What hedge funds are most similar to Wills Financial Group LLC?

The funds with the most similar 13F portfolios to Wills Financial Group LLC are BCWM, Welch Group, Coston, McIsaac & 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 Wills Financial Group

13F Portfolio OverlapQ2 2026Wills Financial Group portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Wills Financial Group LLC is an institutional investor managing $275M across 82 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 Wills Financial Group are BCWM, Welch Group, Coston, McIsaac & Partners, with shared positions in $IAU, $LMT, $UNP, $PEP, $PFE, $VZ. The full ranking of 25 similar funds is below.

#1BCWM, LLCPassive

Notable overlap · 6 shared positions

$IAU $LMT $UNP $PEP $PFE $VZ

$342M

57 positions

#2Welch Group, LLCPassive

Notable overlap · 7 shared positions

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

$2.9B

326 positions

#3Coston, McIsaac & PartnersPassive

Notable overlap · 6 shared positions

$PEP $WTRG $KMB $SO $NEE $VZ

$497M

948 positions

#4First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 6 shared positions

$LMT $UNP $SO $DHR $NEE $PFE

$529M

75 positions

#5Ipsen Advisor Group LLCPassive

Notable overlap · 6 shared positions

$IAU $PEP $UNP $LMT $NEE $KMB

$155M

107 positions

#6Minot DeBlois Advisors LLCPassive

Notable overlap · 7 shared positions

$UNP $DHR $PEP $NEE $XYL $VZ

$116M

240 positions

#7Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 6 shared positions

$LMT $PEP $KMB $PFE $SO $VZ

$199M

38 positions

#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$LMT $PEP $UNP $SO $VZ

$233M

122 positions

#9Signet Investment Advisory Group, Inc.Passive

Notable overlap · 5 shared positions

$IAU $PEP $PFE $NEE $LMT

$227M

73 positions

#10FORBES J M & CO LLPActive

Notable overlap · 6 shared positions

$IAU $UNP $NEE $PEP $XYL $VZ

$1.3B

159 positions

#11Miramar Capital, LLCPassive

Notable overlap · 4 shared positions

$LMT $UNP $PEP $VZ

$455M

57 positions

#12ALLEN WEALTH MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$LMT $PEP $KMB $PFE

$205M

60 positions

#13Parkside Investments, LLCActive

Notable overlap · 4 shared positions

$IAU $UNP $SO $NEE

$902M

91 positions

#14Capital Innovations LLCPassive

Notable overlap · 6 shared positions

$UNP $SO $BMI $NEE $D $XYL

$385M

51 positions

#15Sage Investment Advisers LLCPassive

Notable overlap · 4 shared positions

$IAU $LMT $UNP $NSC

$149M

98 positions

#16S. R. Schill & AssociatesSmart money

Notable overlap · 3 shared positions

$LMT $UNP $SHW

$166M

25 positions

#17EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$SO $PFE $UNP $LMT $PEP $NEE

$1.3B

58 positions

#18Juno Financial Group LLCActive

Notable overlap · 5 shared positions

$PEP $DHR $LMT $D $UNP

$282M

73 positions

#19Kelly Financial Services LLCActive

Notable overlap · 4 shared positions

$IAU $SHW $LMT $VZ

$467M

141 positions

#20Deane Retirement Strategies, Inc.Passive

Notable overlap · 3 shared positions

$IAU $UNP $CF

$236M

52 positions

#21Canal Insurance COActive

Notable overlap · 4 shared positions

$LMT $D $PFE $VZ

$456M

76 positions

#22Smith Thornton Advisors LLCPassive

Notable overlap · 5 shared positions

$IAU $SO $VZ $NEE $LMT

$227M

140 positions

#23OLD POINT TRUST & FINANCIAL SERVICES N APassive

Notable overlap · 6 shared positions

$PEP $SO $LMT $NEE $VZ $NSC

$329M

323 positions

#24Argo Wealth Advisory, LLCActive

Notable overlap · 5 shared positions

$LMT $PEP $PFE $NEE $XYL

$181M

50 positions

#25SMITH CHAS P & ASSOCIATES PA CPAS

Notable overlap · 5 shared positions

$LMT $PEP $UNP $NEE $SO

$1.8B

176 positions

Compare Wills Financial Group’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 Wills Financial Group’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.