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Hedge Funds Similar to DCM Advisors,

13F Portfolio OverlapQ1 2026DCM Advisors, portfolio →
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Most similar hedge funds by 13F overlap

DCM Advisors, LLC is an institutional investor managing $220M across 38 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 DCM Advisors, are Pavion Blue ,, EDGAR LOMAX /VA, Focused Investors, with shared positions in $BAC, $AXP, $DIS, $AIG, $WFC, $COP. The full ranking of 25 similar funds is below.

#1Pavion Blue Capital, LLCPassive
Notable overlap · 8 shared positions
$BAC$AXP$DIS$AIG$WFC$COP
$230M
108 positions
#2EDGAR LOMAX CO/VAActive
Notable overlap · 10 shared positions
$CVS$CCZ$MS$BAC$AIG$WFC
$1.4B
56 positions
#3Focused Investors LLCActive
Notable overlap · 4 shared positions
$MS$DIS$AXP$MCD
$3.1B
22 positions
#4SOUND SHORE MANAGEMENT INC /CT/Active
Notable overlap · 6 shared positions
$BAC$DIS$WFC$CSX$BA$PFE
$3.0B
40 positions
#5American Assets Investment Management, LLCActive
Notable overlap · 5 shared positions
$BAC$WFC$PSX$MS$USB
$1.5B
146 positions
#6Hosking Partners LLPActive
Notable overlap · 7 shared positions
$AIG$AXP$MPC$BAC$WFC$MS
$2.8B
99 positions
#7Brandywine Global Investment Management, LLC
Notable overlap · 8 shared positions
$BAC$WFC$CVS$CCZ$DIS$T
$14.9B
601 positions
#8CFC Planning Co LLCPassive
Notable overlap · 5 shared positions
$DIS$AXP$PM$COP$VZ
$140M
72 positions
#9Teewinot Capital Advisers, L.L.C.Active
Notable overlap · 3 shared positions
$WFC$MS$BAC
$1.3B
33 positions
#10Financial Avengers, Inc.Active
Notable overlap · 6 shared positions
$BAC$AXP$DIS$VZ$PFE$T
$219M
151 positions
#11Cullen Capital Management, LLCActive
Notable overlap · 6 shared positions
$BAC$MS$CCZ$PM$T$COP
$9.8B
213 positions
#12NEW ENGLAND ASSET MANAGEMENT INCActive
Notable overlap · 7 shared positions
$WFC$BAC$T$CSX$VZ$CVS
$786M
99 positions
#13GREATMARK INVESTMENT PARTNERS, INC.Active
Notable overlap · 5 shared positions
$MPC$AXP$RH$BAC$CVS
$854M
145 positions
#14SCHWERIN BOYLE CAPITAL MANAGEMENT INCActive
Notable overlap · 5 shared positions
$WFC$AXP$PSX$VZ$PFE
$788M
47 positions
#15Harbor Island Capital LLCActive
Notable overlap · 3 shared positions
$WFC$CCZ$BAC
$269M
16 positions
#16ProVise Management Group, LLCPassive
Notable overlap · 5 shared positions
$MS$WFC$PM$CCZ$COP
$1.4B
261 positions
#17Blume Capital Management, Inc.Passive
Notable overlap · 7 shared positions
$BAC$CCZ$WFC$DIS$USB$PFE
$588M
337 positions
#18Xcel Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$BAC$MS$RH$BA$VZ$PFE
$362M
133 positions
#19MFF Capital Investments LtdActive
Notable overlap · 4 shared positions
$BAC$AXP$CVS$USB
$1.5B
19 positions
#20Round Hill Asset ManagementPassive
Notable overlap · 5 shared positions
$DIS$CCZ$T$WFC$PFE
$153M
62 positions
#21Rayburn West Financial Services LLCPassive
Notable overlap · 7 shared positions
$AXP$BAC$MCD$WFC$VZ$T
$170M
82 positions
#22Griffith & Werner, Inc.Active
Notable overlap · 7 shared positions
$BAC$WFC$T$AXP$VZ$PFE
$202M
72 positions
#23HF Advisory Group, LLCPassive
Notable overlap · 7 shared positions
$MS$WFC$PM$T$COP$VZ
$293M
166 positions
#24CACTI ASSET MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$AXP$DIS$CVS$BA$MS
$2.0B
76 positions
#25R.H. Investment Group, LLCPassive
Notable overlap · 6 shared positions
$WFC$PM$MCD$COP$USB$VZ
$130M
45 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.