financial Advisors, LLCPassive
Slight overlap · 5 shared positions
$MDY$DUK$SO$VZ$MO
$1.2B
499 positions
#16LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive
Slight overlap · 5 shared positions
$PM$DUK$SO$VZ$MO
$2.5B
117 positions
#17RAHLFS CAPITAL, LLCPassive
Slight overlap · 5 shared positions
$PM$DUK$SO$VZ$MO
$136M
86 positions
#18Wagner Wealth Management, LLCActive
Slight overlap · 5 shared positions
$PM$DUK$SO$VZ$MO
$541M
282 positions
#19Plan Group Financial, LLCPassive
Slight overlap · 5 shared positions
$PM$DUK$SO$VZ$MO
$486M
249 positions
#20TI-TRUST, INCPassive
Slight overlap · 4 shared positions
$MDY$DUK$SO$MO
$186M
132 positions
#21MBA Advisors LLCPassive
Slight overlap · 5 shared positions
$PM$DUK$MPC$VZ$MO
$297M
166 positions
#22MORTON COMMUNITY BANKPassive
Slight overlap · 5 shared positions
$PM$DUK$SO$WMB$LMT
$491M
120 positions
#23BROOKS, MOORE & ASSOCIATES, INC.Passive
Slight overlap · 5 shared positions
$LOW$DUK$SO$VZ$LMT
$223M
114 positions
#24Hayek Kallen Investment ManagementActive
Slight overlap · 5 shared positions
$PM$LOW$SO$VZ$MO
$330M
97 positions
#25MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Slight overlap · 5 shared positions
$PM$DUK$SO$VZ$LMT
$233M
122 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.