What hedge funds are most similar to Glassy Mountain Advisors, Inc.?

The funds with the most similar 13F portfolios to Glassy Mountain Advisors, Inc. are Edgemoor Investment Advisors,, Cullen ,, MCRAE, 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 Glassy Mountain Advisors,

13F Portfolio OverlapQ1 2026Glassy Mountain Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Glassy Mountain Advisors, Inc. is an institutional investor managing $322M across 77 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 Glassy Mountain Advisors, are Edgemoor Investment Advisors,, Cullen ,, MCRAE, with shared positions in $AMAT, $URI, $LOW, $WSM, $JCI, $GD. The full ranking of 25 similar funds is below.

#1Edgemoor Investment Advisors, Inc.Active

Notable overlap · 10 shared positions

$AMAT $URI $LOW $WSM $JCI $GD

$1.3B

170 positions

#2Cullen Capital Management, LLCActive

Notable overlap · 7 shared positions

$NVS $GD $JCI $BAC $LOW $UNH

$9.8B

213 positions

#3MCRAE CAPITAL MANAGEMENT INCActive

Notable overlap · 5 shared positions

$LOW $WSM $URI $CRM $UNH

$482M

106 positions

#4SCHARF INVESTMENTS, LLCActive

Notable overlap · 6 shared positions

$NVS $HSY $BKNG $DIS $ADBE $UNH

$3.2B

70 positions

#5Cohen Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$AMAT $NVS $CSX $UNH $CRM $NEE

$644M

154 positions

#6William Allan CorpPassive

Notable overlap · 4 shared positions

$AMAT $HSY $GD $DIS

$169M

59 positions

#7Applied Finance Capital Management, LLCPassive

Notable overlap · 6 shared positions

$AMAT $LOW $BAC $DIS $URI $ADBE

$1.3B

218 positions

#8Live Oak Private Wealth LLCPassive

Notable overlap · 6 shared positions

$LOW $HCA $NVS $BAC $DIS $UNH

$717M

207 positions

#9GRANDFIELD & DODD, LLCPassive

Notable overlap · 4 shared positions

$AMAT $JCI $NVS $DIS

$1.8B

209 positions

#10Cornerstone Investment Partners, LLCActive

Notable overlap · 4 shared positions

$AMAT $URI $IQV $UNH

$2.4B

291 positions

#11Sanders Capital, LLCActive

Notable overlap · 7 shared positions

$AMAT $HCA $BAC $GD $CRM $UNH

$83.9B

44 positions

#12Curat Global, LLCPassive

Notable overlap · 7 shared positions

$AMAT $JCI $CSX $BAC $WSM $LOW

$102M

265 positions

#13RIVERPARK CAPITAL MANAGEMENT LLC

Notable overlap · 7 shared positions

$BKNG $AMAT $DIS $UNH $ADBE $DDOG

$52M

36 positions

#14Unison Asset Management LLCActive

Notable overlap · 5 shared positions

$LOW $BKNG $BAC $ADBE $UNH

$219M

32 positions

#15Dundas Partners LLPActive

Notable overlap · 3 shared positions

$AMAT $BKNG $CRM

$1.3B

49 positions

#16Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$AMAT $GD $HSY $AEP

$184M

32 positions

#17WINMILL & CO. INCActive

Notable overlap · 4 shared positions

$URI $WSM $HCA $UNH

$347M

54 positions

#18ENGLISH CAPITAL MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$AMAT $BKNG $HCA

$171M

36 positions

#19Processus Wealth & Capital Management, LLCActive

Notable overlap · 4 shared positions

$AMAT $GD $BAC $CRM

$147M

35 positions

#20Saranac Partners LtdPassive

Notable overlap · 7 shared positions

$AMAT $BAC $TEL $ADBE $UNH $DIS

$234M

103 positions

#21Eastover Investment Advisors LLCPassive

Notable overlap · 5 shared positions

$URI $LOW $CRM $AEP $ISRG

$233M

50 positions

#22SPWM Advisors LLCPassive

Notable overlap · 6 shared positions

$AMAT $BKNG $IQV $GD $DIS $NVS

$115M

93 positions

#23Exeter Financial, LLCPassive

Notable overlap · 3 shared positions

$RELX $GD $BAC

$245M

98 positions

#24Insight Inv LLCPassive

Notable overlap · 4 shared positions

$AMAT $WSM $GD $JCI

$183M

104 positions

#25Maytus Capital Management, LLCPassive

Notable overlap · 4 shared positions

$AMAT $CRM $BKNG $DDOG

$562M

62 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.