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 HF Advisory Group

13F Portfolio OverlapQ2 2026HF Advisory Group portfolio →

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Most similar hedge funds by 13F overlap

HF Advisory Group, LLC is an institutional investor managing $323M across 168 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 HF Advisory Group are EQUITY INVESTMENT, MORGAN DEMPSEY, TWIN CITY PRIVATE WEALTH, with shared positions in $VZ, $WFC, $KVUE, $SHEL, $SCHW, $TFC. The full ranking of 25 similar funds is below.

#1EQUITY INVESTMENT CORPActive

Notable overlap · 8 shared positions

$VZ $WFC $KVUE $SHEL $SCHW $TFC

$5.2B

76 positions

#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$VZ $WFC $SO $PM $PEP $TXN

$233M

122 positions

#3TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 8 shared positions

$WFC $BKNG $PM $SCHW $TFC $ELV

$143M

104 positions

#4Griffith & Werner, Inc.Passive

Notable overlap · 9 shared positions

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

$213M

71 positions

#5Coston, McIsaac & PartnersPassive

Notable overlap · 7 shared positions

$VZ $SO $PM $PEP $MO $TXN

$497M

948 positions

#6Parrish Capital LLC

Notable overlap · 8 shared positions

$VZ $SHEL $SO $GILD $PM $VOD

$112M

86 positions

#7Paradigm Capital Management, LLC/NVActive

Notable overlap · 6 shared positions

$VZ $WFC $PM $TFC $MO $T

$116M

65 positions

#8VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$TRP $PEP $VZ $MO $BTI $SHEL

$1.1B

146 positions

#9GQG Partners LLCActive

Notable overlap · 6 shared positions

$VZ $TRP $PM $BTI $MO $T

$53.8B

102 positions

#10EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$SO $SCHW $WFC $TXN $GILD $PEP

$1.3B

58 positions

#11TrueMark Investments, LLCPassive

Notable overlap · 6 shared positions

$VZ $PM $PEP $BTI $MO $TXN

$798M

187 positions

#12SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$KVUE $WFC $VZ $TFC $TXN $T

$606M

79 positions

#13Measured Risk Portfolios, Inc.Active

Notable overlap · 6 shared positions

$VZ $PM $MO $TXN $GIS $DOC

$112M

63 positions

#14Disciplined Equity Management, Inc.Smart money

Notable overlap · 6 shared positions

$VZ $BKNG $TFC $MO $T $TXN

$226M

45 positions

#15ProVise Management Group, LLCPassive

Notable overlap · 6 shared positions

$WFC $BKNG $PM $SCHW $ELV $PEP

$1.5B

282 positions

#16Mondrian Investment Partners LTDActive

Notable overlap · 6 shared positions

$SCHW $WFC $SHEL $BTI $TXN $PEP

$6.5B

111 positions

#17PCB Capital LLCPassive

Notable overlap · 6 shared positions

$VZ $SHEL $PM $WFC $PEP $T

$82M

114 positions

#18ATLANTIC FAMILY WEALTH, LLCSmart money

Notable overlap · 6 shared positions

$VZ $TRP $PEP $BTI $PM $TFC

$156M

64 positions

#19ADVOCATE GROUP LLCPassive

Notable overlap · 5 shared positions

$VZ $SO $SCHW $TXN $GIS

$665M

122 positions

#20RAHLFS CAPITAL, LLCPassive

Notable overlap · 6 shared positions

$VZ $SO $PEP $PM $TXN $MO

$136M

86 positions

#21InvesTrustPassive

Notable overlap · 5 shared positions

$WFC $PM $SHEL $VZ $PEP

$260M

95 positions

#22Windle Wealth, LLCActive

Notable overlap · 5 shared positions

$VZ $SO $PEP $MO $T

$249M

35 positions

#23Keystone Financial ServicesActive

Notable overlap · 5 shared positions

$WFC $BKNG $PM $SCHW $ELV

$388M

131 positions

#24AUXIER ASSET MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$PM $BTI $PEP $MO $BKNG $ELV

$745M

184 positions

#25Cullen Capital Management, LLCActive

Notable overlap · 6 shared positions

$PM $TFC $BTI $MO $DOC $T

$10.2B

208 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.