How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to EDGAR LOMAX /VA

13F Portfolio OverlapQ1 2026EDGAR LOMAX /VA portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

EDGAR LOMAX CO/VA is an institutional investor managing $1.4B across 56 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 EDGAR LOMAX /VA are Center for Wealth Advisory, Griffith & Werner,, MORGAN DEMPSEY, with shared positions in $FDX, $DUK, $MDLZ, $KO, $USB, $UNH. The full ranking of 25 similar funds is below.

#1Center for Wealth Management AdvisoryActive

Substantial overlap · 14 shared positions

$FDX $DUK $MDLZ $KO $USB $UNH

$139M

62 positions

#2Griffith & Werner, Inc.Active

Substantial overlap · 10 shared positions

$SO $T $PFE $DUK $UNH $KO

$202M

72 positions

#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 10 shared positions

$T $GD $DUK $SO $KO $LMT

$220M

148 positions

#4MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 11 shared positions

$USB $NEE $CCZ $TGT $LMT $FDX

$1.1B

105 positions

#5Cullen Capital Management, LLCActive

Notable overlap · 10 shared positions

$DUK $GD $NEE $CCZ $COP $T

$9.8B

213 positions

#6FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 10 shared positions

$NEE $DUK $USB $KO $T $SO

$1.5B

235 positions

#7Signet Investment Advisory Group, Inc.Passive

Notable overlap · 10 shared positions

$NEE $USB $PFE $KO $COP $UNH

$218M

69 positions

#8CapWealth Advisors, LLCActive

Notable overlap · 9 shared positions

$T $DUK $NEE $CVS $GILD $UNH

$1.3B

118 positions

#9LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 8 shared positions

$DUK $SO $T $UNH $KO $MDLZ

$970M

154 positions

#10Persium Advisors, LLCActive

Notable overlap · 9 shared positions

$T $DUK $PFE $UNH $GD $COP

$127M

60 positions

#11Slocum, Gordon & Co LLPPassive

Notable overlap · 8 shared positions

$NEE $DUK $T $PFE $COP $LMT

$147M

64 positions

#12OmniStar Financial Group, Inc.Passive

Notable overlap · 10 shared positions

$TGT $BMY $DUK $LMT $GILD $MS

$193M

108 positions

#13BCWM, LLCPassive

Notable overlap · 7 shared positions

$DUK $USB $TGT $BMY $PFE $LMT

$353M

57 positions

#14Catherine Avery Investment Management LLCPassive

Notable overlap · 7 shared positions

$NEE $TGT $PFE $BMY $KO $BAC

$223M

109 positions

#15Exeter Financial, LLCPassive

Notable overlap · 10 shared positions

$GD $TGT $USB $TXN $BAC $LMT

$245M

98 positions

#16SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 9 shared positions

$T $PFE $COP $UNP $USB $TXN

$728M

79 positions

#17Aull & Monroe Investment Management CorpPassive

Notable overlap · 9 shared positions

$SO $DUK $NEE $T $BAC $AMGN

$215M

125 positions

#18Principal Street Partners, LLCPassive

Notable overlap · 11 shared positions

$LMT $GILD $T $BMY $MS $DUK

$613M

247 positions

#19Allied Investment Advisors, LLCActive

Notable overlap · 8 shared positions

$FDX $USB $TGT $PFE $LMT $BAC

$697M

100 positions

#20Verity & Verity, LLCActive

Notable overlap · 9 shared positions

$PFE $NEE $TGT $GILD $LMT $TXN

$1.3B

138 positions

#21Baugh & Associates, LLCActive

Notable overlap · 8 shared positions

$NEE $PFE $SO $COP $MS $BAC

$232M

44 positions

#22ADVOCATE GROUP LLCPassive

Notable overlap · 9 shared positions

$TGT $BMY $DUK $PFE $SCHW $UNP

$639M

126 positions

#23Granite Group Advisors, LLCActive

Notable overlap · 10 shared positions

$USB $NEE $LMT $TXN $MS $SBUX

$165M

86 positions

#24CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 10 shared positions

$CVS $USB $COP $WFC $MDLZ $BMY

$1.4B

178 positions

#25SECTOR GAMMA ASActive

Notable overlap · 7 shared positions

$PFE $UNH $CVS $BMY $GILD $ABT

$423M

42 positions

Compare EDGAR LOMAX /VA’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 EDGAR LOMAX /VA’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.