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Hedge Funds Similar to Fidelity National Financial

13F Portfolio OverlapQ2 2026Fidelity National Financial portfolio →
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Most similar hedge funds by 13F overlap

Fidelity National Financial, Inc. is an institutional investor managing $3.2B across 30 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 Fidelity National Financial are Kinloch, Clark & Stuart, Somerset, with shared positions in $GPC, $KMB, $PEP, $GD, $EMR, $TROW. The full ranking of 25 similar funds is below.

#1Kinloch Capital, LLCPassive
Some overlap · 8 shared positions
$GPC$KMB$PEP$GD$EMR$TROW
$274M
79 positions
#2Clark & Stuart, IncPassive
Some overlap · 6 shared positions
$GPC$KMB$ITW$PEP$ABT$EMR
$159M
57 positions
#3Somerset Trust CoPassive
Some overlap · 6 shared positions
$ITW$PEP$ABT$GD$EMR$AMGN
$354M
186 positions
#4Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$ITW$PEP$GD$EMR$TROW$AMGN
$261M
101 positions
#5Brindle & Bay Financial Advisors, LLCActive
Some overlap · 5 shared positions
$VICI$KMB$ITW$PEP$TROW
$200M
86 positions
#6WINNOW WEALTH LLCPassive
Some overlap · 5 shared positions
$VICI$KMB$ITW$PEP$TROW
$147M
137 positions
#7DMKC Advisory Services, LLCActive
Some overlap · 5 shared positions
$GPC$KMB$PEP$ABT$EMR
$530M
92 positions
#8Hopwood Financial Services, Inc.Active
Some overlap · 6 shared positions
$ITW$PEP$EMR$AMGN$TROW$ABT
$173M
92 positions
#9Allied Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$GPC$KMB$PEP$ABT$EMR
$797M
110 positions
#10Sky Investment Group LLCPassive
Some overlap · 5 shared positions
$ITW$PEP$ABT$GD$EMR
$637M
146 positions
#11PINKERTON WEALTH, LLCActive
Some overlap · 5 shared positions
$GPC$KMB$PEP$ABT$AMGN
$1.2B
103 positions
#12SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 5 shared positions
$GPC$KMB$PEP$ABT$AMGN
$1.3B
97 positions
#13UNITED BANKActive
Some overlap · 5 shared positions
$ITW$PEP$ABT$GD$AMGN
$853M
130 positions
#14ICW Investment Advisors LLCPassive
Some overlap · 5 shared positions
$ITW$PEP$ABT$GD$AMGN
$286M
144 positions
#15BRADY FAMILY WEALTH, LLCPassive
Some overlap · 5 shared positions
$ITW$PEP$ABT$GD$AMGN
$346M
113 positions
#16Wilson & Boucher Capital Management, LLCPassive
Some overlap · 5 shared positions
$ITW$PEP$ABT$EMR$AMGN
$170M
121 positions
#17STONEBRIDGE CAPITAL MANAGEMENT INCPassive
Some overlap · 5 shared positions
$GPC$PEP$GD$EMR$AMGN
$208M
70 positions
#18LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$ITW$PEP$ABT$KDP$AMGN
$273M
104 positions
#19Carolina Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$KMB$ITW$PEP$TROW$AMGN
$255M
278 positions
#20HORAN Wealth, LLCActive
Some overlap · 5 shared positions
$GPC$ITW$ABT$AMGN$AMCR
$1.2B
217 positions
#21Valtrion Capital Management, LLCActive
Slight overlap · 5 shared positions
$GPC$ITW$GD$EMR$BX
$134M
103 positions
#22Lummis Asset Management, LPPassive
Slight overlap · 5 shared positions
$PEP$ABT$GD$ITW$AMGN
$167M
221 positions
#23Harvest Investment Advisors, LLCActive
Slight overlap · 5 shared positions
$GPC$ABT$GD$AMGN$BX
$202M
58 positions
#24Meiji Yasuda Asset Management Co Ltd.Passive
Slight overlap · 5 shared positions
$KMB$PEP$TROW$HRL$AMCR
$2.2B
596 positions
#25Ranch Capital Advisors Inc.Passive
Slight overlap · 5 shared positions
$PEP$GTY$GD$AMGN$BX
$316M
157 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.