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 CapWealth Advisors,

13F Portfolio OverlapQ1 2026CapWealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

CapWealth Advisors, LLC is an institutional investor managing $1.3B across 118 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 CapWealth Advisors, are EDGAR LOMAX /VA, GODSEY & GIBB,, OmniStar Financial Group,, with shared positions in $T, $DUK, $NEE, $CVS, $GILD, $UNH. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAPassive

Notable overlap · 9 shared positions

$T $DUK $NEE $CVS $GILD $UNH

$1.4B

56 positions

#2GODSEY & GIBB, INCPassive

Notable overlap · 8 shared positions

$GLW $T $DUK $IBM $AMGN $UPS

$1.1B

389 positions

#3OmniStar Financial Group, Inc.

Notable overlap · 10 shared positions

$GILD $BAC $UPS $DUK $GLW $HON

$193M

108 positions

#4Estabrook Capital Management

Notable overlap · 11 shared positions

$IBM $BAC $WMB $GLW $HON $GE

$685M

380 positions

#5Slocum, Gordon & Co LLPPassive

Notable overlap · 7 shared positions

$DUK $NEE $T $WMB $GE $GEV

$147M

64 positions

#6Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$GLW $DUK $UPS $AMGN $HSY

$184M

32 positions

#7Griffith & Werner, Inc.Active

Notable overlap · 8 shared positions

$T $BAC $DUK $UNH $KO $GILD

$202M

72 positions

#8Cullen Capital Management, LLC

Notable overlap · 7 shared positions

$DUK $BAC $NEE $T $UPS $UNH

$9.8B

213 positions

#9Catherine Avery Investment Management LLC

Notable overlap · 6 shared positions

$IBM $BAC $NEE $UPS $AMGN $KO

$223M

109 positions

#10MFG WEALTH MANAGEMENT, INC.Passive

Notable overlap · 7 shared positions

$UPS $T $IBM $GLW $PLTR $GE

$121M

61 positions

#11Andrew Hill Investment Advisors, Inc.Passive

Notable overlap · 6 shared positions

$GEV $GE $NEE $IBM $CEG $DUK

$112M

54 positions

#12FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 7 shared positions

$NEE $DUK $IBM $GILD $T $KO

$1.5B

235 positions

#13LAWOOD & COPassive

Notable overlap · 6 shared positions

$GLW $NEE $IBM $KO $UPS $GILD

$108M

90 positions

#14Aull & Monroe Investment Management CorpPassive

Notable overlap · 7 shared positions

$DUK $NEE $GLW $AMGN $T $BAC

$215M

125 positions

#15Next Level Private LLCActive

Notable overlap · 7 shared positions

$GEV $GE $IBM $DOW $T $HSY

$443M

175 positions

#16DB&C Advisors, LLCPassive

Notable overlap · 7 shared positions

$IBM $GILD $PLTR $UPS $DUK $KO

$77M

67 positions

#17NS Partners LtdActive

Notable overlap · 8 shared positions

$NEE $T $UNH $GEV $GE $KO

$2.2B

71 positions

#18Kessler Investment Group, LLCPassive

Notable overlap · 7 shared positions

$GILD $GEV $PLTR $GLW $IBM $BAC

$211M

79 positions

#19Argyle Capital Management, LLCPassive

Notable overlap · 8 shared positions

$IBM $AMGN $BAC $T $DUK $KO

$308M

137 positions

#20RNC CAPITAL MANAGEMENT LLC

Notable overlap · 5 shared positions

$GILD $T $GLW $CVS $UPS

$2.2B

173 positions

#21CORRADO ADVISORS, LLCPassive

Notable overlap · 6 shared positions

$GLW $T $IBM $STWD $NEE $BAC

$192M

115 positions

#22Electron Capital Partners, LLC

Notable overlap · 5 shared positions

$WMB $DOW $NEE $CEG $GEV

$2.6B

46 positions

#23MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$T $DUK $IBM $UPS $KO

$220M

148 positions

#24POM Investment Strategies, LLCActive

Notable overlap · 7 shared positions

$IBM $BAC $DUK $GE $GEV $T

$80M

433 positions

#25MEYER HANDELMAN COActive

Notable overlap · 7 shared positions

$IBM $GLW $HON $GILD $GE $AMGN

$3.2B

220 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.