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Hedge Funds Similar to Telos ,

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

Telos Capital Management, Inc. is an institutional investor managing $1.0B across 191 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 Telos , are F/m Investments, Regency \DE, Talbot Financial,, with shared positions in $MKL, $NOC, $PANW, $HON, $NOW, $J. The full ranking of 25 similar funds is below.

#1F/m Investments LLCPassive
Notable overlap · 6 shared positions
$MKL$NOC$PANW$HON$NOW$J
$1.5B
333 positions
#2Regency Capital Management Inc.\DEPassive
Some overlap · 4 shared positions
$MKL$EOG$PANW$ASML
$224M
60 positions
#3Talbot Financial, LLCActive
Some overlap · 6 shared positions
$NOC$TRV$HON$PANW$NOW$AMGN
$1.2B
66 positions
#4Flavin Financial Services, Inc.Passive
Some overlap · 5 shared positions
$MS$NOC$PSX$RSG$AMGN
$149M
72 positions
#5Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$MKL$ASML$TRV$DHR$HON
$110M
226 positions
#6Pekao Towarzystwo Funduszy Inwestycyjnych S.A.Passive
Some overlap · 5 shared positions
$EOG$PANW$HON$CARR$NOW
$134M
80 positions
#7Twelve Points Wealth Management LLCPassive
Some overlap · 4 shared positions
$MKL$MS$EOG$DHR
$455M
200 positions
#8Bradyco, Inc.Active
Some overlap · 4 shared positions
$MKL$MS$PANW$NOW
$129M
38 positions
#9WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 5 shared positions
$EOG$ASML$HON$CARR$DHR
$2.1B
122 positions
#10Werlinich Asset Management, LLCActive
Some overlap · 5 shared positions
$MS$NOC$ASML$HON$PANW
$206M
56 positions
#11NIXON PEABODY TRUST COActive
Some overlap · 5 shared positions
$MS$PANW$ASML$NOW$DHR
$1.3B
161 positions
#12COUNTRY TRUST BANKActive
Some overlap · 6 shared positions
$NOC$ASML$VRTX$HON$MKL$NOW
$5.3B
572 positions
#13FourThought Financial Partners, LLCPassive
Some overlap · 5 shared positions
$MS$NOC$ASML$AMGN$HON
$1.2B
384 positions
#14MARCO INVESTMENT MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$PANW$PSX$NXPI$AMGN$HON$NOC
$1.3B
232 positions
#15ELLERSON GROUP INC /ADVPassive
Some overlap · 6 shared positions
$PANW$ASML$PSX$AMGN$DHR$NOC
$153M
61 positions
#16Sandy Cove Advisors, LLCPassive
Some overlap · 4 shared positions
$MKL$MS$DHR$HON
$334M
144 positions
#17FC Advisory LLCActive
Some overlap · 3 shared positions
$MKL$MS$DHR
$342M
115 positions
#18Counterweight Ventures, LLCPassive
Some overlap · 5 shared positions
$MS$PANW$PSX$AMGN$DHR
$178M
80 positions
#19Glass Wealth Management Co LLCPassive
Some overlap · 4 shared positions
$MS$NOC$ASML$PSX
$258M
67 positions
#20OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$MKL$PANW$DHR$PSX
$1.9B
197 positions
#21LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 5 shared positions
$EOG$NOW$NXPI$DHR$ASML
$10.0B
560 positions
#22William B. Walkup & Associates, Inc.Active
Some overlap · 4 shared positions
$MS$NOC$TRV$PSX
$167M
163 positions
#23TRILLIUM ASSET MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$PANW$ASML$NOW$TRV$VRTX
$3.0B
230 positions
#24BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 5 shared positions
$MS$PANW$VRTX$AMGN$HON
$2.4B
787 positions
#25VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$TRV$ASML$PSX$PANW$AMGN
$126M
106 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.