13F Pro

Hedge Funds Similar to XML Financial

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

XML Financial, LLC is an institutional investor managing $1.4B across 447 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 XML Financial are Stablepoint Partners, Beta Wealth Group, NEW ENGLAND ASSET, with shared positions in $QCOM, $KMI, $AMGN, $VZ, $CVS, $UL. The full ranking of 25 similar funds is below.

#1Stablepoint Partners, LLCPassive
Some overlap · 8 shared positions
$QCOM$KMI$AMGN$VZ$CVS$UL
$723M
260 positions
#2Beta Wealth Group, Inc.Active
Some overlap · 4 shared positions
$PTY$QCOM$EMR$CVS
$267M
114 positions
#3NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 7 shared positions
$QCOM$AMGN$VZ$CVS$UL$T
$863M
131 positions
#4BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 6 shared positions
$QCOM$KMI$AMGN$EMR$VZ$LMT
$515M
142 positions
#5Visionary Wealth AdvisorsPassive
Some overlap · 6 shared positions
$QCOM$KMI$AMGN$EMR$VZ$LMT
$2.5B
666 positions
#6VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$QCOM$KMI$AMGN$EMR$VZ
$201M
57 positions
#7BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 6 shared positions
$QCOM$AMGN$CVS$CMI$UL$LMT
$404M
99 positions
#8Columbus Macro, LLCPassive
Some overlap · 5 shared positions
$QCOM$KMI$AMGN$CMI$LMT
$1.0B
207 positions
#9PENN DAVIS MCFARLAND INCActive
Some overlap · 6 shared positions
$QCOM$KMI$AMGN$EPD$LMT$VZ
$1.1B
79 positions
#10Evergreen Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PTY$AMGN$LMT
$213M
55 positions
#11ROWLANDMILLER & PARTNERS.ADVPassive
Some overlap · 5 shared positions
$QCOM$AMGN$VZ$EMR$CMI
$549M
195 positions
#12Linscomb Wealth, Inc.Active
Some overlap · 6 shared positions
$QCOM$AMGN$KMI$CMI$EPD$LMT
$2.3B
311 positions
#13KEYNOTE FINANCIAL SERVICES LLCPassive
Some overlap · 6 shared positions
$AMGN$QCOM$VZ$CVS$T$LMT
$214M
185 positions
#14Loudon Investment Management, LLCPassive
Some overlap · 5 shared positions
$QCOM$AMGN$EMR$CMI$EPD
$204M
95 positions
#15Crescent Sterling, Ltd.Passive
Some overlap · 5 shared positions
$QCOM$AMGN$VZ$CMI$LMT
$112M
85 positions
#16Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$AMGN$EMR$VZ$CMI$T$LMT
$239M
126 positions
#17Harvest Investment Advisors, LLCActive
Some overlap · 4 shared positions
$QCOM$KMI$AMGN$LMT
$202M
58 positions
#18R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 6 shared positions
$QCOM$AMGN$EPD$VZ$T$KMI
$130M
40 positions
#191834 INVESTMENT ADVISORS COPassive
Some overlap · 5 shared positions
$QCOM$KMI$VZ$CVS$T
$883M
211 positions
#20Coastwise Capital Group, LLCPassive
Some overlap · 5 shared positions
$QCOM$AMGN$VZ$T$LMT
$172M
143 positions
#21Principal Street Partners, LLCPassive
Some overlap · 5 shared positions
$KMI$AMGN$VZ$CVS$LMT
$683M
277 positions
#22Optimist Retirement Group LLCActive
Some overlap · 5 shared positions
$QCOM$VZ$UL$EPD$LMT
$259M
118 positions
#23William B. Walkup & Associates, Inc.Passive
Some overlap · 5 shared positions
$KMI$QCOM$EMR$VZ$CVS
$208M
258 positions
#24BCS Private Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$QCOM$KMI$AMGN$VZ
$332M
187 positions
#25SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 4 shared positions
$QCOM$AMGN$VZ$UL
$1.3B
97 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.