What hedge funds are most similar to Financial & Tax Architects, LLC?

The funds with the most similar 13F portfolios to Financial & Tax Architects, LLC are PENINSULA ASSET, ABSHER WEALTH, Somerset, 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 Financial & Tax Architects

13F Portfolio OverlapQ2 2026Financial & Tax Architects portfolio →

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Most similar hedge funds by 13F overlap

Financial & Tax Architects, LLC is an institutional investor managing $474M across 110 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 Financial & Tax Architects are PENINSULA ASSET, ABSHER WEALTH, Somerset, with shared positions in $EMR, $SHW, $NEE, $ADP, $LOW, $SPGI. The full ranking of 25 similar funds is below.

#1PENINSULA ASSET MANAGEMENT INCActive

Substantial overlap · 8 shared positions

$EMR $SHW $NEE $ADP $LOW $SPGI

$209M

54 positions

#2ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$EMR $ADP $ABT $MCD $PEP $LOW

$878M

73 positions

#3Somerset Trust CoPassive

Notable overlap · 9 shared positions

$NEE $LOW $GD $MCD $ADP $ABT

$354M

186 positions

#4S.E.E.D. Planning Group LLCPassive

Notable overlap · 6 shared positions

$SHW $NEE $ADP $LOW $PEP $SPGI

$379M

88 positions

#5Walsky Investment Management, Inc.Passive

Notable overlap · 9 shared positions

$MCD $SPGI $ABT $EMR $LOW $PEP

$108M

52 positions

#6SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$NEE $MCD $ADP $PEP $MDT

$205M

55 positions

#7CAMDEN NATIONAL BANKPassive

Notable overlap · 7 shared positions

$NEE $MCD $ADP $IAU $MDT $PEP

$767M

184 positions

#8Miramar Capital, LLCPassive

Notable overlap · 4 shared positions

$GD $ABT $MCD $PEP

$455M

57 positions

#9WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 6 shared positions

$ADP $NEE $MCD $ABT $PEP $SHW

$947M

155 positions

#10Coston, McIsaac & PartnersPassive

Notable overlap · 5 shared positions

$NEE $MCD $PEP $MDT $DOV

$497M

948 positions

#11MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$MDT $PEP $NEE $LOW $ADP $ABT

$1.2B

106 positions

#12Exeter Financial, LLCPassive

Notable overlap · 5 shared positions

$GD $EMR $MCD $PEP $ADP

$261M

101 positions

#13Center for Wealth Management AdvisoryActive

Notable overlap · 5 shared positions

$MDT $ADP $PEP $ABT $GD

$159M

62 positions

#14KANAWHA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$LOW $ADP $MCD $ABT $PEP $MDT

$1.5B

228 positions

#15HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 6 shared positions

$PEP $ADP $MCD $NEE $ABT $EMR

$321M

107 positions

#16Baugh & Associates, LLCActive

Notable overlap · 5 shared positions

$LOW $NEE $ABT $PEP $ASML

$226M

42 positions

#17Andrews Advisory Associates, LLCActive

Notable overlap · 7 shared positions

$LOW $ADP $MCD $NEE $IAU $PEP

$208M

86 positions

#18Tandem Investment Advisors, Inc.Passive

Notable overlap · 4 shared positions

$NEE $ABT $MCD $PEP

$1.5B

68 positions

#19BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 7 shared positions

$LOW $ABT $GD $PEP $ADP $MCD

$346M

113 positions

#20SMITH CHAS P & ASSOCIATES PA CPAS

Notable overlap · 6 shared positions

$GD $MCD $PEP $ADP $NEE $LOW

$1.8B

176 positions

#21VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$PEP $EMR $MCD $MDT $LOW $ABT

$201M

57 positions

#22MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$GD $MCD $PEP $MDT

$233M

122 positions

#23Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$MCD $SHW $NEE $PEP $ADP $ABT

$467M

118 positions

#24Signet Investment Advisory Group, Inc.Passive

Notable overlap · 5 shared positions

$NEE $PEP $MCD $IAU $MDT

$227M

73 positions

#25Bath Savings Trust CoActive

Notable overlap · 6 shared positions

$NEE $ADP $ABT $SHW $MCD $PEP

$965M

177 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.