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 Taylor Financial Group

13F Portfolio OverlapQ2 2026Taylor Financial Group portfolio →

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Most similar hedge funds by 13F overlap

Taylor Financial Group, Inc. is an institutional investor managing $182M across 103 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 Taylor Financial Group are Gibson Wealth Advisors, OLD POINT & FINANCIAL SERVICES N A, Eliot Finkel Investment Counsel, with shared positions in $NSC, $T, $PEP, $AEP, $TFC, $BX. The full ranking of 25 similar funds is below.

#1Gibson Wealth Advisors LLCSmart money

Substantial overlap · 4 shared positions

$NSC $T $PEP $AEP

$160M

30 positions

#2OLD POINT TRUST & FINANCIAL SERVICES N APassive

Notable overlap · 7 shared positions

$NSC $TFC $BX $LMT $MAR $PEP

$329M

323 positions

#3Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$NSC $LMT $GLW $AEP $PEP

$214M

33 positions

#4Partners in Financial PlanningActive

Notable overlap · 6 shared positions

$NSC $TFC $GLW $STLD $CSX $LOW

$660M

131 positions

#5M. Kraus & CoPassive

Some overlap · 5 shared positions

$NSC $MCHP $PEP $ROK $MDY

$377M

86 positions

#6Lafayette Investments, Inc.Active

Some overlap · 6 shared positions

$NSC $LOW $LMT $PEP $PH $GLW

$542M

162 positions

#7GODSEY & GIBB, INCPassive

Some overlap · 6 shared positions

$MCHP $TFC $GLW $T $PEP $AEP

$1.2B

383 positions

#8Laurion Capital Management LPPassive

Some overlap · 3 shared positions

$NSC $GLW $PLTR

$3.9B

420 positions

#9Cottage Street Advisors LLCPassive

Some overlap · 6 shared positions

$BX $MAR $GLW $PEP $CSX $NSC

$259M

149 positions

#10RNC CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$MCHP $LMT $T $PEP $GLW

$2.4B

181 positions

#11BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 4 shared positions

$NSC $LMT $LOW $PEP

$2.5B

270 positions

#12First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 4 shared positions

$MAR $BX $LMT $LOW

$529M

75 positions

#13FINANCIAL ADVISORY PARTNERS, LLCActive

Some overlap · 4 shared positions

$PH $LMT $LOW $PEP

$383M

74 positions

#14PERRYMAN FINANCIAL ADVISORY INC /ADPassive

Some overlap · 5 shared positions

$BX $MAR $LMT $PEP $PLTR

$751M

191 positions

#15Kentucky Trust CoPassive

Some overlap · 6 shared positions

$NSC $GLW $T $TFC $LOW $ATO

$208M

316 positions

#16Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 5 shared positions

$BX $LMT $GLW $T $TFC

$327M

94 positions

#17Partnership Wealth Management, LLCActive

Some overlap · 5 shared positions

$NSC $GLW $PEP $PPG $T

$148M

67 positions

#18Community Bank & Trust, Waco, TexasActive

Some overlap · 5 shared positions

$LMT $BX $PEP $MCHP $LOW

$555M

168 positions

#19VISTA INVESTMENT MANAGEMENTPassive

Some overlap · 6 shared positions

$LOW $MCHP $GLW $PEP $CSX $MDY

$333M

178 positions

#20Tribune Investment Group LPActive

Some overlap · 4 shared positions

$PH $MCHP $GLW $CSX

$247M

34 positions

#21Hilton Head Capital Partners, LLCPassive

Some overlap · 5 shared positions

$LMT $TFC $GLW $NSC $PLTR

$198M

912 positions

#22Smith Partners Wealth Management, LLCActive

Some overlap · 5 shared positions

$LOW $NSC $MDY $GLW $CSX

$126M

73 positions

#23Mayfair Advisory Group, LLCPassive

Some overlap · 5 shared positions

$NSC $TFC $BX $PLTR $CSX

$332M

185 positions

#24Olde Wealth Management, LLCActive

Some overlap · 4 shared positions

$NSC $MDY $LOW $CSX

$353M

119 positions

#25Abbot Financial Management, Inc.Passive

Some overlap · 4 shared positions

$BX $LMT $PH $GLW

$293M

141 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.