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Hedge Funds Similar to Fiduciary Group

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

Fiduciary Group, LLC is an institutional investor managing $1.3B across 305 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 Fiduciary Group are Minot DeBlois Advisors, Ironvine Partners, Perennial Advisors, with shared positions in $UNP, $ASML, $PEP, $DIS, $AXP, $BX. The full ranking of 25 similar funds is below.

#1Minot DeBlois Advisors LLCPassive
Some overlap · 8 shared positions
$UNP$ASML$PEP$DIS$AXP$BX
$116M
240 positions
#2Ironvine Capital Partners, LLCActive
Some overlap · 6 shared positions
$MCO$UNP$ASML$AON$APH$DIS
$1.1B
57 positions
#3Perennial Advisors, LLCPassive
Some overlap · 7 shared positions
$UNP$AMGN$DIS$ASML$AXP$APH
$669M
137 positions
#4First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$UNP$AMGN$SO$DIS$MAR$BX
$529M
75 positions
#5VAN STRUM & TOWNE INC.Passive
Some overlap · 6 shared positions
$AMGN$MCO$PEP$DIS$AXP$MAR
$367M
111 positions
#6Lincoln Capital LLCActive
Some overlap · 8 shared positions
$DIS$UNP$MCO$AXP$MAR$SBUX
$570M
138 positions
#7ALBION FINANCIAL GROUP /UTPassive
Some overlap · 7 shared positions
$PEP$DIS$AMGN$UNP$APH$SO
$1.8B
792 positions
#8Martin Capital Partners, LLCPassive
Some overlap · 5 shared positions
$UNP$AMGN$ASML$PEP$VZ
$279M
73 positions
#9BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 5 shared positions
$UNP$MCO$ISRG$AON$SBUX
$6.8B
62 positions
#10Sunburst Financial Group, LLCActive
Some overlap · 7 shared positions
$SO$AXP$AMGN$PEP$APH$UNP
$631M
136 positions
#11EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$UNP$AMGN$PEP$SO$SBUX
$1.3B
58 positions
#12FOUNDERS CAPITAL MANAGEMENT, LLCSmart money
Some overlap · 5 shared positions
$UNP$PEP$AMGN$DIS$AXP
$684M
81 positions
#13ARMSTRONG HENRY H ASSOCIATES INCSmart money
Some overlap · 5 shared positions
$MCO$UNP$ASML$PEP$DIS
$1.1B
61 positions
#14UNIO CAPITAL LLCActive
Some overlap · 4 shared positions
$MCO$ASML$ISRG$AXP
$526M
19 positions
#15OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 6 shared positions
$AMGN$PEP$SO$MAR$BX$VZ
$329M
323 positions
#16KLINGENSTEIN FIELDS & CO LPActive
Some overlap · 5 shared positions
$UNP$PEP$ISRG$DIS$SBUX
$2.9B
195 positions
#17BOWEN HANES & CO INCActive
Some overlap · 5 shared positions
$UNP$ASML$ISRG$AXP$BX
$4.1B
151 positions
#18DF DENT & CO INCPassive
Some overlap · 4 shared positions
$MCO$ASML$ISRG$APH
$5.3B
271 positions
#19JACOBS & CO/CAPassive
Some overlap · 5 shared positions
$UNP$AMGN$PEP$AXP$SBUX
$1.2B
132 positions
#20Marietta Wealth Management, LLCActive
Some overlap · 6 shared positions
$ASML$PEP$SO$MAR$BX$SBUX
$945M
128 positions
#21Destination Wealth ManagementPassive
Some overlap · 6 shared positions
$ASML$DIS$ISRG$AXP$BX$VZ
$4.3B
344 positions
#22BUCKHEAD CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$PEP$SO$AON$AXP$APH$VZ
$292M
149 positions
#23Columbia Asset ManagementActive
Some overlap · 6 shared positions
$AMGN$UNP$PEP$AXP$VZ$SBUX
$576M
168 positions
#24GHE, LLCSmart money
Some overlap · 5 shared positions
$MCO$AXP$MAR$SBUX$PEP
$265M
57 positions
#25Bull Street Advisors, LLCPassive
Some overlap · 5 shared positions
$AMGN$PEP$DIS$UNP$AXP
$221M
92 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.