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Hedge Funds Similar to DUDLEY

13F Portfolio OverlapQ3 2026DUDLEY portfolio →
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Most similar hedge funds by 13F overlap

DUDLEY CAPITAL MANAGEMENT, LLC is an institutional investor managing $258M across 145 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to DUDLEY are Harvest Investment Advisors, Valtrion, R.M.SINCERBEAUX, with shared positions in $WMB, $KMI, $BX, $GPC, $QCOM, $BMY. The full ranking of 25 similar funds is below.

#1Harvest Investment Advisors, LLCActive
Some overlap · 6 shared positions
$WMB$KMI$BX$GPC$QCOM$BMY
$202M
58 positions
#2Valtrion Capital Management, LLCActive
Some overlap · 5 shared positions
$CRWD$PM$NOC$BX$GPC
$134M
103 positions
#3R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$WMB$KMI$PM$PFE$QCOM$OKE
$188M
39 positions
#4Alaethes Wealth, LLCPassive
Some overlap · 4 shared positions
$CRWD$WMB$KMI$PM
$345M
111 positions
#5Advisors Capital Management, LLCPassive
Some overlap · 6 shared positions
$KMI$PM$BX$OKE$PFE$QCOM
$9.4B
634 positions
#6Emissary Wealth LLCPassive
Some overlap · 5 shared positions
$CRWD$PM$NOC$BX$QCOM
$131M
63 positions
#7Sterling Investment Advisors, Ltd.Passive
Some overlap · 4 shared positions
$CRWD$KMI$BX$PFE
$606M
229 positions
#8Argyle Capital Partners, LLCPassive
Some overlap · 4 shared positions
$CRWD$WMB$OKE$QCOM
$162M
175 positions
#9Lantern Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$CRWD$KMI$BX$BMY
$232M
197 positions
#10Disciplined Equity Management, Inc.Smart money
Some overlap · 4 shared positions
$CRWD$KMI$OKE$PFE
$227M
47 positions
#11Canal Insurance COActive
Some overlap · 5 shared positions
$KMI$NOC$WMB$PFE$BMY
$426M
73 positions
#12Allen Capital Group, LLCPassive
Some overlap · 5 shared positions
$KMI$BX$GPC$OKE$PFE
$1.2B
316 positions
#13HOURGLASS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$WMB$KMI$PM$PFE
$488M
125 positions
#14EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 4 shared positions
$WMB$KMI$PM$OKE
$3.0B
277 positions
#15Essential Investment Partners LLCPassive
Some overlap · 4 shared positions
$CRWD$KMI$QCOM$BX
$148M
456 positions
#16CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 4 shared positions
$WMB$KMI$CRWD$OKE
$2.2B
73 positions
#17Blue Zone Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$CRWD$WMB$BX
$636M
128 positions
#18Pinnacle West Asset Management, Inc.Passive
Some overlap · 4 shared positions
$WMB$KMI$BX$OKE
$145M
104 positions
#19TRUST CO OF VIRGINIA /VAPassive
Some overlap · 4 shared positions
$WMB$PM$NOC$BX
$1.3B
220 positions
#20VAUGHAN & Co SECURITIES, INC.Smart money
Some overlap · 5 shared positions
$PM$BX$OKE$PFE$BMY
$213M
61 positions
#21SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive
Some overlap · 4 shared positions
$WMB$KMI$CRWD$OKE
$537M
304 positions
#22ADELL HARRIMAN & CARPENTER INCActive
Some overlap · 3 shared positions
$CRWD$WMB$BX
$2.0B
158 positions
#23Columbus Macro, LLCPassive
Some overlap · 4 shared positions
$WMB$KMI$OKE$QCOM
$1.0B
208 positions
#24Stony Point Wealth Management Inc.Passive
Some overlap · 4 shared positions
$CRWD$OKE$BX$PM
$283M
103 positions
#25Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$WMB$NOC$OKE$QCOM
$455M
118 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.