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Hedge Funds Similar to Stamos Partners

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

Stamos Capital Partners, L.P. is an institutional investor managing $653M across 140 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 Stamos Partners are Minot DeBlois Advisors, Martin Partners, TrueMark Investments, with shared positions in $DIS, $NEE, $UNP, $ASML, $VZ, $CRM. The full ranking of 25 similar funds is below.

#1Minot DeBlois Advisors LLCPassive
Notable overlap · 9 shared positions
$DIS$NEE$UNP$ASML$VZ$CRM
$116M
240 positions
#2Martin Capital Partners, LLCPassive
Notable overlap · 8 shared positions
$NVO$UNP$PFE$VZ$TTE$ASML
$279M
73 positions
#3TrueMark Investments, LLCPassive
Notable overlap · 8 shared positions
$NEE$UNP$VZ$TTE$ASML$GSK
$798M
187 positions
#4OPAL CAPITAL LLCPassive
Notable overlap · 8 shared positions
$NEE$UNP$VZ$ASML$CI$GSK
$560M
136 positions
#5WINDWARD CAPITAL MANAGEMENT CO /CAActive
Notable overlap · 8 shared positions
$NEE$BLK$CRM$DIS$CNI$CME
$1.3B
73 positions
#6Persium Advisors, LLCSmart money
Notable overlap · 7 shared positions
$T$UNP$PFE$CRM$VZ$TTE
$191M
70 positions
#7Cohen Investment Advisors LLCPassive
Notable overlap · 7 shared positions
$NEE$DIS$PFE$BA$VZ$BX
$233M
81 positions
#8Parrish Capital LLCPassive
Notable overlap · 7 shared positions
$T$BP$SHEL$VZ$TTE$GSK
$103M
84 positions
#9LETKO, BROSSEAU & ASSOCIATES INCActive
Notable overlap · 7 shared positions
$T$PFE$CRM$TTE$CNI$VZ
$6.8B
112 positions
#10Cravens & Co Advisors, LLCActive
Notable overlap · 7 shared positions
$NVO$UNP$CRM$BA$BX$DIS
$147M
61 positions
#11Autumn Glory Partners, LLCPassive
Some overlap · 7 shared positions
$NVO$DIS$VZ$ASML$MDT$BP
$360M
191 positions
#12First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$DIS$NEE$UNP$BLK$PFE$BX
$529M
75 positions
#13Hillman Capital Management, Inc.Passive
Some overlap · 7 shared positions
$DIS$PFE$CRM$BA$VZ$GSK
$138M
54 positions
#14Palouse Capital Management, Inc.Passive
Some overlap · 6 shared positions
$DIS$T$PFE$BA$VZ$MDT
$160M
124 positions
#15Beech Hill Advisors, Inc.Passive
Some overlap · 6 shared positions
$DIS$NEE$CRM$BA$BX$MDT
$226M
97 positions
#16SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$T$UNP$PFE$VZ$MDT$CME
$606M
79 positions
#17VIKING FUND MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$NEE$T$SHEL$NVO$VZ$TTE
$1.1B
141 positions
#18Banco de Sabadell, S.APassive
Some overlap · 6 shared positions
$NEE$BLK$UNP$ASML$CME$MDT
$170M
61 positions
#19Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 7 shared positions
$T$VZ$BX$MDT$CRM$NEE
$327M
94 positions
#20EQUITY INVESTMENT CORPActive
Some overlap · 6 shared positions
$T$SHEL$VZ$TTE$GSK$MDT
$5.2B
76 positions
#21CORDA Investment Management, LLC.Active
Some overlap · 6 shared positions
$PFE$NVO$VZ$ASML$MDT$CME
$1.5B
78 positions
#22Miller Global Investments, LLCPassive
Some overlap · 6 shared positions
$T$SHEL$VZ$PFE$ASML$CI
$124M
327 positions
#23Good Harbor Advisors, Inc.Passive
Some overlap · 6 shared positions
$NEE$UNP$PFE$VZ$CI$BLK
$107M
88 positions
#24InvesTrustPassive
Some overlap · 6 shared positions
$DIS$SHEL$VZ$PFE$GSK$BA
$247M
91 positions
#25Te Ahumairangi Investment Management LtdActive
Some overlap · 6 shared positions
$T$VZ$TTE$DIS$MDT$PFE
$620M
86 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.