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 VAUGHAN & SECURITIES

13F Portfolio OverlapQ2 2026VAUGHAN & SECURITIES portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

VAUGHAN & Co SECURITIES, INC. is an institutional investor managing $214M across 61 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 VAUGHAN & SECURITIES are Keystone Financial Planning, LETKO, BROSSEAU & ASSOCIATES, Hillman, with shared positions in $GSK, $BMY, $UPS, $PM, $VZ, $PFE. The full ranking of 25 similar funds is below.

#1Keystone Financial Planning, Inc.Active

Notable overlap · 7 shared positions

$GSK $BMY $UPS $PM $VZ $PFE

$388M

39 positions

#2LETKO, BROSSEAU & ASSOCIATES INCActive

Notable overlap · 9 shared positions

$BMO $CVS $RCI $CM $GSK $PFE

$6.8B

112 positions

#3Hillman Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$GSK $CVS $BMY $VZ $UPS $PFE

$138M

54 positions

#4InvesTrustPassive

Notable overlap · 8 shared positions

$PM $MMM $BMY $VZ $PFE $GSK

$260M

95 positions

#5Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$BMY $OKE $UPS $PFE $VZ $VLO

$229M

166 positions

#6MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$UPS $OKE $PM $VZ $UNP

$233M

122 positions

#7TrueMark Investments, LLCPassive

Notable overlap · 6 shared positions

$UPS $PM $VZ $GSK $BIPC $UNP

$798M

187 positions

#8Alliance Private Wealth, LLCActive

Notable overlap · 6 shared positions

$UPS $MMM $VZ $CVS $BMY $PFE

$288M

82 positions

#9HOURGLASS CAPITAL, LLCPassive

Notable overlap · 8 shared positions

$VLY $GSK $UPS $VZ $PM $PFE

$508M

127 positions

#10P.A.W. CAPITAL CORPPassive

Notable overlap · 6 shared positions

$MMM $VZ $PM $BMY $UPS $PFE

$133M

66 positions

#11OPAL CAPITAL LLCPassive

Notable overlap · 6 shared positions

$PM $VZ $UPS $BIPC $GSK $UNP

$560M

136 positions

#12Manske Wealth ManagementPassive

Notable overlap · 10 shared positions

$VZ $CVS $UPS $LYB $MMM $GSK

$403M

226 positions

#13Signature Wealth Management Group

Notable overlap · 4 shared positions

$VLO $BMY $UPS $PFE

$263M

128 positions

#14ARBOR CAPITAL MANAGEMENT INC /ADVPassive

Notable overlap · 4 shared positions

$MMM $PM $UPS $PPL

$102M

87 positions

#15Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$BMY $PM $VZ $PFE

$513M

70 positions

#16Verity & Verity, LLCActive

Notable overlap · 6 shared positions

$VICI $OKE $VZ $UPS $PFE $BIPC

$1.5B

138 positions

#17PARK CIRCLE CoActive

Notable overlap · 6 shared positions

$PM $VZ $CM $PFE $BX $BMY

$117M

53 positions

#18Optimist Retirement Group LLCActive

Notable overlap · 6 shared positions

$MMM $GSK $PM $BMY $VZ $PFE

$259M

118 positions

#19MASTERS CAPITAL MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$UPS $EMN $BMY $CVS

$3.9B

80 positions

#20CHRISTINE MESSMER PCActive

Notable overlap · 5 shared positions

$GSK $UPS $VZ $BMY $OKE

$177M

86 positions

#21RNC CAPITAL MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$CVS $UPS $MTB $BMY

$2.4B

181 positions

#22Gilman Hill Asset Management, LLCPassive

Notable overlap · 6 shared positions

$BMY $VZ $UPS $VICI $PFE $GSK

$731M

236 positions

#23CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 5 shared positions

$CVS $UPS $BMY $PM $PFE

$1.5B

184 positions

#24Summit Financial Wealth Advisors, LLCPassive

Notable overlap · 5 shared positions

$VLO $MMM $OKE $PFE $PM

$782M

225 positions

#25BCWM, LLCPassive

Notable overlap · 5 shared positions

$BMY $UPS $VZ $PFE $UNP

$342M

57 positions

Compare VAUGHAN & SECURITIES’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View VAUGHAN & SECURITIES’s holdings

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.