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Hedge Funds Similar to ORLEANS /LA

13F Portfolio OverlapQ1 2026ORLEANS /LA portfolio →
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Most similar hedge funds by 13F overlap

ORLEANS CAPITAL MANAGEMENT CORP/LA is an institutional investor managing $148M across 106 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 ORLEANS /LA are EDGAR LOMAX /VA, S.E.E.D. Planning Group, Stokes Advisors,, with shared positions in $NEE, $LMT, $DUK, $UNP, $COP, $TXN. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Notable overlap · 8 shared positions
$NEE$LMT$DUK$UNP$COP$TXN
$1.4B
56 positions
#2S.E.E.D. Planning Group LLCPassive
Notable overlap · 5 shared positions
$SHW$NEE$VLO$LMT$TMO
$344M
89 positions
#3Stokes Capital Advisors, LLCPassive
Notable overlap · 6 shared positions
$NEE$SHW$LMT$UNP$TXN$ABT
$446M
104 positions
#4Center for Wealth Management AdvisoryActive
Notable overlap · 5 shared positions
$SHW$LMT$DUK$COP$ABT
$139M
62 positions
#5HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 6 shared positions
$SHW$UNP$DUK$LMT$NEE$ABT
$280M
107 positions
#6Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$NEE$DUK$COP$GLW$LMT$UNP
$215M
125 positions
#7TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 5 shared positions
$VLO$NEE$TMO$GILD$MAR
$182M
115 positions
#8Northside Capital Management, LLCActive
Some overlap · 6 shared positions
$NEE$TXN$EPD$TMO$UNP$DUK
$1.1B
193 positions
#9Slocum, Gordon & Co LLPPassive
Some overlap · 5 shared positions
$NEE$LMT$DUK$COP$UNP
$147M
64 positions
#10Paradiem, LLCPassive
Some overlap · 4 shared positions
$NEE$VLO$LMT$ABT
$454M
70 positions
#11DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$NEE$SHW$TXN$EPD$UNP
$501M
138 positions
#12Kesler, Norman & Wride, LLCPassive
Some overlap · 6 shared positions
$LMT$NEE$UNP$TXN$ABT$MAR
$581M
245 positions
#13WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 5 shared positions
$NEE$LMT$TMO$MAR$DUK
$1.2B
69 positions
#14Willis Investment CounselActive
Some overlap · 5 shared positions
$LMT$VLO$COP$TXN$DUK
$1.8B
123 positions
#15Kentucky Farm Bureau Mutual Insurance CoActive
Some overlap · 6 shared positions
$UNP$LMT$COP$ABT$NEE$TMO
$329M
65 positions
#16Titiun YejielPassive
Some overlap · 4 shared positions
$SHW$TMO$UNP$COP
$99M
57 positions
#17Private Capital Advisors, Inc.Smart money
Some overlap · 5 shared positions
$NEE$TMO$UNP$LMT$EPD
$872M
73 positions
#18Stack Financial Management, IncActive
Some overlap · 4 shared positions
$NEE$LMT$DUK$COP
$1.4B
52 positions
#19Wills Financial Group LLCPassive
Some overlap · 5 shared positions
$LMT$SHW$UNP$NEE$DUK
$265M
75 positions
#20Iyo Bank, Ltd.Active
Some overlap · 4 shared positions
$NEE$SHW$TMO$TXN
$281M
35 positions
#21Bath Savings Trust CoActive
Some overlap · 5 shared positions
$NEE$COP$ABT$SHW$LMT
$936M
168 positions
#22MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$NEE$LMT$TXN$TMO
$1.1B
105 positions
#23KWMG, LLCActive
Some overlap · 5 shared positions
$VLO$COP$SHW$GLW$MAR
$1.2B
147 positions
#24MOSELEY INVESTMENT MANAGEMENT INCPassive
Some overlap · 6 shared positions
$NEE$LMT$VLO$MAR$EPD$DUK
$314M
163 positions
#25IAM Advisory, LLCActive
Some overlap · 5 shared positions
$SHW$LMT$TXN$MSI$GILD
$446M
95 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.