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Hedge Funds Similar to First Dallas Securities

13F Portfolio OverlapQ1 2026First Dallas Securities portfolio →
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Most similar hedge funds by 13F overlap

First Dallas Securities Inc. is an institutional investor managing $270M across 118 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 First Dallas Securities are Hodges, PACIFIC HEIGHTS ASSET, EagleClaw Managment,, with shared positions in $TPL, $FCX, $UBER, $SN, $EXE, $EXP. The full ranking of 25 similar funds is below.

#1Hodges Capital Management Inc.Passive
Notable overlap · 14 shared positions
$TPL$FCX$UBER$SN$EXE$EXP
$1.2B
204 positions
#2PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$TPL$FCX$UBER
$3.0B
77 positions
#3EagleClaw Capital Managment, LLCActive
Notable overlap · 3 shared positions
$TPL$FCX$BA
$714M
145 positions
#4Catherine Avery Investment Management LLCPassive
Notable overlap · 5 shared positions
$FCX$OKE$C$UPS$BAC
$223M
109 positions
#5HOURGLASS CAPITAL, LLCPassive
Some overlap · 6 shared positions
$FCX$UBER$C$UPS$T$KEX
$480M
130 positions
#6SIR Capital Management, L.P.Passive
Some overlap · 5 shared positions
$FCX$OKE$EXE$MTZ$XEL
$1.1B
88 positions
#7Palouse Capital Management, Inc.Passive
Some overlap · 6 shared positions
$OKE$BA$C$UPS$MU$T
$151M
135 positions
#8Blume Capital Management, Inc.Passive
Some overlap · 5 shared positions
$FCX$UBER$C$MU$BAC
$588M
337 positions
#9IFS Group,LLCPassive
Some overlap · 3 shared positions
$TPL$OKE$BA
$112M
144 positions
#10Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 4 shared positions
$FCX$BA$C$MU
$566M
28 positions
#11Beech Hill Advisors, Inc.Passive
Some overlap · 4 shared positions
$BA$UBER$FCX$MU
$200M
94 positions
#12NORTH POINT PORTFOLIO MANAGERS CORP/OHActive
Some overlap · 3 shared positions
$TPL$BA$UBER
$561M
76 positions
#13Cambridge Financial Group, Inc.Active
Some overlap · 4 shared positions
$OKE$BA$C$BAC
$267M
33 positions
#14RIPOSTE CAPITAL LLCActive
Some overlap · 4 shared positions
$FCX$UBER$MU$MTZ
$392M
23 positions
#15VILLERE ST DENIS J & CO LLCActive
Some overlap · 5 shared positions
$FCX$UBER$UPS$BAC$TPL
$907M
76 positions
#16KLCM Advisors, Inc.Active
Some overlap · 5 shared positions
$BA$C$TPL$UPS$BAC
$1.2B
275 positions
#17BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$FCX$BA$C$TPL$BAC
$578M
108 positions
#18ARS Investment Partners, LLCActive
Some overlap · 3 shared positions
$FCX$BA$MU
$1.9B
182 positions
#19RE ADVISERS CORPActive
Some overlap · 4 shared positions
$BA$FCX$C$BAC
$3.7B
111 positions
#20Hedeker Wealth, LLCPassive
Some overlap · 4 shared positions
$OKE$C$UBER$FCX
$474M
87 positions
#21Collar Capital Management, LLCPassive
Some overlap · 5 shared positions
$BA$C$UPS$MU$CLF
$155M
72 positions
#22Financial Sense Advisors, Inc.Passive
Some overlap · 3 shared positions
$FCX$BA$WHR
$493M
142 positions
#23PKO BP BANKOWY Universal Pension Society JSCActive
Some overlap · 3 shared positions
$FCX$UBER$MU
$214M
13 positions
#24OAK FAMILY ADVISORS, LLCPassive
Some overlap · 3 shared positions
$BA$UBER$EXE
$355M
116 positions
#25LAZARI CAPITAL MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$BA$UBER$BAC$T
$287M
175 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.