What hedge funds are most similar to Slagle Financial, LLC?

The funds with the most similar 13F portfolios to Slagle Financial, LLC are MORGAN DEMPSEY, Disciplined Equity, Paradigm, based on overlapping conviction holdings in the latest SEC filings.

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 Slagle Financial

13F Portfolio OverlapQ2 2026Slagle Financial portfolio →

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Most similar hedge funds by 13F overlap

Slagle Financial, LLC is an institutional investor managing $334M across 127 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 Slagle Financial are MORGAN DEMPSEY, Disciplined Equity, Paradigm, with shared positions in $PM, $DUK, $PEP, $MCD, $C, $PFH. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 10 shared positions

$PM $DUK $PEP $MCD $C $PFH

$233M

122 positions

#2Disciplined Equity Management, Inc.Smart money

Notable overlap · 8 shared positions

$KHC $MO $USB $BBY $PFH $TFC

$226M

45 positions

#3Paradigm Capital Management, LLC/NVActive

Notable overlap · 8 shared positions

$MO $USB $PM $TFC $WFC $DUK

$116M

65 positions

#4Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$LOW $TJX $DUK $MCD $SPG $AMGN

$297M

103 positions

#5Cullen Capital Management, LLCActive

Notable overlap · 7 shared positions

$PM $DUK $MO $C $TFC $NEE

$10.2B

208 positions

#6EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$DUK $USB $SBUX $NEE $WFC $AMGN

$1.3B

58 positions

#7Loudon Investment Management, LLCPassive

Notable overlap · 8 shared positions

$LOW $USB $TFC $NEE $O $AMT

$204M

95 positions

#8EDMP, INC.Passive

Notable overlap · 9 shared positions

$MO $TFC $O $ES $C $AMGN

$124M

70 positions

#9Verity & Verity, LLCActive

Notable overlap · 7 shared positions

$DELL $PEP $MO $NEE $PFH $AMGN

$1.5B

138 positions

#10Measured Risk Portfolios, Inc.Active

Notable overlap · 6 shared positions

$PM $KHC $DUK $MO $PFH $O

$112M

63 positions

#11MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 7 shared positions

$PEP $USB $LOW $SBUX $NEE $WFC

$1.2B

106 positions

#12Ellsworth Advisors, LLCPassive

Notable overlap · 7 shared positions

$DELL $MO $USB $PEP $DUK $AMGN

$609M

182 positions

#13Catherine Avery Investment Management LLCPassive

Notable overlap · 7 shared positions

$BBY $MCD $C $TFC $NEE $ES

$229M

166 positions

#14Brentview Investment Management LLCActive

Notable overlap · 6 shared positions

$TJX $PM $LOW $NEE $PEP $O

$253M

63 positions

#15CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 7 shared positions

$USB $BBY $PFH $TFC $DUK $WFC

$1.5B

184 positions

#16McKinney Capital Management, LLCActive

Notable overlap · 9 shared positions

$DELL $BBY $MO $F $PFH $KHC

$254M

87 positions

#17Coston, McIsaac & PartnersPassive

Notable overlap · 6 shared positions

$PM $MO $PEP $MCD $SBUX $NEE

$497M

948 positions

#18Baugh & Associates, LLCActive

Notable overlap · 6 shared positions

$LOW $MO $TFC $PEP $NEE $O

$226M

42 positions

#19InvesTrustPassive

Notable overlap · 6 shared positions

$PM $USB $MCD $PEP $SBUX $WFC

$260M

95 positions

#20Kinloch Capital, LLCPassive

Notable overlap · 6 shared positions

$PM $MO $PEP $NEE $O $ES

$274M

79 positions

#21Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$TJX $DUK $MCD $SBUX $SPG $AMGN

$358M

74 positions

#22PARK CIRCLE CoActive

Notable overlap · 7 shared positions

$PM $MO $ORI $SBUX $PFH $TFC

$117M

53 positions

#23FUKOKU MUTUAL LIFE INSURANCE CoActive

Notable overlap · 6 shared positions

$DUK $MO $USB $MCD $NEE $C

$1.7B

256 positions

#241834 INVESTMENT ADVISORS COPassive

Notable overlap · 7 shared positions

$MO $EIX $TFC $ES $USB $F

$883M

211 positions

#25ATLANTIC FAMILY WEALTH, LLCSmart money

Notable overlap · 7 shared positions

$USB $PEP $AMT $DUK $PLD $PM

$156M

64 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.