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Hedge Funds Similar to Advisors ,

13F Portfolio OverlapQ1 2026Advisors , portfolio →
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Most similar hedge funds by 13F overlap

Advisors Capital Management, LLC is an institutional investor managing $8.6B across 566 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 Advisors , are MORGAN DEMPSEY, LYNCH & ASSOCIATES/IN, FUKOKU MUTUAL LIFE INSURANCE, with shared positions in $C, $PM, $IBM, $VZ, $DUK, $OKE. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 9 shared positions
$C$PM$IBM$VZ$DUK$OKE
$220M
148 positions
#2LYNCH & ASSOCIATES/INPassive
Some overlap · 8 shared positions
$IBM$TJX$HON$MCD$BA$DUK
$533M
126 positions
#3FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 8 shared positions
$IBM$VZ$DUK$PFE$C$MCD
$1.5B
235 positions
#4Catherine Avery Investment Management LLCPassive
Some overlap · 7 shared positions
$C$IBM$VZ$OKE$PFE$MCD
$223M
109 positions
#5R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 8 shared positions
$KMI$C$BA$PM$PFE$KO
$172M
38 positions
#6Yoffe Investment Management, LLCPassive
Some overlap · 7 shared positions
$IBM$PM$HON$VZ$BA$MCD
$78M
111 positions
#7FARMERS TRUST COPassive
Some overlap · 7 shared positions
$PM$C$IBM$KMI$HON$VZ
$637M
203 positions
#8Americana Partners, LLCPassive
Some overlap · 8 shared positions
$IBM$KMI$HON$BA$OKE$PM
$3.9B
510 positions
#9BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 7 shared positions
$PM$KMI$HON$VZ$DUK$MCD
$480M
133 positions
#10Palouse Capital Management, Inc.Passive
Some overlap · 7 shared positions
$C$BA$HON$VZ$OKE$PFE
$151M
135 positions
#11Widmann Financial Services, Inc.Passive
Some overlap · 7 shared positions
$IBM$C$VZ$DUK$PFE$MCD
$168M
121 positions
#12SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$C$IBM$KMI$VZ$PFE$TXN
$728M
79 positions
#13MEYER HANDELMAN COActive
Some overlap · 7 shared positions
$IBM$HON$VZ$TT$PFE$MCD
$3.2B
220 positions
#14Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$C$IBM$HON$VZ$DUK$PFE
$685M
380 positions
#15OmniStar Financial Group, Inc.Passive
Some overlap · 7 shared positions
$IBM$PM$HON$DUK$STWD$VZ
$193M
108 positions
#16ADVOCATE GROUP LLCPassive
Some overlap · 7 shared positions
$IBM$VZ$DUK$PFE$WPC$MCD
$639M
126 positions
#17Jackson Hole Capital Partners, LLCPassive
Some overlap · 7 shared positions
$KMI$C$IBM$DUK$OKE$KO
$605M
313 positions
#18DUDLEY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$IBM$KMI$PM$PFE$OKE$KO
$227M
139 positions
#19Bedell Frazier Investment Counselling, LLCPassive
Some overlap · 6 shared positions
$C$IBM$BA$VZ$MCD$KO
$495M
128 positions
#20Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 6 shared positions
$C$PM$VZ$PFE$TXN$KO
$477M
70 positions
#21Rayburn West Financial Services LLCPassive
Some overlap · 6 shared positions
$C$IBM$VZ$MCD$PFE$KO
$170M
82 positions
#22Cambridge Financial Group, Inc.Active
Some overlap · 6 shared positions
$C$TJX$BA$OKE$MCD$TXN
$267M
33 positions
#23Measured Risk Portfolios, Inc.Passive
Some overlap · 6 shared positions
$PM$KMI$VZ$DUK$TXN$KO
$91M
66 positions
#24Raab & Moskowitz Asset Management LLCPassive
Some overlap · 8 shared positions
$TJX$OKE$PFE$MCD$VZ$PM
$450M
187 positions
#25TECTONIC ADVISORS LLCActive
Some overlap · 7 shared positions
$IBM$VZ$OKE$ARCC$WPC$DUK
$1.9B
267 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.