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Hedge Funds Similar to LEAVELL INVESTMENT

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

LEAVELL INVESTMENT MANAGEMENT, INC. is an institutional investor managing $2.7B across 633 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 LEAVELL INVESTMENT are Discipline Wealth Solutions, Valued Retirements, VIRGINIA WEALTH GROUP, with shared positions in $IAU, $PHYS, $DOV, $PSLV, $SO, $BX. The full ranking of 25 similar funds is below.

#1Discipline Wealth Solutions, LLCActive
Some overlap · 4 shared positions
$IAU$PHYS$DOV$PSLV
$1.1B
197 positions
#2Valued Retirements, Inc.Passive
Some overlap · 4 shared positions
$IAU$PHYS$SO$BX
$111M
101 positions
#3VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$SO$BX$MAA$AFL$MCD
$201M
57 positions
#4Mayfair Advisory Group, LLCPassive
Some overlap · 5 shared positions
$SO$DOV$BX$GL$MCD
$332M
185 positions
#5Biltmore Family Office, LLCActive
Some overlap · 4 shared positions
$IAU$PHYS$AFL$SO
$761M
333 positions
#6Parkside Investments, LLCActive
Some overlap · 3 shared positions
$IAU$SO$BX
$902M
91 positions
#7REBALANCE, LLCSmart money
Some overlap · 3 shared positions
$IAU$PHYS$DOV
$1.9B
103 positions
#8MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$IAU$PHYS$DOV
$162M
106 positions
#9OneDigital Investment Advisors LLCPassive
Some overlap · 4 shared positions
$IAU$DOV$MCD$SO
$11.8B
1,573 positions
#10Arkos Global AdvisorsActive
Some overlap · 4 shared positions
$IAU$PHYS$PSLV$SO
$844M
124 positions
#11BEAM WEALTH ADVISORS, INC.Active
Some overlap · 3 shared positions
$IAU$PHYS$PSLV
$453M
117 positions
#12Grand Central Investment GroupPassive
Some overlap · 3 shared positions
$IAU$PHYS$PSLV
$120M
40 positions
#13Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$IAU$PHYS$PSLV
$240M
74 positions
#14New Harbor Financial Group, LLCActive
Some overlap · 3 shared positions
$IAU$PHYS$PSLV
$633M
68 positions
#15J2 Capital Management IncActive
Some overlap · 3 shared positions
$IAU$PHYS$AFL
$149M
123 positions
#16Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$IAU$DOV$SO$MCD
$212M
171 positions
#17Proactive Wealth Strategies LLCPassive
Some overlap · 4 shared positions
$PHYS$BX$PSLV$VMC
$623M
222 positions
#18Smith Thornton Advisors LLCPassive
Some overlap · 3 shared positions
$IAU$SO$GL
$227M
140 positions
#19CENTRAL TRUST CoPassive
Some overlap · 3 shared positions
$IAU$PHYS$MCD
$5.5B
1,568 positions
#20Andrews Advisory Associates, LLCActive
Some overlap · 4 shared positions
$IAU$DOV$MCD$AFL
$208M
86 positions
#21Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$IAU$DOV$SO
$1.2B
127 positions
#22JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$SO$BX$VMC$MCD
$990M
224 positions
#23Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$PHYS$DOV$AFL$MCD
$277M
87 positions
#24Montis Financial, LLCActive
Some overlap · 3 shared positions
$IAU$PHYS$DOV
$489M
152 positions
#25PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Some overlap · 3 shared positions
$IAU$DOV$VMC
$2.8B
186 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.