13F Pro

Hedge Funds Similar to WOODARD & ASSET GROUP

13F Portfolio OverlapQ2 2026WOODARD & ASSET GROUP portfolio →
Institutional-grade research for retail investors

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
$297M
103 positions
#3CapWealth Advisors, LLCActive
Some overlap · 4 shared positions
$DUK$AMGN$CVS$CEG
$1.5B
118 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
168 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
$186M
132 positions
#10Legacy CG, LLCPassive
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
$219M
95 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
$404M
99 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
$358M
74 positions
#19PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$SNDK$CVS$TER
$462M
86 positions
#20PACIFIC HEIGHTS ASSET MANAGEMENT LLC
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
$210M
129 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

Compare WOODARD & ASSET 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 WOODARD & ASSET 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.