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Hedge Funds Similar to Sylvest Advisors

13F Portfolio OverlapQ3 2026Sylvest Advisors portfolio →
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Most similar hedge funds by 13F overlap

Sylvest Advisors, LLC is an institutional investor managing $224M across 78 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 Sylvest Advisors are R.H. Dinel Investment Counsel, Aurdan, Monte Financial Group, with shared positions in $AMGN, $TROW, $ADP, $HSY, $CCZ, $UPS. The full ranking of 25 similar funds is below.

#1R.H. Dinel Investment Counsel, Inc.Active
Notable overlap · 6 shared positions
$AMGN$TROW$ADP$HSY$CCZ$UPS
$142M
39 positions
#2Aurdan Capital Management, LLCActive
Notable overlap · 6 shared positions
$AMGN$ADP$MO$MRSH$USB$BMY
$394M
99 positions
#3Monte Financial Group, LLCPassive
Notable overlap · 6 shared positions
$ADP$PPG$INTU$PKG$MRSH$UPS
$312M
102 positions
#4CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Notable overlap · 6 shared positions
$PPG$BMY$USB$CCZ$TRV$UPS
$3.3B
229 positions
#5Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 5 shared positions
$AMGN$ADP$PPG$CCZ$PKG
$111M
62 positions
#6CONNING INC.Passive
Some overlap · 6 shared positions
$USB$AMGN$BMY$ADP$PKG$TRV
$3.3B
327 positions
#7P.A.W. CAPITAL CORPPassive
Some overlap · 5 shared positions
$AMGN$ADP$BMY$MO$UPS
$133M
66 positions
#81834 INVESTMENT ADVISORS COPassive
Some overlap · 6 shared positions
$BMY$MO$USB$HSY$TROW$CCZ
$886M
232 positions
#9Keystone Financial Planning, Inc.Active
Some overlap · 6 shared positions
$TROW$BMY$MO$USB$UPS$AMGN
$404M
39 positions
#10Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$AMGN$TROW$USB$ADP$TRV
$265M
100 positions
#11Commonwealth Retirement Investments LLCPassive
Some overlap · 7 shared positions
$MO$CCZ$MRSH$INTU$AMGN$TROW
$370M
129 positions
#12Hillman Capital Management, Inc.Passive
Some overlap · 6 shared positions
$BMY$USB$HSY$CCZ$UPS$TROW
$138M
54 positions
#13EQUITY INVESTMENT CORPActive
Some overlap · 5 shared positions
$HSY$PPG$USB$TRV$UPS
$5.2B
76 positions
#14Carolina Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$AMGN$TROW$BMY$MO
$263M
373 positions
#15Palisade Asset Management, LLCPassive
Some overlap · 5 shared positions
$AMGN$ADP$USB$TRV$BALL
$1.1B
204 positions
#16Ellsworth Advisors, LLCPassive
Some overlap · 5 shared positions
$AMGN$MO$USB$BMY$PKG
$620M
193 positions
#17Econ Financial Services CorpPassive
Some overlap · 4 shared positions
$AMGN$HSY$PPG$UPS
$239M
85 positions
#18HFR Wealth Management, LLCActive
Some overlap · 4 shared positions
$AMGN$ADP$INTU$PKG
$410M
53 positions
#19Center for Wealth Management AdvisoryActive
Some overlap · 5 shared positions
$ADP$USB$CCZ$MO$UPS
$161M
62 positions
#20R.H. Investment Group, LLCActive
Some overlap · 4 shared positions
$AMGN$ADP$USB$TRV
$133M
47 positions
#21Distillate Capital Partners LLCPassive
Some overlap · 5 shared positions
$MO$CCZ$ADP$MRSH$INTU
$1.9B
118 positions
#22Tudor Financial Inc.Passive
Some overlap · 4 shared positions
$AMGN$HSY$CCZ$TRV
$222M
152 positions
#23Hamrick Investment Counsel, llcPassive
Some overlap · 4 shared positions
$AMGN$TROW$USB$UPS
$151M
184 positions
#24Eliot Finkel Investment Counsel, LLCActive
Some overlap · 4 shared positions
$AMGN$HSY$USB$UPS
$214M
33 positions
#25William Allan CorpActive
Some overlap · 5 shared positions
$ADP$HSY$DPZ$UPS$INTU
$199M
65 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.