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Hedge Funds Similar to HENGEHOLD

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

HENGEHOLD CAPITAL MANAGEMENT LLC is an institutional investor managing $1.3B across 229 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 HENGEHOLD are Avantax Planning Partners, Cassaday & Wealth, Walsh & Associates, with shared positions in $STT, $VZ, $LMT, $PEP, $MCD, $SO. The full ranking of 25 similar funds is below.

#1Avantax Planning Partners, Inc.Active
Notable overlap · 4 shared positions
$STT$VZ$LMT$PEP
$4.0B
454 positions
#2Cassaday & Co Wealth Management LLCActive
Notable overlap · 4 shared positions
$STT$MCD$PEP$LMT
$5.3B
1,313 positions
#3Walsh & Associates, LLCActive
Notable overlap · 3 shared positions
$STT$SO$PEP
$122M
245 positions
#4Portus Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$STT$LMT$PEP
$121M
50 positions
#5Econ Financial Services CorpPassive
Notable overlap · 4 shared positions
$STT$UPS$VZ$PFE
$214M
72 positions
#6Verity & Verity, LLCActive
Notable overlap · 8 shared positions
$STT$UPS$PFH$VZ$PEP$CINF
$1.5B
138 positions
#7IAG Wealth Partners, LLCActive
Notable overlap · 3 shared positions
$STT$MCD$PEP
$1.0B
508 positions
#8PROFFITT & GOODSON INCActive
Notable overlap · 4 shared positions
$STT$PEP$PFE$EMR
$728M
298 positions
#9NorthRock Partners, LLCActive
Some overlap · 3 shared positions
$STT$UPS$MCD
$6.9B
680 positions
#10CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 9 shared positions
$UPS$STT$USB$PFH$TFC$MDT
$1.5B
184 positions
#11Allied Investment Advisors, LLCPassive
Some overlap · 7 shared positions
$STT$USB$LMT$PEP$MDT$PFE
$797M
110 positions
#12GODSEY & GIBB, INCPassive
Some overlap · 6 shared positions
$STT$UPS$BLK$TFC$PEP$MDT
$1.2B
383 positions
#13MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 9 shared positions
$UPS$SO$PFH$VZ$LMT$MCD
$233M
122 positions
#14Luminist Capital LLCPassive
Some overlap · 3 shared positions
$STT$LMT$MCD
$89M
418 positions
#15Stockman Wealth Management, Inc.Passive
Some overlap · 8 shared positions
$UPS$USB$VZ$LMT$MCD$PEP
$968M
178 positions
#16DMKC Advisory Services, LLCActive
Some overlap · 7 shared positions
$STT$USB$LMT$PEP$MDT$PFE
$530M
92 positions
#17FARMERS TRUST CO
Some overlap · 6 shared positions
$STT$SO$VZ$LMT$MCD$PEP
$637M
203 positions
#18Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$STT$SO$MCD$PEP$EMR$TFC
$108M
52 positions
#19Compass Wealth Management, LLC/GAActive
Some overlap · 3 shared positions
$STT$SO$PEP
$251M
74 positions
#20Centennial Wealth Advisory LLCPassive
Some overlap · 5 shared positions
$STT$PFH$VZ$PFE$CCZ
$463M
181 positions
#21Welch Group, LLCPassive
Some overlap · 9 shared positions
$SO$VZ$TFC$LMT$MCD$PEP
$2.9B
326 positions
#22VERITY Wealth AdvisorsSmart money
Some overlap · 3 shared positions
$STT$VZ$PEP
$166M
81 positions
#23Rayburn West Financial Services LLCPassive
Some overlap · 7 shared positions
$UPS$BLK$LMT$VZ$MCD$PEP
$181M
81 positions
#24MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 6 shared positions
$STT$USB$VZ$MCD$MDT$PAA
$3.8B
152 positions
#25Center for Wealth Management AdvisoryActive
Some overlap · 7 shared positions
$UPS$USB$VZ$LMT$PEP$MDT
$159M
62 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.