What hedge funds are most similar to Cullen Capital Management, LLC?

The funds with the most similar 13F portfolios to Cullen Capital Management, LLC are EDGAR LOMAX /VA, ProVise Group,, MORGAN DEMPSEY, 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 Cullen ,

13F Portfolio OverlapQ1 2026Cullen , portfolio →

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Most similar hedge funds by 13F overlap

Cullen Capital Management, LLC is an institutional investor managing $9.8B across 213 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 Cullen , are EDGAR LOMAX /VA, ProVise Group,, MORGAN DEMPSEY, with shared positions in $DUK, $GD, $NEE, $CCZ, $COP, $T. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive

Notable overlap · 10 shared positions

$DUK $GD $NEE $CCZ $COP $T

$1.4B

56 positions

#2ProVise Management Group, LLCPassive

Notable overlap · 12 shared positions

$MS $PM $NVS $COP $MDT $C

$1.4B

261 positions

#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$C $DUK $GD $MDT $PM $T

$220M

148 positions

#4EQUITY INVESTMENT CORPActive

Notable overlap · 9 shared positions

$MDT $TFC $DOC $T $GPC $UPS

$5.1B

71 positions

#5Baugh & Associates, LLCActive

Notable overlap · 7 shared positions

$BAC $MS $COP $NEE $TFC $MO

$232M

44 positions

#6Catherine Avery Investment Management LLCPassive

Notable overlap · 8 shared positions

$C $BAC $NEE $TFC $UPS $TGT

$223M

109 positions

#7AUXIER ASSET MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$BAC $PM $MDT $TRV $LOW $MO

$696M

176 positions

#8Center for Wealth Management AdvisoryActive

Notable overlap · 8 shared positions

$COP $DUK $MS $UPS $GD $CCZ

$139M

62 positions

#9CapWealth Advisors, LLCActive

Notable overlap · 7 shared positions

$DUK $BAC $NEE $T $UPS $UNH

$1.3B

118 positions

#10Griffith & Werner, Inc.Active

Notable overlap · 7 shared positions

$BAC $C $DUK $TFC $T $UNH

$202M

72 positions

#11Kinloch Capital, LLCPassive

Notable overlap · 7 shared positions

$NEE $GD $PM $MDT $MO $GPC

$245M

83 positions

#12Estabrook Capital ManagementPassive

Notable overlap · 8 shared positions

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

$685M

380 positions

#13Glassy Mountain Advisors, Inc.Passive

Notable overlap · 7 shared positions

$NVS $GD $JCI $BAC $LOW $UNH

$322M

77 positions

#14MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$MS $MDT $NEE $CCZ $LOW $TGT

$1.1B

105 positions

#15GQG Partners LLCActive

Notable overlap · 8 shared positions

$CB $PM $T $MO $DUK $NEE

$63.1B

81 positions

#16GODSEY & GIBB, INCPassive

Notable overlap · 6 shared positions

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

$1.1B

389 positions

#17Murphy Pohlad Asset Management LLCPassive

Notable overlap · 7 shared positions

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

$279M

134 positions

#18Rayburn West Financial Services LLCPassive

Notable overlap · 7 shared positions

$BAC $C $UPS $MO $GD $TGT

$170M

82 positions

#19Socorro Asset Management LPPassive

Notable overlap · 5 shared positions

$BAC $MS $NEE $JCI $TFC

$221M

32 positions

#20Slocum, Gordon & Co LLPPassive

Notable overlap · 6 shared positions

$DUK $COP $NEE $T $UL $BDX

$147M

64 positions

#21Blake Schutter Theil Wealth Advisors, LLCPassive

Notable overlap · 12 shared positions

$MS $COP $DUK $CB $BAC $JCI

$123M

111 positions

#22SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$COP $MDT $C $TFC $T $BDX

$728M

79 positions

#23RE ADVISERS CORPActive

Notable overlap · 6 shared positions

$C $BAC $COP $CB $UNH $CCI

$3.7B

111 positions

#24TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 8 shared positions

$PM $CCZ $MDT $DUK $TFC $BDX

$132M

96 positions

#25DCM Advisors, LLCActive

Notable overlap · 6 shared positions

$BAC $MS $CCZ $PM $T $COP

$220M

38 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.