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Hedge Funds Similar to Drexel Morgan

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

Drexel Morgan & Co. is an institutional investor managing $719M across 60 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 Drexel Morgan are Mountain Hill Investment Partners, Newport Company, Tilson Financial Group, with shared positions in $UPS, $CPB, $DIS, $T, $EMR, $MMM. The full ranking of 25 similar funds is below.

#1Mountain Hill Investment Partners Corp.Active
Notable overlap · 4 shared positions
$UPS$CPB$DIS$T
$177M
195 positions
#2Newport Trust Company, LLCActive
Notable overlap · 4 shared positions
$T$DIS$EMR$MMM
$41.5B
63 positions
#3Tilson Financial Group, Inc.Active
Notable overlap · 3 shared positions
$UPS$VZ$MCD
$364M
86 positions
#4Maj Invest Holding A/SActive
Notable overlap · 3 shared positions
$UPS$AXP$UNP
$2.2B
40 positions
#5Rayburn West Financial Services LLCPassive
Notable overlap · 6 shared positions
$AXP$DE$UPS$VZ$MCD$ABT
$181M
81 positions
#6Stockman Wealth Management, Inc.Passive
Notable overlap · 6 shared positions
$AXP$UPS$SLB$VZ$MCD$MDT
$968M
178 positions
#7Clark & Stuart, IncPassive
Notable overlap · 6 shared positions
$UPS$SLB$EMR$MMM$ABT$MDT
$159M
57 positions
#8Holowesko Partners Ltd.Active
Notable overlap · 4 shared positions
$AXP$SLB$DIS$UL
$395M
34 positions
#9CACTI ASSET MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$AXP$UPS$DIS
$2.0B
76 positions
#10FOUNDERS CAPITAL MANAGEMENT, LLCSmart money
Notable overlap · 5 shared positions
$AXP$UPS$DIS$UNP$ABT
$670M
79 positions
#11CFC Planning Co LLCPassive
Some overlap · 4 shared positions
$AXP$UPS$DIS$VZ
$171M
71 positions
#12MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$UPS$T$UNP$VZ$MCD$MDT
$233M
122 positions
#13MASTERS CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$UPS$SLB$CLF
$3.9B
80 positions
#14Infusive Asset Management Inc.Active
Some overlap · 5 shared positions
$AXP$DIS$VZ$MCD$CL
$220M
30 positions
#15Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$UPS$T$DIS$VZ$MDT
$160M
124 positions
#16Freestate Advisors LLCActive
Some overlap · 4 shared positions
$T$DE$VZ$MMM
$134M
42 positions
#17Alliance Private Wealth, LLCActive
Some overlap · 5 shared positions
$UPS$DE$DIS$VZ$MMM
$288M
82 positions
#18Financial Avengers, Inc.Active
Some overlap · 5 shared positions
$AXP$DIS$VZ$MMM$T
$241M
155 positions
#19Pavion Blue Capital, LLCPassive
Some overlap · 5 shared positions
$AXP$DIS$UPS$MCD$UL
$248M
111 positions
#20Minot DeBlois Advisors LLCPassive
Some overlap · 7 shared positions
$AXP$DIS$SLB$UNP$VZ$ABT
$116M
240 positions
#21DCM Advisors, LLCActive
Some overlap · 5 shared positions
$AXP$DIS$T$VZ$MCD
$253M
38 positions
#22Hillman Capital Management, Inc.Passive
Some overlap · 5 shared positions
$CPB$UPS$DIS$VZ$MDT
$138M
54 positions
#23EQUITY INVESTMENT CORPActive
Some overlap · 6 shared positions
$UPS$T$VZ$SHEL$MDT$UL
$5.2B
76 positions
#24Shelter Mutual Insurance CoActive
Some overlap · 4 shared positions
$AXP$DE$UNP$SHEL
$473M
58 positions
#25BBR PARTNERS, LLCSmart money
Some overlap · 3 shared positions
$UPS$UNP$ABT
$2.1B
250 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.