What hedge funds are most similar to Persium Advisors, LLC?

The funds with the most similar 13F portfolios to Persium Advisors, LLC are EDGAR LOMAX /VA, MORGAN DEMPSEY, Palouse ,, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Persium Advisors,

13F Portfolio OverlapQ1 2026Persium Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Persium Advisors, LLC is an institutional investor managing $127M across 60 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 Persium Advisors, are EDGAR LOMAX /VA, MORGAN DEMPSEY, Palouse ,, with shared positions in $T, $DUK, $PFE, $UNH, $GD, $COP. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive

Notable overlap · 9 shared positions

$T $DUK $PFE $UNH $GD $COP

$1.4B

56 positions

#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$T $VZ $DUK $IBM $MDT $GD

$220M

148 positions

#3Palouse Capital Management, Inc.Passive

Notable overlap · 8 shared positions

$DELL $PFE $VZ $UNH $MDT $MRSH

$151M

135 positions

#4Willis Investment CounselActive

Notable overlap · 9 shared positions

$PFE $MDT $COP $T $VZ $MCD

$1.8B

123 positions

#5Slocum, Gordon & Co LLPPassive

Notable overlap · 8 shared positions

$VZ $T $DUK $PFE $COP $MCD

$147M

64 positions

#6Estabrook Capital ManagementPassive

Notable overlap · 9 shared positions

$IBM $HON $UNP $COP $PFE $VZ

$685M

380 positions

#7SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$T $PFE $MDT $IBM $COP $UNP

$728M

79 positions

#8Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$VZ $DUK $UNH $ABT $PFE $COP

$139M

62 positions

#9FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 7 shared positions

$DUK $IBM $MET $MCD $T $PFE

$1.5B

235 positions

#10ADVOCATE GROUP LLCPassive

Notable overlap · 7 shared positions

$VZ $DUK $PFE $MDT $IBM $MCD

$639M

126 positions

#11Griffith & Werner, Inc.Active

Notable overlap · 6 shared positions

$T $VZ $DUK $PFE $UNH $IBM

$202M

72 positions

#12U S WEALTH GROUP, LLC.

Notable overlap · 7 shared positions

$HON $UNH $PFE $DUK $VZ $MCD

$152M

43 positions

#13CORDA Investment Management, LLC.Active

Notable overlap · 6 shared positions

$VZ $PFE $AMAT $MCD $MDT $HON

$1.4B

80 positions

#14Argyle Capital Management, LLCPassive

Notable overlap · 8 shared positions

$IBM $COP $T $PFE $VZ $DUK

$308M

137 positions

#15Applied Finance Capital Management, LLCPassive

Notable overlap · 6 shared positions

$VZ $IBM $AMAT $COP $UNP $MET

$1.3B

218 positions

#16HAMEL ASSOCIATES, INC.Passive

Notable overlap · 7 shared positions

$HON $UNP $COP $MCD $DUK $VZ

$351M

81 positions

#17Cullen Capital Management, LLCActive

Notable overlap · 6 shared positions

$DUK $MDT $GD $COP $T $UNH

$9.8B

213 positions

#18RE ADVISERS CORPActive

Notable overlap · 6 shared positions

$HON $UNH $LRCX $COP $MCD $ABT

$3.7B

111 positions

#19BONNESS ENTERPRISES INCActive

Notable overlap · 7 shared positions

$IBM $AMAT $PFE $MRSH $ABT $T

$273M

39 positions

#20Maytus Capital Management, LLCPassive

Notable overlap · 5 shared positions

$DELL $T $AMAT $IBM $BKNG

$562M

62 positions

#21Signet Investment Advisory Group, Inc.Passive

Notable overlap · 6 shared positions

$PFE $HON $COP $MCD $MDT $UNH

$218M

69 positions

#22Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$IBM $HON $MCD $MRSH $ABT $UNP

$446M

104 positions

#23POM Investment Strategies, LLCPassive

Notable overlap · 7 shared positions

$IBM $VZ $DUK $COP $T $PFE

$80M

433 positions

#24CapWealth Advisors, LLCActive

Notable overlap · 5 shared positions

$T $DUK $IBM $HON $UNH

$1.3B

118 positions

#25Perennial Advisors, LLCPassive

Notable overlap · 7 shared positions

$HON $UNP $MCD $GD $AMAT $COP

$587M

122 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.