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Hedge Funds Similar to DUDLEY ,

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

DUDLEY CAPITAL MANAGEMENT, LLC is an institutional investor managing $227M across 139 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 DUDLEY , are R.M.SINCERBEAUX, O'Domhnaill Enterprises,, Advisors ,, with shared positions in $WMB, $KO, $KMI, $PM, $PFE, $OKE. The full ranking of 25 similar funds is below.

#1R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 7 shared positions
$WMB$KO$KMI$PM$PFE$OKE
$172M
38 positions
#2O'Domhnaill Enterprises, Inc.Passive
Some overlap · 8 shared positions
$WMB$KO$NOC$IBM$PM$NEM
$124M
55 positions
#3Advisors Capital Management, LLCPassive
Some overlap · 7 shared positions
$IBM$KMI$PM$PFE$OKE$KO
$8.6B
566 positions
#4Americana Partners, LLCPassive
Some overlap · 7 shared positions
$IBM$KMI$WMB$OKE$PM$PFE
$3.9B
510 positions
#5Jackson Hole Capital Partners, LLCPassive
Some overlap · 6 shared positions
$WMB$KMI$KO$IBM$OKE$VZ
$605M
313 positions
#6Slocum, Gordon & Co LLPPassive
Some overlap · 6 shared positions
$WMB$IBM$KMI$PFE$GE$VZ
$147M
64 positions
#7Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$WMB$IBM$NOC$PFE$GE$VZ
$685M
380 positions
#8Catherine Avery Investment Management LLCPassive
Some overlap · 6 shared positions
$KO$IBM$PFE$OKE$BMY$VZ
$223M
109 positions
#9VIKING FUND MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$WMB$KO$PFE$GPC$BMY$VZ
$976M
142 positions
#10Argyle Capital Management, LLCPassive
Some overlap · 6 shared positions
$KO$IBM$PFE$GPC$BMY$VZ
$308M
137 positions
#11KORNITZER CAPITAL MANAGEMENT INC /KSPassive
Some overlap · 6 shared positions
$KMI$IBM$KO$PFE$VZ$NEM
$4.6B
505 positions
#12Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$NOC$WMB$KO$IBM
$446M
104 positions
#13BCS Private Wealth Management, Inc.Passive
Some overlap · 6 shared positions
$KMI$IBM$OKE$GPC$VZ$NEM
$329M
186 positions
#14INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADVPassive
Some overlap · 6 shared positions
$KO$PM$PFE$IBM$OKE$GE
$244M
182 positions
#15First City Capital Management, Inc.Passive
Some overlap · 6 shared positions
$KO$IBM$NOC$PM$VZ$BMY
$189M
160 positions
#16SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$WMB$KO$PM$OKE$VZ
$274M
131 positions
#17FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Some overlap · 5 shared positions
$NOC$KMI$IBM$BMY$VZ
$180M
96 positions
#18FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 5 shared positions
$KO$IBM$WMB$PFE$VZ
$1.5B
235 positions
#19HOURGLASS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$WMB$KMI$PM$PFE$NEM
$480M
130 positions
#20CAPITAL ADVISORS INC/OKPassive
Some overlap · 5 shared positions
$WMB$KO$IBM$PFE$VZ
$6.2B
357 positions
#21EXCALIBUR MANAGEMENT CORPPassive
Some overlap · 6 shared positions
$IBM$KMI$PFE$KO$BMY$VZ
$278M
160 positions
#22Keystone Financial Planning, Inc.Smart money
Some overlap · 7 shared positions
$PM$PFE$BMY$KO$VZ$GPC
$374M
40 positions
#23MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$KO$IBM$PM$OKE$VZ
$220M
148 positions
#24Exchange BankPassive
Some overlap · 5 shared positions
$KO$IBM$PM$BMY$GE
$144M
117 positions
#25IBEX WEALTH ADVISORSPassive
Some overlap · 5 shared positions
$WMB$KMI$PFE$OKE$VZ
$1.1B
203 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.