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 Argyle

13F Portfolio OverlapQ2 2026Argyle portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Argyle Capital Management, LLC is an institutional investor managing $347M across 138 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 Argyle are CANTOR FITZGERALD INVESTMENT ADVISORS, BERKSHIRE ASSET, Estabrook, with shared positions in $HPE, $EMR, $BMY, $DUK, $COP, $PFE. The full ranking of 25 similar funds is below.

#1CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 11 shared positions

$HPE $EMR $BMY $DUK $COP $PFE

$1.5B

184 positions

#2BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 8 shared positions

$PNC $DELL $DE $EMR $BMY $CB

$2.5B

270 positions

#3Estabrook Capital ManagementPassive

Notable overlap · 10 shared positions

$PNC $COP $PFE $VZ $WFC $CB

$739M

344 positions

#4LSV ASSET MANAGEMENTActive

Notable overlap · 11 shared positions

$DELL $HPE $BMY $VZ $GM $WFC

$55.1B

889 positions

#5SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 10 shared positions

$AMGN $COP $PFE $VZ $WFC $PSX

$606M

79 positions

#6Verity & Verity, LLCActive

Notable overlap · 8 shared positions

$DELL $AMGN $ENB $PFE $VZ $PSX

$1.5B

138 positions

#7McKinney Capital Management, LLCActive

Notable overlap · 9 shared positions

$DELL $HPE $PHM $BMY $PAYX $GPC

$254M

87 positions

#8William B. Walkup & Associates, Inc.Passive

Notable overlap · 9 shared positions

$MCK $COP $VZ $ALL $PSX $CVS

$208M

258 positions

#9Canal Insurance COActive

Notable overlap · 8 shared positions

$DELL $BMY $DUK $COP $PFE $VZ

$456M

76 positions

#10EDGAR LOMAX CO/VAActive

Notable overlap · 9 shared positions

$AMGN $BMY $DUK $COP $PFE $WFC

$1.3B

58 positions

#11Paradigm Capital Management, LLC/NVActive

Notable overlap · 8 shared positions

$AMGN $HPE $DUK $VZ $WFC $T

$116M

65 positions

#12Kentucky Trust CoPassive

Notable overlap · 8 shared positions

$PNC $EMR $ENB $DUK $T $MMM

$208M

316 positions

#13Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 6 shared positions

$MCK $AMGN $DE $PFE $WFC $T

$1.0B

765 positions

#14Persium Advisors, LLCSmart money

Notable overlap · 8 shared positions

$DELL $DUK $PFE $VZ $T $MET

$153M

69 positions

#15Palouse Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$DELL $HPE $PFE $VZ $T $CVS

$160M

124 positions

#16ADVOCATE GROUP LLCPassive

Notable overlap · 8 shared positions

$EMR $BMY $ENB $DUK $PFE $VZ

$665M

122 positions

#17VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$HPE $DELL $BMY $VZ $GPC $PSX

$1.1B

146 positions

#18DMKC Advisory Services, LLCActive

Notable overlap · 8 shared positions

$DE $PFE $ALL $WFC $GPC $MMM

$530M

92 positions

#19Cetera Trust Company, N.APassive

Notable overlap · 7 shared positions

$MCK $AMGN $GM $MET $CVS $MMM

$199M

345 positions

#20Stablepoint Partners, LLCPassive

Notable overlap · 8 shared positions

$AMGN $VZ $PSX $T $MET $DUK

$723M

260 positions

#21CUTLER INVESTMENT COUNSEL LLCActive

Notable overlap · 7 shared positions

$PNC $DE $VZ $PSX $CVS $MDT

$1.1B

157 positions

#22ATLANTIC FAMILY WEALTH, LLCSmart money

Notable overlap · 7 shared positions

$PNC $ENB $DUK $PFE $VZ $PAYX

$156M

64 positions

#23Tortuga Wealth Management, IncPassive

Notable overlap · 7 shared positions

$MCK $AMGN $VZ $DUK $T $BMY

$132M

135 positions

#24DCM Advisors, LLCActive

Notable overlap · 8 shared positions

$DELL $PFE $WFC $PSX $CVS $COP

$253M

38 positions

#25VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 7 shared positions

$AMGN $EMR $DUK $VZ $CB $PSX

$201M

57 positions

Compare Argyle’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 Argyle’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.