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Hedge Funds Similar to TCTC ,

13F Portfolio OverlapQ1 2026TCTC , portfolio →
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Most similar hedge funds by 13F overlap

TCTC Holdings, LLC is an institutional investor managing $3.5B across 220 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 TCTC , are Estabrook, Exeter Financial,, Kimelman & Baird,, with shared positions in $IBM, $CB, $WMB, $BAC, $PFE, $AFL. The full ranking of 25 similar funds is below.

#1Estabrook Capital ManagementPassive
Notable overlap · 8 shared positions
$IBM$CB$WMB$BAC$PFE$AFL
$685M
380 positions
#2Exeter Financial, LLCPassive
Notable overlap · 8 shared positions
$AFL$IBM$WM$BAC$LIN$PSX
$245M
98 positions
#3Kimelman & Baird, LLCActive
Notable overlap · 6 shared positions
$WM$IBM$UBER$BAC$LIN$NEE
$1.2B
263 positions
#4Cullen Capital Management, LLCActive
Notable overlap · 9 shared positions
$CB$NVS$BAC$NEE$COP$PM
$9.8B
213 positions
#5MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Notable overlap · 8 shared positions
$LIN$WM$NVS$AFL$PSX$BAC
$246M
145 positions
#6MATTERN CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 8 shared positions
$AFL$LIN$CB$WM$PSX$NEE
$835M
170 positions
#7Ark Wealth Advisors LLCPassive
Notable overlap · 7 shared positions
$CB$LIN$WM$AFL$NEE$LOW
$101M
80 positions
#8Goodman Financial CorpPassive
Notable overlap · 5 shared positions
$WM$IBM$UBER$PFE$COP
$582M
77 positions
#9Stokes Capital Advisors, LLCPassive
Notable overlap · 5 shared positions
$IBM$CB$WMB$LIN$NEE
$446M
104 positions
#10Polaris Capital Management, LLCActive
Notable overlap · 6 shared positions
$CB$WMB$LIN$NEE$CFR$CVS
$1.2B
84 positions
#11WILKINS INVESTMENT COUNSEL INCActive
Notable overlap · 4 shared positions
$IBM$CB$WMB$NVS
$698M
119 positions
#12Catherine Avery Investment Management LLCPassive
Notable overlap · 6 shared positions
$IBM$BAC$FCX$PSX$PFE$NEE
$223M
109 positions
#13CapWealth Advisors, LLCActive
Notable overlap · 6 shared positions
$IBM$WMB$BAC$NEE$CVS$UNH
$1.3B
118 positions
#14MONTGOMERY INVESTMENT MANAGEMENT INCActive
Notable overlap · 6 shared positions
$IBM$BAC$FCX$PSX$COP$NEE
$293M
103 positions
#15LS Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$CB$LIN$BAC$IBM$WM$NEE
$668M
126 positions
#16Somerset Trust CoPassive
Some overlap · 6 shared positions
$AFL$LIN$CB$PSX$NEE$LOW
$326M
174 positions
#17Citizens National Bank Trust DepartmentPassive
Some overlap · 9 shared positions
$AFL$NEE$CB$PM$PSX$LOW
$601M
382 positions
#18LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Some overlap · 5 shared positions
$AFL$CB$PSX$PFE$CFR
$343M
59 positions
#19Meiji Yasuda America IncActive
Some overlap · 7 shared positions
$WM$CB$UBER$WMB$NEE$COP
$404M
57 positions
#20R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 9 shared positions
$WMB$BAC$PFE$PM$MO$IBM
$172M
38 positions
#21ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 6 shared positions
$WMB$LIN$FCX$PSX$COP$OXY
$863M
54 positions
#22CONNORS INVESTOR SERVICES INCActive
Some overlap · 5 shared positions
$CB$WMB$LIN$WM$LOW
$1.1B
149 positions
#23Titan Investment Solutions LtdActive
Some overlap · 4 shared positions
$WM$LIN$UBER$PM
$781M
56 positions
#24Argyle Capital Management, LLCPassive
Some overlap · 6 shared positions
$IBM$BAC$CB$PSX$PFE$COP
$308M
137 positions
#25SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$WMB$WM$BAC$NVS$PM
$274M
131 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.