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Hedge Funds Similar to CULTIVAR

13F Portfolio OverlapQ3 2026CULTIVAR portfolio →
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Most similar hedge funds by 13F overlap

CULTIVAR CAPITAL, INC. is an institutional investor managing $160M across 44 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CULTIVAR are Idaho, Bruce G. Allen Investments, FUKOKU MUTUAL LIFE INSURANCE, with shared positions in $DJP, $GBCI, $USB, $NEE, $GSK, $TXN. The full ranking of 25 similar funds is below.

#1Idaho Trust CoActive
Notable overlap · 3 shared positions
$DJP$GBCI$USB
$342M
98 positions
#2Bruce G. Allen Investments, LLCPassive
Notable overlap · 3 shared positions
$DJP$NEE$GSK
$157M
1,037 positions
#3FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 7 shared positions
$USB$TXN$WMB$SO$DUK$NEE
$1.7B
256 positions
#4CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 6 shared positions
$WY$USB$TXN$DUK$PFH$PFE
$3.3B
229 positions
#5Cambridge Financial Group, Inc.Active
Some overlap · 5 shared positions
$WMB$OKE$TXN$LUV$VLO
$287M
33 positions
#6MORTON COMMUNITY BANKPassive
Some overlap · 6 shared positions
$WMB$USB$SO$DUK$DE$NEE
$491M
120 positions
#7EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$USB$TXN$SO$DUK$NEE$PFE
$1.3B
58 positions
#8VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 6 shared positions
$WMB$USB$SO$DUK$DE$NEE
$5.0B
245 positions
#9MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 4 shared positions
$WMB$USB$TXN$GSK
$3.7B
159 positions
#10Signature Wealth Management Group
Some overlap · 5 shared positions
$WMB$TXN$VLO$SO$PFE
$263M
128 positions
#11Energy Income Partners, LLCActive
Some overlap · 5 shared positions
$WMB$OKE$SO$DUK$NEE
$6.4B
88 positions
#12Pinnacle West Asset Management, Inc.Passive
Some overlap · 4 shared positions
$WMB$TXN$OKE$DE
$145M
104 positions
#13Disciplined Equity Management, Inc.Smart money
Some overlap · 5 shared positions
$USB$OKE$TXN$PFH$PFE
$227M
47 positions
#14MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$OKE$TXN$SO$DUK$PFH
$233M
122 positions
#15Slocum, Gordon & Co LLPPassive
Some overlap · 5 shared positions
$WMB$WY$DUK$NEE$PFE
$143M
66 positions
#16SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$USB$WY$TXN$PFE
$606M
79 positions
#17DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$WMB$OKE$TXN$NEE
$517M
137 positions
#18WILKINS INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$WY$WMB$TXN
$742M
119 positions
#19Richard C. Young & CO., LTD.Passive
Some overlap · 4 shared positions
$WMB$TXN$VLO$SO
$1.4B
101 positions
#20Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$WMB$TXN$OKE$NEE
$455M
118 positions
#21Jackson Hole Capital Partners, LLC
Some overlap · 4 shared positions
$WMB$OKE$SO$DUK
$605M
313 positions
#22First Bank & TrustPassive
Some overlap · 5 shared positions
$USB$WMB$SO$DUK$PFE
$687M
277 positions
#23Verity & Verity, LLCActive
Some overlap · 5 shared positions
$OKE$TXN$PFH$NEE$PFE
$1.5B
139 positions
#24Capital Innovations LLCActive
Some overlap · 5 shared positions
$WMB$SO$DUK$OKE$NEE
$385M
51 positions
#25Gs Investments, Inc.Passive
Some overlap · 3 shared positions
$WMB$USB$TXN
$138M
133 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.