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Hedge Funds Similar to Hamlin

13F Portfolio OverlapQ3 2026Hamlin portfolio →
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Most similar hedge funds by 13F overlap

Hamlin Capital Management, LLC is an institutional investor managing $4.0B across 28 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Hamlin are Martin Partners, MILLER HOWARD INVESTMENTS, Outlook, with shared positions in $TXN, $CME, $UL, $PEG, $PAYX, $EPD. The full ranking of 25 similar funds is below.

#1Martin Capital Partners, LLCPassive
Notable overlap · 5 shared positions
$TXN$CME$UL$PEG$PAYX
$279M
73 positions
#2MILLER HOWARD INVESTMENTS INC /NYActive
Notable overlap · 6 shared positions
$EPD$LAMR$COP$SNA$TXN$PAYX
$3.7B
159 positions
#3Outlook Capital Management, LLCActive
Notable overlap · 4 shared positions
$CMI$TXN$COP$EPD
$310M
42 positions
#4Neumann Capital Management, LLCActive
Notable overlap · 4 shared positions
$PEG$CVS$CMI$MS
$391M
105 positions
#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$CMI$PM$CME$TXN
$233M
122 positions
#6Coston, McIsaac & PartnersPassive
Notable overlap · 4 shared positions
$TXN$PM$UL$PAYX
$497M
948 positions
#7Land & Buildings Investment Management, LLCActive
Notable overlap · 3 shared positions
$SPG$LAMR$RHP
$583M
19 positions
#8Hurley Capital, LLCPassive
Notable overlap · 3 shared positions
$MS$EPD$UL
$193M
678 positions
#9DCM Advisors, LLCActive
Notable overlap · 4 shared positions
$MS$CVS$PM$COP
$253M
38 positions
#10Kensington Investment Counsel, LLCPassive
Notable overlap · 4 shared positions
$SNA$TXN$WSO$SLB
$230M
85 positions
#11CALEDONIA INVESTMENTS PLCActive
Notable overlap · 4 shared positions
$TXN$WSO$PM$PAYX
$890M
15 positions
#12PRING TURNER CAPITAL GROUP INCPassive
Notable overlap · 3 shared positions
$CMI$TXN$COP
$175M
73 positions
#13Canoe Financial LPActive
Notable overlap · 5 shared positions
$CVS$PM$TXN$SLB$CME
$8.3B
120 positions
#14PAYDEN & RYGELPassive
Notable overlap · 6 shared positions
$MS$CVS$SPG$CMI$EPD$TXN
$1.3B
131 positions
#15R.H. Investment Group, LLCActive
Notable overlap · 3 shared positions
$EPD$COP$PM
$133M
47 positions
#16Alley Investment Management Company, LLCActive
Notable overlap · 5 shared positions
$PAYX$PM$MS$SNA$CME
$856M
89 positions
#17Eldred Rock Partners, LLCActive
Notable overlap · 3 shared positions
$CMI$TXN$UL
$451M
29 positions
#18Measured Risk Portfolios, Inc.Active
Notable overlap · 4 shared positions
$CME$PM$PAYX$TXN
$94M
64 positions
#19Keystone Financial Planning, Inc.Active
Notable overlap · 5 shared positions
$UL$CME$PM$CVS$PEG
$404M
39 positions
#20EDGAR LOMAX CO/VAActive
Notable overlap · 4 shared positions
$CVS$TXN$MS$COP
$1.3B
58 positions
#21Orca Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$ORI$PM$CMI
$168M
84 positions
#22Guinness Asset Management LTDActive
Notable overlap · 3 shared positions
$TXN$CME$PAYX
$5.9B
141 positions
#23Carolina Wealth Advisors, LLCPassive
Notable overlap · 4 shared positions
$TXN$PM$UL$DRI
$263M
373 positions
#24CINCINNATI FINANCIAL CORPActive
Notable overlap · 4 shared positions
$CME$SNA$PM$ARES
$5.2B
56 positions
#25Cullen Capital Management, LLCActive
Notable overlap · 4 shared positions
$MS$PM$COP$UL
$10.2B
208 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.