What hedge funds are most similar to PENN DAVIS MCFARLAND INC?

The funds with the most similar 13F portfolios to PENN DAVIS MCFARLAND INC are EDGAR LOMAX /VA, CHIRON ,, BCWM,, 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 PENN DAVIS MCFARLAND

13F Portfolio OverlapQ1 2026PENN DAVIS MCFARLAND portfolio →

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Most similar hedge funds by 13F overlap

PENN DAVIS MCFARLAND INC is an institutional investor managing $1.1B across 79 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 PENN DAVIS MCFARLAND are EDGAR LOMAX /VA, CHIRON ,, BCWM,, with shared positions in $UNH, $BMY, $LMT, $TGT, $TXN, $AMGN. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive

Notable overlap · 10 shared positions

$UNH $BMY $LMT $TGT $TXN $AMGN

$1.4B

56 positions

#2CHIRON CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 10 shared positions

$EPD $BMY $UNH $CRM $PYPL $KMB

$98M

117 positions

#3BCWM, LLCPassive

Notable overlap · 7 shared positions

$KMI $LMT $BMY $TGT $VZ $UPS

$353M

57 positions

#4SL ADVISORS, LLCActive

Notable overlap · 6 shared positions

$EPD $KMI $WM $LMT $MCD $KO

$59M

32 positions

#5R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$KMI $PYPL $KO $PFE $ABT

$172M

38 positions

#6Energy Income Partners, LLCActive

Notable overlap · 3 shared positions

$EPD $KMI $SHEL

$6.2B

87 positions

#7Buck Wealth Strategies, LLCActive

Notable overlap · 8 shared positions

$LMT $UNH $PYPL $WM $VZ $AMGN

$810M

166 positions

#8Kamunting Street Capital Management, L.P.Active

Notable overlap · 3 shared positions

$EPD $UNH $CRM

$183M

28 positions

#9EPACRIA CAPITAL PARTNERS, LLCActive

Notable overlap · 3 shared positions

$EPD $BSM $CHKP

$129M

29 positions

#10KEMPNER CAPITAL MANAGEMENT INC.

Notable overlap · 4 shared positions

$BSM $SHEL $UNH $KMI

$106M

43 positions

#11Royal Palms Capital LLCPassive

Notable overlap · 4 shared positions

$KMI $EPD $TXN $AMGN

$101M

50 positions

#12Fractal Investments LLCActive

Notable overlap · 3 shared positions

$EPD $KMI $SHEL

$845M

81 positions

#13WP Advisors, LLCActive

Notable overlap · 6 shared positions

$EPD $UNH $PYPL $CRM $PFE $AMGN

$387M

115 positions

#14Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 8 shared positions

$LMT $BMY $WM $KMB $VZ $MCD

$199M

40 positions

#15CFC Planning Co LLCPassive

Notable overlap · 7 shared positions

$UNH $CRM $TXN $VZ $AMGN $KO

$140M

72 positions

#16Rayburn West Financial Services LLCPassive

Notable overlap · 9 shared positions

$LMT $TGT $VZ $AMGN $MCD $KO

$170M

82 positions

#17Miramar Capital, LLCPassive

Notable overlap · 6 shared positions

$LMT $BMY $WM $VZ $MCD $ABT

$449M

56 positions

#18BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 6 shared positions

$LMT $KMI $BMY $WM $MCD $ABT

$2.3B

264 positions

#19CEERA INVESTMENTS, LLCPassive

Notable overlap · 4 shared positions

$UNH $CRM $PYPL $TGT

$228M

93 positions

#20AMERICAN FINANCIAL GROUP INCActive

Notable overlap · 5 shared positions

$EPD $CRM $BMY $KMB $SHEL

$270M

71 positions

#21Measured Risk Portfolios, Inc.Passive

Notable overlap · 7 shared positions

$KMI $SFM $KMB $TXN $VZ $KO

$91M

66 positions

#22Allied Investment Advisors, LLCActive

Notable overlap · 6 shared positions

$SHEL $LMT $TGT $KMB $PFE $ABT

$697M

100 positions

#23William B. Walkup & Associates, Inc.Active

Some overlap · 6 shared positions

$UNH $KMI $VZ $MCD $KO $ABT

$167M

163 positions

#24Integras Partners LLCPassive

Some overlap · 7 shared positions

$LMT $BMY $AMGN $MCD $ACN $KO

$152M

69 positions

#25R.H. Investment Group, LLCPassive

Some overlap · 5 shared positions

$EPD $UNH $AMGN $MCD $VZ

$130M

45 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.