What hedge funds are most similar to Rayburn West Financial Services LLC?

The funds with the most similar 13F portfolios to Rayburn West Financial Services LLC are Catherine Avery Investment, MORGAN DEMPSEY, Argyle ,, 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 Rayburn West Financial Services

13F Portfolio OverlapQ1 2026Rayburn West Financial Services portfolio →

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Most similar hedge funds by 13F overlap

Rayburn West Financial Services LLC is an institutional investor managing $170M across 82 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 Rayburn West Financial Services are Catherine Avery Investment, MORGAN DEMPSEY, Argyle ,, with shared positions in $BAC, $IBM, $C, $TGT, $UPS, $AMGN. The full ranking of 25 similar funds is below.

#1Catherine Avery Investment Management LLCPassive

Notable overlap · 10 shared positions

$BAC $IBM $C $TGT $UPS $AMGN

$223M

109 positions

#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 10 shared positions

$LMT $C $IBM $UPS $GD $MCD

$220M

148 positions

#3Argyle Capital Management, LLCPassive

Notable overlap · 11 shared positions

$PNC $DE $IBM $AMGN $BAC $WFC

$308M

137 positions

#4Allied Investment Advisors, LLCActive

Notable overlap · 8 shared positions

$BAC $LMT $DE $TGT $SYY $ABT

$697M

100 positions

#5Drexel Morgan & Co.Active

Notable overlap · 9 shared positions

$AXP $IBM $DE $UPS $VZ $KO

$682M

60 positions

#6Estabrook Capital ManagementPassive

Notable overlap · 9 shared positions

$IBM $C $PNC $BAC $AMGN $WFC

$685M

380 positions

#7DMKC Advisory Services, LLCPassive

Notable overlap · 9 shared positions

$BAC $DE $LMT $SYY $TGT $C

$240M

84 positions

#8SCHULHOFF & CO INCPassive

Notable overlap · 11 shared positions

$LMT $GD $IBM $PNC $ABT $VZ

$243M

133 positions

#9Atlas Wealth LLCPassive

Notable overlap · 6 shared positions

$LMT $BAC $PNC $IBM $MCD $AMGN

$334M

115 positions

#10BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 8 shared positions

$BAC $LMT $PNC $DE $MCD $ABT

$2.3B

264 positions

#11Exeter Financial, LLCPassive

Notable overlap · 9 shared positions

$TGT $AMGN $IBM $GD $BAC $LMT

$245M

98 positions

#12Palisade Asset Management, LLCActive

Notable overlap · 8 shared positions

$IBM $DE $TGT $AMGN $GD $MCD

$996M

195 positions

#13EDGAR LOMAX CO/VAActive

Notable overlap · 10 shared positions

$TGT $LMT $GD $BAC $AMGN $ABT

$1.4B

56 positions

#14Griffith & Werner, Inc.Active

Notable overlap · 10 shared positions

$BAC $C $LMT $AXP $WFC $VZ

$202M

72 positions

#15OmniStar Financial Group, Inc.Passive

Notable overlap · 8 shared positions

$BAC $TGT $UPS $LMT $IBM $VZ

$193M

108 positions

#16Kinloch Capital, LLCPassive

Notable overlap · 8 shared positions

$TGT $IBM $SYY $MO $GD $MCD

$245M

83 positions

#17Spectrum Financial Alliance Ltd LLCActive

Notable overlap · 6 shared positions

$LMT $BAC $C $DE $HSY $T

$520M

30 positions

#18Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 7 shared positions

$LMT $DE $UPS $AMGN $GD $MCD

$184M

32 positions

#19Cullen Capital Management, LLCActive

Notable overlap · 7 shared positions

$BAC $C $UPS $MO $GD $TGT

$9.8B

213 positions

#20CFC Planning Co LLCPassive

Notable overlap · 7 shared positions

$AXP $IBM $MO $UPS $VZ $KO

$140M

72 positions

#21FOUNDERS CAPITAL MANAGEMENT, LLCActive

Notable overlap · 9 shared positions

$AXP $UPS $LMT $GD $AMGN $KO

$608M

74 positions

#22Cambridge Financial Group, Inc.Active

Notable overlap · 5 shared positions

$SYY $BAC $C $TGT $MCD

$267M

33 positions

#23Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 8 shared positions

$IBM $DE $AMGN $SYY $WFC $PFE

$974M

782 positions

#24Insight Inv LLCPassive

Notable overlap · 6 shared positions

$IBM $AXP $AMGN $C $PNC $GD

$183M

104 positions

#25CapWealth Advisors, LLCActive

Notable overlap · 7 shared positions

$IBM $BAC $UPS $AMGN $KO $T

$1.3B

118 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.