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Hedge Funds Similar to Michels Family Financial

13F Portfolio OverlapQ2 2026Michels Family Financial portfolio →
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Most similar hedge funds by 13F overlap

Michels Family Financial, LLC is an institutional investor managing $156M across 148 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 Michels Family Financial are 1834 INVESTMENT ADVISORS, AFFINITY INVESTMENT ADVISORS, Inlet Private Wealth, with shared positions in $CVS, $MO, $EIX, $F, $PSA, $VZ. The full ranking of 25 similar funds is below.

#11834 INVESTMENT ADVISORS COPassive
Notable overlap · 8 shared positions
$CVS$MO$EIX$F$PSA$VZ
$883M
211 positions
#2AFFINITY INVESTMENT ADVISORS, LLCPassive
Notable overlap · 7 shared positions
$TPR$CVS$MO$F$C$SPG
$197M
140 positions
#3Inlet Private Wealth, LLCPassive
Some overlap · 5 shared positions
$C$MO$CVS$BTI$BDX
$411M
133 positions
#4Palouse Capital Management, Inc.Passive
Some overlap · 6 shared positions
$C$ELV$CVS$BDX$VZ$MDT
$160M
124 positions
#5AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$MO$CVS$BTI$C$ELV$MDT
$745M
184 positions
#6Manske Wealth ManagementPassive
Some overlap · 7 shared positions
$CVS$C$BTI$VZ$EIX$F
$403M
226 positions
#7Blue Capital, Inc.Passive
Some overlap · 5 shared positions
$C$F$MO$BMY$VOD
$158M
122 positions
#8Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$MO$C$EIX$F$SPG
$334M
127 positions
#9Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$C$MO$BTI$BDX$MDT
$10.2B
208 positions
#10Adams Asset Advisors, LLCActive
Some overlap · 5 shared positions
$C$MO$BTI$VZ$BMY
$882M
88 positions
#11PZENA INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$C$CVS$PVH$BMY$MDT
$34.1B
161 positions
#12Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 5 shared positions
$C$MO$ELV$BDX$MDT
$658M
152 positions
#13Strategic Planning, Inc.
Some overlap · 4 shared positions
$F$CVS$MO$VZ
$199M
54 positions
#14Widmann Financial Services, Inc.Passive
Some overlap · 5 shared positions
$C$F$MO$CVS$VZ
$186M
123 positions
#15Principal Street Partners, LLCPassive
Some overlap · 5 shared positions
$CVS$MO$ZION$VZ$BMY
$683M
277 positions
#16Hillman Capital Management, Inc.Passive
Some overlap · 6 shared positions
$CVS$WBD$BDX$VZ$BMY$MDT
$138M
54 positions
#17Oliver Luxxe Assets LLCPassive
Some overlap · 4 shared positions
$C$CVS$SPG$PH
$680M
199 positions
#18Friedenthal FinancialPassive
Some overlap · 5 shared positions
$TPR$EIX$ELV$VZ$SLB
$217M
254 positions
#19McKinney Capital Management, LLCActive
Some overlap · 6 shared positions
$MO$F$EIX$ELV$VZ$BMY
$254M
87 positions
#20Keystone Financial Planning, Inc.Active
Some overlap · 6 shared positions
$MO$BTI$VZ$MDT$BMY$CVS
$388M
39 positions
#21EDMP, INC.Passive
Some overlap · 5 shared positions
$MO$C$ELV$VZ$BMY
$124M
70 positions
#22Avantra Family Wealth, Inc.Passive
Some overlap · 4 shared positions
$C$CVS$BTI$MDT
$157M
165 positions
#23HF Advisory Group, LLCPassive
Some overlap · 5 shared positions
$BTI$MO$VOD$ELV$VZ
$323M
168 positions
#24LifePlan Financial, LLCPassive
Some overlap · 5 shared positions
$CVS$C$VZ$MDT$SLB
$143M
89 positions
#25SECTOR GAMMA ASActive
Some overlap · 5 shared positions
$CVS$ELV$BDX$MDT$BMY
$461M
40 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.