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Hedge Funds Similar to Victrix Investment Advisors

13F Portfolio OverlapQ1 2026Victrix Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Victrix Investment Advisors is an institutional investor managing $239M across 75 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 Victrix Investment Advisors are EDGAR LOMAX /VA, RE ADVISERS, Spectrum Financial Alliance Ltd, with shared positions in $UNH, $LMT, $SCHW, $BAC, $TXN, $NEE. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Notable overlap · 8 shared positions
$UNH$LMT$SCHW$BAC$TXN$NEE
$1.4B
56 positions
#2RE ADVISERS CORPActive
Notable overlap · 5 shared positions
$UNH$BA$BAC$CB$DIS
$3.7B
111 positions
#3Spectrum Financial Alliance Ltd LLCActive
Some overlap · 4 shared positions
$LMT$BA$BAC$SCHW
$520M
30 positions
#4Bedell Frazier Investment Counselling, LLCPassive
Some overlap · 6 shared positions
$LMT$BAC$REGN$BA$DIS$SCHW
$495M
128 positions
#5Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$UNH$BA$REGN$TXN$DIS
$151M
135 positions
#6Stamos Capital Partners, L.P.Active
Some overlap · 6 shared positions
$UNH$BAC$DIS$BA$NEE$ASML
$640M
142 positions
#7Barbara Oil Co.Passive
Some overlap · 6 shared positions
$LMT$BA$INTC$UNH$BAC$TXN
$259M
69 positions
#8BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 4 shared positions
$LMT$BAC$SCHW$CB
$2.3B
264 positions
#9SIG BROKERAGE, LPPassive
Some overlap · 5 shared positions
$BAC$SCHW$UNH$CB$NEE
$3.8B
769 positions
#10CONSOLIDATED CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$LMT$MMM$INTC$ASML
$310M
74 positions
#11Glass Wealth Management Co LLCPassive
Some overlap · 5 shared positions
$LMT$BAC$ASML$TXN$INTC
$258M
67 positions
#12Cullen Capital Management, LLCActive
Some overlap · 6 shared positions
$BAC$CB$UNH$NEE$DUK$TGT
$9.8B
213 positions
#13HOERTKORN RICHARD CHARLESActive
Some overlap · 5 shared positions
$BA$BAC$SCHW$INTC$DIS
$122M
75 positions
#14SMITH CHAS P & ASSOCIATES PA CPASActive
Some overlap · 4 shared positions
$LMT$UNH$CB$NEE
$1.8B
176 positions
#15Allen Investment Management, LLCActive
Some overlap · 4 shared positions
$UNH$BA$SCHW$ASML
$8.1B
221 positions
#16Live Oak Private Wealth LLCPassive
Some overlap · 5 shared positions
$BAC$SCHW$UNH$BA$DIS
$717M
207 positions
#17LYNCH & ASSOCIATES/INPassive
Some overlap · 6 shared positions
$LMT$BAC$TXN$NEE$BA$DUK
$533M
126 positions
#18Investment Research & Advisory Group, Inc.Active
Some overlap · 5 shared positions
$SCHW$CB$LMT$ASML$BA
$286M
279 positions
#19PENN DAVIS MCFARLAND INCActive
Some overlap · 4 shared positions
$LMT$UNH$TXN$TGT
$1.0B
75 positions
#20Allied Investment Advisors, LLCActive
Some overlap · 4 shared positions
$LMT$MMM$BAC$TGT
$697M
100 positions
#21KEMPNER CAPITAL MANAGEMENT INC.
Some overlap · 4 shared positions
$UNH$BAC$CB$DIS
$106M
43 positions
#22Cohen Investment Advisors LLCPassive
Some overlap · 5 shared positions
$BAC$CB$BA$DIS$NEE
$210M
79 positions
#23WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$LMT$DIS$NEE$BA$DUK$ASML
$1.2B
69 positions
#24Legal Advantage Investments, Inc.Passive
Some overlap · 5 shared positions
$BA$SCHW$ASML$DIS$LMT
$194M
79 positions
#25Cetera Trust Company, N.APassive
Some overlap · 6 shared positions
$BAC$SCHW$NEE$MMM$DIS$UNH
$177M
351 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.