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Hedge Funds Similar to Fiduciary Alliance

13F Portfolio OverlapQ3 2026Fiduciary Alliance portfolio →
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Most similar hedge funds by 13F overlap

Fiduciary Alliance LLC is an institutional investor managing $1.3B across 503 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 Fiduciary Alliance are EDGAR LOMAX, Concord Asset, MATRIX ASSET ADVISORS, with shared positions in $MS, $NEE, $COP, $PFE, $TXN, $AMGN. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$MS$NEE$COP$PFE$TXN$AMGN
$1.3B
58 positions
#2Concord Asset Management, LLC/VAPassive
Some overlap · 5 shared positions
$MS$NEE$COP$ETN$AMGN
$646M
126 positions
#3MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$MS$NEE$TXN$AMGN$PYPL
$1.2B
100 positions
#4Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$NEE$COP$PFE$ETN$AMGN
$227M
73 positions
#5Oak Harvest Investment ServicesPassive
Some overlap · 5 shared positions
$MS$ETN$TXN$KMI$AMGN
$1.1B
166 positions
#6Mattson Financial Services, LLCPassive
Some overlap · 6 shared positions
$MS$ETN$COP$PYPL$NEE$PWR
$478M
235 positions
#7SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$COP$PFE$TXN$KMI$AMGN
$606M
79 positions
#8Baugh & Associates, LLCActive
Some overlap · 4 shared positions
$MS$COP$NEE$PFE
$221M
41 positions
#9OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 5 shared positions
$NEE$COP$ETN$KMI$AMGN
$329M
323 positions
#10Concord Wealth PartnersPassive
Some overlap · 5 shared positions
$NEE$MS$ETN$AMGN$COP
$873M
885 positions
#11GREENWOOD CAPITAL ASSOCIATES LLCPassive
Some overlap · 5 shared positions
$NEE$TXN$ETN$MS$AMGN
$1.0B
267 positions
#12Great Hill Capital LLCSmart money
Some overlap · 7 shared positions
$PFE$VFC$PYPL$HRL$BABA$BAX
$1.6B
46 positions
#13Paladin Wealth, LLCPassive
Some overlap · 5 shared positions
$MS$ETN$COP$NEE$PWR
$185M
156 positions
#14Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$COP$ETN$PFE$AMGN$TXN
$739M
344 positions
#15Socorro Asset Management LPActive
Some overlap · 4 shared positions
$MS$NEE$PFE$TXN
$223M
33 positions
#16TORRAY LLCActive
Some overlap · 5 shared positions
$NEE$PFE$TXN$AMGN$CASY
$741M
91 positions
#17Granite Group Advisors, LLCActive
Some overlap · 4 shared positions
$MS$NEE$TXN$AMGN
$158M
78 positions
#18Nicholas Wealth, LLC.Passive
Some overlap · 5 shared positions
$MS$ETN$NEE$AMGN$HOOD
$192M
129 positions
#19Lionsbridge Wealth Management LLCActive
Some overlap · 4 shared positions
$MS$COP$ETN$PWR
$90M
63 positions
#20Slocum, Gordon & Co LLPPassive
Some overlap · 4 shared positions
$COP$NEE$PFE$KMI
$143M
66 positions
#21Union Heritage Capital, LLCPassive
Some overlap · 4 shared positions
$MS$COP$AMGN$CASY
$295M
65 positions
#22CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$NEE$TXN$KMI$PWR$RSG
$767M
184 positions
#23Gradient Investments LLCPassive
Some overlap · 5 shared positions
$MS$ETN$COP$PWR$NEE
$7.0B
457 positions
#24Principal Street Partners, LLCPassive
Some overlap · 4 shared positions
$MS$TXN$KMI$AMGN
$683M
277 positions
#25PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$COP$ETN$TXN$KMI
$175M
73 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.