13F Pro

Hedge Funds Similar to Analysts

13F Portfolio OverlapQ2 2026Analysts portfolio →
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Most similar hedge funds by 13F overlap

Capital Analysts, LLC is an institutional investor managing $4.3B across 1,536 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 Analysts are LEGACY SOLUTIONS, SKBA, Cullen, with shared positions in $MS, $C, $JCI, $COP, $MSI, $AEP. The full ranking of 25 similar funds is below.

#1LEGACY SOLUTIONS, LLCActive
Notable overlap · 11 shared positions
$MS$C$JCI$COP$MSI$AEP
$124M
88 positions
#2SKBA CAPITAL MANAGEMENT LLCPassive
Notable overlap · 7 shared positions
$C$AEP$COP$LHX$APD$MDT
$606M
79 positions
#3Cullen Capital Management, LLCActive
Notable overlap · 6 shared positions
$MS$C$JCI$COP$MDT$BDX
$10.2B
208 positions
#4Socorro Asset Management LPActive
Notable overlap · 6 shared positions
$MS$JCI$DIS$APD$SPGI$AMT
$223M
33 positions
#5FIRST FINANCIAL BANKSHARES INCActive
Notable overlap · 7 shared positions
$C$AEP$COP$LHX$MDT$AMT
$5.3B
210 positions
#6WealthBridge Investment Counsel Inc.Active
Notable overlap · 6 shared positions
$C$DIS$LHX$COP$MDT$ABT
$375M
44 positions
#7Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 6 shared positions
$C$AEP$LHX$EOG$MDT$BDX
$658M
152 positions
#8Nexus Investment Management ULCActive
Some overlap · 5 shared positions
$MS$C$AEP$EOG$MDT
$767M
72 positions
#9Insight Inv LLCPassive
Some overlap · 4 shared positions
$MS$C$JCI$EOG
$212M
109 positions
#10CRAWFORD INVESTMENT COUNSEL INCActive
Some overlap · 5 shared positions
$JCI$AEP$SPGI$MDT$MSI
$6.0B
306 positions
#11NovaPoint Capital, LLCPassive
Some overlap · 6 shared positions
$LHX$APD$EOG$SPGI$MDT$ABT
$481M
161 positions
#12Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$C$DIS$MDT$BDX$AMT
$160M
124 positions
#13Stack Financial Management, IncActive
Some overlap · 5 shared positions
$AEP$COP$LHX$EOG$MDT
$1.3B
54 positions
#14VIKING GLOBAL INVESTORS LPActive
Some overlap · 5 shared positions
$JCI$DIS$APD$MS$MCD
$35.1B
90 positions
#15Covington Investment Advisors Inc.Active
Some overlap · 6 shared positions
$COP$APD$LHX$SPGI$ABT$MCD
$774M
73 positions
#16Granite Group Advisors, LLCActive
Some overlap · 4 shared positions
$MS$DIS$AEP$MDT
$169M
84 positions
#17Somerset Trust CoPassive
Some overlap · 6 shared positions
$LHX$APD$MS$MDT$ABT$MCD
$354M
186 positions
#18KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Some overlap · 5 shared positions
$JCI$COP$MDT$ABT$AEP
$192M
89 positions
#19DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$DIS$COP$LHX$MDT$ABT
$12.5B
186 positions
#20FIRST AMERICAN TRUST, FSBPassive
Some overlap · 6 shared positions
$C$COP$ABT$EOG$MDT$MCD
$1.7B
307 positions
#21A. D. Beadell Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$MS$APD$MDT$BDX$ABT
$156M
104 positions
#22Blake Schutter Theil Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$MS$JCI$C$MDT
$148M
110 positions
#23Kentucky Farm Bureau Mutual Insurance CoActive
Some overlap · 6 shared positions
$LHX$C$AEP$ABT$SPGI$COP
$360M
69 positions
#24Scissortail Wealth Management, LLCPassive
Some overlap · 4 shared positions
$JCI$COP$MSI$APD
$520M
106 positions
#25Harvest Investment Advisors, LLCActive
Some overlap · 4 shared positions
$MS$BAH$LHX$ABT
$202M
58 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.