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 Soltis Investment Advisors

13F Portfolio OverlapQ2 2026Soltis Investment Advisors portfolio →

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Most similar hedge funds by 13F overlap

Soltis Investment Advisors LLC is an institutional investor managing $1.8B across 648 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 Soltis Investment Advisors are Martin Partners, MORGAN DEMPSEY, FIRST FINANCIAL BANKSHARES, with shared positions in $PAYX, $O, $AMGN, $MDT, $PEP, $ETR. The full ranking of 25 similar funds is below.

#1Martin Capital Partners, LLCPassive

Some overlap · 9 shared positions

$PAYX $O $AMGN $MDT $PEP $ETR

$272M

72 positions

#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 8 shared positions

$C $LMT $MDT $RIO $PEP $ETR

$233M

122 positions

#3FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 7 shared positions

$C $AEP $AMGN $LMT $MDT $AMT

$5.3B

210 positions

#4Willis Investment CounselActive

Some overlap · 7 shared positions

$PAYX $AEP $LMT $MDT $HSY $PEP

$2.1B

125 positions

#5Dickmeyer Boyce Financial Management, Inc.Passive

Some overlap · 7 shared positions

$O $AEP $LMT $AMGN $PEP $RIO

$193M

129 positions

#6ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/Active

Some overlap · 7 shared positions

$PAYX $ENB $MDT $AMT $PEP $AMGN

$1.7B

1,629 positions

#7SKBA CAPITAL MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$C $AEP $AMGN $MDT $HSY $VZ

$606M

79 positions

#8OPAL CAPITAL LLCPassive

Some overlap · 7 shared positions

$AEP $ENB $HSY $RIO $PEP $ASML

$560M

136 positions

#9TrueMark Investments, LLCPassive

Some overlap · 7 shared positions

$AEP $ENB $HSY $RIO $PEP $ASML

$798M

187 positions

#10CORDA Investment Management, LLC.Active

Some overlap · 7 shared positions

$PAYX $MDT $HSY $PEP $ASML $VZ

$1.6B

85 positions

#11CHRISTINE MESSMER PCActive

Some overlap · 7 shared positions

$AMGN $LMT $HSY $PEP $MDT $VZ

$177M

86 positions

#12GODSEY & GIBB, INCPassive

Some overlap · 6 shared positions

$PAYX $AEP $AMGN $MDT $PEP $ETR

$1.2B

383 positions

#13MILLER HOWARD INVESTMENTS INC /NYActive

Some overlap · 6 shared positions

$PAYX $C $ENB $MDT $ETR $VZ

$3.8B

152 positions

#14HBW Advisory Services LLCPassive

Some overlap · 7 shared positions

$C $AEP $PEP $ASML $ENB $O

$1.1B

463 positions

#15Pathway Financial Advisers, LLCPassive

Some overlap · 6 shared positions

$O $AEP $ENB $AMGN $PEP $VZ

$397M

167 positions

#16ADVISORS MANAGEMENT GROUP INC /ADVActive

Some overlap · 6 shared positions

$O $AEP $ENB $MDT $ETR $VZ

$604M

159 positions

#17SHRIER WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$O $C $ENB $RIO $PEP $VZ

$296M

134 positions

#18ALLEN WEALTH MANAGEMENT, LLCActive

Some overlap · 6 shared positions

$C $AMGN $LMT $MDT $RIO $PEP

$205M

60 positions

#19Raleigh Capital Management Inc.Passive

Some overlap · 6 shared positions

$PAYX $ENB $MDT $AMT $PEP $VZ

$313M

610 positions

#20ATLANTIC FAMILY WEALTH, LLCSmart money

Some overlap · 6 shared positions

$PAYX $ENB $MDT $AMT $PEP $VZ

$156M

64 positions

#21Slagle Financial, LLCPassive

Some overlap · 6 shared positions

$O $C $AMGN $AMT $PEP $ES

$334M

127 positions

#22CAPITAL ADVISORS INC/OKActive

Some overlap · 6 shared positions

$O $ENB $MDT $RIO $PEP $VZ

$6.8B

374 positions

#23VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 6 shared positions

$O $AMGN $MDT $HSY $PEP $VZ

$201M

57 positions

#24First Bank & TrustPassive

Some overlap · 6 shared positions

$ENB $PAYX $AMGN $AEP $PEP $VZ

$680M

270 positions

#25EDMP, INC.Passive

Some overlap · 6 shared positions

$O $C $AMGN $PEP $VZ $ES

$124M

70 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.