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Hedge Funds Similar to LITTLE HOUSE

13F Portfolio OverlapQ1 2026LITTLE HOUSE portfolio →
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Most similar hedge funds by 13F overlap

LITTLE HOUSE CAPITAL LLC is an institutional investor managing $387M across 112 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 LITTLE HOUSE are MORGAN DEMPSEY, FUKOKU MUTUAL LIFE INSURANCE, Cravens & Advisors,, with shared positions in $OKE, $SO, $VZ, $CME, $IBM, $UNP. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$OKE$SO$VZ$CME$IBM$UNP
$220M
148 positions
#2FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 6 shared positions
$USB$SO$VZ$CME$WMB$IBM
$1.5B
235 positions
#3Cravens & Co Advisors, LLCActive
Some overlap · 4 shared positions
$OKE$USB$VRTX$GE
$154M
64 positions
#4Andrew Hill Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$OKE$VRTX$ASML$GE$IBM
$112M
54 positions
#5CULTIVAR CAPITAL, INC.Smart money
Some overlap · 7 shared positions
$USB$GE$IBM$WMB$OKE$SO
$156M
46 positions
#6Camarda Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$OKE$USB$ASML
$190M
104 positions
#7BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$USB$SO$VZ$TJX$IBM
$199M
110 positions
#8Disciplined Equity Management, Inc.Active
Some overlap · 3 shared positions
$OKE$USB$VZ
$199M
44 positions
#9Jackson Hole Capital Partners, LLCPassive
Some overlap · 5 shared positions
$OKE$SO$VZ$WMB$IBM
$605M
313 positions
#10BOS Asset Management, LLCPassive
Some overlap · 3 shared positions
$OKE$USB$VZ
$392M
200 positions
#11CAMBIAR INVESTORS LLCActive
Some overlap · 5 shared positions
$USB$ASML$CME$TJX$UNP
$2.2B
145 positions
#12SFE Investment CounselPassive
Some overlap · 3 shared positions
$OKE$USB$IBM
$635M
143 positions
#13Severin Investments, LLCPassive
Some overlap · 5 shared positions
$USB$ASML$WMB$IBM$UNP
$116M
171 positions
#14GKV Capital Management Co., Inc.Passive
Some overlap · 4 shared positions
$OKE$VRTX$VZ$TJX
$201M
165 positions
#15CORDA Investment Management, LLC.Active
Some overlap · 4 shared positions
$USB$ASML$VZ$CME
$1.4B
80 positions
#16BCS Private Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$USB$OKE$VZ$IBM$UNP
$329M
186 positions
#17Fairvoy Private Wealth, LLCPassive
Some overlap · 4 shared positions
$OKE$SO$TJX$IBM
$419M
201 positions
#18Drum Hill Capital, LLCActive
Some overlap · 5 shared positions
$USB$VZ$IBM$UNP$GE
$109M
46 positions
#19Phoenix Wealth AdvisorsActive
Some overlap · 4 shared positions
$OKE$VZ$CME$UNP
$253M
126 positions
#20Miramar Capital, LLCPassive
Some overlap · 4 shared positions
$OKE$VZ$CME$UNP
$449M
56 positions
#21SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$USB$VZ$CME$IBM$UNP
$728M
79 positions
#22Cambridge Financial Group, Inc.Active
Some overlap · 4 shared positions
$OKE$TJX$GE$WMB
$267M
33 positions
#23XXI WEALTH, LLCPassive
Some overlap · 5 shared positions
$OKE$CME$TJX$VZ$IBM
$177M
209 positions
#24Inman Jager Wealth Management, LLCPassive
Some overlap · 4 shared positions
$USB$SO$VZ$IBM
$171M
84 positions
#25Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 4 shared positions
$USB$SO$VZ$IBM
$638M
158 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.