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 UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT

13F Portfolio OverlapQ1 2026UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO is an institutional investor managing $687M across 301 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 UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT are EDGAR LOMAX /VA, HF Advisory Group,, Brandywine Global Investment ,, with shared positions in $DUK, $MS, $TXN, $SCHW, $T, $BAC. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$DUK $MS $TXN $SCHW $T $BAC

$1.4B

56 positions

#2HF Advisory Group, LLCPassive

Some overlap · 7 shared positions

$MS $SCHW $T $MO $VZ $BKNG

$293M

166 positions

#3Brandywine Global Investment Management, LLC

Some overlap · 9 shared positions

$T $MS $VZ $BAC $FDX $AER

$14.9B

601 positions

#4Cullen Capital Management, LLCActive

Some overlap · 6 shared positions

$MS $DUK $MO $T $BAC $NVS

$9.8B

213 positions

#5Hudson Canyon Capital ManagementPassive

Some overlap · 6 shared positions

$MS $AMAT $MPC $SCHW $HCA $BAC

$163M

52 positions

#6Principal Street Partners, LLCPassive

Some overlap · 6 shared positions

$MS $MO $DUK $TXN $T $VZ

$613M

247 positions

#7Shepherd Street Advisors LLCPassive

Some overlap · 7 shared positions

$AMAT $MPC $SCHW $GEV $LIN $BKNG

$101M

86 positions

#8Next Level Private LLCPassive

Some overlap · 7 shared positions

$MS $T $GEV $MO $BA $AMAT

$443M

175 positions

#9CCM INVESTMENT ADVISERS LLCPassive

Some overlap · 6 shared positions

$DUK $AMAT $EVR $MPC $BKNG $GM

$1.0B

93 positions

#10FUKOKU MUTUAL LIFE INSURANCE CoPassive

Some overlap · 5 shared positions

$DUK $MO $TXN $T $VZ

$1.5B

235 positions

#11DCM Advisors, LLCActive

Some overlap · 6 shared positions

$MS $MPC $T $VZ $BAC $BA

$220M

38 positions

#12Garner Asset Management CorpPassive

Some overlap · 7 shared positions

$AMAT $T $SCHW $VZ $MS $FDX

$255M

156 positions

#13Junto Capital Management LPPassive

Some overlap · 6 shared positions

$MS $AMAT $TXN $FDX $GM $BA

$4.7B

87 positions

#14ADVOCATE GROUP LLCPassive

Some overlap · 5 shared positions

$DUK $MS $SCHW $TXN $VZ

$639M

126 positions

#15Family Legacy, Inc.Passive

Some overlap · 5 shared positions

$DUK $MS $AMAT $SCHW $GEV

$333M

124 positions

#16ProVise Management Group, LLCPassive

Some overlap · 6 shared positions

$MS $AMAT $SCHW $BKNG $NVS $DUK

$1.4B

261 positions

#17Smith Thornton Advisors LLCPassive

Some overlap · 6 shared positions

$MS $T $TXN $VZ $BAC $DUK

$199M

130 positions

#18Boston Common Asset Management, LLCActive

Some overlap · 6 shared positions

$MS $AMAT $VZ $BAC $WAB $NVS

$1.6B

186 positions

#19MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive

Some overlap · 5 shared positions

$MO $TXN $AMAT $MPC $NVS

$176M

81 positions

#20Xcel Wealth Management, LLCPassive

Some overlap · 6 shared positions

$MS $GEV $BAC $FDX $VZ $BA

$362M

133 positions

#21AustralianSuper Pty LtdActive

Some overlap · 8 shared positions

$AER $ADBE $BKNG $GM $T $MS

$19.2B

277 positions

#22Allen Mooney & Barnes Investment Advisors LLCPassive

Some overlap · 5 shared positions

$MO $AMAT $SCHW $T $ADBE

$695M

159 positions

#23Center for Wealth Management AdvisoryActive

Some overlap · 5 shared positions

$MS $DUK $MO $VZ $FDX

$139M

62 positions

#24Glassy Mountain Advisors, Inc.Passive

Some overlap · 6 shared positions

$AMAT $HCA $ADBE $BKNG $BAC $NVS

$322M

77 positions

#25CONNORS INVESTOR SERVICES INCActive

Some overlap · 5 shared positions

$DUK $MS $SCHW $LIN $VZ

$1.1B

149 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.