What hedge funds are most similar to POM Investment Strategies, LLC?

The funds with the most similar 13F portfolios to POM Investment Strategies, LLC are Estabrook, Slocum, Gordon & LLP, CapWealth 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 POM Investment Strategies,

13F Portfolio OverlapQ1 2026POM Investment Strategies, portfolio →

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Most similar hedge funds by 13F overlap

POM Investment Strategies, LLC is an institutional investor managing $80M across 433 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 POM Investment Strategies, are Estabrook, Slocum, Gordon & LLP, CapWealth Advisors,, with shared positions in $IBM, $BAC, $VZ, $GE, $COP, $GEV. The full ranking of 25 similar funds is below.

#1Estabrook Capital ManagementPassive

Notable overlap · 10 shared positions

$IBM $BAC $VZ $GE $COP $GEV

$685M

380 positions

#2Slocum, Gordon & Co LLPPassive

Notable overlap · 8 shared positions

$VZ $DUK $GE $COP $IBM $GEV

$147M

64 positions

#3CapWealth Advisors, LLCActive

Notable overlap · 7 shared positions

$IBM $BAC $DUK $GE $GEV $T

$1.3B

118 positions

#4Griffith & Werner, Inc.Active

Notable overlap · 9 shared positions

$VZ $BAC $DUK $T $PFE $C

$202M

72 positions

#5Persium Advisors, LLCActive

Notable overlap · 7 shared positions

$IBM $VZ $DUK $COP $T $PFE

$127M

60 positions

#6Argyle Capital Management, LLCPassive

Notable overlap · 7 shared positions

$IBM $BAC $VZ $COP $DUK $T

$308M

137 positions

#7Widmann Financial Services, Inc.Passive

Notable overlap · 9 shared positions

$IBM $T $VZ $DUK $PFE $SNOW

$168M

121 positions

#8Cladis Investment Advisory, LLCPassive

Notable overlap · 8 shared positions

$GE $IBM $VZ $GEV $T $PFE

$182M

159 positions

#9Carson Advisory Inc.Passive

Notable overlap · 7 shared positions

$IBM $DUK $BAC $T $VZ $C

$193M

188 positions

#10FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 7 shared positions

$IBM $DUK $VZ $T $PFE $C

$1.5B

235 positions

#11MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$IBM $VZ $DUK $T $C $SO

$220M

148 positions

#12Community Bank of RaymoreActive

Notable overlap · 8 shared positions

$BAC $GE $T $GEV $COP $PFE

$149M

74 positions

#13Aull & Monroe Investment Management CorpPassive

Notable overlap · 7 shared positions

$DUK $BAC $VZ $T $COP $IBM

$215M

125 positions

#14Catherine Avery Investment Management LLCPassive

Notable overlap · 5 shared positions

$IBM $VZ $BAC $PFE $C

$223M

109 positions

#15Cullen Capital Management, LLCActive

Notable overlap · 7 shared positions

$BAC $DUK $COP $T $C $LOW

$9.8B

213 positions

#16Next Level Private LLCPassive

Notable overlap · 7 shared positions

$IBM $GE $GEV $T $PFE $BAC

$443M

175 positions

#17Yoffe Investment Management, LLCPassive

Notable overlap · 6 shared positions

$IBM $GE $VZ $GEV $GSK $UNH

$78M

111 positions

#18MEYER HANDELMAN COActive

Some overlap · 5 shared positions

$IBM $VZ $GE $GEV $PFE

$3.2B

220 positions

#19EDGAR LOMAX CO/VAActive

Some overlap · 7 shared positions

$DUK $BAC $COP $T $PFE $SO

$1.4B

56 positions

#20Ranch Capital Advisors Inc.Passive

Some overlap · 7 shared positions

$VZ $T $IBM $DUK $PFE $C

$277M

154 positions

#21Massachusetts Wealth ManagementPassive

Some overlap · 6 shared positions

$BAC $GE $COP $GEV $PFE $C

$231M

98 positions

#22SKBA CAPITAL MANAGEMENT LLCActive

Some overlap · 6 shared positions

$IBM $VZ $COP $T $PFE $C

$728M

79 positions

#23Rayburn West Financial Services LLCPassive

Some overlap · 6 shared positions

$IBM $BAC $VZ $PFE $C $T

$170M

82 positions

#24Baugh & Associates, LLCActive

Some overlap · 7 shared positions

$VZ $BAC $COP $PFE $LOW $SO

$232M

44 positions

#25Parrish Capital LLCPassive

Some overlap · 6 shared positions

$VZ $GE $GEV $T $GSK $SO

$112M

86 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.