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Hedge Funds Similar to Widmann Financial Services

13F Portfolio OverlapQ2 2026Widmann Financial Services portfolio →
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Most similar hedge funds by 13F overlap

Widmann Financial Services, Inc. is an institutional investor managing $186M across 123 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 Widmann Financial Services are FUKOKU MUTUAL LIFE INSURANCE, MORGAN DEMPSEY, Ranch Advisors, with shared positions in $MCD, $DUK, $PFE, $VZ, $MO, $T. The full ranking of 25 similar funds is below.

#1FUKOKU MUTUAL LIFE INSURANCE CoActive
Notable overlap · 8 shared positions
$MCD$DUK$PFE$VZ$MO$T
$1.7B
256 positions
#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 7 shared positions
$MCD$C$VZ$T$DUK$SO
$233M
122 positions
#3Ranch Capital Advisors Inc.Passive
Notable overlap · 8 shared positions
$C$VZ$IRM$T$DUK$SO
$316M
157 positions
#4FARMERS TRUST CO
Notable overlap · 7 shared positions
$MCD$VZ$C$T$SO$CVS
$637M
203 positions
#5TECTONIC ADVISORS LLCPassive
Notable overlap · 7 shared positions
$VZ$IRM$T$DUK$PFE$MO
$2.1B
289 positions
#6VIKING FUND MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$GLW$VZ$C$T$MO$PEP
$1.1B
146 positions
#7RAHLFS CAPITAL, LLCPassive
Notable overlap · 7 shared positions
$MCD$VZ$DUK$SO$PEP$PFE
$136M
86 positions
#8Patrick Mauro Investment Advisor, INC.Active
Notable overlap · 7 shared positions
$MCD$VZ$PFE$DUK$SO$PEP
$199M
38 positions
#9Griffith & Werner, Inc.Passive
Notable overlap · 7 shared positions
$C$VZ$T$DUK$PFE$SO
$213M
71 positions
#101834 INVESTMENT ADVISORS COPassive
Notable overlap · 7 shared positions
$VZ$F$T$PFE$MO$CVS
$883M
211 positions
#11Windle Wealth, LLCActive
Notable overlap · 6 shared positions
$MCD$VZ$T$MO$SO$PEP
$249M
35 positions
#12Estabrook Capital ManagementPassive
Notable overlap · 6 shared positions
$GLW$C$PFE$VZ$DUK$T
$739M
344 positions
#13Slagle Financial, LLCPassive
Notable overlap · 6 shared positions
$MCD$C$DUK$F$MO$PEP
$334M
127 positions
#14Mayflower Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$MCD$DUK$MO$VZ$SO$PEP
$1.2B
499 positions
#15Powers Advisory Group, LLCActive
Some overlap · 7 shared positions
$MCD$GLW$SO$DUK$PEP$MO
$319M
130 positions
#16PINKERTON WEALTH, LLCActive
Some overlap · 6 shared positions
$C$MCD$VZ$DUK$SO$PEP
$1.2B
103 positions
#17OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 6 shared positions
$MCD$DUK$PFE$GWW$SO$PEP
$2.7B
54 positions
#18SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 6 shared positions
$C$MCD$VZ$DUK$SO$PEP
$1.3B
97 positions
#19GODSEY & GIBB, INCPassive
Some overlap · 5 shared positions
$GLW$MCHP$T$DUK$PEP
$1.2B
383 positions
#20Persium Advisors, LLCSmart money
Some overlap · 6 shared positions
$MCD$VZ$T$DUK$PFE$CVS
$153M
69 positions
#21Landmark Wealth Management, LLCActive
Some overlap · 5 shared positions
$GLW$C$F$PFE$T
$418M
151 positions
#22Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$GLW$DUK$SO$VZ$PEP$T
$239M
126 positions
#23Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 5 shared positions
$GLW$MCD$VZ$T$PFE
$327M
94 positions
#24AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 7 shared positions
$VZ$MO$F$CVS$T$C
$197M
140 positions
#25CORDA Investment Management, LLC.Active
Some overlap · 5 shared positions
$GLW$MCD$VZ$PFE$PEP
$1.6B
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.