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 Welch Group

13F Portfolio OverlapQ2 2026Welch Group portfolio →

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Most similar hedge funds by 13F overlap

Welch Group, LLC is an institutional investor managing $2.9B across 326 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 Welch Group are OLD REPUBLIC INTERNATIONAL, Coston, McIsaac & Partners, Baugh & Associates, with shared positions in $TXN, $CINF, $SO, $QCOM, $EMR, $MCD. The full ranking of 25 similar funds is below.

#1OLD REPUBLIC INTERNATIONAL CORPActive

Substantial overlap · 12 shared positions

$TXN $CINF $SO $QCOM $EMR $MCD

$2.7B

54 positions

#2Coston, McIsaac & PartnersPassive

Notable overlap · 9 shared positions

$TXN $SO $NEE $MCD $ED $VZ

$497M

948 positions

#3Baugh & Associates, LLCActive

Notable overlap · 7 shared positions

$QCOM $NEE $TFC $SO $PFE $VZ

$226M

42 positions

#4Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 9 shared positions

$LMT $MCD $PFE $AEP $VZ $KMB

$199M

38 positions

#5FUKOKU MUTUAL LIFE INSURANCE CoActive

Notable overlap · 8 shared positions

$NEE $QCOM $TXN $MCD $AEP $SO

$1.7B

256 positions

#6Signature Wealth Management Group

Notable overlap · 8 shared positions

$SO $TFC $TXN $PFE $KMB $PAYX

$263M

128 positions

#7Walsky Investment Management, Inc.Passive

Notable overlap · 9 shared positions

$TXN $SO $MCD $CL $EMR $PEP

$108M

52 positions

#8Willis Investment CounselActive

Notable overlap · 8 shared positions

$TXN $LMT $PFE $PAYX $PEP $AEP

$2.1B

125 positions

#9SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$QCOM $NEE $MCD $VZ $KMB $PEP

$205M

55 positions

#10VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$QCOM $SO $EMR $MCD $VZ $PEP

$201M

57 positions

#11MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$QCOM $TXN $NEE $AEP $PEP $LMT

$1.2B

106 positions

#12First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 6 shared positions

$TXN $NEE $LMT $MCD $SO $PFE

$529M

75 positions

#13CUTLER INVESTMENT COUNSEL LLCActive

Notable overlap · 7 shared positions

$TXN $NEE $MCD $VZ $PEP $PFE

$1.1B

157 positions

#14MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$LMT $SO $MCD $TXN $VZ $PEP

$233M

122 positions

#15St. Louis Trust CoActive

Notable overlap · 7 shared positions

$SO $EMR $TXN $CL $PEP $VZ

$875M

125 positions

#16Miramar Capital, LLCPassive

Notable overlap · 6 shared positions

$QCOM $LMT $MCD $VZ $PAYX $PEP

$455M

57 positions

#17EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$SO $NEE $TXN $PFE $LMT $PEP

$1.3B

58 positions

#18Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$TXN $MCD $NEE $QCOM $LMT $PEP

$467M

118 positions

#19Stockman Wealth Management, Inc.Passive

Notable overlap · 6 shared positions

$QCOM $MCD $LMT $PFE $PEP $VZ

$968M

178 positions

#20Kinloch Capital, LLCPassive

Notable overlap · 6 shared positions

$CINF $NEE $ED $EMR $KMB $PEP

$274M

79 positions

#21Wills Financial Group LLCPassive

Notable overlap · 7 shared positions

$LMT $KMB $SO $PFE $PEP $NEE

$275M

82 positions

#22Exeter Financial, LLCPassive

Notable overlap · 6 shared positions

$TXN $EMR $MCD $VZ $PEP $LMT

$261M

101 positions

#23PINKERTON WEALTH, LLCActive

Notable overlap · 7 shared positions

$QCOM $VZ $SO $PEP $TXN $MCD

$1.2B

103 positions

#24Slocum, Gordon & Co LLPPassive

Notable overlap · 6 shared positions

$NEE $MCD $AEP $VZ $PFE $LMT

$151M

70 positions

#25Advanced Asset Management Advisors IncActive

Notable overlap · 7 shared positions

$QCOM $TXN $EMR $PEP $AEP $SO

$380M

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.