What hedge funds are most similar to FAYEZ SAROFIM & CO?

The funds with the most similar 13F portfolios to FAYEZ SAROFIM & CO are Papamarkou Wellner Asset, HUTNER, RBO &, 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 FAYEZ SAROFIM &

13F Portfolio OverlapQ1 2026FAYEZ SAROFIM & portfolio →

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Most similar hedge funds by 13F overlap

FAYEZ SAROFIM & CO is an institutional investor managing $39.1B across 294 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 FAYEZ SAROFIM & are Papamarkou Wellner Asset, HUTNER, RBO &, with shared positions in $PM, $KO, $ASML, $MCD, $ISRG, $PGR. The full ranking of 25 similar funds is below.

#1Papamarkou Wellner Asset Management inc.Passive

Notable overlap · 11 shared positions

$PM $KO $ASML $MCD $ISRG $PGR

$164M

86 positions

#2HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 8 shared positions

$PM $KO $MCD $EPD $ABT $CB

$243M

44 positions

#3RBO & CO LLCActive

Notable overlap · 6 shared positions

$PM $KO $MCD $ABT $MO $TROW

$620M

57 positions

#4Kennon-Green & Company, LLCActive

Notable overlap · 5 shared positions

$PM $KO $MCD $MO $INTU

$122M

39 positions

#5GQG Partners LLCActive

Notable overlap · 6 shared positions

$PM $KO $PGR $CME $CB $MO

$63.1B

81 positions

#6CFC Planning Co LLCPassive

Notable overlap · 5 shared positions

$PM $KO $TXN $UNH $MO

$140M

72 positions

#7R.H. Investment Group, LLCPassive

Notable overlap · 5 shared positions

$PM $MCD $EPD $UNH $ADP

$130M

45 positions

#8Sky Investment Group LLCPassive

Notable overlap · 7 shared positions

$PM $KO $MCD $TXN $ABT $PGR

$583M

140 positions

#9Kinloch Capital, LLCPassive

Notable overlap · 6 shared positions

$PM $KO $MCD $ABT $TROW $MO

$245M

83 positions

#10Savoir Faire Capital Management, L.P.Passive

Notable overlap · 3 shared positions

$PM $KO $MCD

$166M

44 positions

#11MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$KO $PM $MCD $TXN $CME

$220M

148 positions

#12Kinsale Capital Group, Inc.Active

Notable overlap · 6 shared positions

$PM $MCD $TXN $PGR $UNH $MAR

$624M

41 positions

#13MCDANIEL TERRY & COActive

Notable overlap · 6 shared positions

$KO $TXN $ISRG $ETN $INTU $ADP

$1.2B

81 positions

#14Blue Chip Partners, LLCActive

Notable overlap · 7 shared positions

$PM $ASML $ETN $ABT $ICE $MS

$1.4B

170 positions

#15First Long Island Investors, LLCActive

Notable overlap · 7 shared positions

$PM $ETN $MCD $INTU $ABT $UNH

$1.2B

70 positions

#16Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$KO $MCD $TXN $ABT $CB $MS

$446M

104 positions

#17PICTET BANK & TRUST LtdActive

Notable overlap · 6 shared positions

$PM $MCD $TXN $ETN $UNH $MAR

$76M

33 positions

#18Alley Investment Management Company, LLCActive

Notable overlap · 6 shared positions

$PM $ETN $INTU $ABT $CME $MS

$821M

85 positions

#19CINCINNATI FINANCIAL CORPActive

Notable overlap · 5 shared positions

$PM $MCD $UNH $CME $ADP

$5.0B

55 positions

#20ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

$ASML $MCD $TXN $CB $ICE $ADP

$1.7B

86 positions

#21Carolina Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$KO $PM $MCD $TXN $TROW $MO

$240M

278 positions

#22AUXIER ASSET MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$PM $UNH $ABT $KO $MO

$696M

176 positions

#23Aurdan Capital Management, LLCActive

Notable overlap · 6 shared positions

$PM $KO $UNH $ABT $ADP $MO

$333M

88 positions

#24ARBOR CAPITAL MANAGEMENT INC /ADVPassive

Notable overlap · 6 shared positions

$KO $PM $MCD $ABT $UNH $CME

$123M

101 positions

#25Measured Risk Portfolios, Inc.Passive

Notable overlap · 5 shared positions

$PM $KO $TXN $CME $MO

$91M

66 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.