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 HMV Wealth Advisors

13F Portfolio OverlapQ2 2026HMV Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

HMV Wealth Advisors, LLC is an institutional investor managing $257M across 89 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 HMV Wealth Advisors are Shoker Investment Counsel, Stokes Advisors, EDGAR LOMAX, with shared positions in $MPC, $TXN, $UNP, $LMT, $ABT, $NOC. The full ranking of 25 similar funds is below.

#1Shoker Investment Counsel, Inc.Active

Notable overlap · 4 shared positions

$MPC $TXN $UNP $LMT

$398M

113 positions

#2Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$TXN $UNP $LMT $ABT $NOC $SYK

$455M

118 positions

#3EDGAR LOMAX CO/VAActive

Some overlap · 5 shared positions

$TXN $UNP $SCHW $LMT $ABT

$1.3B

58 positions

#4Weaver C. Barksdale & Associates, Inc.Passive

Some overlap · 4 shared positions

$TXN $SCHW $MPC $LMT

$111M

62 positions

#5MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive

Some overlap · 3 shared positions

$MPC $TXN $GLW

$167M

84 positions

#6ORLEANS CAPITAL MANAGEMENT CORP/LAPassive

Some overlap · 5 shared positions

$TXN $UNP $LMT $ABT $GLW

$194M

122 positions

#7BOWEN HANES & CO INCActive

Some overlap · 4 shared positions

$TXN $UNP $SCHW $GLW

$4.1B

151 positions

#8UNITED BANKActive

Some overlap · 6 shared positions

$TXN $ABT $LMT $SYK $AWK $GLW

$853M

130 positions

#9PRING TURNER CAPITAL GROUP INCPassive

Some overlap · 3 shared positions

$SCHW $TXN $UNP

$175M

73 positions

#10BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$SCHW $TXN $UNP

$529M

72 positions

#11Kesler, Norman & Wride, LLCPassive

Some overlap · 5 shared positions

$TXN $UNP $LMT $ABT $SYK

$631M

271 positions

#12O'Domhnaill Enterprises, Inc.Passive

Some overlap · 3 shared positions

$MPC $LMT $NOC

$125M

61 positions

#13FINANCIAL ADVISORY PARTNERS, LLCActive

Some overlap · 4 shared positions

$SCHW $UNP $LMT $SYK

$377M

75 positions

#14CAPITAL CITY TRUST CO/FLPassive

Some overlap · 5 shared positions

$MPC $UNP $LMT $ROP $AEP

$484M

118 positions

#15Keyes, Stange & Wooten Wealth Management, LLCActive

Some overlap · 3 shared positions

$MPC $UNP $GLW

$251M

74 positions

#16PRENTISS SMITH & CO INCActive

Some overlap · 4 shared positions

$SCHW $UNP $ABT $SYK

$182M

67 positions

#17ROCKLAND TRUST COPassive

Some overlap · 3 shared positions

$TXN $UNP $SCHW

$2.6B

320 positions

#18North Forty Two & Co.Passive

Some overlap · 4 shared positions

$TXN $UNP $ABT $SYK

$121M

106 positions

#19NovaPoint Capital, LLCPassive

Some overlap · 4 shared positions

$TXN $UNP $ABT $GLW

$464M

162 positions

#20Neumann Capital Management, LLCActive

Some overlap · 5 shared positions

$SCHW $ROP $UNP $NOC $GLW

$391M

105 positions

#21Phoenix Wealth AdvisorsActive

Some overlap · 3 shared positions

$MPC $UNP $TXN

$297M

129 positions

#22ISLAY CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$MPC $SCHW $LMT $PLTR $SYK

$213M

97 positions

#23BRISTOL JOHN W & CO INC /NY/Active

Some overlap · 3 shared positions

$TXN $UNP $SCHW

$6.8B

62 positions

#24Aureus Asset Management, LLCPassive

Some overlap · 4 shared positions

$SCHW $TXN $ABT $AWK

$1.6B

239 positions

#25Kentucky Farm Bureau Mutual Insurance CoActive

Some overlap · 5 shared positions

$UNP $MPC $ABT $LMT $AEP

$360M

69 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.