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Hedge Funds Similar to SPRENG

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

SPRENG CAPITAL MANAGEMENT, INC. is an institutional investor managing $275M across 77 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 SPRENG are Fee-Only Financial Planning, L.C., GW HENSSLER & ASSOCIATES LTD, FUKOKU MUTUAL LIFE INSURANCE, with shared positions in $AEP, $MO, $SO, $VZ, $TMO, $AMGN. The full ranking of 25 similar funds is below.

#1Fee-Only Financial Planning, L.C.Smart money
Notable overlap · 3 shared positions
$AEP$MO$SO
$187M
45 positions
#2GW HENSSLER & ASSOCIATES LTDPassive
Notable overlap · 6 shared positions
$AEP$SO$MO$VZ$TMO$AMGN
$2.2B
268 positions
#3FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 4 shared positions
$MO$AEP$SO$VZ
$1.7B
256 positions
#4Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$SO$DE$VZ$UNP$AMGN$CSX
$239M
126 positions
#5Measured Risk Portfolios, Inc.Active
Some overlap · 3 shared positions
$AEP$MO$VZ
$112M
63 positions
#6Hayek Kallen Investment ManagementActive
Some overlap · 6 shared positions
$UNP$VZ$DE$MO$SO$TMO
$330M
97 positions
#7GQG Partners LLCActive
Some overlap · 3 shared positions
$MO$AEP$VZ
$53.8B
102 positions
#8Windle Wealth, LLCActive
Some overlap · 3 shared positions
$MO$SO$VZ
$249M
35 positions
#9Coston, McIsaac & PartnersPassive
Some overlap · 3 shared positions
$MO$SO$VZ
$497M
948 positions
#10TrueMark Investments, LLCPassive
Some overlap · 4 shared positions
$AEP$UNP$MO$VZ
$798M
187 positions
#11Carolina Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$MO$UNP$VZ$AMGN
$255M
278 positions
#12Plan Group Financial, LLCPassive
Some overlap · 4 shared positions
$MO$SO$AEP$VZ
$486M
249 positions
#13Welch Group, LLCPassive
Some overlap · 4 shared positions
$SO$AEP$VZ$DE
$2.9B
326 positions
#14LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$AEP$SO$MLM$DIS
$213M
124 positions
#15Baugh & Associates, LLCActive
Some overlap · 3 shared positions
$MO$SO$VZ
$226M
42 positions
#16TriCert Investment Counsel Inc.Active
Some overlap · 5 shared positions
$UNP$DE$VZ$AMGN$MLM
$1.1B
88 positions
#17Slocum, Gordon & Co LLPPassive
Some overlap · 4 shared positions
$AEP$VZ$UNP$FE
$151M
70 positions
#18Shoker Investment Counsel, Inc.Active
Some overlap · 5 shared positions
$MPC$UNP$SO$MO$HBAN
$398M
113 positions
#19Harrison Street Private Wealth LLCActive
Some overlap · 4 shared positions
$AEP$UNP$FE$CSX
$71M
21 positions
#20Wills Financial Group LLCPassive
Some overlap · 4 shared positions
$UNP$SO$MPC$VZ
$275M
82 positions
#21Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$SO$UNP$AMGN$CSX$HONA
$108M
52 positions
#22O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$MO$MPC$SPCX
$125M
61 positions
#23STEVENS CAPITAL PARTNERSActive
Some overlap · 4 shared positions
$SPCX$UNP$VZ$TMO
$526M
157 positions
#24Wealth Intelligence, LLCActive
Some overlap · 4 shared positions
$UNP$MPC$SO$VZ
$215M
59 positions
#25Valley Brook Capital Group, Inc.Passive
Some overlap · 5 shared positions
$UNP$DE$MPC$TMO$AMGN
$176M
120 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.