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 Powers Advisory Group

13F Portfolio OverlapQ2 2026Powers Advisory Group portfolio →

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Most similar hedge funds by 13F overlap

Powers Advisory Group, LLC is an institutional investor managing $319M across 130 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 Powers Advisory Group are Patrick Mauro Investment Advisor, Welch Group, Pathway Financial Advisers, with shared positions in $LMT, $WM, $MCD, $PEP, $SO, $DUK. The full ranking of 25 similar funds is below.

#1Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 9 shared positions

$LMT $WM $MCD $PEP $SO $DUK

$199M

38 positions

#2Welch Group, LLCPassive

Notable overlap · 9 shared positions

$LMT $MCD $SO $PEP $CL $PAYX

$2.9B

326 positions

#3Pathway Financial Advisers, LLCPassive

Notable overlap · 11 shared positions

$GLW $SO $PEP $DUK $MCD $WM

$397M

167 positions

#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$LMT $MCD $SO $PEP $DUK $SBUX

$233M

122 positions

#5Rayburn West Financial Services LLCPassive

Notable overlap · 9 shared positions

$LMT $DE $PEP $TGT $MCD $SYY

$181M

81 positions

#6Aull & Monroe Investment Management CorpPassive

Notable overlap · 9 shared positions

$SO $GLW $DE $WM $DUK $PEP

$239M

126 positions

#7Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 8 shared positions

$MCD $LMT $GLW $DE $DUK $USB

$214M

33 positions

#8BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 10 shared positions

$GLW $LMT $MCD $DUK $SBUX $PM

$515M

142 positions

#9MainStreet Investment Advisors LLCActive

Notable overlap · 8 shared positions

$WM $MCD $SO $PEP $LMT $USB

$734M

166 positions

#10Shoker Investment Counsel, Inc.Active

Notable overlap · 9 shared positions

$LMT $SO $PEP $MCD $DUK $USB

$398M

113 positions

#11Coston, McIsaac & PartnersPassive

Notable overlap · 9 shared positions

$MCD $SO $PEP $SBUX $PM $PAYX

$497M

948 positions

#12Hayek Kallen Investment ManagementActive

Notable overlap · 10 shared positions

$WM $PEP $DE $MCD $SO $PM

$330M

97 positions

#13Exeter Financial, LLCPassive

Notable overlap · 8 shared positions

$MCD $WM $PEP $TGT $LMT $USB

$261M

101 positions

#14First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 6 shared positions

$LMT $WM $MCD $SO $PM $AMGN

$529M

75 positions

#15Integras Partners LLCPassive

Notable overlap · 8 shared positions

$LMT $MCD $DUK $USB $CL $SYY

$181M

100 positions

#16M3 Wealth Management, LLCActive

Notable overlap · 6 shared positions

$LMT $WM $SO $PEP $TGT $O

$154M

35 positions

#17VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 8 shared positions

$MCD $SO $PEP $TGT $DUK $O

$201M

57 positions

#18RAHLFS CAPITAL, LLCPassive

Notable overlap · 8 shared positions

$MCD $SO $PEP $DUK $TGT $PM

$136M

86 positions

#19Miramar Capital, LLCPassive

Notable overlap · 6 shared positions

$LMT $WM $MCD $PEP $PAYX $VZ

$455M

57 positions

#20EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$SO $LMT $PEP $TGT $DUK $USB

$1.3B

58 positions

#21BOSTON RESEARCH & MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$MCD $LMT $PEP $DUK $USB $CL

$453M

121 positions

#22Slagle Financial, LLCPassive

Notable overlap · 9 shared positions

$MCD $PEP $DUK $USB $SBUX $PM

$334M

127 positions

#23Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$LMT $WM $MCD $DUK $SBUX $AMGN

$358M

74 positions

#24HAMEL ASSOCIATES, INC.Passive

Notable overlap · 9 shared positions

$MCD $LMT $DUK $PEP $ED $VZ

$363M

92 positions

#25CHEMUNG CANAL TRUST COActive

Notable overlap · 8 shared positions

$GLW $PEP $WM $MCD $DUK $USB

$541M

111 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.