13F Pro

Hedge Funds Similar to FLC Advisors

13F Portfolio OverlapQ2 2026FLC Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

FLC Capital Advisors is an institutional investor managing $622M across 236 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 FLC Advisors are Verity & Verity, Pathway Financial Advisers, MILLER HOWARD INVESTMENTS, with shared positions in $STT, $ENB, $NEE, $CMI, $UPS, $PFE. The full ranking of 25 similar funds is below.

#1Verity & Verity, LLCActive
Some overlap · 6 shared positions
$STT$ENB$NEE$CMI$UPS$PFE
$1.5B
139 positions
#2Pathway Financial Advisers, LLCPassive
Some overlap · 5 shared positions
$ENB$EPD$PM$CMI$KLAC
$397M
167 positions
#3MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 3 shared positions
$STT$EPD$ENB
$3.7B
159 positions
#4SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ENB$EPD$PM$UPS
$298M
133 positions
#5DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$ENB$EPD$NEE$KLAC
$517M
137 positions
#6Optimist Retirement Group LLCActive
Some overlap · 6 shared positions
$EPD$PM$KLAC$QCOM$PFE$FTNT
$259M
118 positions
#7LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 3 shared positions
$STT$ENB$QCOM
$248M
91 positions
#8Loudon Investment Management, LLCPassive
Some overlap · 5 shared positions
$EPD$ENB$NEE$CMI$QCOM
$204M
95 positions
#9ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$ENB$CMI$UPS$PFE$SCHW
$646M
122 positions
#10GLOBALT Investments LLC / GAActive
Some overlap · 4 shared positions
$STT$ENB$KLAC$PM
$2.9B
212 positions
#11HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$ENB$EPD$PM$UPS
$252M
43 positions
#12Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 5 shared positions
$ENB$NEE$CMI$QCOM$SCHW
$111M
62 positions
#1310Elms LLPActive
Some overlap · 3 shared positions
$STT$EPD$QCOM
$236M
526 positions
#14Certified Advisory CorpPassive
Some overlap · 4 shared positions
$STT$EPD$CMI$QCOM
$1.2B
327 positions
#15TOEWS CORP /ADVActive
Some overlap · 4 shared positions
$STT$PM$QCOM$SCHW
$686M
151 positions
#16TrueMark Investments, LLCPassive
Some overlap · 4 shared positions
$ENB$PM$NEE$UPS
$798M
187 positions
#17FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive
Some overlap · 4 shared positions
$STT$PM$CMI$SCHW
$8.4B
431 positions
#18COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$STT$KLAC$QCOM$SCHW
$427M
162 positions
#19Gilman Hill Asset Management, LLCPassive
Some overlap · 5 shared positions
$ENB$EPD$UPS$PFE$SCHW
$718M
222 positions
#20TECTONIC ADVISORS LLCPassive
Some overlap · 3 shared positions
$ENB$EPD$PFE
$2.2B
277 positions
#21Columbus Macro, LLCPassive
Some overlap · 4 shared positions
$ENB$CMI$KLAC$QCOM
$1.0B
208 positions
#22Royal Palms Capital LLCPassive
Some overlap · 3 shared positions
$ENB$EPD$SCHW
$113M
55 positions
#23FARMERS TRUST CO
Some overlap · 3 shared positions
$STT$PM$NEE
$637M
203 positions
#24OPAL CAPITAL LLCPassive
Some overlap · 4 shared positions
$ENB$PM$NEE$UPS
$560M
136 positions
#25Kepler Cheuvreux (Suisse) SAPassive
Some overlap · 4 shared positions
$ENB$KLAC$QCOM$PFE
$1.6B
184 positions

Compare FLC Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View FLC Advisors’s holdings

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.