What hedge funds are most similar to LOCKHEED MARTIN INVESTMENT MANAGEMENT CO?

The funds with the most similar 13F portfolios to LOCKHEED MARTIN INVESTMENT MANAGEMENT CO are Carolina Wealth Advisors, TrueMark Investments, RAHLFS, based on overlapping conviction holdings in the latest SEC filings.

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 LOCKHEED MARTIN INVESTMENT

13F Portfolio OverlapQ2 2026LOCKHEED MARTIN INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO is an institutional investor managing $2.5B across 117 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 LOCKHEED MARTIN INVESTMENT are Carolina Wealth Advisors, TrueMark Investments, RAHLFS, with shared positions in $SNDK, $PEP, $MO, $TXN, $PM, $UNP. The full ranking of 25 similar funds is below.

#1Carolina Wealth Advisors, LLCPassive

Some overlap · 7 shared positions

$SNDK $PEP $MO $TXN $PM $UNP

$255M

278 positions

#2TrueMark Investments, LLCPassive

Some overlap · 8 shared positions

$PEP $MO $TXN $BTI $PM $UNP

$798M

187 positions

#3RAHLFS CAPITAL, LLCPassive

Some overlap · 8 shared positions

$DUK $PEP $TXN $PM $NEM $VZ

$136M

86 positions

#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 8 shared positions

$DUK $PEP $TXN $PM $UNP $VZ

$233M

122 positions

#5Coston, McIsaac & PartnersPassive

Some overlap · 7 shared positions

$DOV $PEP $MO $TXN $PM $VZ

$497M

948 positions

#6Raleigh Capital Management Inc.Passive

Some overlap · 8 shared positions

$BTI $PEP $NGG $PM $DUK $MO

$313M

610 positions

#7HF Advisory Group, LLCPassive

Some overlap · 7 shared positions

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

$323M

168 positions

#8ATLANTIC FAMILY WEALTH, LLCSmart money

Some overlap · 7 shared positions

$DUK $PEP $BTI $NGG $PM $VZ

$156M

64 positions

#9BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 7 shared positions

$DUK $GLW $MO $PM $DOV $VZ

$515M

142 positions

#10Pathway Financial Advisers, LLCPassive

Some overlap · 7 shared positions

$DUK $PEP $GLW $PM $UNP $VZ

$397M

167 positions

#11Roehl & Yi Investment Advisors, LLCPassive

Some overlap · 7 shared positions

$SNDK $DOV $UNP $CME $PEP $TXN

$304M

194 positions

#12OPAL CAPITAL LLCPassive

Some overlap · 7 shared positions

$PEP $BTI $MO $PM $UNP $VZ

$560M

136 positions

#13Range Financial Group LLCPassive

Some overlap · 5 shared positions

$SNDK $MO $BTI $PM $VZ

$366M

206 positions

#14First Bank & TrustPassive

Some overlap · 7 shared positions

$DUK $BTI $NGG $PM $PEP $VZ

$680M

270 positions

#15Lloyd Advisory Services, LLC.Passive

Some overlap · 7 shared positions

$DUK $MO $BTI $NGG $PM $VZ

$258M

628 positions

#16Wolff Financial Management LLCActive

Some overlap · 6 shared positions

$SNDK $MO $PEP $PM $DUK $VZ

$501M

106 positions

#17Compass Wealth Management, LLC/GAActive

Some overlap · 5 shared positions

$SNDK $PM $MO $SO $PEP

$251M

74 positions

#18Powers Advisory Group, LLCActive

Some overlap · 7 shared positions

$PEP $GLW $DUK $PM $MO $VZ

$319M

130 positions

#19Aull & Monroe Investment Management CorpPassive

Some overlap · 7 shared positions

$DUK $GLW $PEP $UNP $VZ $SO

$239M

126 positions

#20TI-TRUST, INCPassive

Some overlap · 4 shared positions

$SNDK $DUK $MO $SO

$186M

132 positions

#21St. Louis Trust CoActive

Some overlap · 6 shared positions

$DOV $PEP $TXN $SO $VZ $DUK

$875M

125 positions

#22Verus Financial Partners, Inc.Smart money

Some overlap · 6 shared positions

$DOV $MO $PM $GLW $SO $DUK

$1.2B

127 positions

#23Widmann Financial Services, Inc.Passive

Some overlap · 6 shared positions

$DUK $GLW $MO $PEP $VZ $SO

$186M

123 positions

#24ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/Active

Some overlap · 7 shared positions

$BTI $NGG $PM $PEP $DUK $VZ

$1.7B

1,629 positions

#25Shoker Investment Counsel, Inc.Active

Some overlap · 6 shared positions

$DUK $PEP $TXN $MO $UNP $SO

$398M

113 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.