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Hedge Funds Similar to Sanchez Wealth Group

13F Portfolio OverlapQ2 2026Sanchez Wealth Group portfolio →
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Most similar hedge funds by 13F overlap

Sanchez Wealth Management Group is an institutional investor managing $571M across 52 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 Sanchez Wealth Group are Aull & Monroe Investment, FOUNDERS, NEW ENGLAND ASSET, with shared positions in $CSX, $ETN, $LMT, $ADP, $UNP, $ABT. The full ranking of 25 similar funds is below.

#1Aull & Monroe Investment Management CorpPassive
Slight overlap · 5 shared positions
$CSX$ETN$LMT$ADP$UNP
$239M
126 positions
#2FOUNDERS CAPITAL MANAGEMENT, LLCSmart money
Slight overlap · 4 shared positions
$CSX$ABT$LMT$UNP
$670M
79 positions
#3NEW ENGLAND ASSET MANAGEMENT INCPassive
Slight overlap · 4 shared positions
$CSX$ABT$LMT$ADP
$863M
131 positions
#4Sage Investment Advisers LLCPassive
Slight overlap · 6 shared positions
$CSX$BA$ETN$LMT$UNP$SPG
$149M
98 positions
#5Walsky Investment Management, Inc.Passive
Slight overlap · 5 shared positions
$CSX$ABT$ETN$ADP$UNP
$108M
52 positions
#6TRUST CO OF VIRGINIA /VAPassive
Slight overlap · 3 shared positions
$CSX$ABT$ADP
$1.3B
226 positions
#7Michael Brady & Co., LLCActive
Slight overlap · 6 shared positions
$CSX$ABT$ETN$ADP$UNP$SPG
$113M
58 positions
#8Cedar Mountain Advisors, LLCActive
Slight overlap · 4 shared positions
$CSX$BA$ADP$UNP
$581M
1,175 positions
#9PATRICK M SWEENEY & ASSOCIATES, INCPassive
Slight overlap · 5 shared positions
$CSX$ABT$BA$ETN$UNP
$174M
172 positions
#10AIGEN INVESTMENT MANAGEMENT, LPPassive
Slight overlap · 4 shared positions
$CSX$ABT$LPLA$LMT
$366M
517 positions
#11Yoffe Investment Management, LLCPassive
Slight overlap · 4 shared positions
$CSX$BA$UNP$SPG
$87M
113 positions
#12GREAT LAKES ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$CSX$ABT$BA
$13.1B
825 positions
#13DAGCO, INC.Active
Slight overlap · 4 shared positions
$CSX$ABT$ETN$UNP
$541M
117 positions
#14North Forty Two & Co.Passive
Slight overlap · 3 shared positions
$CSX$ABT$UNP
$118M
104 positions
#15WULFF, HANSEN & CO.Passive
Slight overlap · 3 shared positions
$CSX$BA$LMT
$130M
109 positions
#16RE ADVISERS CORPActive
Slight overlap · 3 shared positions
$CSX$BA$ETN
$4.0B
124 positions
#17M3 Wealth Management, LLCActive
Slight overlap · 3 shared positions
$CSX$ETN$LMT
$154M
35 positions
#18Signet Investment Advisory Group, Inc.Passive
Slight overlap · 3 shared positions
$CSX$ETN$LMT
$227M
73 positions
#19Biltmore Wealth Management, LLCActive
Slight overlap · 3 shared positions
$CSX$ETN$SPG
$320M
58 positions
#20Gold Investment Management Ltd.Passive
Slight overlap · 3 shared positions
$CSX$LMT$UNP
$369M
202 positions
#21Hartford Financial Management Inc.Passive
Slight overlap · 3 shared positions
$CSX$ADP$UNP
$448M
349 positions
#22DRH Investments, Inc.Active
Slight overlap · 3 shared positions
$CSX$UNP$HSY
$126M
20 positions
#23Banco de Sabadell, S.APassive
Slight overlap · 3 shared positions
$CSX$ETN$UNP
$170M
61 positions
#24Aberdeen Wealth Management LLCActive
Slight overlap · 4 shared positions
$CSX$ABT$ADP$UNP
$208M
427 positions
#25Myriad Asset Management US LPActive
Slight overlap · 3 shared positions
$CSX$ETN$UNP
$72M
52 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.