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 OmniStar Financial Group

13F Portfolio OverlapQ2 2026OmniStar Financial Group portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

OmniStar Financial Group, Inc. is an institutional investor managing $217M across 118 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 OmniStar Financial Group are EDGAR LOMAX, Center for Wealth Advisory, ADVOCATE GROUP, with shared positions in $TGT, $DUK, $SO, $BMY, $MS, $GILD. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive

Notable overlap · 9 shared positions

$TGT $DUK $SO $BMY $MS $GILD

$1.3B

58 positions

#2Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$DUK $BNY $UPS $MS $GILD $LMT

$159M

62 positions

#3ADVOCATE GROUP LLCPassive

Notable overlap · 7 shared positions

$MS $DUK $SO $BMY $TGT $NTR

$665M

122 positions

#4CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 7 shared positions

$UPS $GLW $HPQ $BMY $TGT $DUK

$1.5B

184 positions

#5CapWealth Advisors, LLCActive

Notable overlap · 6 shared positions

$DUK $UPS $GILD $GLW $STWD $NEE

$1.5B

118 positions

#6Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$DUK $BNY $MS $LMT $HON $HONA

$358M

74 positions

#7Cullen Capital Management, LLCActive

Notable overlap · 6 shared positions

$DUK $MS $UPS $TGT $PM $NEE

$10.2B

208 positions

#8Vertrix Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$DUK $BNY $MS $LMT $HON $HONA

$297M

103 positions

#9MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$DUK $SO $UPS $LMT $PM

$233M

122 positions

#10MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$BNY $MS $TGT $LMT $AEP $NEE

$1.2B

106 positions

#11Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$DUK $UPS $GLW $LMT $AEP

$214M

33 positions

#12Harvest Investment Advisors, LLCActive

Notable overlap · 6 shared positions

$MS $TGT $BMY $GILD $LMT $UPS

$202M

58 positions

#13Nexus Investment Management ULCActive

Notable overlap · 7 shared positions

$UPS $MS $GILD $AEP $GLW $HON

$767M

72 positions

#14Mayflower Financial Advisors, LLCPassive

Notable overlap · 6 shared positions

$DUK $BMY $SO $NEE $MS $UPS

$1.2B

499 positions

#15Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 6 shared positions

$BNY $GLW $BMY $LMT $MMM $NEE

$327M

94 positions

#16VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 4 shared positions

$TGT $DUK $SO $DRI

$201M

57 positions

#17Tufton Capital ManagementPassive

Notable overlap · 7 shared positions

$GLW $TGT $LMT $PM $DUK $UPS

$596M

127 positions

#18OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 5 shared positions

$SO $DUK $UPS $BMY $AEP

$2.7B

54 positions

#19LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Notable overlap · 6 shared positions

$DUK $SO $AEP $LMT $ROK $GLW

$213M

124 positions

#20Signature Wealth Management Group

Notable overlap · 4 shared positions

$SO $TGT $BMY $UPS

$263M

128 positions

#21CONNING INC.Passive

Notable overlap · 6 shared positions

$GLW $BMY $BNY $MS $GILD $LMT

$3.3B

327 positions

#22Aull & Monroe Investment Management CorpPassive

Notable overlap · 5 shared positions

$SO $DUK $GLW $NEE $LMT

$239M

126 positions

#23LAWOOD & COPassive

Notable overlap · 7 shared positions

$GLW $MS $AEP $NEE $UPS $HON

$148M

95 positions

#24BCWM, LLCPassive

Notable overlap · 4 shared positions

$DUK $UPS $BMY $LMT

$342M

57 positions

#25Granite Group Advisors, LLCActive

Notable overlap · 7 shared positions

$MS $LMT $AEP $TGT $BNY $NEE

$169M

84 positions

Compare OmniStar Financial Group’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View OmniStar Financial Group’s holdings

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.