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Hedge Funds Similar to Argent Advisors

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

Argent Advisors, Inc. is an institutional investor managing $400M across 186 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 Argent Advisors are EQUITY INVESTMENT, CANTOR FITZGERALD INVESTMENT ADVISORS, TWIN CITY PRIVATE WEALTH, with shared positions in $TRV, $MDT, $VZ, $GSK, $WFC, $TFC. The full ranking of 25 similar funds is below.

#1EQUITY INVESTMENT CORPActive
Notable overlap · 9 shared positions
$TRV$MDT$VZ$GSK$WFC$TFC
$5.2B
76 positions
#2CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Notable overlap · 9 shared positions
$TRV$MDT$PFE$DUK$WFC$TFC
$1.5B
184 positions
#3TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 8 shared positions
$MDT$GSK$ENB$WFC$TFC$TXN
$143M
104 positions
#4Gilman Hill Asset Management, LLCPassive
Some overlap · 8 shared positions
$VZ$PFE$ENB$GSK$LAMR$EPD
$731M
236 positions
#5MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 7 shared positions
$MDT$VZ$GSK$ENB$LAMR$EPD
$3.8B
152 positions
#6ADVOCATE GROUP LLCPassive
Some overlap · 7 shared positions
$MDT$VZ$PFE$ENB$DUK$TXN
$665M
122 positions
#7Cullen Capital Management, LLCActive
Some overlap · 7 shared positions
$TRV$MDT$DUK$TFC$GPC$UPS
$10.2B
208 positions
#8Stockman Wealth Management, Inc.Passive
Some overlap · 6 shared positions
$AXP$MDT$VZ$GSK$PFE$UPS
$968M
178 positions
#9Griffith & Werner, Inc.Passive
Some overlap · 7 shared positions
$AXP$VZ$PFE$DUK$WFC$TFC
$213M
71 positions
#10BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 6 shared positions
$TRV$VZ$MDT$AXP$DUK$LAMR
$515M
142 positions
#11MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$MDT$VZ$DUK$WFC$TXN$ES
$233M
122 positions
#12Argyle Capital Management, LLCPassive
Some overlap · 7 shared positions
$ENB$PFE$VZ$DUK$WFC$MDT
$347M
138 positions
#13ATLANTIC FAMILY WEALTH, LLCSmart money
Some overlap · 6 shared positions
$VZ$MDT$PFE$ENB$DUK$TFC
$156M
64 positions
#14SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$MDT$VZ$PFE$WFC$TFC$TXN
$606M
79 positions
#15Keystone Financial Planning, Inc.Active
Some overlap · 6 shared positions
$MDT$VZ$GSK$PFE$GPC$UPS
$388M
39 positions
#16Palouse Capital Management, Inc.Passive
Some overlap · 6 shared positions
$MDT$VZ$PFE$LAMR$TXN$UPS
$160M
124 positions
#17Verity & Verity, LLCActive
Some overlap · 6 shared positions
$VZ$MDT$PFE$ENB$TXN$UPS
$1.5B
138 positions
#18CarsonAllaria Wealth Management, Ltd.Active
Some overlap · 6 shared positions
$PFE$ENB$VZ$DUK$WFC$LAMR
$231M
71 positions
#19Applied Capital LLC/FLActive
Some overlap · 6 shared positions
$TRV$AXP$WFC$EPD$ENB$GPC
$246M
93 positions
#20Bank & Trust CoPassive
Some overlap · 5 shared positions
$TRV$VZ$ENB$DUK$TFC
$158M
303 positions
#21PARK CIRCLE CoActive
Some overlap · 5 shared positions
$TRV$VZ$PFE$TFC$ENB
$117M
53 positions
#22Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$PFE$VZ$DUK$WFC$MDT$TXN
$739M
344 positions
#231834 INVESTMENT ADVISORS COPassive
Some overlap · 6 shared positions
$VZ$PFE$TFC$TXN$ES$DOC
$883M
211 positions
#24Yoffe Investment Management, LLCPassive
Some overlap · 4 shared positions
$TRV$AXP$VZ$GSK
$87M
113 positions
#25Willis Investment CounselActive
Some overlap · 5 shared positions
$MDT$VZ$PFE$AXP$TXN
$2.1B
125 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.