13F Pro

Hedge Funds Similar to Advisory Resource Group

13F Portfolio OverlapQ2 2026Advisory Resource Group portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Advisory Resource Group is an institutional investor managing $665M across 183 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 Advisory Resource Group are ADAMS NATURAL RESOURCES FUND, Weaver C. Barksdale & Associates, Wallington Asset, with shared positions in $COP, $PSX, $VLO, $BKR, $CMI, $GD. The full ranking of 25 similar funds is below.

#1ADAMS NATURAL RESOURCES FUND, INC.Smart money
Notable overlap · 4 shared positions
$COP$PSX$VLO$BKR
$763M
51 positions
#2Weaver C. Barksdale & Associates, Inc.Passive
Notable overlap · 5 shared positions
$CMI$GD$AFL$PSX$SCHW
$111M
62 positions
#3Wallington Asset Management, LLCActive
Notable overlap · 5 shared positions
$PSX$CMI$HON$HONA$AFL
$814M
61 positions
#4LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Notable overlap · 3 shared positions
$PSX$FITB$AFL
$361M
59 positions
#5HARRIS ASSOCIATES L PActive
Notable overlap · 4 shared positions
$SCHW$COP$CRM$AIG
$75.4B
162 positions
#6Allen Mooney & Barnes Investment Advisors LLCPassive
Notable overlap · 5 shared positions
$CMI$SCHW$AFL$HON$HONA
$658M
152 positions
#7NovaPoint Capital, LLCPassive
Notable overlap · 5 shared positions
$CMI$AFL$GD$HON$APH
$481M
161 positions
#8PRING TURNER CAPITAL GROUP INCPassive
Notable overlap · 3 shared positions
$CMI$COP$SCHW
$175M
73 positions
#9Silver Coast Investments LLCActive
Some overlap · 6 shared positions
$VLO$AFL$CMI$CRM$GD$ASML
$336M
121 positions
#10Crescent Sterling, Ltd.Passive
Some overlap · 6 shared positions
$PSX$CMI$HONA$HON$VLO$CRM
$112M
85 positions
#11Smead Capital Management, Inc.Active
Some overlap · 3 shared positions
$COP$FITB$ZTS
$4.7B
32 positions
#12MONTGOMERY INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$COP$VLO$PSX
$330M
108 positions
#13Royal Palms Capital LLCPassive
Some overlap · 3 shared positions
$VLO$AFL$SCHW
$114M
57 positions
#14Murphy Pohlad Asset Management LLCPassive
Some overlap · 4 shared positions
$COP$CMI$GD$AIG
$287M
135 positions
#15Stegent Equity Advisors, Inc.Passive
Some overlap · 3 shared positions
$COP$PSX$KLAC
$140M
112 positions
#16Valtrion Capital Management, LLCActive
Some overlap · 4 shared positions
$CMI$AFL$GD$CRWD
$134M
103 positions
#17Eldred Rock Partners, LLCActive
Some overlap · 3 shared positions
$PSX$CMI$ASML
$465M
29 positions
#18DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$AIG$CRM$ZTS$COP
$12.5B
186 positions
#19ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 6 shared positions
$AFL$GD$HON$HONA$APH$ASML
$1.9B
88 positions
#20HUTCHINSON CAPITAL MANAGEMENT/CAPassive
Some overlap · 4 shared positions
$VLO$ZTS$HON$HONA
$584M
108 positions
#21UNITED BANKActive
Some overlap · 5 shared positions
$CMI$GD$AFL$HON$KLAC
$853M
130 positions
#22Exeter Financial, LLCPassive
Some overlap · 4 shared positions
$AFL$GD$PSX$COP
$261M
101 positions
#23Turas Capital Management LPPassive
Some overlap · 3 shared positions
$COP$BKR$CMI
$218M
59 positions
#24Sagefield Capital LPPassive
Some overlap · 3 shared positions
$COP$VLO$PSX
$1.3B
107 positions
#25Deane Retirement Strategies, Inc.Passive
Some overlap · 3 shared positions
$VLO$CRM$ZTS
$236M
52 positions

Compare Advisory Resource Group’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Advisory Resource Group’s holdings

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.