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Hedge Funds Similar to Paragon

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

Paragon Capital Management LLC is an institutional investor managing $216M across 60 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 Paragon are Cambridge Financial Group, Focused Investors, Arkfeld Wealth Strategies, L.L.C., with shared positions in $TJX, $FDX, $MCD, $C, $FDXF, $BA. The full ranking of 25 similar funds is below.

#1Cambridge Financial Group, Inc.Active
Notable overlap · 6 shared positions
$TJX$FDX$MCD$C$FDXF$BA
$287M
33 positions
#2Focused Investors LLCActive
Notable overlap · 3 shared positions
$MCD$FDX$TJX
$3.0B
23 positions
#3Arkfeld Wealth Strategies, L.L.C.Active
Notable overlap · 3 shared positions
$CASY$TJX$DVN
$334M
119 positions
#4Capital Wealth Planning, LLCActive
Notable overlap · 4 shared positions
$TJX$MCD$FDX$FDXF
$20.0B
154 positions
#5R.H. Investment Group, LLCActive
Some overlap · 3 shared positions
$COP$MCD$UNP
$133M
47 positions
#6AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 6 shared positions
$TJX$FDX$NKE$FDXF$UNP$PSX
$471M
78 positions
#7PINKERTON WEALTH, LLCActive
Some overlap · 4 shared positions
$COP$MCD$PSX$C
$1.2B
103 positions
#8SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 4 shared positions
$COP$MCD$PSX$C
$1.3B
97 positions
#9CABOT WEALTH MANAGEMENT INCPassive
Some overlap · 3 shared positions
$FDX$TJX$FDXF
$982M
142 positions
#10F&V Capital Management, LLCPassive
Some overlap · 6 shared positions
$FDX$PSX$FDXF$DVN$BMY$BA
$542M
63 positions
#11WealthBridge Investment Counsel Inc.Active
Some overlap · 5 shared positions
$FDX$COP$C$FDXF$BA
$375M
44 positions
#12SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$COP$PSX$C$NKE$UNP
$606M
79 positions
#13RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$FDX$MCD$PSX$TJX$COP
$1.1B
90 positions
#14EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$FDX$COP$FDXF$BMY$UNP
$1.3B
58 positions
#15Stokes Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$TJX$MCD$UNP
$467M
118 positions
#16WENDELL DAVID ASSOCIATES INCActive
Some overlap · 3 shared positions
$TJX$MCD$CASY
$947M
155 positions
#17ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 3 shared positions
$COP$PSX$DVN
$763M
51 positions
#18Cherokee Insurance CoPassive
Some overlap · 4 shared positions
$FDX$COP$PSX$UNP
$259M
124 positions
#19PROFESSIONAL ADVISORY SERVICES INCActive
Some overlap · 3 shared positions
$TJX$J$ADBE
$836M
93 positions
#20HAMEL ASSOCIATES, INC.Passive
Some overlap · 3 shared positions
$COP$MCD$UNP
$363M
92 positions
#21Parkside Investments, LLCActive
Some overlap · 5 shared positions
$COP$FDX$C$DVN$UNP
$902M
91 positions
#22STALEY CAPITAL ADVISERS INCActive
Some overlap · 4 shared positions
$FDX$TJX$C$BA
$2.6B
193 positions
#23American Trust Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$J$C$COP$DVN
$203M
81 positions
#24Smart Portfolios, LLC
Some overlap · 5 shared positions
$MCD$FDX$PSX$NKE$BA
$100M
99 positions
#25MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 4 shared positions
$COP$MCD$PSX$C
$3.8B
152 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.