What hedge funds are most similar to WEBSTERROGERS FINANCIAL ADVISORS, LLC?

The funds with the most similar 13F portfolios to WEBSTERROGERS FINANCIAL ADVISORS, LLC are VIRGINIA WEALTH GROUP, Somerset, BRADY FAMILY WEALTH, 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 WEBSTERROGERS FINANCIAL ADVISORS

13F Portfolio OverlapQ2 2026WEBSTERROGERS FINANCIAL ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

WEBSTERROGERS FINANCIAL ADVISORS, LLC is an institutional investor managing $390M 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 WEBSTERROGERS FINANCIAL ADVISORS are VIRGINIA WEALTH GROUP, Somerset, BRADY FAMILY WEALTH, with shared positions in $SO, $DUK, $PEP, $MCD, $PSX, $ADI. The full ranking of 25 similar funds is below.

#1VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 10 shared positions

$SO $DUK $PEP $MCD $PSX $ADI

$201M

57 positions

#2Somerset Trust CoPassive

Notable overlap · 11 shared positions

$ADI $LOW $MCD $AFL $ADP $PSX

$354M

186 positions

#3BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 11 shared positions

$ADI $LOW $PEP $PSX $ADP $ITW

$346M

113 positions

#4Shoker Investment Counsel, Inc.Active

Notable overlap · 8 shared positions

$KLAC $ADI $SO $PEP $DUK $MCD

$398M

113 positions

#5JGP Wealth Management, LLCActive

Notable overlap · 8 shared positions

$KLAC $ADI $LOW $AFL $ADP $ITW

$1.1B

231 positions

#6First PREMIER BankPassive

Notable overlap · 7 shared positions

$SO $DUK $MCD $PEP $ADP $WM

$619M

358 positions

#7PINKERTON WEALTH, LLCActive

Notable overlap · 8 shared positions

$SO $PEP $DUK $MCD $PSX $ADP

$1.2B

103 positions

#8Exeter Financial, LLCPassive

Notable overlap · 9 shared positions

$PEP $MCD $AFL $ADP $PSX $WM

$261M

101 positions

#9SHERMAN PORFOLIOS, LLCSmart money

Notable overlap · 8 shared positions

$PEP $DUK $SO $MCD $PSX $ADP

$1.3B

97 positions

#10UNITED BANKActive

Notable overlap · 9 shared positions

$MCD $KLAC $PEP $AFL $ITW $WM

$853M

130 positions

#11Armor Investment Advisors, LLCActive

Notable overlap · 5 shared positions

$SO $DUK $AON $LOW $PSX

$312M

155 positions

#12Biondo Investment Advisors, LLCActive

Notable overlap · 8 shared positions

$LOW $DUK $MCD $ADP $AFL $ITW

$817M

89 positions

#13Aull & Monroe Investment Management CorpPassive

Notable overlap · 7 shared positions

$SO $DUK $ADP $WM $ITW $AMGN

$239M

126 positions

#14Borer Denton & Associates, Inc.Passive

Notable overlap · 6 shared positions

$AON $PEP $ADI $MCD $ITW $ADP

$305M

74 positions

#15Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 7 shared positions

$DUK $ADI $MCD $ITW $GD $AMGN

$214M

33 positions

#16First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 7 shared positions

$SO $LOW $MCD $PSX $WM $BLK

$529M

75 positions

#17Pathway Financial Advisers, LLCPassive

Notable overlap · 7 shared positions

$DUK $PEP $KLAC $SO $MCD $WM

$397M

167 positions

#18Nicholson Wealth Management Group, LLCPassive

Notable overlap · 7 shared positions

$ADI $PEP $SO $MCD $AFL $GD

$170M

111 positions

#19Roxbury Financial LLCPassive

Notable overlap · 8 shared positions

$LOW $DUK $MCD $AFL $ADP $BLK

$126M

410 positions

#20TICINO WEALTHPassive

Notable overlap · 8 shared positions

$ADI $MCD $ITW $AMGN $LOW $PSX

$317M

135 positions

#21PineStone Asset Management Inc.Active

Notable overlap · 5 shared positions

$KLAC $ADI $PEP $AON $LOW

$16.2B

44 positions

#22CAPITAL & PLANNING, LLC

Notable overlap · 6 shared positions

$SO $DUK $MCD $WM $GD $LOW

$194M

45 positions

#23MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$DUK $SO $PEP $MCD $GD

$233M

122 positions

#24Cushing Capital Partners, LLCPassive

Notable overlap · 7 shared positions

$LOW $PSX $MCD $AFL $ADI $ADP

$145M

99 positions

#25BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$ADI $LOW $DUK $PEP $WM $AMGN

$8.0B

1,334 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.