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Hedge Funds Similar to D L CARLSON INVESTMENT GROUP

13F Portfolio OverlapQ2 2026D L CARLSON INVESTMENT GROUP portfolio →
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Most similar hedge funds by 13F overlap

D L CARLSON INVESTMENT GROUP INC is an institutional investor managing $628M across 133 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 D L CARLSON INVESTMENT GROUP are Palouse, Principal Street Partners, ADVISORS, with shared positions in $TXN, $HPE, $BA, $KEY, $AMGN, $MS. The full ranking of 25 similar funds is below.

#1Palouse Capital Management, Inc.Passive
Some overlap · 4 shared positions
$TXN$HPE$BA$KEY
$160M
124 positions
#2Principal Street Partners, LLCPassive
Some overlap · 4 shared positions
$HPE$TXN$AMGN$MS
$683M
277 positions
#3CAPITAL ADVISORS INC/OKActive
Some overlap · 6 shared positions
$TXN$SO$BA$MS$ISRG$SYK
$6.8B
374 positions
#4NZS Capital, LLCActive
Some overlap · 4 shared positions
$TXN$PWR$ISRG$SYK
$3.9B
61 positions
#5VEGA INVESTMENT SOLUTIONSActive
Some overlap · 4 shared positions
$TXN$HPE$SNDK$ISRG
$705M
144 positions
#6Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$TXN$BNY$AMGN$MCK$MS
$358M
74 positions
#7SeaBridge Investment Advisors LLCPassive
Some overlap · 6 shared positions
$PWR$AMGN$NTRA$SNDK$SYK$MS
$692M
188 positions
#8Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$TXN$BNY$SO$AMGN
$108M
52 positions
#9Bellwether Advisors, LLCPassive
Some overlap · 4 shared positions
$HPE$PWR$IAU$SNDK
$675M
167 positions
#10BOWEN HANES & CO INCActive
Some overlap · 4 shared positions
$TXN$WELL$BA$ISRG
$4.1B
151 positions
#11Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$TXN$BNY$AMGN$MCK
$754M
41 positions
#12MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$TXN$BNY$AMGN$MS
$1.2B
106 positions
#13PINNBROOK CAPITAL MANAGEMENT LPActive
Some overlap · 4 shared positions
$PWR$TXN$NTRA$SNDK
$938M
103 positions
#14New England Research & Management, Inc.Passive
Some overlap · 5 shared positions
$PWR$AMGN$SYY$MS$SYK
$257M
134 positions
#15McKinley Carter Wealth Services, Inc.Active
Some overlap · 5 shared positions
$PWR$BNY$MCK$TXN$MS
$1.9B
322 positions
#16Bank OZK
Some overlap · 4 shared positions
$PWR$TXN$SO$AMGN
$337M
159 positions
#17EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$TXN$SO$AMGN$MS
$1.3B
58 positions
#18ALBION FINANCIAL GROUP /UTPassive
Some overlap · 5 shared positions
$PWR$MS$TXN$AMGN$SO
$1.7B
652 positions
#19Ipsen Advisor Group LLCPassive
Some overlap · 4 shared positions
$TXN$IAU$AMGN$SYY
$155M
107 positions
#20Visionary Wealth AdvisorsPassive
Some overlap · 4 shared positions
$PWR$BNY$SO$AMGN
$2.5B
666 positions
#213G Capital Partners LPActive
Some overlap · 3 shared positions
$TXN$DOCN$SNDK
$373M
18 positions
#22Dorsey Wright & AssociatesPassive
Some overlap · 4 shared positions
$WELL$PWR$BNY$SNDK
$590M
131 positions
#23North Forty Two & Co.Passive
Some overlap · 4 shared positions
$TXN$IAU$AMGN$SYK
$118M
104 positions
#24Telemark Asset Management, LLCActive
Some overlap · 3 shared positions
$DOCN$TXN$CLH
$1.4B
57 positions
#25MorganRosel Wealth Management, LLCActive
Some overlap · 4 shared positions
$PWR$BNY$SNDK$MCK
$296M
104 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.