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Hedge Funds Similar to STALEY ADVISERS

13F Portfolio OverlapQ1 2026STALEY ADVISERS portfolio →
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Most similar hedge funds by 13F overlap

STALEY CAPITAL ADVISERS INC is an institutional investor managing $2.4B across 184 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 STALEY ADVISERS are Hillman ,, Blume ,, Cambridge Financial Group,, with shared positions in $IFF, $BA, $PFE, $DIS, $VZ, $FISV. The full ranking of 25 similar funds is below.

#1Hillman Capital Management, Inc.Passive
Notable overlap · 6 shared positions
$IFF$BA$PFE$DIS$VZ$FISV
$144M
56 positions
#2Blume Capital Management, Inc.Passive
Notable overlap · 6 shared positions
$FDX$C$DIS$PFE$IFF$FISV
$588M
337 positions
#3Cambridge Financial Group, Inc.Active
Notable overlap · 4 shared positions
$FDX$BA$C$TJX
$267M
33 positions
#4Huber Capital Management LLCPassive
Notable overlap · 4 shared positions
$FDX$PFE$C$PM
$647M
99 positions
#5SOUND SHORE MANAGEMENT INC /CT/Active
Notable overlap · 4 shared positions
$PFE$BA$C$DIS
$3.0B
40 positions
#6VIKING GLOBAL INVESTORS LPActive
Notable overlap · 4 shared positions
$APD$FDX$BA$DIS
$35.7B
77 positions
#7R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$BA$FDX$PFE$C$PM$COP
$172M
38 positions
#8Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$FDX$BA$DIS$C
$308M
68 positions
#9RE ADVISERS CORPActive
Some overlap · 5 shared positions
$BA$C$DIS$TJX$COP
$3.7B
111 positions
#10KLCM Advisors, Inc.Active
Some overlap · 5 shared positions
$BA$C$IFF$DIS$DOW
$1.2B
275 positions
#11Senator Investment Group LPActive
Some overlap · 4 shared positions
$BA$C$PFE$COP
$2.2B
59 positions
#12Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$PFE$C$BA$DIS$VZ
$151M
135 positions
#13Socorro Asset Management LPPassive
Some overlap · 3 shared positions
$APD$PFE$DIS
$221M
32 positions
#14SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$APD$PFE$C$COP$VZ
$728M
79 positions
#15EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$FDX$PFE$COP
$1.4B
56 positions
#16Round Hill Asset ManagementPassive
Some overlap · 4 shared positions
$PFE$C$DIS$SJM
$153M
62 positions
#17Xcel Wealth Management, LLCPassive
Some overlap · 5 shared positions
$BA$PFE$FDX$TJX$VZ
$362M
133 positions
#18DKRT Investments Corp.Active
Some overlap · 5 shared positions
$FDX$BA$DIS$C$PFE
$395M
48 positions
#19Night Squared LPPassive
Some overlap · 3 shared positions
$APD$SJM$CTVA
$681M
72 positions
#20LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 5 shared positions
$APD$PFE$DIS$BA$VZ
$480M
243 positions
#21WILKINS INVESTMENT COUNSEL INCActive
Some overlap · 4 shared positions
$IFF$CTVA$Q$FISV
$698M
119 positions
#22LAZARI CAPITAL MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$BA$DIS$PFE$COP$VZ
$287M
175 positions
#23Focused Investors LLCActive
Some overlap · 3 shared positions
$FDX$DIS$TJX
$3.1B
22 positions
#24FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive
Some overlap · 6 shared positions
$CTVA$Q$DIS$IFF$FDX$DOW
$1.1B
175 positions
#25Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$BA$PFE$SPG
$942M
33 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.