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 Cullen

13F Portfolio OverlapQ2 2026Cullen portfolio →

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Most similar hedge funds by 13F overlap

Cullen Capital Management, LLC is an institutional investor managing $10.2B across 208 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 Cullen are Blake Schutter Theil Wealth Advisors, EQUITY INVESTMENT, CANTOR FITZGERALD INVESTMENT ADVISORS, with shared positions in $MS, $DUK, $CB, $JCI, $PM, $GD. The full ranking of 25 similar funds is below.

#1Blake Schutter Theil Wealth Advisors, LLCActive

Substantial overlap · 18 shared positions

$MS $DUK $CB $JCI $PM $GD

$148M

110 positions

#2EQUITY INVESTMENT CORPActive

Notable overlap · 9 shared positions

$TFC $DOC $MDT $UPS $GPC $UL

$5.2B

76 positions

#3CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 10 shared positions

$TFC $UPS $TRV $GPC $TGT $COP

$1.5B

184 positions

#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$C $DUK $GD $PM $MDT $UPS

$233M

122 positions

#5GQG Partners LLCActive

Notable overlap · 10 shared positions

$CB $PM $MO $DUK $TRV $BTI

$53.8B

102 positions

#6EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$DUK $GD $NEE $MS $TGT $COP

$1.3B

58 positions

#7Baugh & Associates, LLCActive

Notable overlap · 7 shared positions

$MS $TFC $NEE $COP $QCOM $MO

$226M

42 positions

#8ProVise Management Group, LLCPassive

Notable overlap · 9 shared positions

$NVS $PM $MDT $GD $COP $UL

$1.5B

282 positions

#9Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$MS $DUK $GD $MDT $UPS $CCZ

$159M

62 positions

#10MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 7 shared positions

$MS $MDT $NEE $QCOM $TGT $LOW

$1.2B

106 positions

#11Keystone Financial Planning, Inc.Smart money

Notable overlap · 8 shared positions

$PM $MDT $UPS $MO $UL $GPC

$388M

39 positions

#12Keystone Financial ServicesActive

Notable overlap · 8 shared positions

$PM $GD $COP $NVS $UL $MDT

$388M

131 positions

#13FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Notable overlap · 8 shared positions

$PM $GD $COP $UL $MDT $NVS

$355M

257 positions

#14ADVOCATE GROUP LLCPassive

Notable overlap · 7 shared positions

$MS $DUK $MDT $CB $TGT $UL

$665M

122 positions

#15Slagle Financial, LLCPassive

Notable overlap · 7 shared positions

$PM $DUK $MO $C $TFC $NEE

$334M

127 positions

#16VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$NEE $MS $GPC $MO $BTI $C

$1.1B

146 positions

#17Murphy Pohlad Asset Management LLCPassive

Notable overlap · 7 shared positions

$COP $MDT $UPS $C $GD $TRV

$287M

135 positions

#18Measured Risk Portfolios, Inc.Active

Notable overlap · 6 shared positions

$DUK $PM $DOC $UPS $MO $QCOM

$112M

63 positions

#19Altrius Capital Management IncPassive

Notable overlap · 6 shared positions

$NVS $PM $C $MO $UPS $BTI

$526M

89 positions

#20AUXIER ASSET MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$PM $TRV $MDT $MO $BTI $C

$745M

184 positions

#21TriCert Investment Counsel Inc.Active

Notable overlap · 6 shared positions

$NVS $MS $GD $UL $DUK $MDT

$1.1B

88 positions

#22BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 7 shared positions

$PM $MO $CB $QCOM $TRV $DUK

$515M

142 positions

#23GODSEY & GIBB, INCPassive

Notable overlap · 6 shared positions

$NVS $DUK $TFC $UPS $MDT $T

$1.2B

383 positions

#24Empire Financial Management Company, LLCPassive

Notable overlap · 7 shared positions

$DUK $CB $QCOM $NVS $TRV $COP

$253M

139 positions

#25Kinloch Capital, LLCPassive

Notable overlap · 6 shared positions

$PM $NEE $GD $GPC $MO $TGT

$274M

79 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.