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Hedge Funds Similar to Eagle

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

Eagle Capital Management, LLC is an institutional investor managing $293M across 50 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 Eagle are Willis Investment Counsel, Signet Investment Advisory Group, Stockman Wealth, with shared positions in $LMT, $FTNT, $PFE, $PEP, $ETN, $AXP. The full ranking of 25 similar funds is below.

#1Willis Investment CounselActive
Notable overlap · 6 shared positions
$LMT$FTNT$PFE$PEP$ETN$AXP
$2.1B
125 positions
#2Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$PFE$PEP$ETN$AXP$LMT
$227M
73 positions
#3Stockman Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$LMT$PFE$PEP$AXP
$968M
178 positions
#4DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$LMT$PFE$PEP$ETN
$530M
92 positions
#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$LMT$PFH$PEP$DUK
$233M
122 positions
#6Rayburn West Financial Services LLCPassive
Some overlap · 4 shared positions
$LMT$PEP$AXP$PFE
$181M
81 positions
#7BUCKHEAD CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$FTNT$PEP$ETN$AXP
$292M
149 positions
#8Richwood Investment Advisors, LLCActive
Some overlap · 4 shared positions
$LMT$ETN$AXP$PEP
$142M
106 positions
#9BCWM, LLCPassive
Some overlap · 4 shared positions
$LMT$PFE$PEP$DUK
$342M
57 positions
#10Patrick Mauro Investment Advisor, INC.Active
Some overlap · 4 shared positions
$LMT$PFE$PEP$DUK
$199M
38 positions
#11Wills Financial Group LLCPassive
Some overlap · 3 shared positions
$LMT$PFE$PEP
$275M
82 positions
#12VILLERE ST DENIS J & CO LLCPassive
Some overlap · 3 shared positions
$LMT$PFE$PEP
$838M
85 positions
#13Argo Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$LMT$PFE$PEP
$181M
50 positions
#14Welch Group, LLCPassive
Some overlap · 3 shared positions
$LMT$PFE$PEP
$2.9B
326 positions
#15Allied Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$LMT$PFE$PEP
$797M
110 positions
#16M3 Wealth Management, LLCActive
Some overlap · 3 shared positions
$LMT$PEP$ETN
$154M
35 positions
#17DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$FTNT$LMT$ETN
$124M
100 positions
#18Focused Investors LLCActive
Some overlap · 3 shared positions
$LMT$PEP$AXP
$3.0B
23 positions
#19BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 4 shared positions
$LMT$PFE$AXP$DUK
$263M
90 positions
#20Optimist Retirement Group LLCActive
Some overlap · 4 shared positions
$PFE$LMT$PEP$FTNT
$259M
118 positions
#21ALLEN WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$LMT$PEP$PFE$DUK
$205M
60 positions
#22Callahan Advisors, LLCActive
Some overlap · 4 shared positions
$FTNT$PEP$PFE$ETN
$1.3B
181 positions
#23Summit Financial Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$LMT$ETN$PFE$HBCP
$782M
225 positions
#24Commonwealth Retirement Investments LLCPassive
Some overlap · 3 shared positions
$LMT$PEP$PFH
$368M
417 positions
#25BIRCHBROOK, INC.Active
Some overlap · 3 shared positions
$FTNT$PEP$LMT
$213M
305 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.