What hedge funds are most similar to Principal Street Partners, LLC?

The funds with the most similar 13F portfolios to Principal Street Partners, LLC are EDGAR LOMAX /VA, VIKING FUND, Carolina Wealth Advisors,, 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 Principal Street Partners,

13F Portfolio OverlapQ1 2026Principal Street Partners, portfolio →

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Most similar hedge funds by 13F overlap

Principal Street Partners, LLC is an institutional investor managing $613M across 247 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 Principal Street Partners, are EDGAR LOMAX /VA, VIKING FUND, Carolina Wealth Advisors,, with shared positions in $LMT, $GILD, $T, $BMY, $MS, $DUK. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive

Notable overlap · 11 shared positions

$LMT $GILD $T $BMY $MS $DUK

$1.4B

56 positions

#2VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$VZ $ETR $T $BMY $MS $HPE

$976M

142 positions

#3Carolina Wealth Advisors, LLCPassive

Notable overlap · 9 shared positions

$VZ $GILD $BMY $MO $AMGN $LMT

$240M

278 positions

#4OmniStar Financial Group, Inc.Passive

Notable overlap · 9 shared positions

$BRZE $LMT $GILD $BMY $MS $DUK

$193M

108 positions

#5Ranch Capital Advisors Inc.Passive

Notable overlap · 8 shared positions

$VZ $GILD $T $ETR $HUM $AMGN

$277M

154 positions

#6BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 8 shared positions

$LMT $VZ $MO $DUK $AMGN $KO

$480M

133 positions

#7MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$LMT $VZ $ETR $T $DUK $TXN

$220M

148 positions

#8FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 7 shared positions

$GILD $VZ $T $MO $DUK $TXN

$1.5B

235 positions

#9RNC CAPITAL MANAGEMENT LLC

Notable overlap · 7 shared positions

$LMT $GILD $T $BMY $MO $CVS

$2.2B

173 positions

#10Stablepoint Partners, LLCPassive

Notable overlap · 8 shared positions

$LMT $AMGN $T $VZ $KO $KMI

$673M

260 positions

#11Measured Risk Portfolios, Inc.Passive

Notable overlap · 7 shared positions

$VZ $CWEN $MO $DUK $KMI $TXN

$91M

66 positions

#12Argyle Capital Management, LLCPassive

Notable overlap · 7 shared positions

$T $VZ $BMY $AMGN $DUK $KO

$308M

137 positions

#13KEYNOTE FINANCIAL SERVICES LLCPassive

Notable overlap · 8 shared positions

$VZ $T $AMGN $CVS $BMY $LMT

$188M

174 positions

#14Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$LMT $VZ $MS $DUK $KO $CCZ

$139M

62 positions

#15AFFINITY INVESTMENT ADVISORS, LLCPassive

Notable overlap · 7 shared positions

$VZ $GILD $MO $HPE $T $CVS

$160M

137 positions

#16Verity & Verity, LLCActive

Notable overlap · 6 shared positions

$LMT $VZ $GILD $MO $TXN $AMGN

$1.3B

138 positions

#17Brandywine Global Investment Management, LLC

Notable overlap · 8 shared positions

$T $CVS $CCZ $VZ $MS $AMGN

$14.9B

601 positions

#18Kerusso Capital Management LLCPassive

Notable overlap · 6 shared positions

$LMT $VZ $GILD $BMY $AMGN $KO

$200M

53 positions

#19MORTON COMMUNITY BANKPassive

Notable overlap · 7 shared positions

$ETR $MS $T $LMT $DUK $XEL

$460M

115 positions

#20EDMP, INC.Passive

Notable overlap · 6 shared positions

$VZ $T $EMN $BMY $MO $AMGN

$124M

71 positions

#21BCWM, LLCPassive

Notable overlap · 6 shared positions

$LMT $VZ $BMY $MO $DUK $KMI

$353M

57 positions

#221834 INVESTMENT ADVISORS COPassive

Notable overlap · 8 shared positions

$T $BMY $VZ $MO $CVS $KMI

$801M

206 positions

#23Buck Wealth Strategies, LLCActive

Notable overlap · 7 shared positions

$LMT $VZ $MS $AMGN $KO $CCZ

$810M

166 positions

#24EXCALIBUR MANAGEMENT CORPPassive

Notable overlap · 8 shared positions

$VZ $T $GILD $CVS $KMI $KO

$278M

160 positions

#25MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 6 shared positions

$VZ $ETR $GILD $KMI $EMN $SNA

$3.7B

138 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.