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 Ellsworth Advisors

13F Portfolio OverlapQ3 2026Ellsworth Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Ellsworth Advisors, LLC is an institutional investor managing $620M across 193 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Ellsworth Advisors are Slagle Financial, GODSEY & GIBB, Granite Group Advisors, with shared positions in $DELL, $MO, $USB, $PEP, $DUK, $AMGN. The full ranking of 25 similar funds is below.

#1Slagle Financial, LLCPassive

Notable overlap · 7 shared positions

$DELL $MO $USB $PEP $DUK $AMGN

$334M

127 positions

#2GODSEY & GIBB, INCPassive

Notable overlap · 7 shared positions

$ETN $PNC $AEP $AMGN $PEP $DUK

$1.2B

611 positions

#3Granite Group Advisors, LLCActive

Notable overlap · 6 shared positions

$PNC $USB $AEP $AMGN $PEP $MDT

$158M

78 positions

#4MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$PNC $USB $AEP $AMGN $PEP $MDT

$1.2B

100 positions

#5TECTONIC ADVISORS LLCPassive

Notable overlap · 6 shared positions

$EPD $MO $DELL $DUK $ED $PEP

$2.2B

277 positions

#6Argyle Capital Management, LLCPassive

Notable overlap · 6 shared positions

$DELL $PNC $AMGN $BMY $DUK $MDT

$347M

138 positions

#7Carolina Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$MO $AMGN $PEP $BMY $DRI $MDT

$263M

373 positions

#8MILESTONE ASSET MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$MO $AMGN $PEP $BMY $ANET $FTI

$631M

238 positions

#9Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$ETN $USB $AEP $AMGN $DUK $PEP

$214M

33 positions

#10Miller Financial Services LLCPassive

Notable overlap · 6 shared positions

$ETN $PEP $BMY $AEP $MO $ORI

$132M

155 positions

#11Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$PNC $USB $PEP $DUK $MDT $MO

$161M

62 positions

#12Adams Asset Advisors, LLCActive

Notable overlap · 6 shared positions

$EPD $MO $AMGN $WES $BMY $PEP

$984M

94 positions

#13Verity & Verity, LLCActive

Some overlap · 5 shared positions

$DELL $MO $AMGN $PEP $MDT

$1.5B

139 positions

#14WealthCare Asset Management, LLCActive

Some overlap · 7 shared positions

$MO $ANET $BMY $FTI $AMGN $PEP

$116M

59 positions

#15Vivid Wealth Management, LLCPassive

Some overlap · 5 shared positions

$ETN $PNC $PKG $ANET $VST

$284M

73 positions

#16EDMP, INC.Passive

Some overlap · 5 shared positions

$EPD $MO $AMGN $BMY $PEP

$130M

74 positions

#17OLD REPUBLIC INTERNATIONAL CORPActive

Some overlap · 5 shared positions

$ETN $AEP $PEP $BMY $DUK

$2.2B

70 positions

#18FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 5 shared positions

$ETN $AEP $AMGN $PEP $MDT

$5.3B

210 positions

#19ALLEN WEALTH MANAGEMENT, LLCActive

Some overlap · 6 shared positions

$PEP $PSA $DUK $MDT $EPD $AMGN

$205M

60 positions

#20Allen Mooney & Barnes Investment Advisors LLCPassive

Some overlap · 5 shared positions

$EPD $MO $AEP $PEP $MDT

$673M

158 positions

#21First Bank & TrustPassive

Some overlap · 6 shared positions

$USB $PNC $DUK $AMGN $AEP $PEP

$687M

277 positions

#22BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$ETN $PNC $ANET $PKG $VST

$436M

104 positions

#23Teamwork Financial Advisors, LLCPassive

Some overlap · 5 shared positions

$PNC $ETN $ANET $PKG $VST

$908M

182 positions

#24CONNING INC.Passive

Some overlap · 5 shared positions

$USB $PNC $AMGN $PKG $BMY

$3.3B

327 positions

#25STONEHAVEN WEALTH & TAX SOLUTIONS, LLCActive

Some overlap · 5 shared positions

$MO $ANET $DELL $BMY $FTI

$105M

83 positions

Compare Ellsworth Advisors’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 Ellsworth Advisors’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.