What hedge funds are most similar to FUKOKU MUTUAL LIFE INSURANCE Co?

The funds with the most similar 13F portfolios to FUKOKU MUTUAL LIFE INSURANCE Co are EDGAR LOMAX /VA, MORGAN DEMPSEY, Slocum, Gordon & LLP, based on overlapping conviction holdings in the latest SEC filings.

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 FUKOKU MUTUAL LIFE INSURANCE

13F Portfolio OverlapQ1 2026FUKOKU MUTUAL LIFE INSURANCE portfolio →

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Most similar hedge funds by 13F overlap

FUKOKU MUTUAL LIFE INSURANCE Co is an institutional investor managing $1.5B across 235 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 FUKOKU MUTUAL LIFE INSURANCE are EDGAR LOMAX /VA, MORGAN DEMPSEY, Slocum, Gordon & LLP, with shared positions in $NEE, $DUK, $USB, $KO, $T, $SO. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive

Notable overlap · 10 shared positions

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

$1.4B

56 positions

#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 10 shared positions

$KO $DUK $MCD $IBM $T $SO

$220M

148 positions

#3Slocum, Gordon & Co LLPPassive

Notable overlap · 9 shared positions

$NEE $MCD $DUK $AEP $T $PFE

$147M

64 positions

#4Welch Group, LLCPassive

Notable overlap · 9 shared positions

$NEE $MCD $IBM $AEP $SO $PFE

$2.7B

310 positions

#5Griffith & Werner, Inc.Active

Notable overlap · 9 shared positions

$KO $DUK $T $SO $PFE $VZ

$202M

72 positions

#6GQG Partners LLCActive

Notable overlap · 8 shared positions

$KO $MO $AEP $T $DUK $VZ

$63.1B

81 positions

#7Catherine Avery Investment Management LLCPassive

Notable overlap · 7 shared positions

$NEE $KO $MCD $IBM $PFE $VZ

$223M

109 positions

#8Windle Wealth, LLCActive

Notable overlap · 6 shared positions

$KO $MO $MCD $T $SO $VZ

$237M

32 positions

#9Measured Risk Portfolios, Inc.Passive

Notable overlap · 7 shared positions

$MO $KO $DUK $AEP $VZ $TXN

$91M

66 positions

#10LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 8 shared positions

$KO $MCD $DUK $T $SO $GILD

$970M

154 positions

#11SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 9 shared positions

$IBM $AEP $T $PFE $VZ $USB

$728M

79 positions

#12CapWealth Advisors, LLCActive

Notable overlap · 7 shared positions

$NEE $DUK $IBM $GILD $T $KO

$1.3B

118 positions

#13Constitution Capital LLCActive

Notable overlap · 7 shared positions

$KO $NEE $DUK $AEP $SO $MCD

$200M

61 positions

#14Persium Advisors, LLCActive

Notable overlap · 7 shared positions

$DUK $IBM $MET $MCD $T $PFE

$127M

60 positions

#15Widmann Financial Services, Inc.Passive

Notable overlap · 10 shared positions

$IBM $MCD $KO $T $VZ $PFE

$168M

121 positions

#16Slagle Financial, LLCPassive

Notable overlap · 8 shared positions

$KO $MO $NEE $USB $IBM $SO

$303M

121 positions

#17BROOKS, MOORE & ASSOCIATES, INC.Passive

Notable overlap · 7 shared positions

$KO $USB $IBM $VZ $SO $NEE

$199M

110 positions

#18GODSEY & GIBB, INCPassive

Notable overlap · 6 shared positions

$KO $DUK $AEP $IBM $T $CME

$1.1B

389 positions

#19Kinloch Capital, LLCPassive

Notable overlap · 5 shared positions

$MO $NEE $KO $MCD $IBM

$245M

83 positions

#20Carolina Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$KO $MO $GILD $VZ $MCD $TXN

$240M

278 positions

#21Verity & Verity, LLCActive

Notable overlap · 7 shared positions

$NEE $GILD $MO $PFE $VZ $MET

$1.3B

138 positions

#22VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$NEE $T $VZ $MO $WMB $KO

$976M

142 positions

#23RAHLFS CAPITAL, LLCPassive

Notable overlap · 7 shared positions

$MCD $USB $DUK $SO $VZ $TXN

$136M

86 positions

#24Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$MCD $KO $NEE $IBM $TXN $WMB

$446M

104 positions

#25CFC Planning Co LLCPassive

Notable overlap · 5 shared positions

$KO $MO $IBM $VZ $TXN

$140M

72 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.