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 Verity & Verity

13F Portfolio OverlapQ3 2026Verity & Verity portfolio →

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Most similar hedge funds by 13F overlap

Verity & Verity, LLC is an institutional investor managing $1.5B across 139 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 Verity & Verity are Weaver C. Barksdale & Associates, TORRAY, MORGAN DEMPSEY, with shared positions in $CINF, $GILD, $AMGN, $NEE, $ENB, $CMI. The full ranking of 25 similar funds is below.

#1Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 11 shared positions

$CINF $GILD $AMGN $NEE $ENB $CMI

$111M

62 positions

#2TORRAY LLCActive

Notable overlap · 9 shared positions

$AMGN $PFE $PEP $OKE $NEE $TXN

$741M

91 positions

#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 10 shared positions

$PEP $OKE $WEC $CMI $TXN $VZ

$233M

122 positions

#4TECTONIC ADVISORS LLCPassive

Notable overlap · 10 shared positions

$ENB $OKE $MO $VZ $NNN $GILD

$2.2B

277 positions

#5Catherine Avery Investment Management LLCPassive

Notable overlap · 9 shared positions

$AMGN $PFE $OKE $NEE $TGT $UPS

$116M

172 positions

#6RNC CAPITAL MANAGEMENT LLCActive

Notable overlap · 8 shared positions

$ENB $PEP $GILD $ACN $MO $UPS

$2.4B

181 positions

#7ADVOCATE GROUP LLCPassive

Notable overlap · 8 shared positions

$ENB $PFE $CMI $TGT $VZ $TXN

$646M

122 positions

#8CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 9 shared positions

$TXN $MET $TGT $ACN $UPS $PFH

$3.3B

229 positions

#9Richard C. Young & CO., LTD.Passive

Notable overlap · 6 shared positions

$DELL $CMI $MO $TXN $PSX $VZ

$1.4B

101 positions

#10EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$PFE $NEE $TGT $TXN $GILD $MET

$1.3B

58 positions

#11MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 8 shared positions

$STT $ENB $VZ $CNQ $TXN $GILD

$3.7B

159 positions

#12Martin Capital Partners, LLCPassive

Notable overlap · 7 shared positions

$AMGN $PEP $PFE $TXN $VZ $PSX

$279M

73 positions

#13OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 7 shared positions

$PEP $CINF $WEC $PFE $CMI $TXN

$2.2B

70 positions

#14Ranch Capital Advisors Inc.Passive

Notable overlap · 9 shared positions

$AMGN $CMI $GILD $VZ $TGT $UPS

$316M

157 positions

#15TrueMark Investments, LLCPassive

Notable overlap · 8 shared positions

$ENB $NEE $VZ $PEP $MO $UPS

$798M

187 positions

#16Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 6 shared positions

$AMGN $PFE $PEP $NEE $VZ $PLD

$513M

70 positions

#17Persium Advisors, LLCSmart money

Notable overlap · 5 shared positions

$DELL $PFE $VZ $MET $MDT

$191M

70 positions

#18Palouse Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$DELL $OKE $TXN $PFE $UPS $VZ

$160M

124 positions

#19Brindle & Bay Financial Advisors, LLCActive

Notable overlap · 8 shared positions

$TXN $GILD $MO $PEP $VICI $VZ

$268M

102 positions

#20DIVIDEND ASSETS CAPITAL, LLCPassive

Notable overlap · 6 shared positions

$AMGN $ENB $OKE $NEE $TXN $CNQ

$517M

137 positions

#21ATLANTIC FAMILY WEALTH, LLCSmart money

Notable overlap · 7 shared positions

$ENB $PFE $VZ $PLD $PEP $WEC

$156M

64 positions

#22Canal Insurance COActive

Notable overlap · 5 shared positions

$DELL $PFE $VZ $PSX $ENB

$426M

73 positions

#23Econ Financial Services CorpPassive

Notable overlap · 5 shared positions

$STT $AMGN $PFE $VZ $UPS

$239M

85 positions

#24Slagle Financial, LLCPassive

Notable overlap · 7 shared positions

$DELL $PEP $MO $NEE $PFH $AMGN

$334M

127 positions

#25Kensington Investment Counsel, LLCPassive

Notable overlap · 5 shared positions

$DELL $AMGN $PEP $TXN $CNI

$230M

85 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.