13F Pro

Hedge Funds Similar to EXCALIBUR

13F Portfolio OverlapQ1 2026EXCALIBUR portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

EXCALIBUR MANAGEMENT CORP is an institutional investor managing $278M across 160 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to EXCALIBUR are EDGAR LOMAX /VA, Argyle ,, KEYNOTE FINANCIAL SERVICES, with shared positions in $T, $PFE, $GILD, $CVS, $BAC, $FDX. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Notable overlap · 9 shared positions
$T$PFE$GILD$CVS$BAC$FDX
$1.4B
56 positions
#2Argyle Capital Management, LLCPassive
Notable overlap · 9 shared positions
$T$PFE$VZ$IBM$BAC$KO
$308M
137 positions
#3KEYNOTE FINANCIAL SERVICES LLCPassive
Notable overlap · 8 shared positions
$T$VZ$PFE$CVS$GILD$AMGN
$188M
174 positions
#4Griffith & Werner, Inc.Active
Notable overlap · 7 shared positions
$VZ$T$PFE$GILD$BAC$KO
$202M
72 positions
#5Principal Street Partners, LLCPassive
Notable overlap · 8 shared positions
$VZ$T$GILD$CVS$KMI$KO
$613M
247 positions
#6AFFINITY INVESTMENT ADVISORS, LLCPassive
Notable overlap · 7 shared positions
$VZ$IBM$T$PFE$GILD$CVS
$160M
137 positions
#7Catherine Avery Investment Management LLCPassive
Some overlap · 7 shared positions
$VZ$PFE$IBM$BAC$KO$AMGN
$223M
109 positions
#8Brandywine Global Investment Management, LLC
Some overlap · 8 shared positions
$T$VZ$CVS$BAC$FDX$AMGN
$14.9B
601 positions
#9Cornerstone Select Advisors, LLCPassive
Some overlap · 7 shared positions
$T$VZ$IBM$GILD$BAC$AMGN
$160M
124 positions
#10WealthTrust Axiom LLCPassive
Some overlap · 7 shared positions
$PFE$VZ$IBM$GILD$T$KMI
$406M
290 positions
#11VIKING FUND MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$VZ$T$PFE$BAC$KO$SHEL
$976M
142 positions
#12FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 6 shared positions
$T$PFE$VZ$IBM$GILD$KO
$1.5B
235 positions
#13Adams Asset Advisors, LLCActive
Some overlap · 7 shared positions
$VZ$T$PFE$BAC$AMGN$BMY
$891M
88 positions
#14CapWealth Advisors, LLCActive
Some overlap · 7 shared positions
$T$IBM$GILD$CVS$BAC$KO
$1.3B
118 positions
#15SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$T$PFE$VZ$IBM$KMI$AMGN
$728M
79 positions
#16Ranch Capital Advisors Inc.Passive
Some overlap · 6 shared positions
$VZ$T$IBM$GILD$PFE$AMGN
$277M
154 positions
#17LETKO, BROSSEAU & ASSOCIATES INCActive
Some overlap · 6 shared positions
$T$PFE$VZ$CVS$FDX$INTC
$6.2B
101 positions
#18Slocum, Gordon & Co LLPPassive
Some overlap · 5 shared positions
$VZ$T$PFE$IBM$KMI
$147M
64 positions
#19NEW ENGLAND ASSET MANAGEMENT INCActive
Some overlap · 7 shared positions
$VZ$T$BAC$CVS$KO$AMGN
$786M
99 positions
#20Coastwise Capital Group, LLCPassive
Some overlap · 7 shared positions
$VZ$PFE$T$KO$BAC$BMY
$180M
128 positions
#21Stablepoint Partners, LLCPassive
Some overlap · 7 shared positions
$T$VZ$CVS$PFE$KMI$KO
$673M
260 positions
#22Kerusso Capital Management LLCPassive
Some overlap · 6 shared positions
$VZ$PFE$GILD$KO$AMGN$BMY
$200M
53 positions
#23BONNESS ENTERPRISES INCActive
Some overlap · 7 shared positions
$PFE$IBM$T$VZ$KO$INTC
$273M
39 positions
#24Cohen Investment Advisors LLCPassive
Some overlap · 6 shared positions
$VZ$PFE$BAC$KMI$KO$AMGN
$210M
79 positions
#25Athena Investment ManagementActive
Some overlap · 7 shared positions
$IBM$PFE$VZ$T$BAC$AMGN
$193M
153 positions

Compare EXCALIBUR’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 EXCALIBUR’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.