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 Lee Financial

13F Portfolio OverlapQ1 2026Lee Financial portfolio →

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Most similar hedge funds by 13F overlap

Lee Financial Co is an institutional investor managing $709M across 145 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 Lee Financial are Beacon Harbor Wealth Advisors,, Recurrent Investment Advisors, DUDLEY ,, with shared positions in $NEM, $PM, $KO, $SE, $TXN, $MS. The full ranking of 25 similar funds is below.

#1Beacon Harbor Wealth Advisors, Inc.Passive

Slight overlap · 6 shared positions

$NEM $PM $KO $SE $TXN $MS

$477M

70 positions

#2Recurrent Investment Advisors LLCActive

Slight overlap · 6 shared positions

$NEM $OKE $EPD $WMB $VNOM $CNQ

$1.7B

67 positions

#3DUDLEY CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 5 shared positions

$NEM $PM $OKE $KO $WMB

$227M

139 positions

#4SHRIER WEALTH MANAGEMENT, LLCPassive

Slight overlap · 6 shared positions

$PM $OKE $EPD $KO $WMB $ABT

$274M

131 positions

#5FAYEZ SAROFIM & COActive

Slight overlap · 6 shared positions

$PM $MS $EPD $KO $ABT $TXN

$39.1B

294 positions

#6R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive

Slight overlap · 6 shared positions

$PM $OKE $KO $WMB $BR $ABT

$172M

38 positions

#7Aureus Asset Management, LLCPassive

Slight overlap · 7 shared positions

$MS $KO $WMB $ABT $TXN $SCI

$1.5B

225 positions

#8HUTNER CAPITAL MANAGEMENT INCActive

Slight overlap · 6 shared positions

$PM $EPD $KO $OKE $QSR $ABT

$243M

44 positions

#9LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive

Slight overlap · 5 shared positions

$NEM $PM $KO $SE $TXN

$2.7B

111 positions

#10O'Domhnaill Enterprises, Inc.Passive

Slight overlap · 5 shared positions

$NEM $PM $KO $WMB $OKE

$124M

55 positions

#11MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Slight overlap · 5 shared positions

$PM $ETR $OKE $KO $TXN

$220M

148 positions

#12HOURGLASS CAPITAL, LLCPassive

Slight overlap · 4 shared positions

$NEM $PM $MS $WMB

$480M

130 positions

#13Beckerman Institutional, LLCPassive

Slight overlap · 5 shared positions

$PM $MS $OKE $KO $TXN

$188M

121 positions

#14Capital Investment Advisors, LLCActive

Slight overlap · 4 shared positions

$NEM $MS $OKE $KO

$6.2B

693 positions

#15BCU Wealth Advisors, LLCSmart money

Slight overlap · 5 shared positions

$PM $MS $KO $SE $ABT

$268M

60 positions

#16First Eagle Investment Management, LLCActive

Slight overlap · 4 shared positions

$NEM $PM $OKE $TXN

$75.6B

425 positions

#17Argent Advisors, Inc.Passive

Slight overlap · 4 shared positions

$NEM $MS $EPD $KO

$366M

173 positions

#18MILLER HOWARD INVESTMENTS INC /NYActive

Slight overlap · 5 shared positions

$ETR $EPD $CNQ $WMB $ORI

$3.7B

138 positions

#19McAlvany Wealth Management LLCPassive

Slight overlap · 4 shared positions

$NEM $EPD $CNQ $VNOM

$149M

42 positions

#20Hamlin Capital Management, LLCActive

Slight overlap · 5 shared positions

$PM $MS $EPD $ORI $TXN

$4.1B

30 positions

#21Royal Palms Capital LLCPassive

Slight overlap · 4 shared positions

$NEM $CFG $EPD $TXN

$101M

50 positions

#22Papamarkou Wellner Asset Management inc.Passive

Slight overlap · 4 shared positions

$NEM $PM $KO $ABT

$164M

86 positions

#23DIVIDEND ASSETS CAPITAL, LLCPassive

Slight overlap · 5 shared positions

$OKE $EPD $CNQ $WMB $TXN

$501M

138 positions

#24Socorro Asset Management LPPassive

Slight overlap · 5 shared positions

$MS $OKE $KO $FERG $TXN

$221M

32 positions

#25Drucker Wealth 3.0, LLCPassive

Slight overlap · 5 shared positions

$PM $KO $SE $FAST $TXN

$573M

266 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.