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Hedge Funds Similar to JEPPSON WEALTH

13F Portfolio OverlapQ3 2026JEPPSON WEALTH portfolio →
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Most similar hedge funds by 13F overlap

JEPPSON WEALTH MANAGEMENT, LLC is an institutional investor managing $350M across 244 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to JEPPSON WEALTH are Canal Insurance, BCWM, Nan Shan Life Insurance , Ltd., with shared positions in $LMT, $VZ, $FCX, $KMI, $RIO, $T. The full ranking of 25 similar funds is below.

#1Canal Insurance COActive
Some overlap · 5 shared positions
$LMT$VZ$FCX$KMI$RIO
$426M
73 positions
#2BCWM, LLCPassive
Some overlap · 5 shared positions
$LMT$T$VZ$KMI$SRE
$342M
57 positions
#3Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 6 shared positions
$DIS$VZ$QCOM$KMI$GLW$FCX
$3.2B
82 positions
#4Stack Financial Management, IncActive
Some overlap · 5 shared positions
$LMT$AEP$T$WPM$CAH
$1.3B
54 positions
#5CORRADO ADVISORS, LLCPassive
Some overlap · 6 shared positions
$DIS$T$VZ$GLW$SHOP$LMT
$217M
120 positions
#6Slocum, Gordon & Co LLPPassive
Some overlap · 5 shared positions
$AEP$T$LMT$VZ$KMI
$143M
66 positions
#7MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$LMT$T$VZ$RIO
$233M
122 positions
#8Welch Group, LLCPassive
Some overlap · 4 shared positions
$LMT$AEP$VZ$QCOM
$2.9B
326 positions
#9Bedell Frazier Investment Counselling, LLC
Some overlap · 4 shared positions
$LMT$DIS$FCX$VZ
$495M
128 positions
#10Orographic Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$AEP$DIS$T$KMI$VZ
$151M
105 positions
#11Kepler Cheuvreux (Suisse) SAPassive
Some overlap · 6 shared positions
$VZ$T$QCOM$CAH$GILD$SPG
$1.6B
184 positions
#12Minneapolis Portfolio Management Group, LLCActive
Some overlap · 4 shared positions
$LMT$QCOM$GLW$SPG
$1.1B
34 positions
#13FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 5 shared positions
$AEP$VZ$T$QCOM$GILD
$1.7B
256 positions
#14FARMERS TRUST CO
Some overlap · 5 shared positions
$VZ$T$LMT$FCX$KMI
$637M
203 positions
#15Lombard Odier Asset Management (USA) CorpPassive
Some overlap · 6 shared positions
$DIS$FCX$KMI$GILD$SPG$QCOM
$727M
142 positions
#16ISLAY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$LMT$T$CAH$OHI
$213M
97 positions
#17Granite Group Advisors, LLCActive
Some overlap · 4 shared positions
$AEP$DIS$LMT$QCOM
$158M
78 positions
#18Cornerstone Capital, Inc.Active
Some overlap · 5 shared positions
$DIS$VZ$KMI$GLW$SHOP
$1.1B
120 positions
#19BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$LMT$VZ$QCOM$KMI$GLW
$504M
136 positions
#20STRATEGY ASSET MANAGERS LLCPassive
Some overlap · 4 shared positions
$LMT$DIS$KMI$GLW
$650M
262 positions
#21RNC CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$LMT$T$GLW$GILD$SRE
$2.4B
181 positions
#22VILLERE ST DENIS J & CO LLCPassive
Some overlap · 3 shared positions
$LMT$VZ$FCX
$838M
85 positions
#23SHARPEPOINT LLCPassive
Some overlap · 4 shared positions
$LMT$T$VZ$RIO
$200M
89 positions
#24LAWOOD & COPassive
Some overlap · 5 shared positions
$AEP$VZ$QCOM$GLW$GILD
$145M
94 positions
#25WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$LMT$DIS$SRE
$2.1B
131 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.