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Hedge Funds Similar to Telos

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

Telos Capital Management, Inc. is an institutional investor managing $1.1B across 201 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 Telos are MATRIX ASSET ADVISORS, Insight Inv, Baugh & Associates, with shared positions in $QCOM, $MS, $PEP, $AMGN, $PNC, $TEL. The full ranking of 25 similar funds is below.

#1MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 8 shared positions
$QCOM$MS$PEP$AMGN$PNC$TEL
$1.2B
100 positions
#2Insight Inv LLCPassive
Notable overlap · 7 shared positions
$MS$EOG$QCOM$PEP$AMGN$WSM
$210M
108 positions
#3Baugh & Associates, LLCActive
Notable overlap · 5 shared positions
$QCOM$MS$ASML$PEP$NEE
$221M
41 positions
#4Granite Group Advisors, LLCActive
Notable overlap · 8 shared positions
$QCOM$MS$PEP$AMGN$PNC$AEP
$158M
78 positions
#5JB Capital LLCActive
Notable overlap · 5 shared positions
$QCOM$PEP$NXPI$PNC$J
$2.9B
269 positions
#6Kerusso Capital Management LLCPassive
Notable overlap · 5 shared positions
$QCOM$EOG$PEP$AMGN$WSM
$274M
58 positions
#7McGuire Investment Group, LLCActive
Notable overlap · 6 shared positions
$QCOM$ASML$MS$IQV$ROK$AMGN
$1.1B
132 positions
#8FourThought Financial Partners, LLCPassive
Notable overlap · 7 shared positions
$ASML$PEP$NOC$AMGN$QCOM$PNC
$1.3B
393 positions
#9NIXON PEABODY TRUST COActive
Some overlap · 6 shared positions
$MS$ASML$NOW$DHR$IQV$NEE
$1.5B
191 positions
#10FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 5 shared positions
$MS$PEP$NXPI$RSG$NEE
$377M
75 positions
#11VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$QCOM$PEP$AMGN$PSX
$203M
58 positions
#12Cairn Investment Group, Inc.Active
Some overlap · 3 shared positions
$QCOM$PEP$EOG
$227M
65 positions
#13Flavin Financial Services, Inc.Passive
Some overlap · 7 shared positions
$PEP$NOC$RSG$AMGN$PSX$PNC
$185M
77 positions
#14Harvest Investment Advisors, LLCActive
Some overlap · 5 shared positions
$MS$QCOM$NXPI$AMGN$PNC
$202M
58 positions
#15Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$MS$QCOM$PEP$NOC$NEE
$455M
118 positions
#16VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$ASML$TRV$AMGN$PSX$NEE$PEP
$147M
106 positions
#17SFE Investment CounselPassive
Some overlap · 6 shared positions
$QCOM$WSM$DHR$IQV$J$NEE
$742M
152 positions
#18Kensington Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$QCOM$PEP$RSG$AMGN$WSM
$230M
85 positions
#19MB, LEVIS & ASSOCIATES, LLCPassive
Some overlap · 6 shared positions
$QCOM$TRV$AMGN$PEP$NEE$PNC
$273M
250 positions
#20LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 6 shared positions
$EOG$ASML$NXPI$NOW$QCOM$DHR
$10.8B
564 positions
#21COUNTRY TRUST BANKActive
Some overlap · 6 shared positions
$ASML$VRTX$NOC$IQV$NEE$NOW
$5.7B
628 positions
#22LVM CAPITAL MANAGEMENT LTD/MIActive
Some overlap · 5 shared positions
$MS$NOC$VRTX$EOG$AMGN
$1.2B
158 positions
#23Stack Financial Management, IncActive
Some overlap · 6 shared positions
$EOG$PEP$PSX$DHR$AEP$NEE
$1.3B
54 positions
#24BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 5 shared positions
$QCOM$EOG$PEP$PNC$TEL
$2.5B
270 positions
#25Cullen Capital Management, LLCActive
Some overlap · 4 shared positions
$MS$QCOM$TRV$NEE
$10.2B
208 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.