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Hedge Funds Similar to Lummis Asset ,

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

Lummis Asset Management, LP is an institutional investor managing $167M across 192 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 Lummis Asset , are EDGAR LOMAX /VA, Aristotle ,, Gs Investments,, with shared positions in $GD, $AIG, $WFC, $AMT, $ABT, $SCHW. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Notable overlap · 9 shared positions
$GD$AIG$WFC$AMT$ABT$SCHW
$1.4B
56 positions
#2Aristotle Capital Management, LLCActive
Some overlap · 5 shared positions
$GD$AIG$WFC$KO$AMGN
$47.8B
191 positions
#3Gs Investments, Inc.Passive
Some overlap · 5 shared positions
$ROST$TMO$SCHW$AMGN$WMB
$175M
134 positions
#4Aurdan Capital Management, LLCActive
Some overlap · 6 shared positions
$ROST$ABT$KO$AMGN$ITW$BRZE
$333M
88 positions
#5TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$WFC$AMT$SCHW$COP$KO$AMGN
$132M
96 positions
#6Dundas Partners LLPActive
Some overlap · 3 shared positions
$ROST$TMO$ABT
$1.3B
49 positions
#7SUMMITRY LLCPassive
Some overlap · 4 shared positions
$ROST$TMO$WFC$SCHW
$2.3B
266 positions
#8Murphy Pohlad Asset Management LLCPassive
Some overlap · 5 shared positions
$GD$AIG$AMRZ$DVN$COP
$279M
134 positions
#9THOMAS STORY & SON LLCPassive
Some overlap · 5 shared positions
$GD$ABT$KO$ITW$AMGN
$261M
51 positions
#10S-Bank Fund Management LtdActive
Some overlap · 5 shared positions
$TMO$WFC$EQIX$KO$ROST
$671M
178 positions
#11Brookmont Capital ManagementActive
Some overlap · 4 shared positions
$EQIX$ABT$WFC$COP
$179M
59 positions
#12Foresight Group Ltd Liability PartnershipPassive
Some overlap · 3 shared positions
$EQIX$TMO$AMT
$566M
59 positions
#13Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$GD$COP$KO$AMGN$ITW
$245M
98 positions
#14R.H. Investment Group, LLCPassive
Some overlap · 6 shared positions
$TMO$WFC$COP$AMGN$BRZE$SNOW
$130M
45 positions
#15ICW Investment Advisors LLCPassive
Some overlap · 6 shared positions
$ROST$ABT$GD$KO$AMGN$ITW
$277M
147 positions
#16Aureus Asset Management, LLCPassive
Some overlap · 5 shared positions
$TMO$ABT$SCHW$WMB$KO
$1.5B
225 positions
#17Cetera Trust Company, N.APassive
Some overlap · 6 shared positions
$TMO$SCHW$KO$WFC$AIG$AMGN
$177M
351 positions
#18STANSBERRY ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$GD$TFPM$KO
$973M
141 positions
#19Nexus Investment Management ULCActive
Some overlap · 4 shared positions
$ROST$TMO$DG$ABT
$715M
70 positions
#20DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$AIG$ABT$TMO$COP
$16.0B
187 positions
#21Financial & Tax Architects, LLCPassive
Some overlap · 4 shared positions
$GD$ABT$SCHW$KO
$448M
108 positions
#22M&G PlcActive
Some overlap · 5 shared positions
$WFC$EQIX$AMT$TMO$AMGN
$19.4B
380 positions
#23Sky Investment Group LLCPassive
Some overlap · 5 shared positions
$ABT$TMO$KO$GD$ITW
$583M
140 positions
#24UNITED BANKActive
Some overlap · 6 shared positions
$GD$ABT$SCHW$AMGN$KO$ITW
$781M
121 positions
#25Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$ABT$TMO$KO$AMGN$SNOW
$353M
78 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.