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Hedge Funds Similar to Philip James Wealth Mangement,

13F Portfolio OverlapQ1 2026Philip James Wealth Mangement, portfolio →
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Most similar hedge funds by 13F overlap

Philip James Wealth Mangement, LLC is an institutional investor managing $870M across 157 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 Philip James Wealth Mangement, are Adams Asset Advisors,, Chou Associates, QSM Asset Ltd, with shared positions in $OXY, $MO, $PFE, $BTI, $BAC, $AMGN. The full ranking of 25 similar funds is below.

#1Adams Asset Advisors, LLCActive
Notable overlap · 6 shared positions
$OXY$MO$PFE$BTI$BAC$AMGN
$891M
88 positions
#2Chou Associates Management Inc.Smart money
Notable overlap · 6 shared positions
$OXY$PYPL$BAC$BABA$ALLY$KHC
$210M
31 positions
#3QSM Asset Management LtdActive
Notable overlap · 5 shared positions
$OXY$INTC$PFE$PYPL$VTRS
$204M
25 positions
#4BERKSHIRE HATHAWAY INCSmart money
Notable overlap · 6 shared positions
$OXY$CB$BAC$KO$KHC$ALLY
$263.1B
29 positions
#5Concorde Financial CorpActive
Notable overlap · 4 shared positions
$OXY$CB$HSY$LOW
$127M
26 positions
#6SCHARF INVESTMENTS, LLCActive
Notable overlap · 3 shared positions
$OXY$CB$HSY
$3.2B
70 positions
#7RHL GROUP, LLCActive
Notable overlap · 3 shared positions
$OXY$DVN$AMGN
$117M
240 positions
#8Baugh & Associates, LLCActive
Notable overlap · 9 shared positions
$INTC$MO$PFE$COP$MS$BAC
$232M
44 positions
#9GQG Partners LLCActive
Notable overlap · 6 shared positions
$CB$OXY$MO$BTI$DVN$KO
$63.1B
81 positions
#10Argyle Capital Management, LLCPassive
Notable overlap · 9 shared positions
$INTC$PFE$COP$CB$BAC$HSY
$308M
137 positions
#11GoodHaven Capital Management, LLCSmart money
Some overlap · 4 shared positions
$CB$OXY$DVN$BAC
$287M
26 positions
#12Grand Central Investment GroupActive
Some overlap · 3 shared positions
$OXY$COP$USB
$135M
44 positions
#13Cullen Capital Management, LLCActive
Some overlap · 6 shared positions
$CB$MO$COP$MS$BAC$LOW
$9.8B
213 positions
#14EDGAR LOMAX CO/VAActive
Some overlap · 8 shared positions
$PFE$COP$MS$FDX$BAC$KO
$1.4B
56 positions
#15TCTC Holdings, LLCActive
Some overlap · 8 shared positions
$CB$PFE$COP$BAC$OXY$MO
$3.5B
220 positions
#16R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 10 shared positions
$PFE$PYPL$FDX$BAC$MO$KO
$172M
38 positions
#17FOUNDATION RESOURCE MANAGEMENT INCActive
Some overlap · 6 shared positions
$INTC$PFE$COP$DVN$DEO$KHC
$889M
55 positions
#18HAMEL ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$CB$COP$HSY$KO$IBM$AMGN
$351M
81 positions
#19Cherokee Insurance CoPassive
Some overlap · 7 shared positions
$PFE$COP$FDX$BTI$MS$MO
$263M
121 positions
#20Smead Capital Management, Inc.Active
Some overlap · 4 shared positions
$OXY$COP$BAC$AMGN
$4.6B
32 positions
#21Center for Wealth Management AdvisoryActive
Some overlap · 7 shared positions
$PFE$COP$MS$FDX$MO$KO
$139M
62 positions
#22HF Advisory Group, LLCPassive
Some overlap · 6 shared positions
$COP$MS$BTI$MO$DVN$PFE
$293M
166 positions
#23Fiduciary Alliance LLCPassive
Some overlap · 7 shared positions
$INTC$COP$MS$PYPL$BABA$PFE
$1.7B
547 positions
#24KEYNOTE FINANCIAL SERVICES LLCPassive
Some overlap · 5 shared positions
$INTC$OXY$PFE$MO$AMGN
$188M
174 positions
#25Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$CB$PFE$COP$BAC$IBM$AMGN
$685M
380 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.