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Hedge Funds Similar to Ranch Advisors

13F Portfolio OverlapQ2 2026Ranch Advisors portfolio →
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Most similar hedge funds by 13F overlap

Ranch Capital Advisors Inc. is an institutional investor managing $316M across 157 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 Ranch Advisors are MORGAN DEMPSEY, Verity & Verity, EDGAR LOMAX, with shared positions in $C, $CMI, $VZ, $T, $ETR, $SO. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 11 shared positions
$C$CMI$VZ$T$ETR$SO
$233M
122 positions
#2Verity & Verity, LLCActive
Notable overlap · 9 shared positions
$AMGN$CMI$GILD$VZ$TGT$UPS
$1.5B
138 positions
#3EDGAR LOMAX CO/VAActive
Notable overlap · 9 shared positions
$T$SO$DUK$GILD$GD$AMGN
$1.3B
58 positions
#4VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 8 shared positions
$AMGN$VZ$SO$DUK$BX$TGT
$201M
57 positions
#5ADVOCATE GROUP LLCPassive
Notable overlap · 8 shared positions
$CMI$VZ$EVRG$SO$DUK$TGT
$665M
122 positions
#6Griffith & Werner, Inc.Passive
Notable overlap · 8 shared positions
$C$VZ$T$SO$DUK$GILD
$213M
71 positions
#7Adams Asset Advisors, LLCActive
Notable overlap · 8 shared positions
$C$CMI$AMGN$VZ$T$PFE
$882M
88 positions
#8OLD REPUBLIC INTERNATIONAL CORPActive
Notable overlap · 8 shared positions
$CMI$CAH$EVRG$SO$DUK$UPS
$2.7B
54 positions
#9UNITED BANKActive
Notable overlap · 7 shared positions
$IRM$CMI$AMGN$GD$AFL$GILD
$853M
130 positions
#10Catherine Avery Investment Management LLCPassive
Notable overlap · 9 shared positions
$C$AMGN$TGT$VZ$UPS$PFE
$229M
166 positions
#11Exeter Financial, LLCPassive
Notable overlap · 8 shared positions
$AMGN$VZ$CAH$GD$TGT$AFL
$261M
101 positions
#12TECTONIC ADVISORS LLCActive
Notable overlap · 7 shared positions
$IRM$VZ$GILD$T$DUK$PFE
$2.1B
289 positions
#13Bell BankActive
Notable overlap · 10 shared positions
$SO$AMGN$UPS$ADM$DUK$VZ
$2.6B
195 positions
#14Rayburn West Financial Services LLCPassive
Notable overlap · 8 shared positions
$C$AMGN$GD$TGT$UPS$PEP
$181M
81 positions
#15Widmann Financial Services, Inc.Passive
Notable overlap · 8 shared positions
$C$VZ$IRM$T$DUK$SO
$186M
123 positions
#16PINKERTON WEALTH, LLCActive
Notable overlap · 7 shared positions
$VZ$C$AMGN$SO$DUK$PEP
$1.2B
103 positions
#17SHERMAN PORFOLIOS, LLCSmart money
Notable overlap · 7 shared positions
$VZ$C$AMGN$SO$DUK$PEP
$1.3B
97 positions
#18VISIONARY HORIZONS, LLCActive
Notable overlap · 7 shared positions
$AMGN$CAH$SO$DUK$TGT$VZ
$239M
145 positions
#19Aull & Monroe Investment Management CorpPassive
Notable overlap · 7 shared positions
$CMI$AMGN$SO$DUK$VZ$PEP
$239M
126 positions
#20GODSEY & GIBB, INCPassive
Notable overlap · 6 shared positions
$AMGN$ETR$T$DUK$UPS$PEP
$1.2B
383 positions
#21CapWealth Advisors, LLCActive
Notable overlap · 6 shared positions
$T$AMGN$GILD$DUK$UPS$PEP
$1.5B
118 positions
#22Martin Capital Partners, LLCPassive
Notable overlap · 6 shared positions
$AMGN$VZ$ETR$GD$PFE$PEP
$272M
72 positions
#23Wealth Advisors of Tampa Bay, LLCPassive
Notable overlap · 6 shared positions
$VZ$T$ETR$BX$GD$PFE
$327M
94 positions
#24EDMP, INC.Passive
Notable overlap · 6 shared positions
$AMGN$T$VZ$C$AFL$PEP
$124M
70 positions
#25LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 6 shared positions
$CAH$T$SO$DUK$ETR$PLD
$1.0B
154 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.