What hedge funds are most similar to Baugh & Associates, LLC?

The funds with the most similar 13F portfolios to Baugh & Associates, LLC are Cullen ,, Socorro Asset, EDGAR LOMAX /VA, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Baugh & Associates,

13F Portfolio OverlapQ1 2026Baugh & Associates, portfolio →

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Most similar hedge funds by 13F overlap

Baugh & Associates, LLC is an institutional investor managing $226M across 42 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 Baugh & Associates, are Cullen ,, Socorro Asset, EDGAR LOMAX /VA, with shared positions in $BAC, $MS, $COP, $NEE, $TFC, $MO. The full ranking of 25 similar funds is below.

#1Cullen Capital Management, LLCActive

Notable overlap · 7 shared positions

$BAC $MS $COP $NEE $TFC $MO

$9.8B

213 positions

#2Socorro Asset Management LPPassive

Notable overlap · 6 shared positions

$NEE $MS $BAC $PFE $TFC $KO

$221M

32 positions

#3EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$NEE $PFE $SO $COP $MS $BAC

$1.4B

56 positions

#4Catherine Avery Investment Management LLCPassive

Notable overlap · 7 shared positions

$NEE $PFE $BAC $VZ $TFC $IBM

$223M

109 positions

#5Griffith & Werner, Inc.Active

Notable overlap · 7 shared positions

$BAC $PFE $VZ $TFC $SO $IBM

$202M

72 positions

#6Welch Group, LLCPassive

Notable overlap · 7 shared positions

$NEE $SO $TFC $VZ $PFE $IBM

$2.7B

310 positions

#7Disciplined Equity Management, Inc.Active

Notable overlap · 7 shared positions

$MO $PFE $VZ $TFC $ANET $LOW

$199M

44 positions

#8HF Advisory Group, LLCPassive

Notable overlap · 8 shared positions

$MS $VZ $SO $COP $TFC $MO

$293M

166 positions

#9Slocum, Gordon & Co LLPPassive

Notable overlap · 6 shared positions

$NEE $COP $VZ $PFE $WY $IBM

$147M

64 positions

#10Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$COP $VZ $MS $ABT $PFE $MO

$139M

62 positions

#11Loudon Investment Management, LLCPassive

Notable overlap · 6 shared positions

$LOW $TFC $NEE $O $ABT $COP

$186M

95 positions

#12FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 7 shared positions

$NEE $MO $SO $PFE $VZ $IBM

$1.5B

235 positions

#13Allied Investment Advisors, LLCActive

Notable overlap · 5 shared positions

$BAC $LOW $O $PFE $ABT

$697M

100 positions

#14Philip James Wealth Mangement, LLCActive

Notable overlap · 9 shared positions

$INTC $MO $PFE $COP $MS $BAC

$870M

157 positions

#15FOUNDATION RESOURCE MANAGEMENT INCActive

Notable overlap · 4 shared positions

$PFE $COP $VZ $INTC

$889M

55 positions

#16OLD POINT TRUST & FINANCIAL SERVICES N APassive

Notable overlap · 7 shared positions

$SO $COP $NEE $TFC $VZ $IBM

$311M

318 positions

#17VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$NEE $VZ $MS $MO $BAC $PFE

$976M

142 positions

#18Good Harbor Advisors, Inc.Passive

Notable overlap · 6 shared positions

$PFE $COP $ABT $NEE $SO $VZ

$92M

82 positions

#19DCM Advisors, LLCActive

Notable overlap · 6 shared positions

$MS $BAC $COP $VZ $PFE $ARCC

$220M

38 positions

#20Xcel Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$BAC $MS $NEE $PFE $VZ $ABT

$362M

133 positions

#21Brentview Investment Management LLCPassive

Notable overlap · 4 shared positions

$MS $NEE $LOW $O

$231M

63 positions

#22Windle Wealth, LLCActive

Notable overlap · 5 shared positions

$MO $VZ $SO $O $KO

$237M

32 positions

#23Cutler Capital Management, LLCPassive

Notable overlap · 5 shared positions

$PFE $VZ $WY $BAC $ET

$370M

116 positions

#24BROOKS, MOORE & ASSOCIATES, INC.Passive

Notable overlap · 9 shared positions

$ABT $VZ $SO $LOW $COP $BAC

$199M

110 positions

#25VILLERE ST DENIS J & CO LLCActive

Notable overlap · 5 shared positions

$ABT $VZ $BAC $PFE $PGR

$907M

76 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.