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 Edgemoor Investment Advisors,

13F Portfolio OverlapQ1 2026Edgemoor Investment Advisors, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Edgemoor Investment Advisors, Inc. is an institutional investor managing $1.3B across 170 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 Edgemoor Investment Advisors, are Glassy Mountain Advisors,, Eastover Investment Advisors, MCRAE, with shared positions in $AMAT, $URI, $LOW, $WSM, $JCI, $GD. The full ranking of 25 similar funds is below.

#1Glassy Mountain Advisors, Inc.Passive

Notable overlap · 10 shared positions

$AMAT $URI $LOW $WSM $JCI $GD

$322M

77 positions

#2Eastover Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$URI $LOW $C $AEP $SHEL $PSA

$233M

50 positions

#3MCRAE CAPITAL MANAGEMENT INCActive

Notable overlap · 5 shared positions

$LOW $WSM $URI $VRTX $TMO

$482M

106 positions

#4Cohen Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$AMAT $SCHW $NVS $DE $EPD $NEE

$644M

154 positions

#5Insight Inv LLCPassive

Notable overlap · 5 shared positions

$AMAT $WSM $JCI $GD $C

$183M

104 positions

#6Allen Mooney & Barnes Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$LOW $SCHW $AMAT $C $AEP $EPD

$695M

159 positions

#7Cullen Capital Management, LLCActive

Notable overlap · 7 shared positions

$JCI $GD $LOW $C $NVS $NEE

$9.8B

213 positions

#8CULLEN INVESTMENT GROUP, LTD.Active

Notable overlap · 8 shared positions

$JCI $GD $SCHW $DE $O $NVS

$758M

179 positions

#9ARGUS INVESTORS' COUNSEL, INC.Passive

Notable overlap · 4 shared positions

$AMAT $URI $GD $SCHW

$112M

102 positions

#10GRANDFIELD & DODD, LLCPassive

Notable overlap · 4 shared positions

$AMAT $JCI $NVS $SHEL

$1.8B

209 positions

#11Barnes Dennig Private Wealth Management LLCPassive

Notable overlap · 5 shared positions

$AMAT $SCHW $DE $LEN $T

$101M

307 positions

#12Blume Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$AMAT $SCHW $C $ARCC $DE $PFE

$588M

337 positions

#13Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$AMAT $GD $AEP $DE

$184M

32 positions

#14Aristotle Capital Management, LLCActive

Notable overlap · 5 shared positions

$WSM $LOW $GD $LEN $VZ

$47.8B

191 positions

#15Red Spruce Capital, LLCPassive

Some overlap · 4 shared positions

$AMAT $JCI $SCHW $VZ

$244M

94 positions

#16Shelter Mutual Insurance CoPassive

Some overlap · 6 shared positions

$LOW $VRTX $DE $SHEL $NEE $PFE

$450M

58 positions

#17Cascade Investment Advisors, Inc.Passive

Some overlap · 6 shared positions

$AMAT $SCHW $WSM $NVS $SPG $PFE

$169M

116 positions

#18Baugh & Associates, LLCActive

Some overlap · 6 shared positions

$LOW $O $ARCC $VZ $NEE $PFE

$232M

44 positions

#19Kerusso Capital Management LLCPassive

Some overlap · 5 shared positions

$WSM $LOW $URI $VZ $PFE

$200M

53 positions

#20CORDA Investment Management, LLC.Active

Some overlap · 6 shared positions

$AMAT $SCHW $DE $SPG $VZ $PFE

$1.4B

80 positions

#21Processus Wealth & Capital Management, LLCActive

Some overlap · 4 shared positions

$AMAT $GD $C $TMO

$147M

35 positions

#22Curat Global, LLCPassive

Some overlap · 5 shared positions

$AMAT $JCI $PFE $WSM $LOW

$102M

265 positions

#23ProVise Management Group, LLCPassive

Some overlap · 6 shared positions

$AMAT $SCHW $C $NVS $GD $ETR

$1.4B

261 positions

#24Cornerstone Investment Partners, LLCActive

Some overlap · 3 shared positions

$AMAT $URI $TMO

$2.4B

291 positions

#25Rench Wealth Management, Inc.Active

Some overlap · 5 shared positions

$AMAT $LOW $ETR $VZ $NEE

$332M

62 positions

Compare Edgemoor Investment Advisors,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Edgemoor Investment Advisors,’s holdings

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.