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Hedge Funds Similar to Stamos Partners,

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

Stamos Capital Partners, L.P. is an institutional investor managing $640M across 142 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 Stamos Partners, are EDGAR LOMAX /VA, Hillman ,, BCV Asset, with shared positions in $UNH, $NEE, $BAC, $PFE, $T, $UNP. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Notable overlap · 7 shared positions
$UNH$NEE$BAC$PFE$T$UNP
$1.4B
56 positions
#2Hillman Capital Management, Inc.Passive
Notable overlap · 9 shared positions
$UNH$PFE$DIS$CRM$BA$ADBE
$144M
56 positions
#3BCV Asset Management Inc.Active
Notable overlap · 8 shared positions
$UNH$NEE$BAC$UNP$CNI$CP
$2.9B
120 positions
#4LETKO, BROSSEAU & ASSOCIATES INCActive
Notable overlap · 8 shared positions
$PFE$T$CRM$CNI$ADBE$CVS
$6.2B
101 positions
#5Cohen Investment Advisors LLCPassive
Some overlap · 7 shared positions
$NEE$BAC$PFE$DIS$CRM$BA
$210M
79 positions
#6Palouse Capital Management, Inc.Passive
Some overlap · 6 shared positions
$UNH$PFE$T$DIS$BA$VZ
$151M
135 positions
#7Victrix Investment AdvisorsPassive
Some overlap · 6 shared positions
$UNH$BAC$DIS$BA$NEE$ASML
$275M
107 positions
#8Brandywine Global Investment Management, LLC
Some overlap · 8 shared positions
$BAC$T$DIS$CVS$VZ$CRM
$14.9B
601 positions
#9AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 5 shared positions
$DDOG$BAC$UNP$DIS$UNH
$445M
77 positions
#10Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 7 shared positions
$PFE$UNH$DIS$BAC$CRM$CVS
$2.8B
87 positions
#11Employees Provident Fund BoardActive
Some overlap · 6 shared positions
$DDOG$NEE$BAC$DIS$CRM$UNH
$13.2B
70 positions
#12Estabrook Capital ManagementPassive
Some overlap · 7 shared positions
$BAC$PFE$UNP$T$CP$VZ
$685M
380 positions
#13LAZARI CAPITAL MANAGEMENT, INC.Passive
Some overlap · 8 shared positions
$BAC$DIS$BA$VZ$UNH$BP
$287M
175 positions
#14TrueMark Investments, LLCPassive
Some overlap · 7 shared positions
$NEE$UNH$ASML$CI$VZ$GSK
$514M
167 positions
#15PIONEER TRUST BANK N A/ORPassive
Some overlap · 6 shared positions
$UNH$NEE$DIS$CRM$T$ADBE
$412M
83 positions
#16Ally Financial Inc.Active
Some overlap · 8 shared positions
$PFE$UNH$VZ$BA$DIS$CRM
$804M
125 positions
#17Griffith & Werner, Inc.Active
Some overlap · 5 shared positions
$UNH$BAC$PFE$T$VZ
$202M
72 positions
#18OPAL CAPITAL LLCPassive
Some overlap · 6 shared positions
$UNH$NEE$ASML$CI$VZ$GSK
$565M
141 positions
#19Minot DeBlois Advisors LLCPassive
Some overlap · 7 shared positions
$UNP$DIS$NEE$ASML$VZ$CRM
$110M
226 positions
#20DCM Advisors, LLCActive
Some overlap · 7 shared positions
$BAC$T$DIS$BA$CVS$VZ
$220M
38 positions
#21WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 7 shared positions
$NEE$DIS$CRM$CNI$CVS$BA
$1.2B
69 positions
#22DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 6 shared positions
$BAC$UNP$DIS$PFE$CRM$ADBE
$16.0B
187 positions
#23Arnhold LLCActive
Some overlap · 6 shared positions
$UNH$PFE$T$BAC$ADBE$VZ
$1.4B
118 positions
#24Blue Zone Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$UNH$NEE$CRM$BA$CP$BN
$491M
130 positions
#25Glassy Mountain Advisors, Inc.Passive
Some overlap · 7 shared positions
$BAC$DIS$UNH$CRM$ADBE$DDOG
$322M
77 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.