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Hedge Funds Similar to Applied /FL

13F Portfolio OverlapQ1 2026Applied /FL portfolio →
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Most similar hedge funds by 13F overlap

Applied Capital LLC/FL is an institutional investor managing $246M across 93 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 Applied /FL are HUTNER, R.H. Investment Group,, PARK CIRCLE, with shared positions in $PM, $EPD, $AXP, $MO, $ENB, $O. The full ranking of 25 similar funds is below.

#1HUTNER CAPITAL MANAGEMENT INCActive
Notable overlap · 10 shared positions
$PM$EPD$AXP$MO$ENB$O
$243M
44 positions
#2R.H. Investment Group, LLCPassive
Notable overlap · 6 shared positions
$TRV$EPD$PM$WFC$UNH$USB
$130M
45 positions
#3PARK CIRCLE CoActive
Notable overlap · 7 shared positions
$TRV$PM$ORI$TD$MO$TFC
$108M
51 positions
#4Hamlin Capital Management, LLCActive
Notable overlap · 6 shared positions
$EPD$PM$WSO$ORI$CME$PAG
$4.1B
30 positions
#5Cullen Capital Management, LLCActive
Notable overlap · 7 shared positions
$PM$TRV$MO$UNH$CB$GPC
$9.8B
213 positions
#6TrueMark Investments, LLCPassive
Notable overlap · 6 shared positions
$PM$MPLX$CME$MO$ENB$UNH
$514M
167 positions
#7BENEDICT FINANCIAL ADVISORS INCPassive
Notable overlap · 6 shared positions
$PM$TRV$CME$MO$CB$AXP
$480M
133 positions
#8Canoe Financial LPActive
Notable overlap · 5 shared positions
$PM$MCO$RY$WFC$CME
$7.3B
112 positions
#9MILLER HOWARD INVESTMENTS INC /NYActive
Notable overlap · 5 shared positions
$EPD$MPLX$ORI$CME$ENB
$3.7B
138 positions
#10Cornerstone Investment Partners, LLCActive
Notable overlap · 5 shared positions
$TRV$AXP$WRB$UNH$CB
$2.4B
291 positions
#11Belleair Asset Management, LLCPassive
Notable overlap · 7 shared positions
$RY$ORI$FITB$TRV$EPD$TFC
$110M
77 positions
#12NEW VERNON INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$TRV$ORI$WRB$CB$EPD
$94M
39 positions
#13Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 5 shared positions
$EPD$AXP$MO$UNH$LHX
$695M
159 positions
#14Slagle Financial, LLCPassive
Some overlap · 6 shared positions
$WFC$CME$MO$PM$USB$O
$303M
121 positions
#15OPAL CAPITAL LLCPassive
Some overlap · 5 shared positions
$PM$MPLX$CME$ENB$UNH
$565M
141 positions
#16Loudon Investment Management, LLCPassive
Some overlap · 6 shared positions
$EPD$ITW$USB$O$TFC$ENB
$186M
95 positions
#17Elevate Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$TRV$WRB$CME$CB$PM
$155M
72 positions
#18SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLCPassive
Some overlap · 6 shared positions
$MCO$PCAR$CME$CB$TFC$RY
$2.7B
468 positions
#19DCM Advisors, LLCActive
Some overlap · 5 shared positions
$AXP$PM$WFC$BA$USB
$220M
38 positions
#20FAYEZ SAROFIM & COActive
Some overlap · 6 shared positions
$PM$EPD$UNH$CME$CB$MO
$39.1B
294 positions
#21Birch Capital Management, LLCActive
Some overlap · 6 shared positions
$EPD$ITW$MPLX$GPC$WSO$UNH
$191M
78 positions
#22Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 5 shared positions
$ORI$TD$ITW$CINF$ENB
$105M
62 positions
#23DDD Partners, LLCActive
Some overlap · 6 shared positions
$ORI$CME$WSO$BA$CB$GPC
$1.5B
135 positions
#24GQG Partners LLCActive
Some overlap · 5 shared positions
$PM$MO$ENB$CME$CB
$63.1B
81 positions
#25EQUITY INVESTMENT CORPActive
Some overlap · 5 shared positions
$TRV$WFC$USB$GPC$TFC
$5.1B
71 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.