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Hedge Funds Similar to Autumn Glory Partners

13F Portfolio OverlapQ2 2026Autumn Glory Partners portfolio →
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Most similar hedge funds by 13F overlap

Autumn Glory Partners, LLC is an institutional investor managing $353M across 212 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 Autumn Glory Partners are Tevis Investment, Saratoga Research & Investment, Martin Partners, with shared positions in $UL, $ASML, $NVO, $MDT, $DIS, $OKE. The full ranking of 25 similar funds is below.

#1Tevis Investment ManagementPassive
Notable overlap · 9 shared positions
$UL$ASML$NVO$MDT$DIS$OKE
$183M
104 positions
#2Saratoga Research & Investment ManagementActive
Notable overlap · 8 shared positions
$ASML$NVO$UL$MDT$DIS$SBUX
$1.8B
46 positions
#3Martin Capital Partners, LLCPassive
Notable overlap · 9 shared positions
$ASML$NVO$UL$MDT$VZ$GD
$272M
72 positions
#4St. James Investment Company, LLCActive
Notable overlap · 5 shared positions
$OKE$UL$MDT$VZ$HON
$630M
24 positions
#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$OKE$MDT$VZ$SBUX$GD$TXN
$233M
122 positions
#6Palouse Capital Management, Inc.Passive
Notable overlap · 7 shared positions
$MDT$OKE$DIS$VZ$TXN$PFE
$160M
124 positions
#7CORDA Investment Management, LLC.Active
Notable overlap · 6 shared positions
$ASML$MDT$VZ$NVO$PFE$HON
$1.6B
85 positions
#8Stamos Capital Partners, L.P.Passive
Some overlap · 7 shared positions
$NVO$DIS$VZ$ASML$MDT$BP
$653M
140 positions
#9Coston, McIsaac & PartnersPassive
Some overlap · 5 shared positions
$UL$MDT$VZ$SBUX$TXN
$497M
948 positions
#10Slocum, Gordon & Co LLPPassive
Some overlap · 5 shared positions
$UL$WMB$VZ$SBUX$PFE
$151M
70 positions
#11Granite Group Advisors, LLCActive
Some overlap · 8 shared positions
$DIS$MDT$SBUX$TXN$MS$ASML
$169M
84 positions
#12Carolina Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$NVO$MDT$UL$VZ$BP$TXN
$255M
278 positions
#13Arlington Partners LLCActive
Some overlap · 5 shared positions
$NVO$ASML$UL$SBUX$MDT
$55M
64 positions
#14Eldred Rock Partners, LLCActive
Some overlap · 4 shared positions
$ASML$UL$NVO$TXN
$465M
29 positions
#15TriCert Investment Counsel Inc.Active
Some overlap · 6 shared positions
$UL$VZ$SBUX$GD$MDT$MS
$1.1B
88 positions
#16Stockman Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$ASML$MDT$VZ$PFE$HON
$968M
178 positions
#17GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 4 shared positions
$ASML$WMB$DIS$SBUX
$372M
82 positions
#18Socorro Asset Management LPActive
Some overlap · 5 shared positions
$OKE$DIS$TXN$PFE$MS
$223M
33 positions
#19ADVOCATE GROUP LLCPassive
Some overlap · 6 shared positions
$MDT$UL$VZ$TXN$PFE$MS
$665M
122 positions
#20Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$ASML$DIS$VZ$SBUX$PFE
$116M
240 positions
#21DecisionMap Wealth Management, LLCPassive
Some overlap · 8 shared positions
$ASML$DIS$GD$SBUX$NVO$UL
$179M
145 positions
#22Addis & Hill, IncSmart money
Some overlap · 3 shared positions
$OKE$WMB$TXN
$181M
29 positions
#23Round Hill Asset ManagementActive
Some overlap · 4 shared positions
$NVO$MDT$DIS$PFE
$159M
62 positions
#24LEGACY FINANCIAL GROUP, INC.Active
Some overlap · 3 shared positions
$OKE$WMB$OGE
$429M
104 positions
#25CAPITAL ADVISORS INC/OKActive
Some overlap · 6 shared positions
$WMB$VZ$MDT$TXN$MS$HON
$6.8B
374 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.