13F Pro

Hedge Funds Similar to Horizon Advisory Services,

13F Portfolio OverlapQ1 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 $195M across 48 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 Horizon Advisory Services, are McKinney ,, Robinson Value , Ltd., ADAMS NATURAL RESOURCES FUND,, with shared positions in $COP, $CF, $DVN, $APA, $EOG, $CCZ. The full ranking of 25 similar funds is below.

#1McKinney Capital Management, LLCActive
Some overlap · 8 shared positions
$COP$CF$DVN$APA$EOG$CCZ
$116M
46 positions
#2Robinson Value Management, Ltd.Passive
Some overlap · 7 shared positions
$COP$DVN$EOG$CCZ$OMC$TROW
$180M
73 positions
#3ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 6 shared positions
$COP$DVN$EOG$FANG$CF$APA
$863M
54 positions
#4CoreCommodity Management, LLCSmart money
Some overlap · 5 shared positions
$COP$CF$DVN$EOG$HRL
$538M
119 positions
#5YACKTMAN ASSET MANAGEMENT LPActive
Some overlap · 6 shared positions
$COP$EOG$FANG$FOX$CTSH$CCZ
$7.5B
76 positions
#6Lakewood Asset Management LLCPassive
Some overlap · 5 shared positions
$COP$APA$FANG$CF$LULU
$156M
107 positions
#7Smead Capital Management, Inc.Active
Some overlap · 5 shared positions
$COP$APA$FANG$DHI$LEN
$4.6B
32 positions
#8denkapparat Operations GmbHPassive
Some overlap · 7 shared positions
$CF$ALL$CCZ$EOG$APA$DVN
$242M
333 positions
#9Traub Capital Management LLCPassive
Some overlap · 5 shared positions
$JHG$COP$FOX$PHM$CCZ
$101M
130 positions
#10WINNOW WEALTH LLCPassive
Some overlap · 6 shared positions
$CF$EOG$CCZ$FOX$PHM$LEN
$130M
123 positions
#11MONTGOMERY INVESTMENT MANAGEMENT INCActive
Some overlap · 5 shared positions
$COP$CF$FANG$IBM$LEN
$293M
103 positions
#12Distillate Capital Partners LLCPassive
Some overlap · 6 shared positions
$FANG$TMUS$CCZ$OMC$CTSH$DHI
$1.9B
118 positions
#13Kerusso Capital Management LLCPassive
Some overlap · 5 shared positions
$CF$DVN$EOG$SYF$TROW
$200M
53 positions
#14KWMG, LLCActive
Some overlap · 5 shared positions
$COP$DVN$DAL$IBM$SYF
$1.2B
147 positions
#15Lodestone Wealth Management LLCPassive
Some overlap · 5 shared positions
$APA$COP$FANG$DHI$LEN
$252M
781 positions
#16CacheTech Inc.Passive
Some overlap · 4 shared positions
$JHG$COP$DVN$LEN
$519M
177 positions
#17Adams Wealth ManagementPassive
Some overlap · 4 shared positions
$JHG$COP$DVN$LEN
$455M
145 positions
#18KORNITZER CAPITAL MANAGEMENT INC /KSPassive
Some overlap · 4 shared positions
$COP$APA$IBM$ALL
$4.6B
505 positions
#19Thrive Capital Management, LLCPassive
Some overlap · 5 shared positions
$CF$EOG$CCZ$FOX$TROW
$456M
169 positions
#20Cambria Investment Management, L.P.Passive
Some overlap · 6 shared positions
$COP$APA$CF$DVN$SYF$FOX
$1.8B
643 positions
#21FOUNDATION RESOURCE MANAGEMENT INCActive
Some overlap · 4 shared positions
$COP$APA$DVN$CCZ
$889M
55 positions
#22Virtus Family Office LLCPassive
Some overlap · 5 shared positions
$COP$CCZ$SYF$CTSH$UHS
$117M
73 positions
#23Turas Capital Management LPActive
Some overlap · 4 shared positions
$COP$EOG$FANG$CF
$392M
37 positions
#24William B. Walkup & Associates, Inc.Active
Some overlap · 5 shared positions
$COP$ALL$IBM$RJF$DHI
$167M
163 positions
#25Insight Inv LLCPassive
Some overlap · 4 shared positions
$COP$EOG$IBM$ALL
$183M
104 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.