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Hedge Funds Similar to Estabrook

13F Portfolio OverlapQ2 2026Estabrook portfolio →
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Most similar hedge funds by 13F overlap

Estabrook Capital Management is an institutional investor managing $739M across 344 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 Estabrook are HAMEL ASSOCIATES, SKBA, Walsky Investment, with shared positions in $UNP, $CB, $PNC, $COP, $HON, $HONA. The full ranking of 25 similar funds is below.

#1HAMEL ASSOCIATES, INC.Passive
Notable overlap · 10 shared positions
$UNP$CB$PNC$COP$HON$HONA
$363M
92 positions
#2SKBA CAPITAL MANAGEMENT LLCPassive
Notable overlap · 10 shared positions
$C$COP$UNP$WFC$PFE$VZ
$606M
79 positions
#3Walsky Investment Management, Inc.Passive
Notable overlap · 9 shared positions
$PNC$UNP$ETN$HON$HONA$BNY
$108M
52 positions
#4Argyle Capital Management, LLCPassive
Notable overlap · 10 shared positions
$PNC$COP$PFE$VZ$WFC$CB
$347M
138 positions
#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 8 shared positions
$C$UNP$WFC$VZ$DUK$MDT
$233M
122 positions
#6Massachusetts Wealth ManagementPassive
Notable overlap · 6 shared positions
$GLW$C$COP$WFC$PFE$AMGN
$262M
98 positions
#7GODSEY & GIBB, INCPassive
Notable overlap · 7 shared positions
$GLW$PNC$ETN$DUK$MDT$AMGN
$1.2B
383 positions
#8NovaPoint Capital, LLCPassive
Notable overlap · 7 shared positions
$GLW$UNP$CB$MDT$AFL$HON
$481M
161 positions
#9Scissortail Wealth Management, LLCPassive
Notable overlap · 7 shared positions
$UNP$CB$COP$ETN$WFC$VZ
$520M
106 positions
#10CAMBIAR INVESTORS LLCActive
Notable overlap · 7 shared positions
$PNC$UNP$CB$HON$HONA$MDT
$2.3B
150 positions
#11Axiom Investment Management LLCPassive
Notable overlap · 7 shared positions
$GLW$UNP$C$PFE$HON$HONA
$150M
528 positions
#12Pflug Koory, LLCPassive
Notable overlap · 9 shared positions
$GLW$C$VZ$UNP$NSC$WFC
$250M
426 positions
#13RE ADVISERS CORPActive
Notable overlap · 7 shared positions
$C$COP$CB$ETN$HON$HONA
$4.0B
124 positions
#14Willis Investment CounselActive
Notable overlap · 8 shared positions
$CB$ETN$COP$PFE$VZ$MDT
$2.1B
125 positions
#15GLOBALT Investments LLC / GAActive
Notable overlap · 9 shared positions
$GLW$C$AMGN$DUK$UNP$ETN
$3.0B
213 positions
#16Winthrop Partners - WNY, LLCPassive
Notable overlap · 5 shared positions
$GLW$UNP$CB$ETN$VZ
$202M
87 positions
#17FIRST FINANCIAL BANKSHARES INCActive
Notable overlap · 7 shared positions
$C$WMB$ETN$COP$MDT$UNP
$5.3B
210 positions
#18Wealth Advisors of Tampa Bay, LLCPassive
Notable overlap · 7 shared positions
$GLW$PNC$VZ$MDT$BNY$T
$327M
94 positions
#19Parkside Investments, LLCActive
Notable overlap · 4 shared positions
$GLW$C$UNP$COP
$902M
91 positions
#20Phoenix Wealth AdvisorsActive
Notable overlap · 7 shared positions
$CB$UNP$ETN$WFC$VZ$AMGN
$297M
129 positions
#21Landmark Wealth Management, LLCActive
Notable overlap · 6 shared positions
$GLW$C$WFC$PFE$T$TXN
$418M
151 positions
#22Cullen Capital Management, LLCActive
Notable overlap · 6 shared positions
$C$CB$COP$DUK$MDT$T
$10.2B
208 positions
#23Aull & Monroe Investment Management CorpPassive
Notable overlap · 7 shared positions
$GLW$ETN$VZ$DUK$UNP$AMGN
$239M
126 positions
#24EDGAR LOMAX CO/VAActive
Notable overlap · 8 shared positions
$UNP$COP$WFC$PFE$DUK$AMGN
$1.3B
58 positions
#25Tufton Capital ManagementPassive
Notable overlap · 6 shared positions
$GLW$CB$WFC$DUK$NSC$MDT
$596M
127 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.