13F Pro

Hedge Funds Similar to Piedmont

13F Portfolio OverlapQ2 2026Piedmont portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Piedmont Capital Management, LLC is an institutional investor managing $198M across 58 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 Piedmont are Avantax Planning Partners, American National Bank of Texas, Econ Financial Services, with shared positions in $STT, $AMGN, $VZ, $GLDM, $NKE, $SPG. The full ranking of 25 similar funds is below.

#1Avantax Planning Partners, Inc.Active
Notable overlap · 3 shared positions
$STT$AMGN$VZ
$4.0B
454 positions
#2American National Bank of TexasActive
Notable overlap · 3 shared positions
$STT$GLDM$AMGN
$110M
56 positions
#3Econ Financial Services CorpPassive
Notable overlap · 3 shared positions
$STT$AMGN$VZ
$214M
72 positions
#4American Investment Services, Inc.Active
Notable overlap · 5 shared positions
$GLDM$VZ$AMGN$NKE$SPG
$473M
133 positions
#5Parcion Private Wealth LLCPassive
Notable overlap · 3 shared positions
$STT$GLDM$AMGN
$1.8B
529 positions
#6Aspect Partners, LLCActive
Some overlap · 3 shared positions
$STT$VZ$AMGN
$268M
679 positions
#7Verity & Verity, LLCActive
Some overlap · 3 shared positions
$STT$AMGN$VZ
$1.5B
138 positions
#8Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 3 shared positions
$STT$AMGN$GLDM
$169M
339 positions
#9Brady Martz Wealth Solutions, LLCPassive
Some overlap · 3 shared positions
$STT$AMGN$ECG
$662M
228 positions
#10Hudock, Inc.Passive
Some overlap · 3 shared positions
$STT$AMGN$VZ
$781M
217 positions
#11Buck Wealth Strategies, LLCPassive
Some overlap · 3 shared positions
$GLDM$AMGN$VZ
$956M
1,170 positions
#12Copia Wealth ManagementPassive
Some overlap · 4 shared positions
$GLDM$STT$NKE$AMGN
$166M
570 positions
#13Vickerman Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$STT$AMGN$NKE
$515M
100 positions
#14Financial Planning Hawaii, Inc.Passive
Some overlap · 3 shared positions
$GLDM$AMGN$VZ
$186M
134 positions
#15BONTEMPO OHLY CAPITAL MGMT LLCSmart money
Some overlap · 3 shared positions
$VZ$AMGN$NKE
$235M
33 positions
#16WFA of San Diego, LLCPassive
Some overlap · 3 shared positions
$GLDM$AMGN$STT
$122M
94 positions
#17Flagship Capital Management Inc.Active
Some overlap · 3 shared positions
$VZ$AMGN$NKE
$158M
50 positions
#18FARMERS TRUST CO
Some overlap · 3 shared positions
$STT$VZ$MMM
$637M
203 positions
#19SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$VZ$AMGN$MMM$NKE
$606M
79 positions
#20P.A.W. CAPITAL CORPPassive
Some overlap · 3 shared positions
$AMGN$VZ$MMM
$133M
66 positions
#21Financial Network Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$STT$GLDM$MMM$VZ
$99M
858 positions
#22CacheTech Inc.Passive
Some overlap · 3 shared positions
$STT$GLDM$SPG
$618M
169 positions
#23PINKERTON WEALTH, LLCActive
Some overlap · 3 shared positions
$VZ$AMGN$STT
$1.2B
103 positions
#24Martin Capital Partners, LLCPassive
Some overlap · 3 shared positions
$AMGN$VZ$NKE
$272M
72 positions
#25EDMP, INC.Passive
Some overlap · 3 shared positions
$AMGN$VZ$MMM
$124M
70 positions

Compare Piedmont’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 Piedmont’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.