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Hedge Funds Similar to LOCKHEED MARTIN INVESTMENT

13F Portfolio OverlapQ1 2026LOCKHEED MARTIN INVESTMENT portfolio →
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Most similar hedge funds by 13F overlap

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO is an institutional investor managing $2.7B across 111 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 LOCKHEED MARTIN INVESTMENT are Catalyst Investment, Addison, American National Bank of Texas, with shared positions in $DOV, $SE, $KO, $BAC, $PM, $UNP. The full ranking of 25 similar funds is below.

#1Catalyst Investment Management LLCPassive
Notable overlap · 4 shared positions
$DOV$SE$KO$BAC
$90M
65 positions
#2Addison Capital CoPassive
Some overlap · 3 shared positions
$DOV$SE$PM
$562M
182 positions
#3American National Bank of TexasActive
Some overlap · 4 shared positions
$DOV$KO$PM$UNP
$105M
57 positions
#4HFM Investment Advisors, LLCActive
Some overlap · 4 shared positions
$DOV$NOC$IBM$VZ
$260M
1,210 positions
#5Financial Symmetry IncSmart money
Some overlap · 3 shared positions
$DOV$DUK$IBM
$281M
63 positions
#6BRANDYWINE TRUST COSmart money
Some overlap · 5 shared positions
$DOV$PM$MO$KO$BAC
$552M
31 positions
#7Alta Advisers LtdActive
Some overlap · 4 shared positions
$DOV$BAC$KO$PM
$276M
206 positions
#8Prentice Wealth Management LLCActive
Some overlap · 4 shared positions
$DOV$IBM$BAC$KO
$443M
117 positions
#9GQG Partners LLCActive
Some overlap · 8 shared positions
$DUK$VZ$KO$BTI$MO$PM
$63.1B
81 positions
#10FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 9 shared positions
$DUK$VZ$KO$MO$CME$TXN
$1.5B
235 positions
#11MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 9 shared positions
$DUK$VZ$KO$PM$CME$TXN
$220M
148 positions
#12Measured Risk Portfolios, Inc.Passive
Some overlap · 8 shared positions
$DUK$VZ$KO$MO$PM$CME
$91M
66 positions
#13First City Capital Management, Inc.Passive
Some overlap · 9 shared positions
$VZ$KO$MO$DUK$PM$NOC
$189M
160 positions
#14Permanent Capital Management, LPActive
Some overlap · 3 shared positions
$DOV$UNP$KO
$643M
155 positions
#15BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 7 shared positions
$DUK$VZ$KO$DOV$MO$PM
$480M
133 positions
#16HOGE FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$DOV$KO$MO
$187M
72 positions
#17Lanham O'Dell & Company, Inc.
Some overlap · 3 shared positions
$DOV$AEP$IBM
$347M
40 positions
#18Intelligent Financial StrategiesSmart money
Some overlap · 4 shared positions
$DOV$UNP$PM$KO
$192M
62 positions
#19Range Financial Group LLCPassive
Some overlap · 7 shared positions
$VZ$SE$SNDK$BTI$MO$PM
$298M
190 positions
#20SBI Securities Co., Ltd.Passive
Some overlap · 6 shared positions
$DOV$KO$VZ$MO$BTI$IBM
$3.6B
4,018 positions
#21Guilbault Capital LLCPassive
Some overlap · 8 shared positions
$KO$MO$DUK$PM$BTI$NOC
$91M
67 positions
#22SECURITY NATIONAL BANK OF SO DAKPassive
Some overlap · 4 shared positions
$DOV$KO$VZ$UNP
$207M
119 positions
#23Keystone Financial Planning, Inc.Smart money
Some overlap · 8 shared positions
$VZ$BTI$MO$KO$PM$CME
$374M
40 positions
#24CINCINNATI FINANCIAL CORPActive
Some overlap · 4 shared positions
$DOV$PM$CME$VZ
$5.0B
55 positions
#25MCDANIEL TERRY & COActive
Some overlap · 3 shared positions
$DOV$KO$TXN
$1.2B
81 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.