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Hedge Funds Similar to L & S Advisors

13F Portfolio OverlapQ1 2026L & S Advisors portfolio →
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Most similar hedge funds by 13F overlap

L & S Advisors Inc is an institutional investor managing $795M across 233 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 L & S Advisors are Estabrook, OmniStar Financial Group,, MORTON COMMUNITY BANK, with shared positions in $WMB, $ETN, $GEV, $HON, $C, $VZ. The full ranking of 25 similar funds is below.

#1Estabrook Capital ManagementPassive
Notable overlap · 9 shared positions
$WMB$ETN$GEV$HON$C$VZ
$685M
380 positions
#2OmniStar Financial Group, Inc.Passive
Notable overlap · 9 shared positions
$DUK$GILD$HON$__PARK_1390777$LMT$AEP
$193M
108 positions
#3MORTON COMMUNITY BANKPassive
Notable overlap · 8 shared positions
$WMB$ETN$C$AEP$LMT$LRCX
$460M
115 positions
#4Slocum, Gordon & Co LLPPassive
Notable overlap · 7 shared positions
$WMB$DUK$AEP$GEV$LMT$VZ
$147M
64 positions
#5FIRST FINANCIAL BANKSHARES INCActive
Notable overlap · 6 shared positions
$WMB$AEP$ETN$HON$C$LMT
$5.0B
201 positions
#6Rithm Capital Corp.Active
Notable overlap · 6 shared positions
$DUK$AEP$ETN$GEV$MTZ$OKE
$67M
38 positions
#7FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 6 shared positions
$DUK$AEP$GILD$VZ$WMB$C
$1.5B
235 positions
#8Jackson Hole Capital Partners, LLCPassive
Some overlap · 7 shared positions
$WMB$C$OKE$LMT$DUK$GILD
$605M
313 positions
#9DMKC Advisory Services, LLCPassive
Some overlap · 6 shared positions
$DIA$CMI$ETN$LMT$C$MMM
$240M
84 positions
#10MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$DUK$CMI$C$LMT$VZ$OKE
$220M
148 positions
#11CapWealth Advisors, LLCActive
Some overlap · 5 shared positions
$WMB$DUK$GILD$GEV$HON
$1.3B
118 positions
#12Rokos Capital Management LLPActive
Some overlap · 6 shared positions
$EQT$HON$C$GEV$LMT$LRCX
$13.2B
176 positions
#13CAPITAL ADVISORS INC/OKPassive
Some overlap · 6 shared positions
$WMB$GEV$HON$VZ$EQT$ROK
$6.2B
357 positions
#14Pathway Financial Advisers, LLCPassive
Some overlap · 6 shared positions
$DUK$VZ$LMT$AEP$OKE$CMI
$354M
164 positions
#15CINCINNATI INSURANCE COActive
Some overlap · 6 shared positions
$DUK$CMI$DOV$LRCX$MMM$HON
$6.6B
63 positions
#16HUDSON EDGE INVESTMENT PARTNERS INC.Active
Some overlap · 6 shared positions
$C$DOV$LMT$OKE$AEP$DUK
$684M
101 positions
#17Bedell Frazier Investment Counselling, LLCPassive
Some overlap · 6 shared positions
$EQT$C$LMT$ETN$ROK$VZ
$495M
128 positions
#18MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 5 shared positions
$WMB$GILD$C$__PARK_1390777$VZ
$3.7B
138 positions
#19FARMERS TRUST COPassive
Some overlap · 6 shared positions
$HON$C$VZ$LRCX$LMT$MMM
$637M
203 positions
#20Cambridge Financial Group, Inc.Active
Some overlap · 5 shared positions
$WMB$ETN$C$OKE$GEV
$267M
33 positions
#21Altrius Capital Management IncPassive
Some overlap · 5 shared positions
$ETN$GILD$C$LMT$VZ
$503M
87 positions
#22Willis Investment CounselActive
Some overlap · 5 shared positions
$ETN$AEP$DUK$LMT$VZ
$1.8B
123 positions
#23Passumpsic Savings Bank
Some overlap · 5 shared positions
$AEP$GEV$CMI$__PARK_1390777$LRCX
$183M
90 positions
#24Griffith & Werner, Inc.Active
Some overlap · 5 shared positions
$DUK$GILD$C$LMT$VZ
$202M
72 positions
#25Ranch Capital Advisors Inc.Passive
Some overlap · 5 shared positions
$GILD$CMI$DUK$C$VZ
$277M
154 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.