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Hedge Funds Similar to SS&H Financial Advisors

13F Portfolio OverlapQ2 2026SS&H Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

SS&H Financial Advisors, Inc. is an institutional investor managing $391M across 130 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 SS&H Financial Advisors are NovaPoint, Cornerstone, Aull & Monroe Investment, with shared positions in $GLW, $SPGI, $UNP, $PEP, $AFL, $ABT. The full ranking of 25 similar funds is below.

#1NovaPoint Capital, LLCPassive
Notable overlap · 6 shared positions
$GLW$SPGI$UNP$PEP$AFL$ABT
$481M
161 positions
#2Cornerstone Capital, Inc.Active
Notable overlap · 6 shared positions
$GLW$AMGN$PEP$VZ$ABT$PFE
$1.1B
120 positions
#3Aull & Monroe Investment Management CorpPassive
Notable overlap · 7 shared positions
$GLW$AMGN$UNP$PEP$T$DE
$239M
126 positions
#4UNITED BANKActive
Some overlap · 5 shared positions
$GLW$AMGN$PEP$AFL$ABT
$853M
130 positions
#5BONNESS ENTERPRISES INCSmart money
Some overlap · 6 shared positions
$GLW$BMY$PFE$VZ$ABT$T
$310M
37 positions
#6VALICENTI ADVISORY SERVICES INCActive
Some overlap · 5 shared positions
$GLW$BMY$UNP$PEP$VZ
$530M
83 positions
#7Estabrook Capital ManagementPassive
Some overlap · 7 shared positions
$GLW$UNP$PFE$AMGN$AFL$T
$739M
344 positions
#8Cambridge Advisors Inc.Active
Some overlap · 4 shared positions
$GLW$AMGN$UNP$PEP
$582M
183 positions
#9CONNING INC.Passive
Some overlap · 7 shared positions
$GLW$AMGN$UNP$BMY$CL$AFL
$3.3B
327 positions
#10CHEMUNG CANAL TRUST COActive
Some overlap · 5 shared positions
$GLW$BMY$PEP$UNP$AMGN
$541M
111 positions
#11GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$GLW$AMGN$PEP$T
$1.2B
383 positions
#12CapWealth Advisors, LLCActive
Some overlap · 4 shared positions
$GLW$AMGN$PEP$T
$1.5B
118 positions
#13O'Keefe Stevens Advisory, Inc.Active
Some overlap · 4 shared positions
$GLW$AMGN$UNP$PFE
$488M
81 positions
#14TRUST CO OF VIRGINIA /VAPassive
Some overlap · 4 shared positions
$GLW$AMGN$PEP$ABT
$1.3B
226 positions
#15Walsky Investment Management, Inc.Passive
Some overlap · 7 shared positions
$AMGN$SPGI$UNP$SHW$PEP$CL
$108M
52 positions
#16CORDA Investment Management, LLC.Active
Some overlap · 5 shared positions
$GLW$PFE$PEP$DE$VZ
$1.6B
85 positions
#17Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 5 shared positions
$GLW$BMY$PFE$T$VZ
$327M
94 positions
#18J.P. Marvel Investment Advisors, LLCActive
Some overlap · 5 shared positions
$GLW$BMY$SHW$DE$ABT
$871M
64 positions
#19Eliot Finkel Investment Counsel, LLCActive
Some overlap · 4 shared positions
$GLW$AMGN$DE$PEP
$214M
33 positions
#20Columbia Asset ManagementActive
Some overlap · 7 shared positions
$AMGN$GLW$UNP$PFE$PEP$DE
$575M
168 positions
#21Piscataqua Savings BankPassive
Some overlap · 4 shared positions
$GLW$UNP$CL$PEP
$148M
412 positions
#22TOTH FINANCIAL ADVISORY CORPPassive
Some overlap · 7 shared positions
$AMGN$SHW$UNP$PEP$AFL$MCK
$1.0B
880 positions
#23Insight Inv LLCPassive
Some overlap · 3 shared positions
$GLW$AMGN$PEP
$212M
109 positions
#24Landmark Wealth Management, LLCActive
Some overlap · 4 shared positions
$GLW$BMY$PFE$T
$418M
151 positions
#25EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$AMGN$UNP$BMY$PFE$PEP$T
$1.3B
58 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.