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Hedge Funds Similar to PAYDEN & RYGEL

13F Portfolio OverlapQ2 2026PAYDEN & RYGEL portfolio →
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Most similar hedge funds by 13F overlap

PAYDEN & RYGEL is an institutional investor managing $1.3B across 131 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to PAYDEN & RYGEL are Vertrix Wealth, Greystone Financial Group, OLD SECOND NATIONAL BANK OF AURORA, with shared positions in $MS, $DUK, $CVS, $TJX, $SPG, $MCK. The full ranking of 25 similar funds is below.

#1Vertrix Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$MS$DUK$CVS$TJX$SPG$MCK
$297M
103 positions
#2Greystone Financial Group, LLCPassive
Notable overlap · 6 shared positions
$MS$DUK$TJX$SPG$MCK$TXN
$358M
74 positions
#3OLD SECOND NATIONAL BANK OF AURORAPassive
Notable overlap · 6 shared positions
$MS$GLW$CMI$VLO$ETN$PLD
$530M
275 positions
#4GLOBALT Investments LLC / GAActive
Notable overlap · 8 shared positions
$GLW$TJX$MS$ADI$TXN$DUK
$3.0B
213 positions
#5Hamlin Capital Management, LLCActive
Notable overlap · 6 shared positions
$MS$CVS$SPG$CMI$EPD$TXN
$4.4B
30 positions
#6River Street Advisors LLCPassive
Notable overlap · 6 shared positions
$MS$GLW$CMI$VLO$ETN$PLD
$340M
177 positions
#7BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Notable overlap · 5 shared positions
$MS$ADI$TJX$ETN$GILD
$2.7B
812 positions
#8RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$GLW$ADI$VLO$ETN$TJX
$1.1B
90 positions
#9CONNING INC.Passive
Notable overlap · 6 shared positions
$GLW$DGX$CMI$MS$VLO$GILD
$3.3B
327 positions
#10ORLEANS CAPITAL MANAGEMENT CORP/LAPassive
Notable overlap · 6 shared positions
$GLW$VLO$DUK$TXN$GILD$EPD
$194M
122 positions
#11ADVOCATE GROUP LLCPassive
Notable overlap · 5 shared positions
$MS$DUK$D$CMI$TXN
$665M
122 positions
#12EDGAR LOMAX CO/VAActive
Notable overlap · 5 shared positions
$DUK$CVS$MS$GILD$TXN
$1.3B
58 positions
#13CINCINNATI INSURANCE COActive
Notable overlap · 5 shared positions
$ADI$TJX$DUK$CMI$VLO
$6.9B
64 positions
#14Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 4 shared positions
$GLW$ADI$DUK$ETN
$214M
33 positions
#15Royal Palms Capital LLCPassive
Some overlap · 5 shared positions
$GLW$ET$VLO$EPD$TXN
$114M
57 positions
#16Boston Common Asset Management, LLCPassive
Some overlap · 6 shared positions
$MS$DGX$CRH$TJX$ADI$CMI
$1.7B
186 positions
#17Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$ADI$TJX$VLO$ETN$TXN
$170M
61 positions
#18CapWealth Advisors, LLCActive
Some overlap · 4 shared positions
$GLW$DUK$CVS$GILD
$1.5B
118 positions
#19VCI Wealth Management LLCPassive
Some overlap · 7 shared positions
$MS$AME$TXN$PLD$GILD$TJX
$399M
99 positions
#20L & S Advisors IncPassive
Some overlap · 6 shared positions
$MS$CMI$GLW$ETN$VLO$SPG
$967M
236 positions
#21GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$GLW$DUK$D$ETN
$1.2B
383 positions
#22LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$MS$GLW$ADI
$320M
82 positions
#23Principal Street Partners, LLCPassive
Some overlap · 5 shared positions
$CVS$MS$DUK$GILD$TXN
$683M
277 positions
#24Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$MS$DUK$CRH$GILD
$159M
62 positions
#25Old North State Wealth Management, LLCPassive
Some overlap · 4 shared positions
$GLW$DUK$ET$GILD
$234M
112 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.