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Hedge Funds Similar to Stolper

13F Portfolio OverlapQ2 2026Stolper portfolio →
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Most similar hedge funds by 13F overlap

Stolper Co is an institutional investor managing $387M across 91 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 Stolper are William B. Walkup & Associates, RNC, F&V, with shared positions in $COF, $NOC, $DHI, $MS, $PSX, $BNY. The full ranking of 25 similar funds is below.

#1William B. Walkup & Associates, Inc.Passive
Notable overlap · 8 shared positions
$COF$NOC$DHI$MS$PSX$BNY
$208M
258 positions
#2RNC CAPITAL MANAGEMENT LLCActive
Notable overlap · 7 shared positions
$COF$PSX$DVN$UPS$EVRG$MO
$2.4B
181 positions
#3F&V Capital Management, LLCPassive
Notable overlap · 5 shared positions
$AEP$PSX$DHI$DVN$CVS
$542M
63 positions
#4Cherokee Insurance CoPassive
Notable overlap · 6 shared positions
$OKE$UNP$MS$PSX$BNY$MO
$259M
124 positions
#5Carlson Capital, L.P.Passive
Notable overlap · 5 shared positions
$COF$PSX$DVN$UPS$PM
$494M
74 positions
#6BCWM, LLCPassive
Notable overlap · 6 shared positions
$UNP$NOC$DHI$UPS$MO$USB
$342M
57 positions
#7First Fiduciary Investment Counsel, Inc.Passive
Notable overlap · 5 shared positions
$COF$UNP$PSX$TXN$PM
$529M
75 positions
#8Guilbault Capital LLCPassive
Some overlap · 6 shared positions
$UNP$NOC$MS$PM$MO$OKE
$100M
73 positions
#9KWMG, LLCPassive
Some overlap · 6 shared positions
$DVN$AFL$COF$NFG$MO$CNI
$1.4B
153 positions
#10MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$OKE$UNP$UPS$TXN$PM
$233M
122 positions
#11Vivid Wealth Management, LLCPassive
Some overlap · 5 shared positions
$UNP$BNY$OKE$NOC$PM
$284M
73 positions
#12Alley Investment Management Company, LLCActive
Some overlap · 6 shared positions
$UNP$COF$MS$PSX$PM$USB
$856M
89 positions
#13Unison Advisors LLCActive
Some overlap · 5 shared positions
$COF$DHI$DVN$PSX$CVS
$1.4B
173 positions
#14TrueMark Investments, LLCPassive
Some overlap · 6 shared positions
$AEP$UNP$UPS$TXN$PM$MO
$798M
187 positions
#15LEVIN CAPITAL STRATEGIES, L.P.Passive
Some overlap · 3 shared positions
$BNY$COF$UNP
$1.5B
262 positions
#16MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$BNY$AEP$MS$TXN$USB
$1.2B
106 positions
#17Stack Financial Management, IncActive
Some overlap · 4 shared positions
$AEP$PSX$UNP$UPS
$1.3B
54 positions
#18Energy Income Partners, LLCActive
Some overlap · 4 shared positions
$OKE$NFG$AEP$EVRG
$6.4B
88 positions
#19Measured Risk Portfolios, Inc.Active
Some overlap · 6 shared positions
$AEP$UPS$TXN$PM$MO$PSX
$112M
63 positions
#20CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 7 shared positions
$GPC$DVN$UPS$TXN$PM$USB
$1.5B
184 positions
#21AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$BNY$AFL$PM$MO$CVS
$745M
184 positions
#22DAVIS SELECTED ADVISERSActive
Some overlap · 5 shared positions
$COF$DVN$TXN$USB$CVS
$23.3B
112 positions
#23Verity & Verity, LLCActive
Some overlap · 6 shared positions
$OKE$PSX$UPS$TXN$MO$CNI
$1.5B
138 positions
#24Center for Wealth Management AdvisoryActive
Some overlap · 5 shared positions
$BNY$MS$UPS$USB$MO
$159M
62 positions
#25OmniStar Financial Group, Inc.Passive
Some overlap · 5 shared positions
$BNY$MS$AEP$UPS$PM
$217M
118 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.