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Hedge Funds Similar to WOODARD & ASSET GROUP

13F Portfolio OverlapQ2 2026WOODARD & ASSET GROUP portfolio →
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Most similar hedge funds by 13F overlap

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV is an institutional investor managing $694M across 172 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 WOODARD & ASSET GROUP are Wealth Planning, Vertrix Wealth, CapWealth Advisors, with shared positions in $DUK, $AMGN, $MPC, $FCX, $CVS, $MS. The full ranking of 25 similar funds is below.

#1Capital Wealth Planning, LLCActive
Some overlap · 4 shared positions
$DUK$AMGN$MPC$FCX
$20.0B
154 positions
#2Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$DUK$AMGN$CVS$MS
$292M
99 positions
#3CapWealth Advisors, LLCActive
Some overlap · 4 shared positions
$DUK$AMGN$CVS$CEG
$1.3B
122 positions
#4KKM Financial LLCPassive
Some overlap · 5 shared positions
$CVS$MPC$FCX$DUK$SPCX
$730M
169 positions
#5United Capital Management of KS, Inc.Passive
Some overlap · 4 shared positions
$DUK$NUE$MPC$CEG
$763M
98 positions
#6EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$DUK$CVS$AMGN$MS
$1.3B
58 positions
#7Oak Harvest Investment ServicesPassive
Some overlap · 4 shared positions
$NUE$DUK$AMGN$MS
$1.1B
166 positions
#8Counterweight Ventures, LLCPassive
Some overlap · 3 shared positions
$DUK$AMGN$NUE
$201M
81 positions
#9TI-TRUST, INCPassive
Some overlap · 3 shared positions
$SNDK$DUK$NUE
$181M
134 positions
#10Legacy CG, LLCActive
Some overlap · 3 shared positions
$SNDK$NUE$CVS
$391M
45 positions
#11Principal Street Partners, LLCPassive
Some overlap · 4 shared positions
$AMGN$CVS$DUK$MS
$683M
277 positions
#12Bull Street Advisors, LLCPassive
Some overlap · 4 shared positions
$AMGN$NUE$DUK$MS
$221M
92 positions
#13Kultura Capital Management LPActive
Some overlap · 4 shared positions
$SNDK$FCX$TER$SPCX
$553M
66 positions
#14Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 4 shared positions
$AMGN$DUK$CVS$MS
$703M
160 positions
#15NewSquare Capital LLCPassive
Some overlap · 4 shared positions
$CVS$AMGN$DUK$TER
$1.4B
236 positions
#16BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 3 shared positions
$AMGN$NUE$CVS
$405M
98 positions
#17V. M. MANNING & CO., INC.Active
Some overlap · 3 shared positions
$DUK$NUE$FCX
$117M
53 positions
#18Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$DUK$AMGN$MS
$360M
73 positions
#19PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$SNDK$CVS$TER
$389M
77 positions
#20PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$NUE$FCX$MS$AMGN
$3.2B
77 positions
#21SeaBridge Investment Advisors LLCPassive
Some overlap · 3 shared positions
$SNDK$AMGN$MS
$692M
188 positions
#22apricus wealth, LLCPassive
Some overlap · 3 shared positions
$AMGN$DUK$NUE
$222M
128 positions
#23Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Active
Some overlap · 3 shared positions
$SNDK$FCX$CEG
$1.8B
43 positions
#24GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 3 shared positions
$AMGN$MPC$CVS
$906M
153 positions
#25STEVENS CAPITAL MANAGEMENT LPPassive
Some overlap · 4 shared positions
$SNDK$MS$SPCX$CEG
$417M
213 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.