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 SKBA

13F Portfolio OverlapQ1 2026SKBA portfolio →

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Most similar hedge funds by 13F overlap

SKBA CAPITAL MANAGEMENT LLC is an institutional investor managing $728M across 79 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 SKBA are MORGAN DEMPSEY, EQUITY INVESTMENT, Catherine Avery Investment, with shared positions in $T, $CME, $MDT, $C, $IBM, $WFC. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$T $CME $MDT $C $IBM $WFC

$220M

148 positions

#2EQUITY INVESTMENT CORPActive

Notable overlap · 9 shared positions

$MDT $T $HSY $KVUE $TFC $WFC

$5.1B

71 positions

#3Catherine Avery Investment Management LLCPassive

Notable overlap · 9 shared positions

$LHX $C $PSX $PFE $IBM $TFC

$223M

109 positions

#4Slocum, Gordon & Co LLPPassive

Notable overlap · 11 shared positions

$COP $T $PFE $AEP $VZ $WY

$147M

64 positions

#5EDGAR LOMAX CO/VAActive

Notable overlap · 9 shared positions

$T $PFE $COP $UNP $USB $TXN

$1.4B

56 positions

#6Estabrook Capital ManagementPassive

Notable overlap · 10 shared positions

$COP $C $IBM $UNP $WFC $PFE

$685M

380 positions

#7Monte Financial Group, LLCPassive

Notable overlap · 8 shared positions

$HSY $CME $PFE $MDT $APD $WFC

$282M

100 positions

#8Disciplined Equity Management, Inc.Active

Notable overlap · 8 shared positions

$NKE $KMI $T $PFE $TFC $VZ

$199M

44 positions

#9Argyle Capital Management, LLCPassive

Notable overlap · 11 shared positions

$IBM $COP $AMGN $T $PFE $VZ

$308M

137 positions

#10Econ Financial Services CorpPassive

Notable overlap · 8 shared positions

$MDT $HSY $NKE $PFE $TXN $UNP

$215M

74 positions

#11Willis Investment CounselActive

Notable overlap · 8 shared positions

$HSY $PFE $COP $MDT $T $VZ

$1.8B

123 positions

#12Persium Advisors, LLCActive

Notable overlap · 7 shared positions

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

$127M

60 positions

#13GODSEY & GIBB, INCPassive

Notable overlap · 7 shared positions

$T $MDT $IBM $CME $TFC $AEP

$1.1B

389 positions

#14FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 9 shared positions

$IBM $AEP $T $PFE $VZ $USB

$1.5B

235 positions

#15MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive

Notable overlap · 6 shared positions

$COP $MDT $PSX $PFE $LHX $USB

$115M

98 positions

#16Round Hill Asset ManagementPassive

Notable overlap · 7 shared positions

$MDT $T $C $PFE $AMGN $KVUE

$153M

62 positions

#17Griffith & Werner, Inc.Active

Notable overlap · 7 shared positions

$T $C $PFE $TFC $WFC $VZ

$202M

72 positions

#18CORDA Investment Management, LLC.Active

Notable overlap · 8 shared positions

$CME $PFE $HSY $MDT $VZ $USB

$1.4B

80 positions

#19VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$KMI $HSY $PSX $MDT $AMGN $VZ

$187M

55 positions

#20SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 7 shared positions

$MDT $KMI $C $PFE $NXPI $WFC

$3.0B

40 positions

#21Hillman Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$NKE $PFE $BDX $HSY $VZ $USB

$144M

56 positions

#22CAMBIAR INVESTORS LLCActive

Notable overlap · 7 shared positions

$CME $MDT $DEO $UNP $USB $TXN

$2.2B

145 positions

#23Carolina Wealth Advisors, LLCPassive

Notable overlap · 8 shared positions

$BDX $AMGN $HAS $VZ $UNP $MDT

$240M

278 positions

#24MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 7 shared positions

$MDT $AEP $WFC $AMGN $USB $TXN

$1.1B

105 positions

#25Cullen Capital Management, LLCActive

Notable overlap · 6 shared positions

$COP $MDT $C $TFC $T $BDX

$9.8B

213 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.