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 Rayburn West Financial Services

13F Portfolio OverlapQ2 2026Rayburn West Financial Services portfolio →

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Most similar hedge funds by 13F overlap

Rayburn West Financial Services LLC is an institutional investor managing $181M across 81 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 Rayburn West Financial Services are DMKC Advisory Services, MORGAN DEMPSEY, Allied Investment Advisors, with shared positions in $DE, $SYY, $TGT, $LMT, $PEP, $C. The full ranking of 25 similar funds is below.

#1DMKC Advisory Services, LLCActive

Notable overlap · 9 shared positions

$DE $SYY $TGT $LMT $PEP $C

$530M

92 positions

#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$LMT $C $UPS $PEP $GD $MCD

$233M

122 positions

#3Allied Investment Advisors, LLCPassive

Notable overlap · 8 shared positions

$SYY $DE $TGT $LMT $PEP $WFC

$797M

110 positions

#4Stockman Wealth Management, Inc.Passive

Notable overlap · 8 shared positions

$AXP $UPS $LMT $SYY $PEP $MCD

$968M

178 positions

#5Center for Wealth Management AdvisoryActive

Notable overlap · 8 shared positions

$PNC $LMT $UPS $PEP $GD $MO

$159M

62 positions

#6Flavin Financial Services, Inc.Passive

Notable overlap · 8 shared positions

$LMT $PNC $UPS $AMGN $PEP $MCD

$175M

81 positions

#7Palisade Asset Management, LLCPassive

Notable overlap · 8 shared positions

$DE $TGT $AMGN $PEP $GD $BLK

$1.1B

204 positions

#8Richwood Investment Advisors, LLCActive

Notable overlap · 9 shared positions

$LMT $DE $AXP $AMGN $GD $C

$142M

106 positions

#9FOUNDERS CAPITAL MANAGEMENT, LLCSmart money

Notable overlap · 9 shared positions

$AXP $UPS $PEP $GD $LMT $AMGN

$670M

79 positions

#10Harvest Investment Advisors, LLCActive

Notable overlap · 8 shared positions

$TGT $PNC $AMGN $GD $BLK $LMT

$202M

58 positions

#11Catherine Avery Investment Management LLCPassive

Notable overlap · 7 shared positions

$C $TGT $UPS $AMGN $MCD $VZ

$229M

166 positions

#12Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 7 shared positions

$DE $UPS $LMT $AMGN $GD $MCD

$214M

33 positions

#13Insight Inv LLCPassive

Notable overlap · 6 shared positions

$AXP $C $PNC $AMGN $PEP $GD

$212M

109 positions

#14Miramar Capital, LLCPassive

Notable overlap · 8 shared positions

$LMT $PEP $BLK $GD $MCD $ABT

$455M

57 positions

#15MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 7 shared positions

$PNC $AMGN $PEP $LMT $TGT $WFC

$1.2B

106 positions

#16ALLEN WEALTH MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$LMT $C $PEP $AMGN $PFE

$205M

60 positions

#17Beaumont Asset Management, L.L.C.Smart money

Notable overlap · 7 shared positions

$AXP $LMT $BLK $GD $MCD $AMGN

$257M

79 positions

#18BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 7 shared positions

$PNC $DE $LMT $PEP $MCD $WFC

$2.5B

270 positions

#19Powers Advisory Group, LLCActive

Notable overlap · 9 shared positions

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

$319M

130 positions

#20Ranch Capital Advisors Inc.Passive

Notable overlap · 8 shared positions

$C $AMGN $GD $TGT $UPS $PEP

$316M

157 positions

#21BCWM, LLCPassive

Notable overlap · 6 shared positions

$LMT $UPS $PEP $MO $VZ $PFE

$342M

57 positions

#22Spectrum Financial Alliance Ltd LLCActive

Notable overlap · 3 shared positions

$LMT $C $DE

$679M

31 positions

#23BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive

Notable overlap · 7 shared positions

$LMT $DE $AXP $MCD $ABT $C

$263M

90 positions

#24Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$TGT $AMGN $PEP $GD $LMT $MCD

$261M

101 positions

#25CUTLER INVESTMENT COUNSEL LLCActive

Notable overlap · 7 shared positions

$DE $PNC $BLK $PEP $MCD $VZ

$1.1B

157 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.