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Hedge Funds Similar to Detalus Advisors

13F Portfolio OverlapQ2 2026Detalus Advisors portfolio →
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Most similar hedge funds by 13F overlap

Detalus Advisors, LLC is an institutional investor managing $513M across 191 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 Detalus Advisors are EDGAR LOMAX, Flagstone Financial, DMKC Advisory Services, with shared positions in $USB, $PEP, $ABT, $SO, $NEE, $UNP. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$USB$PEP$ABT$SO$NEE$UNP
$1.3B
58 positions
#2Flagstone Financial ManagementSmart money
Some overlap · 5 shared positions
$USB$PEP$PM$NEE$UNP
$447M
77 positions
#3DMKC Advisory Services, LLCActive
Some overlap · 3 shared positions
$USB$PEP$ABT
$530M
92 positions
#4COERENTE CAPITAL MANAGEMENTActive
Some overlap · 3 shared positions
$USB$PEP$ABT
$543M
43 positions
#5MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$USB$PEP$NEE$ABT
$1.2B
106 positions
#6WealthTrust Asset Management, LLCActive
Some overlap · 3 shared positions
$USB$HCA$PEP
$185M
111 positions
#7Center for Wealth Management AdvisoryActive
Some overlap · 5 shared positions
$USB$PEP$ABT$ELV$UPS
$159M
62 positions
#8Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$USB$PEP$WM$NEE
$227M
73 positions
#9OneAscent Wealth Management LLCActive
Some overlap · 3 shared positions
$USB$SO$PEP
$336M
169 positions
#10RBO & CO LLCActive
Some overlap · 5 shared positions
$EFX$PEP$ABT$WM$PM
$628M
56 positions
#11ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$USB$PEP$WM$UPS
$807M
209 positions
#12Tarbox Group, Inc.Smart money
Some overlap · 3 shared positions
$USB$ABT$PEP
$698M
96 positions
#13Henderson Brothers Financial Partners, LLCActive
Some overlap · 4 shared positions
$GLDM$WM$PEP$NEE
$211M
77 positions
#14Kentucky Trust CoPassive
Some overlap · 3 shared positions
$USB$SO$AEE
$208M
316 positions
#15LOUNTZIS ASSET MANAGEMENT, LLCSmart money
Some overlap · 4 shared positions
$USB$PEP$ABT$PM
$316M
55 positions
#16Wealth Management NebraskaSmart money
Some overlap · 5 shared positions
$GLDM$SO$PM$NEE$UNP
$1.1B
106 positions
#17SCHULHOFF & CO INCPassive
Some overlap · 5 shared positions
$USB$PEP$WM$ABT$UPS
$249M
134 positions
#18Compass Wealth Management, LLC/GAActive
Some overlap · 4 shared positions
$GLDM$SO$PEP$PM
$251M
74 positions
#19FIDUCIARY ADVISORS, INC.Active
Some overlap · 4 shared positions
$USB$GLDM$AEE$ABT
$149M
155 positions
#20Fortis Advisors, LLCPassive
Some overlap · 5 shared positions
$GLDM$SO$NEE$UPS$UNP
$214M
122 positions
#21Interactive Financial AdvisorsActive
Some overlap · 3 shared positions
$USB$SO$NEE
$164M
74 positions
#22BAYBANPassive
Some overlap · 4 shared positions
$USB$PEP$PM$NEE
$130M
595 positions
#23First PREMIER BankPassive
Some overlap · 5 shared positions
$USB$PEP$SO$WM$UNP
$619M
358 positions
#24Allied Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$USB$PEP$ABT
$797M
110 positions
#25TRUST CO OF VIRGINIA /VAPassive
Some overlap · 5 shared positions
$USB$PEP$ABT$WM$PM
$1.3B
226 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.