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 OverlapQ3 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 122 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CapWealth Advisors are Eliot Finkel Investment Counsel, GODSEY & GIBB, EDGAR LOMAX, with shared positions in $GLW, $DUK, $UPS, $AMGN, $PEP, $T. The full ranking of 25 similar funds is below.

#1Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$GLW $DUK $UPS $AMGN $PEP

$214M

33 positions

#2GODSEY & GIBB, INCPassive

Notable overlap · 7 shared positions

$GLW $DUK $AMGN $UPS $T $PEP

$1.2B

611 positions

#3EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$CVS $NEE $DUK $T $GILD $AMGN

$1.3B

58 positions

#4CACTI ASSET MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$GLW $CVS $UPS

$1.9B

79 positions

#5LAWOOD & COPassive

Notable overlap · 4 shared positions

$GLW $NEE $UPS $GILD

$145M

94 positions

#6RNC CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$CVS $UPS $T $GILD $PEP $GLW

$2.4B

181 positions

#7BCWM, LLCPassive

Notable overlap · 6 shared positions

$DUK $DHI $UPS $T $PEP $SONY

$342M

57 positions

#8O'Keefe Stevens Advisory, Inc.Active

Notable overlap · 5 shared positions

$GLW $AMGN $WMB $DUK $UPS

$489M

81 positions

#9OmniStar Financial Group, Inc.Passive

Notable overlap · 6 shared positions

$DUK $UPS $GILD $GLW $STWD $NEE

$230M

116 positions

#10UNITED BANKActive

Notable overlap · 5 shared positions

$GLW $AMGN $PEP $GILD $SYK

$853M

130 positions

#11Aull & Monroe Investment Management CorpPassive

Notable overlap · 6 shared positions

$GLW $DUK $NEE $AMGN $PEP $T

$231M

125 positions

#12Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 3 shared positions

$GLW $T $NEE

$327M

94 positions

#13Stack Financial Management, IncActive

Notable overlap · 6 shared positions

$NEE $DUK $UPS $T $PEP $SYK

$1.3B

54 positions

#14SHUFRO ROSE & CO LLCActive

Notable overlap · 3 shared positions

$GLW $AMGN $PEP

$1.7B

315 positions

#15PARTHENON LLCActive

Notable overlap · 4 shared positions

$GLW $PEP $CVS $SYK

$967M

129 positions

#16VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$GLW $WMB $NEE $PEP $T

$1.1B

141 positions

#17TRUST CO OF VIRGINIA /VAPassive

Notable overlap · 4 shared positions

$GLW $AMGN $WMB $PEP

$1.3B

220 positions

#18Cornerstone Capital, Inc.Active

Notable overlap · 3 shared positions

$GLW $AMGN $PEP

$1.1B

120 positions

#19CORRADO ADVISORS, LLCPassive

Notable overlap · 4 shared positions

$GLW $T $STWD $NEE

$217M

120 positions

#20WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 6 shared positions

$NEE $CVS $DHI $PEP $DUK $AMGN

$1.3B

73 positions

#21O'Brien Greene & Co. IncPassive

Notable overlap · 5 shared positions

$WMB $NEE $AMGN $SONY $GLW

$362M

141 positions

#22Capital Innovations LLCActive

Notable overlap · 4 shared positions

$WMB $NEE $CEG $DUK

$385M

51 positions

#23Parkside Investments, LLCActive

Notable overlap · 3 shared positions

$GLW $NEE $CVS

$879M

95 positions

#24MFG WEALTH MANAGEMENT, INC.Passive

Notable overlap · 4 shared positions

$GLW $UPS $T $PLTR

$138M

62 positions

#25Electron Capital Partners, LLCActive

Notable overlap · 4 shared positions

$WMB $NEE $GLW $CEG

$2.5B

46 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.