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Hedge Funds Similar to Successful Portfolios

13F Portfolio OverlapQ3 2026Successful Portfolios portfolio →
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Most similar hedge funds by 13F overlap

Successful Portfolios LLC is an institutional investor managing $217M across 198 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Successful Portfolios are O'Brien Greene, OmniStar Financial Group, LOCKHEED MARTIN INVESTMENT, with shared positions in $SONY, $IBKR, $NEE, $HONA, $GLW, $DUK. The full ranking of 25 similar funds is below.

#1O'Brien Greene & Co. IncPassive
Some overlap · 5 shared positions
$SONY$IBKR$NEE$HONA$GLW
$362M
141 positions
#2OmniStar Financial Group, Inc.Passive
Some overlap · 6 shared positions
$DUK$NEE$GLW$SO$HON$HONA
$230M
116 positions
#3LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive
Some overlap · 5 shared positions
$DOV$DUK$GLW$SO$SNDK
$2.5B
117 positions
#4Mayflower Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$DUK$DOV$NEE$MCD$SO
$1.2B
499 positions
#5Novak & Powell Financial Services, Inc.Passive
Some overlap · 6 shared positions
$DOV$GLW$DUK$SO$MCD$NEE
$212M
171 positions
#6Cannon Financial Strategists, Inc.Active
Some overlap · 4 shared positions
$DUK$DOV$GLW$SO
$885M
136 positions
#7CapWealth Advisors, LLCActive
Some overlap · 4 shared positions
$DUK$SONY$NEE$GLW
$1.3B
122 positions
#8Fingerlakes Wealth Management, Inc.Active
Some overlap · 5 shared positions
$DOV$NEE$GLW$MCD$MUFG
$186M
101 positions
#9HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$DUK$NEE$MCD$HON$HONA
$321M
107 positions
#10CINCINNATI CASUALTY COSmart money
Some overlap · 4 shared positions
$DUK$DOV$HON$HONA
$188M
24 positions
#11STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$DOV$NEE$DIS$HON$HONA
$589M
181 positions
#12WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 5 shared positions
$DOV$NEE$DIS$HON$HONA
$2.1B
131 positions
#13Wilson & Boucher Capital Management, LLCPassive
Some overlap · 4 shared positions
$DOV$DUK$NEE$HON
$170M
121 positions
#14OXFORD FINANCIAL GROUP, LTD. LLCActive
Some overlap · 5 shared positions
$DOV$GLW$MUFG$MCD$NEE
$2.0B
296 positions
#15Beacon Financial Strategies CORPActive
Some overlap · 4 shared positions
$DOV$DUK$MCD$SO
$203M
240 positions
#16First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$NEE$MCD$DIS$SO$HON$HONA
$529M
75 positions
#17Heritage Wealth AdvisorsActive
Some overlap · 4 shared positions
$DUK$DOV$MCD$MUFG
$2.9B
703 positions
#18InTrack Investment Management IncPassive
Some overlap · 4 shared positions
$DUK$NEE$MUFG$MCD
$207M
106 positions
#19Stack Financial Management, IncActive
Some overlap · 3 shared positions
$DUK$DOV$NEE
$1.3B
54 positions
#20HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$DUK$DOV$NEE
$410M
53 positions
#21Empower Advisory Group, LLCActive
Some overlap · 5 shared positions
$DUK$NEE$MUFG$DIS$SO
$41.9B
532 positions
#22River Street Advisors LLCPassive
Some overlap · 4 shared positions
$DOV$NEE$GLW$MCD
$324M
176 positions
#23BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$DUK$DOV$GLW$MCD
$504M
136 positions
#24BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 4 shared positions
$DUK$NEE$MCD$DIS
$453M
121 positions
#25Belleair Asset Management, LLCActive
Some overlap · 5 shared positions
$DUK$NEE$SO$HON$HONA
$119M
84 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.