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Hedge Funds Similar to Mayfair Advisory Group

13F Portfolio OverlapQ3 2026Mayfair Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

Mayfair Advisory Group, LLC is an institutional investor managing $345M across 186 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 Mayfair Advisory Group are OLD POINT & FINANCIAL SERVICES N A, Belleair Asset, Navigate Wealth, with shared positions in $SO, $PLTR, $NSC, $TFC, $PM, $BX. The full ranking of 25 similar funds is below.

#1OLD POINT TRUST & FINANCIAL SERVICES N APassive
Notable overlap · 6 shared positions
$SO$PLTR$NSC$TFC$PM$BX
$329M
323 positions
#2Belleair Asset Management, LLCActive
Some overlap · 6 shared positions
$RY$SO$PM$TFC$DUK$TRV
$119M
84 positions
#3Navigate Wealth Management, LLCActive
Some overlap · 4 shared positions
$SO$NSC$GL$MCD
$165M
81 positions
#4WEST PACES ADVISORS INC.Active
Some overlap · 5 shared positions
$NSC$SO$CSX$TRV$MCD
$586M
692 positions
#5Mallini Complete Financial Planning LLCSmart money
Some overlap · 4 shared positions
$RY$SO$DOV$DUK
$143M
72 positions
#6OAK HARBOR WEALTH PARTNERS, LLCPassive
Some overlap · 6 shared positions
$NSC$SO$TFC$MCD$RY$DUK
$268M
225 positions
#7Mason & Associates, LLCSmart money
Some overlap · 5 shared positions
$SO$CSX$TFC$MCD$DUK
$486M
45 positions
#8Fee-Only Financial Planning, L.C.Smart money
Some overlap · 4 shared positions
$SO$NSC$PM$TFC
$182M
43 positions
#9Counterweight Ventures, LLCPassive
Some overlap · 4 shared positions
$RY$CSX$PLTR$DUK
$201M
81 positions
#10Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$SO$CSX$RY$DUK
$231M
125 positions
#11Partners in Financial PlanningActive
Some overlap · 5 shared positions
$NSC$TFC$CSX$PM$MCD
$660M
131 positions
#12Beacon Financial Strategies CORPActive
Some overlap · 7 shared positions
$RY$DOV$MCD$DUK$CSX$TFC
$203M
240 positions
#13Taylor Financial Group, Inc.Active
Some overlap · 5 shared positions
$NSC$TFC$BX$PLTR$CSX
$182M
103 positions
#14Trust Co of the SouthActive
Some overlap · 4 shared positions
$RY$TFC$DUK$MCD
$714M
140 positions
#15First PREMIER BankPassive
Some overlap · 4 shared positions
$SO$CSX$MCD$DUK
$621M
388 positions
#16Coston, McIsaac & PartnersPassive
Some overlap · 4 shared positions
$SO$PM$DOV$MCD
$497M
948 positions
#17Kapstone Financial Advisors LLCActive
Some overlap · 5 shared positions
$PLTR$PM$MPC$DUK$CSX
$239M
175 positions
#18Kentucky Trust CoPassive
Some overlap · 4 shared positions
$SO$NSC$TFC$DUK
$200M
316 positions
#19Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Some overlap · 4 shared positions
$NSC$RY$DOV$DUK
$127M
65 positions
#20Old North State Trust, LLCPassive
Some overlap · 5 shared positions
$SO$RY$TFC$BX$DUK
$194M
151 positions
#21Keystone Financial Group, Inc.Active
Some overlap · 5 shared positions
$SO$UCB$TFC$TRV$NSC
$188M
117 positions
#22Gold Investment Management Ltd.Passive
Some overlap · 3 shared positions
$RY$CSX$NSC
$358M
198 positions
#23ForthRight Wealth Management, LLCActive
Some overlap · 4 shared positions
$SO$MPC$TFC$TRV
$391M
76 positions
#24CINCINNATI FINANCIAL CORPActive
Some overlap · 4 shared positions
$NSC$PM$DOV$MCD
$5.2B
56 positions
#25Bank & Trust CoPassive
Some overlap · 6 shared positions
$MPC$TFC$MCD$SO$DUK$TRV
$159M
308 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.