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Hedge Funds Similar to Advisors

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

Advisors Capital Management, LLC is an institutional investor managing $9.4B across 634 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 Advisors are Palouse, MORGAN DEMPSEY, R.M.SINCERBEAUX, with shared positions in $C, $TXN, $BA, $OKE, $VZ, $PFE. The full ranking of 25 similar funds is below.

#1Palouse Capital Management, Inc.Passive
Some overlap · 7 shared positions
$C$TXN$BA$OKE$VZ$PFE
$160M
124 positions
#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$PM$C$TXN$DUK$OKE$VZ
$233M
122 positions
#3R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 7 shared positions
$C$KMI$BA$PM$PFE$QCOM
$188M
39 positions
#4STALEY CAPITAL ADVISERS INCActive
Some overlap · 7 shared positions
$C$BA$TJX$PM$PFE$QCOM
$2.6B
193 positions
#5Measured Risk Portfolios, Inc.Active
Some overlap · 6 shared positions
$PM$TXN$KMI$DUK$VZ$QCOM
$112M
63 positions
#6Paradigm Capital Management, LLC/NVActive
Some overlap · 6 shared positions
$PM$KMI$DUK$OKE$VZ$PFE
$116M
65 positions
#7Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$PM$C$TJX$DUK$NLY
$334M
127 positions
#81834 INVESTMENT ADVISORS COPassive
Some overlap · 6 shared positions
$TXN$KMI$C$VZ$PFE$QCOM
$883M
211 positions
#9Cambridge Financial Group, Inc.Active
Some overlap · 5 shared positions
$C$TXN$BA$TJX$OKE
$287M
33 positions
#10Orographic Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$KMI$TJX$PM$VZ$PFE$ARCC
$151M
105 positions
#11HOURGLASS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$C$PM$KMI$VZ$PFE
$508M
127 positions
#12Plan Group Financial, LLCPassive
Some overlap · 6 shared positions
$PM$DUK$VZ$NLY$PFE$ARCC
$486M
249 positions
#13FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 6 shared positions
$TXN$C$DUK$VZ$PFE$QCOM
$1.7B
256 positions
#14SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$PM$C$BA$OKE$VZ
$296M
134 positions
#15STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 5 shared positions
$PM$C$DUK$DGX$VZ
$395M
283 positions
#16C2C Wealth Management, LLCPassive
Some overlap · 6 shared positions
$PM$WPC$OKE$VZ$ARCC$BA
$128M
95 positions
#17SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$C$TXN$KMI$VZ$PFE
$606M
79 positions
#18Cohen Investment Advisors LLCPassive
Some overlap · 6 shared positions
$KMI$BA$BX$VZ$PFE$C
$223M
81 positions
#19BankPlus Trust DepartmentActive
Some overlap · 5 shared positions
$C$TXN$TJX$OKE$DGX
$428M
470 positions
#20Jackson Hole Capital Partners, LLC
Some overlap · 5 shared positions
$C$KMI$DUK$OKE$VZ
$605M
313 positions
#21DUDLEY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$KMI$PM$BX$OKE$PFE$QCOM
$250M
151 positions
#22Essential Investment Partners LLCPassive
Some overlap · 6 shared positions
$KMI$TJX$VZ$ARCC$QCOM$BX
$125M
312 positions
#23PINKERTON WEALTH, LLCActive
Some overlap · 5 shared positions
$C$TXN$DUK$VZ$QCOM
$1.2B
103 positions
#24SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 5 shared positions
$C$TXN$DUK$VZ$QCOM
$1.3B
97 positions
#25Kentucky Farm Bureau Mutual Insurance CoActive
Some overlap · 5 shared positions
$PM$KMI$C$TJX$BX
$360M
69 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.