13F Pro

Hedge Funds Similar to Garner Asset

13F Portfolio OverlapQ1 2026Garner Asset portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Garner Asset Management Corp is an institutional investor managing $255M across 156 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 Garner Asset are Persium Advisors,, Aull & Monroe Investment, HF Advisory Group,, with shared positions in $VZ, $COP, $T, $AMAT, $DELL, $IBM. The full ranking of 25 similar funds is below.

#1Persium Advisors, LLCActive
Notable overlap · 7 shared positions
$VZ$COP$T$AMAT$DELL$IBM
$127M
60 positions
#2Aull & Monroe Investment Management CorpPassive
Notable overlap · 7 shared positions
$GLW$T$CME$VZ$COP$WM
$215M
125 positions
#3HF Advisory Group, LLCPassive
Notable overlap · 7 shared positions
$VZ$T$COP$SCHW$AMAT$GILD
$293M
166 positions
#4Hershey Financial Advisers, LLCPassive
Some overlap · 7 shared positions
$GLW$AMAT$DELL$SCHW$FDX$COP
$116M
80 positions
#5Maytus Capital Management, LLCPassive
Some overlap · 6 shared positions
$GLW$T$AMAT$DELL$IBM$TXN
$562M
62 positions
#6CORDA Investment Management, LLC.Active
Some overlap · 5 shared positions
$GLW$VZ$AMAT$CME$SCHW
$1.4B
80 positions
#7MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$VZ$T$OKE$CME$IBM$TXN
$220M
148 positions
#8CONNING INC.Passive
Some overlap · 7 shared positions
$COP$GLW$VZ$TRV$IBM$GILD
$3.0B
311 positions
#9LAWOOD & COPassive
Some overlap · 7 shared positions
$GLW$VZ$IBM$MS$COP$GILD
$108M
90 positions
#10SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$COP$T$VZ$CME$IBM$TXN
$728M
79 positions
#11EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$COP$T$SCHW$GILD$MS$FDX
$1.4B
56 positions
#12Applied Finance Capital Management, LLCPassive
Some overlap · 5 shared positions
$VZ$COP$AMAT$TRV$IBM
$1.3B
218 positions
#13Hudson Canyon Capital ManagementPassive
Some overlap · 6 shared positions
$COP$AMAT$DELL$SCHW$WM$MS
$163M
52 positions
#14Insight Inv LLCPassive
Some overlap · 5 shared positions
$GLW$COP$AMAT$IBM$MS
$183M
104 positions
#15KWMG, LLCActive
Some overlap · 6 shared positions
$COP$GLW$SCHW$TRV$T$IBM
$1.2B
147 positions
#16Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$VZ$TRV$COP$WM$IBM$TXN
$245M
98 positions
#17Genus Capital Management Inc.Passive
Some overlap · 6 shared positions
$VZ$GLW$IBM$GILD$TRV$TXN
$873M
189 positions
#18Advisory Resource GroupPassive
Some overlap · 5 shared positions
$COP$AMAT$OKE$SCHW$MS
$581M
172 positions
#19GODSEY & GIBB, INCPassive
Some overlap · 5 shared positions
$GLW$T$CME$IBM$D
$1.1B
389 positions
#20Cornerstone Select Advisors, LLCPassive
Some overlap · 6 shared positions
$T$VZ$GLW$IBM$GILD$PANW
$160M
124 positions
#21Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$COP$GLW$VZ$T$IBM
$685M
380 positions
#22J. Team Financial, Inc.Passive
Some overlap · 7 shared positions
$COP$T$WM$GILD$SCHW$DELL
$89M
84 positions
#23UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT COActive
Some overlap · 7 shared positions
$AMAT$T$SCHW$VZ$MS$FDX
$687M
301 positions
#24UNITED BANKActive
Some overlap · 6 shared positions
$GLW$CME$SCHW$WM$GILD$TXN
$781M
121 positions
#25TECTONIC ADVISORS LLCActive
Some overlap · 6 shared positions
$OKE$VZ$T$SCHW$IBM$GILD
$1.9B
267 positions

Compare Garner Asset’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Garner Asset’s holdings

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.