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Hedge Funds Similar to Finivi

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

Finivi Inc. is an institutional investor managing $195M across 111 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 Finivi are FARMERS, MORGAN DEMPSEY, Slagle Financial, with shared positions in $MCD, $NEE, $PM, $C, $T, $KR. The full ranking of 25 similar funds is below.

#1FARMERS TRUST CO
Notable overlap · 7 shared positions
$MCD$NEE$PM$C$T$KR
$637M
203 positions
#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$C$PM$MCD$T$UNP
$233M
122 positions
#3Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$PM$C$MCD$NEE$SPG
$334M
127 positions
#4Widmann Financial Services, Inc.Passive
Some overlap · 5 shared positions
$C$MCD$GLW$T$B
$186M
123 positions
#5Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$VRT$NEE$PM$MCD
$513M
70 positions
#6Cullen Capital Management, LLCActive
Some overlap · 4 shared positions
$C$NEE$PM$T
$10.2B
208 positions
#7Annex Advisory Services, LLCActive
Some overlap · 5 shared positions
$NEE$PM$VRT$ORLY$DE
$5.9B
356 positions
#8HARTLINE INVESTMENT CORP/Active
Some overlap · 5 shared positions
$VRT$C$GLW$NEE$UNP
$1.1B
115 positions
#9SWP Investment Management LLCPassive
Some overlap · 4 shared positions
$C$NEE$PM$UNP
$145M
43 positions
#10FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 4 shared positions
$C$NEE$MCD$UNP
$5.3B
210 positions
#11Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$C$VRT$GLW$HOOD
$115M
89 positions
#12WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 4 shared positions
$C$VRT$T$DE
$245M
149 positions
#13KDT Advisors, LLCPassive
Some overlap · 5 shared positions
$PM$GLW$MCD$NEE$UNP
$72M
73 positions
#14Parkside Investments, LLCActive
Some overlap · 4 shared positions
$C$NEE$GLW$UNP
$902M
91 positions
#15Wheelhouse Advisory Group LLCActive
Some overlap · 5 shared positions
$PM$T$NEE$MCD$DE
$354M
55 positions
#16Generation Capital Management LLCPassive
Some overlap · 5 shared positions
$C$GLW$MCD$UNP$PM
$163M
83 positions
#17LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 5 shared positions
$NEE$GLW$MCD$UNP$VRT
$152M
84 positions
#18First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$NEE$PM$MCD$UNP
$529M
75 positions
#19AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$PM$KR$GLW$C
$745M
184 positions
#20STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 4 shared positions
$C$PM$MDY$UNP
$395M
283 positions
#21Yoffe Investment Management, LLCPassive
Some overlap · 5 shared positions
$PM$MCD$SPG$UNP$C
$87M
113 positions
#22Foundations Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$C$VRT$HOOD$PM
$9.7B
1,202 positions
#23Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$NEE$GLW$UNP$T$DE
$239M
126 positions
#24InTrack Investment Management IncPassive
Some overlap · 4 shared positions
$C$NEE$MCD$SPG
$202M
110 positions
#25FLOYD FINANCIAL GROUP LLCActive
Some overlap · 5 shared positions
$VRT$ORLY$HOOD$DE$MCD
$153M
65 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.