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 Horrell ,

13F Portfolio OverlapQ1 2026Horrell , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Horrell Capital Management, Inc. is an institutional investor managing $219M across 196 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 Horrell , are Focused Investors, Long Road Investment Counsel,, Simmons Bank, with shared positions in $FDX, $LHX, $LMT, $LOW, $ORLY, $SBUX. The full ranking of 25 similar funds is below.

#1Focused Investors LLCActive

Notable overlap · 4 shared positions

$FDX $LHX $LMT $LOW

$3.1B

22 positions

#2Long Road Investment Counsel, LLCActive

Notable overlap · 3 shared positions

$ORLY $SBUX $FIS

$255M

78 positions

#3Simmons BankPassive

Notable overlap · 3 shared positions

$ORLY $LMT $SFNC

$1.5B

343 positions

#4Ironvine Capital Partners, LLCActive

Notable overlap · 4 shared positions

$UNP $ORLY $LOW $DLTR

$910M

56 positions

#5Walker Asset Management, LLCActive

Notable overlap · 4 shared positions

$ORLY $SBUX $LMT $TSN

$185M

145 positions

#6Hexagon Capital Partners LLCActive

Notable overlap · 3 shared positions

$JBHT $DDS $TSN

$683M

252 positions

#7Cherokee Insurance CoPassive

Notable overlap · 5 shared positions

$FDX $AZO $UNP $LOW $NUE

$263M

121 positions

#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$LMT $ETR $UNP $UPS $SBUX

$220M

148 positions

#9EDGAR LOMAX CO/VAActive

Notable overlap · 5 shared positions

$FDX $LMT $UNP $TGT $SBUX

$1.4B

56 positions

#10FOUNDERS CAPITAL MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$FDX $UNP $LMT $UPS $LOW

$608M

74 positions

#11Gallo Partners, LPPassive

Notable overlap · 3 shared positions

$LHX $LMT $ETR

$52M

39 positions

#12Allied Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$FDX $LOW $LMT $TGT

$697M

100 positions

#13William B. Walkup & Associates, Inc.Active

Notable overlap · 4 shared positions

$AZO $NUE $LOW $FDX

$167M

163 positions

#14Miramar Capital, LLCPassive

Notable overlap · 3 shared positions

$LMT $UNP $KR

$449M

56 positions

#15BCWM, LLCPassive

Some overlap · 4 shared positions

$UNP $LMT $TGT $UPS

$353M

57 positions

#16MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 6 shared positions

$LMT $FDX $LOW $TGT $SBUX $TSN

$1.1B

105 positions

#17Kesler, Norman & Wride, LLCPassive

Some overlap · 5 shared positions

$LHX $LOW $KR $LMT $UNP

$581M

245 positions

#18Rench Wealth Management, Inc.Active

Some overlap · 4 shared positions

$LHX $ETR $LOW $UPS

$332M

62 positions

#19Lafayette Investments, Inc.Active

Some overlap · 5 shared positions

$LOW $AZO $LMT $SBUX $LII

$494M

158 positions

#20MIZUHO MARKETS AMERICAS LLCActive

Some overlap · 4 shared positions

$FDX $ETR $DLTR $FIS

$3.7B

190 positions

#21SCHWARTZ INVESTMENT COUNSEL INCActive

Some overlap · 4 shared positions

$LOW $ORLY $LHX $LMT

$2.8B

129 positions

#22Aegis Wealth Management, Inc.Active

Some overlap · 3 shared positions

$ORLY $LOW $UPS

$127M

111 positions

#23ATWOOD & PALMER INCPassive

Some overlap · 4 shared positions

$LMT $LHX $LOW $ON

$1.8B

531 positions

#24Eos Management, L.P.Active

Some overlap · 3 shared positions

$ORLY $LHX $LMT

$233M

41 positions

#25Center for Wealth Management AdvisoryActive

Some overlap · 4 shared positions

$FDX $LMT $CRH $UPS

$139M

62 positions

Compare Horrell ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Horrell ,’s holdings

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.