What hedge funds are most similar to Empire Financial Management Company, LLC?

The funds with the most similar 13F portfolios to Empire Financial Management Company, LLC are BENEDICT FINANCIAL ADVISORS, VIRGINIA WEALTH GROUP, Cullen, based on overlapping conviction holdings in the latest SEC filings.

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 Empire Financial Company

13F Portfolio OverlapQ2 2026Empire Financial Company portfolio →

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Most similar hedge funds by 13F overlap

Empire Financial Management Company, LLC is an institutional investor managing $253M across 139 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 Empire Financial Company are BENEDICT FINANCIAL ADVISORS, VIRGINIA WEALTH GROUP, Cullen, with shared positions in $TRV, $AMGN, $CB, $QCOM, $DUK, $HSY. The full ranking of 25 similar funds is below.

#1BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 8 shared positions

$TRV $AMGN $CB $QCOM $DUK $HSY

$504M

136 positions

#2VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 7 shared positions

$AMGN $DUK $HSY $QCOM $CB $EMR

$203M

58 positions

#3Cullen Capital Management, LLCActive

Notable overlap · 7 shared positions

$DUK $CB $QCOM $NVS $TRV $COP

$10.2B

208 positions

#4Elevate Capital Advisors, LLCPassive

Notable overlap · 5 shared positions

$PHYS $TRV $HSY $CB $WRB

$182M

77 positions

#5HAMEL ASSOCIATES, INC.Passive

Notable overlap · 6 shared positions

$AMGN $CB $NVS $HSY $DUK $COP

$363M

92 positions

#6Somerset Trust CoPassive

Notable overlap · 6 shared positions

$AMGN $NSC $CB $EMR $PAYX $MDT

$354M

186 positions

#7MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 6 shared positions

$TRV $NSC $QCOM $EMR $AMGN $NVS

$273M

250 positions

#8Argyle Capital Management, LLCPassive

Notable overlap · 7 shared positions

$AMGN $EMR $DUK $COP $PAYX $CB

$347M

138 positions

#9Tufton Capital ManagementPassive

Notable overlap · 6 shared positions

$NSC $QCOM $CB $EMR $DUK $MDT

$583M

131 positions

#10Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$AMGN $DUK $NSC $HSY

$214M

33 positions

#11apricus wealth, LLCPassive

Notable overlap · 5 shared positions

$AMGN $CB $NVS $DUK $MDT

$222M

128 positions

#12GODSEY & GIBB, INCPassive

Notable overlap · 5 shared positions

$AMGN $DUK $NVS $PAYX $MDT

$1.2B

611 positions

#13Talbot Financial, LLCActive

Some overlap · 6 shared positions

$CB $AMGN $NOC $TRV $EMR $MDT

$1.4B

67 positions

#14BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 5 shared positions

$NSC $QCOM $CB $EMR $HSY

$2.5B

270 positions

#15William B. Walkup & Associates, Inc.Passive

Some overlap · 6 shared positions

$TRV $NOC $AZO $COP $QCOM $EMR

$208M

258 positions

#16Sawyer & Company, IncPassive

Some overlap · 6 shared positions

$AMGN $TRV $PAYX $EMR $QCOM $COP

$298M

199 positions

#17Advanced Asset Management Advisors IncActive

Some overlap · 5 shared positions

$AMGN $QCOM $NSC $EMR $DUK

$387M

88 positions

#18Stegent Equity Advisors, Inc.Passive

Some overlap · 6 shared positions

$HSY $NOC $COP $TRV $WRB $NVS

$126M

93 positions

#19Estabrook Capital ManagementPassive

Some overlap · 7 shared positions

$CB $COP $DUK $MDT $AMGN $NSC

$739M

344 positions

#20DELTA CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$QCOM $CB $NSC $AMGN $MDT

$206M

105 positions

#21Murphy Pohlad Asset Management LLCPassive

Some overlap · 5 shared positions

$TRV $EMR $COP $NSC $MDT

$288M

140 positions

#22GREATMARK INVESTMENT PARTNERS, INC.Active

Some overlap · 4 shared positions

$AMGN $TRV $QCOM $EMR

$906M

153 positions

#23Blake Schutter Theil Wealth Advisors, LLCActive

Some overlap · 5 shared positions

$DUK $CB $TRV $NVS $MDT

$148M

110 positions

#24Telos Capital Management, Inc.Passive

Some overlap · 5 shared positions

$TRV $QCOM $NOC $AMGN $J

$1.1B

201 positions

#25Concorde Financial CorpActive

Some overlap · 4 shared positions

$ET $HSY $CB $NOC

$124M

26 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.