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 Griffith & Werner

13F Portfolio OverlapQ2 2026Griffith & Werner portfolio →

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Most similar hedge funds by 13F overlap

Griffith & Werner, Inc. is an institutional investor managing $213M across 71 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 Griffith & Werner are MORGAN DEMPSEY, EDGAR LOMAX, CONTINENTAL ADVISORS, with shared positions in $C, $T, $WFC, $VZ, $DUK, $SO. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 10 shared positions

$C $T $WFC $VZ $DUK $SO

$233M

122 positions

#2EDGAR LOMAX CO/VAActive

Notable overlap · 9 shared positions

$SO $PFE $DUK $T $WFC $GILD

$1.3B

58 positions

#3CONTINENTAL ADVISORS LLCActive

Notable overlap · 5 shared positions

$TFC $C $PFE $WFC $GILD

$237M

50 positions

#4Disciplined Equity Management, Inc.Smart money

Notable overlap · 5 shared positions

$TFC $VZ $PFE $T $TXN

$226M

45 positions

#5Huber Capital Management LLCActive

Notable overlap · 6 shared positions

$C $T $PFE $TFC $CEG $PM

$679M

99 positions

#6Fee-Only Financial Planning, L.C.Smart money

Notable overlap · 4 shared positions

$TFC $SO $T $PM

$187M

45 positions

#7SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$C $T $TFC $WFC $VZ $PFE

$606M

79 positions

#8Paradigm Capital Management, LLC/NVActive

Notable overlap · 7 shared positions

$VZ $WFC $TFC $T $DUK $PFE

$116M

65 positions

#9Ranch Capital Advisors Inc.Passive

Notable overlap · 8 shared positions

$C $VZ $T $SO $DUK $GILD

$316M

157 positions

#10HF Advisory Group, LLCPassive

Notable overlap · 9 shared positions

$VZ $WFC $SO $TFC $GILD $T

$323M

168 positions

#11Mason & Associates, LLCSmart money

Notable overlap · 3 shared positions

$TFC $SO $DUK

$481M

45 positions

#12High Point Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$SO $WFC $DUK $GILD $CEG $PM

$122M

250 positions

#13Windle Wealth, LLCActive

Notable overlap · 4 shared positions

$SO $VZ $T $PEP

$249M

35 positions

#14Welch Group, LLCPassive

Notable overlap · 7 shared positions

$SO $TFC $PFE $VZ $LMT $TXN

$2.9B

326 positions

#15BCWM, LLCPassive

Notable overlap · 6 shared positions

$DUK $PFE $VZ $T $LMT $PEP

$342M

57 positions

#16FUKOKU MUTUAL LIFE INSURANCE CoActive

Notable overlap · 8 shared positions

$DUK $SO $PFE $VZ $GILD $T

$1.7B

256 positions

#17EQUITY INVESTMENT CORPActive

Notable overlap · 4 shared positions

$VZ $WFC $TFC $T

$5.2B

76 positions

#18Slocum, Gordon & Co LLPPassive

Notable overlap · 5 shared positions

$VZ $DUK $PFE $T $LMT

$151M

70 positions

#19Nexus Investment Management ULCActive

Notable overlap · 6 shared positions

$C $PFE $GILD $TXN $VZ $T

$767M

72 positions

#20Carson Advisory Inc.Passive

Notable overlap · 6 shared positions

$SO $DUK $C $VZ $T $WFC

$218M

204 positions

#21Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 6 shared positions

$VZ $PFE $SO $DUK $LMT $PEP

$199M

38 positions

#22Signature Wealth Management Group

Notable overlap · 5 shared positions

$SO $PFE $TFC $TXN $PEP

$263M

128 positions

#23Catherine Avery Investment Management LLCPassive

Notable overlap · 4 shared positions

$C $TFC $PFE $VZ

$229M

166 positions

#24THORNBURG INVESTMENT MANAGEMENT INCActive

Notable overlap · 3 shared positions

$C $T $PFE

$10.5B

139 positions

#25Landmark Wealth Management, LLCActive

Notable overlap · 7 shared positions

$C $WFC $GILD $PFE $LMT $T

$418M

151 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.