13F Pro

Hedge Funds Similar to Horizon Advisory Services

13F Portfolio OverlapQ2 2026Horizon Advisory Services portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Horizon Advisory Services, Inc. is an institutional investor managing $238M across 50 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Horizon Advisory Services are Smead, Robinson Value , Ltd., Unison Advisors, with shared positions in $COP, $APA, $FANG, $DHI, $LEN, $DVN. The full ranking of 25 similar funds is below.

#1Smead Capital Management, Inc.Active
Notable overlap · 5 shared positions
$COP$APA$FANG$DHI$LEN
$4.7B
32 positions
#2Robinson Value Management, Ltd.Passive
Notable overlap · 6 shared positions
$DVN$DHI$EOG$OMC$CCZ$TROW
$187M
75 positions
#3Unison Advisors LLCActive
Notable overlap · 7 shared positions
$SYF$DHI$DAL$EOG$DVN$LEN
$1.4B
173 positions
#4ADAMS NATURAL RESOURCES FUND, INC.Smart money
Notable overlap · 6 shared positions
$COP$EOG$FANG$DVN$CF$APA
$763M
51 positions
#5MONTGOMERY INVESTMENT MANAGEMENT INCActive
Notable overlap · 5 shared positions
$COP$FANG$CF$LEN$DAL
$330M
108 positions
#6Summit Street Capital Management, LLCActive
Notable overlap · 4 shared positions
$CF$MOH$FOX$CCZ
$713M
31 positions
#7WINNOW WEALTH LLCPassive
Notable overlap · 5 shared positions
$CF$EOG$PHM$TROW$FOX
$147M
137 positions
#8Lakewood Asset Management LLCPassive
Notable overlap · 6 shared positions
$COP$FANG$MOH$CF$APA$LULU
$182M
107 positions
#9Kerusso Capital Management LLCPassive
Notable overlap · 4 shared positions
$DVN$SYF$TROW$EOG
$274M
58 positions
#10Distillate Capital Partners LLCPassive
Notable overlap · 7 shared positions
$CCZ$TMUS$FANG$DHI$FOX$PHM
$1.9B
118 positions
#11YACKTMAN ASSET MANAGEMENT LPActive
Notable overlap · 4 shared positions
$FANG$COP$EOG$FOX
$8.1B
74 positions
#12F&V Capital Management, LLCPassive
Notable overlap · 4 shared positions
$ALL$DHI$FOX$DVN
$542M
63 positions
#13Gibraltar Capital Management, Inc.Active
Some overlap · 4 shared positions
$DVN$MOH$DHI$FANG
$650M
125 positions
#14Polianta LtdActive
Some overlap · 5 shared positions
$DHI$SYF$ALL$LEN$APA
$809M
86 positions
#15EIGHT 31 FINANCIAL, LLCActive
Some overlap · 4 shared positions
$EOG$FANG$COP$DVN
$168M
66 positions
#16William B. Walkup & Associates, Inc.Passive
Some overlap · 5 shared positions
$ALL$DHI$COP$RJF$DVN
$208M
258 positions
#17Brindle & Bay Financial Advisors, LLCActive
Some overlap · 4 shared positions
$TROW$CCZ$CF$EOG
$200M
86 positions
#18CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 3 shared positions
$EOG$ACGL$TMUS
$195M
67 positions
#19Board of the Pension Protection FundPassive
Some overlap · 4 shared positions
$FOX$SYF$OMC$DAL
$105M
110 positions
#20Sagefield Capital LPPassive
Some overlap · 3 shared positions
$COP$APA$FANG
$1.3B
107 positions
#21HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$APA$CCZ$OMC
$34.3B
462 positions
#22KWMG, LLCPassive
Some overlap · 3 shared positions
$DVN$DAL$SYF
$1.4B
153 positions
#23RBA Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ACGL$TMUS$FOX
$273M
80 positions
#24GREENHAVEN ASSOCIATES INCActive
Some overlap · 3 shared positions
$PHM$DHI$LEN
$8.7B
28 positions
#251834 INVESTMENT ADVISORS COPassive
Some overlap · 4 shared positions
$APA$DVN$TROW$CCZ
$883M
211 positions

Compare Horizon Advisory Services’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 Horizon Advisory Services’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.