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Hedge Funds Similar to Advisory Resource Group

13F Portfolio OverlapQ3 2026Advisory Resource Group portfolio →
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Most similar hedge funds by 13F overlap

Advisory Resource Group is an institutional investor managing $695M across 184 U.S. equity positions as of Q3 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
$857M
50 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
$360M
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
$673M
158 positions
#7NovaPoint Capital, LLCPassive
Notable overlap · 5 shared positions
$CMI$AFL$GD$HON$APH
$464M
162 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
$122M
92 positions
#11Smead Capital Management, Inc.Active
Some overlap · 3 shared positions
$COP$FITB$ZTS
$4.7B
31 positions
#12MONTGOMERY INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$COP$VLO$PSX
$329M
105 positions
#13Royal Palms Capital LLCPassive
Some overlap · 3 shared positions
$VLO$AFL$SCHW
$113M
55 positions
#14Murphy Pohlad Asset Management LLCPassive
Some overlap · 4 shared positions
$COP$CMI$GD$AIG
$288M
140 positions
#15Stegent Equity Advisors, Inc.Passive
Some overlap · 3 shared positions
$COP$PSX$KLAC
$126M
93 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
$451M
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
$2.0B
91 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
$265M
100 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
$244M
53 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.