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Hedge Funds Similar to INGALLS & SNYDER

13F Portfolio OverlapQ2 2026INGALLS & SNYDER portfolio →
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Most similar hedge funds by 13F overlap

INGALLS & SNYDER LLC is an institutional investor managing $3.7B across 478 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to INGALLS & SNYDER are WEYBOSSET RESEARCH, Greenline Partners, GUARDIAN, with shared positions in $WMB, $FTAI, $DE, $CB, $CNQ, $TTE. The full ranking of 25 similar funds is below.

#1WEYBOSSET RESEARCH & MANAGEMENT LLCActive
Some overlap · 4 shared positions
$WMB$FTAI$DE$CB
$381M
32 positions
#2Greenline Partners, LLCActive
Some overlap · 5 shared positions
$WMB$CNQ$DE$CB$TTE
$983M
149 positions
#3GUARDIAN CAPITAL LPActive
Some overlap · 4 shared positions
$CNQ$WMB$TECK$TTE
$4.1B
174 positions
#4SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$WMB$C$ABT$NVS
$296M
134 positions
#5ELCO Management Co., LLCPassive
Some overlap · 4 shared positions
$WMB$HXL$ABT$UBER
$232M
174 positions
#6MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$WMB$PAAS$PFE
$112M
100 positions
#7Steadtrust LLCPassive
Some overlap · 3 shared positions
$PAAS$WMB$CNQ
$198M
132 positions
#8R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$WMB$C$ABT$PFE
$188M
39 positions
#9GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 4 shared positions
$WMB$CNQ$ABT$UBER
$372M
82 positions
#10RD Lewis Holdings, Inc.Passive
Some overlap · 4 shared positions
$CNQ$DE$ABT$NVS
$135M
88 positions
#11Northstar Advisory Group, LLCPassive
Some overlap · 3 shared positions
$WMB$FTAI$C
$322M
119 positions
#12Barnett & Company, Inc.Passive
Some overlap · 3 shared positions
$WMB$CNQ$PFE
$135M
86 positions
#13MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 3 shared positions
$WMB$CNQ$C
$3.8B
152 positions
#14Beirne Wealth Consulting Services, LLCActive
Some overlap · 3 shared positions
$PAAS$DE$C
$503M
102 positions
#15Stokes Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$WMB$ABT$CB
$467M
118 positions
#16Parkwood LLCActive
Some overlap · 6 shared positions
$C$GL$CB$TTE$UBER$NVS
$1.4B
72 positions
#17TCTC Holdings, LLCActive
Some overlap · 5 shared positions
$WMB$CB$UBER$NVS$PFE
$3.8B
240 positions
#18WILKINS INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$WMB$CB$NVS
$742M
119 positions
#19FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 3 shared positions
$WMB$C$NVS
$5.3B
210 positions
#20Evercore Wealth Management, LLCActive
Some overlap · 3 shared positions
$WMB$CB$UBER
$7.1B
433 positions
#21DMKC Advisory Services, LLCActive
Some overlap · 5 shared positions
$DE$C$ABT$TTE$PFE
$530M
92 positions
#22VIKING FUND MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$WMB$C$TTE
$1.1B
146 positions
#23HOURGLASS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$WMB$C$UBER$PFE
$508M
127 positions
#24Accordant Advisory Group IncPassive
Some overlap · 3 shared positions
$OGC$RRC$UBER
$148M
242 positions
#25McAlvany Wealth Management LLCPassive
Some overlap · 3 shared positions
$PAAS$CNQ$RRC
$134M
48 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.