13F Pro

Hedge Funds Similar to Applied

13F Portfolio OverlapQ2 2026Applied portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Applied Capital LLC/FL is an institutional investor managing $246M across 93 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 Applied are HUTNER, PARK CIRCLE, Belleair Asset, with shared positions in $PM, $EPD, $AXP, $MO, $ENB, $GPC. The full ranking of 25 similar funds is below.

#1HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 10 shared positions
$PM$EPD$AXP$MO$ENB$GPC
$252M
43 positions
#2PARK CIRCLE CoActive
Some overlap · 7 shared positions
$TRV$PM$TD$ORI$MO$ENB
$117M
53 positions
#3Belleair Asset Management, LLCActive
Some overlap · 6 shared positions
$TRV$RY$EPD$PM$ORI$FITB
$119M
84 positions
#4R.H. Investment Group, LLCActive
Some overlap · 5 shared positions
$TRV$PM$EPD$WFC$USB
$133M
47 positions
#5CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 6 shared positions
$TRV$PM$WFC$FITB$USB$GPC
$1.5B
184 positions
#6Argent Advisors, Inc.Passive
Some overlap · 6 shared positions
$TRV$AXP$WFC$EPD$ENB$GPC
$400M
186 positions
#7BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$TRV$PM$AXP$MO$CB
$515M
142 positions
#8SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$PM$EPD$WFC$ENB$BA$O
$296M
134 positions
#9InvesTrustPassive
Some overlap · 6 shared positions
$PM$WFC$AXP$ITW$USB$BA
$260M
95 positions
#10Blake Schutter Theil Wealth Advisors, LLCActive
Some overlap · 6 shared positions
$PM$TRV$CINF$MO$GPC$CB
$148M
110 positions
#11Slagle Financial, LLCPassive
Some overlap · 6 shared positions
$PM$WFC$ORI$MO$USB$O
$334M
127 positions
#12GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 5 shared positions
$TRV$PM$FITB$MO$USB
$2.2B
268 positions
#13C2C Wealth Management, LLCPassive
Some overlap · 5 shared positions
$PM$EPD$MPLX$WFC$BA
$128M
95 positions
#14DOLIVER ADVISORS, LPActive
Some overlap · 7 shared positions
$EPD$PM$MPLX$MO$AXP$BA
$442M
191 positions
#15Hamlin Capital Management, LLCActive
Some overlap · 5 shared positions
$PM$EPD$WSO$ORI$PAG
$4.4B
30 positions
#16Yoffe Investment Management, LLCPassive
Some overlap · 4 shared positions
$TRV$PM$AXP$BA
$87M
113 positions
#17NEW VERNON INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$TRV$ORI$WRB$EPD$CB
$82M
37 positions
#18Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 6 shared positions
$TD$ORI$CINF$ITW$ENB$O
$111M
62 positions
#19Americana Partners, LLCPassive
Some overlap · 5 shared positions
$EPD$MPLX$RY$PM$BA
$4.4B
596 positions
#20Bank & Trust CoPassive
Some overlap · 5 shared positions
$TRV$ORI$ITW$FITB$ENB
$158M
303 positions
#21Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$TRV$PM$MO$GPC$CB
$10.2B
208 positions
#22Birch Capital Management, LLCPassive
Some overlap · 5 shared positions
$EPD$WSO$MPLX$ITW$GPC
$205M
79 positions
#23GQG Partners LLCActive
Some overlap · 5 shared positions
$TRV$PM$MO$ENB$CB
$53.8B
102 positions
#24Citadel Investment Advisory, Inc.Active
Some overlap · 5 shared positions
$PM$MCO$AXP$WRB$WFC
$220M
76 positions
#25Valtrion Capital Management, LLCActive
Some overlap · 4 shared positions
$TRV$PM$ITW$GPC
$134M
103 positions

Compare Applied’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 Applied’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.