What hedge funds are most similar to Weaver C. Barksdale & Associates, Inc.?

The funds with the most similar 13F portfolios to Weaver C. Barksdale & Associates, Inc. are Verity & Verity, CONNING, GREATMARK INVESTMENT PARTNERS, based on overlapping conviction holdings in the latest SEC filings.

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 Weaver C. Barksdale & Associates

13F Portfolio OverlapQ2 2026Weaver C. Barksdale & Associates portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Weaver C. Barksdale & Associates, Inc. is an institutional investor managing $111M across 62 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 Weaver C. Barksdale & Associates are Verity & Verity, CONNING, GREATMARK INVESTMENT PARTNERS, with shared positions in $CINF, $GILD, $AMGN, $NEE, $ENB, $CMI. The full ranking of 25 similar funds is below.

#1Verity & Verity, LLCActive

Notable overlap · 11 shared positions

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

$1.5B

138 positions

#2CONNING INC.Passive

Notable overlap · 11 shared positions

$ITW $AMGN $PFG $CMI $PKG $GD

$3.3B

327 positions

#3GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 9 shared positions

$AFL $AMGN $QCOM $SCHW $ELV $MPC

$906M

153 positions

#4EDGAR LOMAX CO/VAActive

Notable overlap · 9 shared positions

$GD $TXN $NEE $CCZ $SCHW $GILD

$1.3B

58 positions

#5Loudon Investment Management, LLCPassive

Notable overlap · 9 shared positions

$CMI $NEE $QCOM $ITW $ADP $O

$204M

95 positions

#6Unison Advisors LLCActive

Notable overlap · 10 shared positions

$PFG $GD $QCOM $MET $MPC $PFH

$1.4B

173 positions

#7Exeter Financial, LLCPassive

Notable overlap · 8 shared positions

$GD $TXN $AFL $AMGN $LMT $ADP

$261M

101 positions

#8Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$GD $GILD $ELV $ADP $CI $LMT

$159M

62 positions

#9Kerusso Capital Management LLCPassive

Notable overlap · 7 shared positions

$PFG $GILD $AMGN $QCOM $MET $AMP

$274M

58 positions

#10UNITED BANKActive

Notable overlap · 8 shared positions

$CMI $TXN $AMGN $GD $AFL $ITW

$853M

130 positions

#11NewSquare Capital LLCPassive

Notable overlap · 9 shared positions

$TD $CMI $UNM $AMGN $PFH $PKG

$1.4B

236 positions

#12BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Notable overlap · 7 shared positions

$CMI $NEE $AMGN $QCOM $MET $LMT

$404M

99 positions

#13MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 7 shared positions

$TXN $NEE $AMGN $QCOM $LMT $CCZ

$1.2B

106 positions

#14Somerset Trust CoPassive

Notable overlap · 7 shared positions

$AFL $NEE $AMGN $GD $ITW $ADP

$354M

186 positions

#15Kinloch Capital, LLCPassive

Notable overlap · 6 shared positions

$CINF $AFL $GD $NEE $ADP $O

$274M

79 positions

#16BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Notable overlap · 6 shared positions

$GD $TXN $AMGN $ELV $ADP $ITW

$235M

33 positions

#17Granite Group Advisors, LLCActive

Notable overlap · 7 shared positions

$AMGN $NEE $QCOM $TXN $LMT $ADP

$169M

84 positions

#18Paradiem, LLCPassive

Notable overlap · 6 shared positions

$GD $ORI $NEE $ADP $QCOM $LMT

$464M

68 positions

#19EDMP, INC.Passive

Notable overlap · 7 shared positions

$AFL $AMGN $ELV $AMP $O $CI

$124M

70 positions

#20Columbus Macro, LLCPassive

Notable overlap · 7 shared positions

$CMI $QCOM $ENB $AFL $LMT $AMGN

$1.0B

207 positions

#21BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 7 shared positions

$TXN $AMGN $PSX $GD $ITW $ADP

$346M

113 positions

#22Beutel, Goodman & Co Ltd.Active

Notable overlap · 6 shared positions

$TD $PPG $ELV $AMP $QCOM $AMGN

$13.6B

163 positions

#23Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$TXN $NEE $QCOM $LMT $GILD $ENB

$467M

118 positions

#24PINKERTON WEALTH, LLCActive

Notable overlap · 7 shared positions

$QCOM $PSX $AMGN $TXN $MET $ADP

$1.2B

103 positions

#25Integras Partners LLCPassive

Notable overlap · 6 shared positions

$CMI $GILD $AMGN $ITW $LMT $NEE

$181M

100 positions

Compare Weaver C. Barksdale & Associates’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 Weaver C. Barksdale & Associates’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.