What hedge funds are most similar to Estabrook Capital Management?

The funds with the most similar 13F portfolios to Estabrook Capital Management are Argyle ,, CapWealth Advisors,, SKBA, 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 Estabrook

13F Portfolio OverlapQ1 2026Estabrook portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Estabrook Capital Management is an institutional investor managing $685M across 380 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 Estabrook are Argyle ,, CapWealth Advisors,, SKBA, with shared positions in $PNC, $IBM, $COP, $BAC, $PFE, $VZ. The full ranking of 25 similar funds is below.

#1Argyle Capital Management, LLCPassive

Notable overlap · 12 shared positions

$PNC $IBM $COP $BAC $PFE $VZ

$308M

137 positions

#2CapWealth Advisors, LLCActive

Notable overlap · 11 shared positions

$IBM $BAC $WMB $GLW $HON $GE

$1.3B

118 positions

#3SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 10 shared positions

$COP $C $IBM $UNP $WFC $PFE

$728M

79 positions

#4HAMEL ASSOCIATES, INC.Passive

Notable overlap · 10 shared positions

$COP $HON $CB $UNP $PNC $VZ

$351M

81 positions

#5Slocum, Gordon & Co LLPPassive

Notable overlap · 11 shared positions

$COP $WMB $PFE $VZ $GE $GEV

$147M

64 positions

#6Massachusetts Wealth ManagementPassive

Notable overlap · 9 shared positions

$C $COP $BAC $GLW $PFE $GE

$231M

98 positions

#7Persium Advisors, LLCActive

Notable overlap · 9 shared positions

$IBM $HON $UNP $COP $PFE $VZ

$127M

60 positions

#8POM Investment Strategies, LLCPassive

Notable overlap · 10 shared positions

$IBM $BAC $VZ $GE $COP $GEV

$80M

433 positions

#9Rayburn West Financial Services LLCPassive

Notable overlap · 9 shared positions

$IBM $C $PNC $BAC $AMGN $WFC

$170M

82 positions

#10FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 9 shared positions

$COP $BAC $HON $WMB $C $ETN

$5.0B

201 positions

#11MEYER HANDELMAN COActive

Notable overlap · 9 shared positions

$IBM $HON $GLW $VZ $GE $ETN

$3.2B

220 positions

#12RE ADVISERS CORPActive

Notable overlap · 7 shared positions

$C $COP $HON $BAC $CB $ETN

$3.7B

111 positions

#13Cullen Capital Management, LLCActive

Notable overlap · 8 shared positions

$C $COP $BAC $CB $DUK $MDT

$9.8B

213 positions

#14Aull & Monroe Investment Management CorpPassive

Notable overlap · 11 shared positions

$GLW $BAC $VZ $ETN $DUK $COP

$215M

125 positions

#15MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$IBM $C $UNP $WFC $VZ $DUK

$220M

148 positions

#16Willis Investment CounselActive

Notable overlap · 9 shared positions

$CB $COP $PFE $VZ $ETN $DUK

$1.8B

123 positions

#17NovaPoint Capital, LLCPassive

Notable overlap · 8 shared positions

$CB $IBM $UNP $GLW $HON $GEV

$399M

79 positions

#18GODSEY & GIBB, INCPassive

Notable overlap · 8 shared positions

$PNC $IBM $GLW $ETN $DUK $MDT

$1.1B

389 positions

#19Yoffe Investment Management, LLCPassive

Notable overlap · 8 shared positions

$IBM $HON $GE $GEV $VZ $UNP

$78M

111 positions

#20Griffith & Werner, Inc.Active

Notable overlap · 8 shared positions

$C $BAC $WFC $PFE $VZ $DUK

$202M

72 positions

#21Walsky Investment Management, Inc.Passive

Notable overlap · 8 shared positions

$HON $PNC $UNP $ETN $AMGN $__PARK_1390777

$98M

50 positions

#22EDGAR LOMAX CO/VAActive

Notable overlap · 9 shared positions

$COP $UNP $BAC $PFE $WFC $DUK

$1.4B

56 positions

#23Brandywine Global Investment Management, LLC

Notable overlap · 9 shared positions

$C $BAC $WFC $VZ $T $MDT

$14.9B

601 positions

#24Catherine Avery Investment Management LLCPassive

Notable overlap · 7 shared positions

$IBM $C $BAC $PFE $VZ $AMGN

$223M

109 positions

#25Community Bank of RaymoreActive

Notable overlap · 9 shared positions

$BAC $UNP $GE $GEV $T $COP

$149M

74 positions

Compare Estabrook’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 Estabrook’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.