How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to EDGAR LOMAX

13F Portfolio OverlapQ2 2026EDGAR LOMAX portfolio →

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Most similar hedge funds by 13F overlap

EDGAR LOMAX CO/VA is an institutional investor managing $1.3B across 58 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 EDGAR LOMAX are CANTOR FITZGERALD INVESTMENT ADVISORS, MATRIX ASSET ADVISORS, MORGAN DEMPSEY, with shared positions in $CVS, $TXN, $USB, $MDLZ, $BMY, $TGT. The full ranking of 25 similar funds is below.

#1CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 12 shared positions

$CVS $TXN $USB $MDLZ $BMY $TGT

$1.5B

184 positions

#2MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 12 shared positions

$USB $TXN $NEE $MS $CCZ $SBUX

$1.2B

106 positions

#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 10 shared positions

$GD $DUK $SO $T $TXN $UNP

$233M

122 positions

#4Center for Wealth Management AdvisoryActive

Notable overlap · 10 shared positions

$USB $DUK $MDLZ $GD $MS $CCZ

$159M

62 positions

#5LifePlan Financial, LLCPassive

Notable overlap · 9 shared positions

$CVS $USB $DUK $MDLZ $GD $CCZ

$143M

89 positions

#6OmniStar Financial Group, Inc.Passive

Notable overlap · 9 shared positions

$TGT $DUK $SO $BMY $MS $GILD

$217M

118 positions

#7FUKOKU MUTUAL LIFE INSURANCE CoActive

Notable overlap · 9 shared positions

$NEE $DUK $USB $TXN $SO $MET

$1.7B

256 positions

#8Exeter Financial, LLCPassive

Notable overlap · 9 shared positions

$GD $TGT $TXN $USB $CVS $AMGN

$261M

101 positions

#9BCWM, LLCPassive

Notable overlap · 9 shared positions

$DUK $PFE $T $BMY $CCZ $UNP

$342M

57 positions

#10SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 10 shared positions

$T $TXN $PFE $UNP $USB $MET

$606M

79 positions

#11ADVOCATE GROUP LLCPassive

Notable overlap · 9 shared positions

$DUK $SO $MS $PFE $BMY $TGT

$665M

122 positions

#12Granite Group Advisors, LLCActive

Notable overlap · 10 shared positions

$USB $NEE $MS $TXN $SBUX $LMT

$169M

84 positions

#13Neumann Capital Management, LLCActive

Notable overlap · 8 shared positions

$CVS $BMY $PFE $SCHW $GILD $WFC

$151M

58 positions

#14Signet Investment Advisory Group, Inc.Passive

Notable overlap · 8 shared positions

$USB $NEE $PFE $CVS $COP $PEP

$227M

73 positions

#15Allied Investment Advisors, LLCPassive

Notable overlap · 8 shared positions

$USB $FDX $TGT $PFE $WFC $LMT

$797M

110 positions

#16Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 9 shared positions

$GD $TXN $NEE $CCZ $SCHW $GILD

$111M

62 positions

#17Griffith & Werner, Inc.Passive

Notable overlap · 9 shared positions

$SO $PFE $DUK $T $WFC $GILD

$213M

71 positions

#18Cullen Capital Management, LLCActive

Notable overlap · 8 shared positions

$DUK $GD $NEE $MS $TGT $COP

$10.2B

208 positions

#19First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 8 shared positions

$NEE $TXN $MDLZ $SO $UNP $LMT

$529M

75 positions

#20CapWealth Advisors, LLCActive

Notable overlap · 7 shared positions

$CVS $NEE $DUK $T $GILD $AMGN

$1.5B

118 positions

#21Slocum, Gordon & Co LLPPassive

Notable overlap · 8 shared positions

$NEE $DUK $PFE $SBUX $T $LMT

$151M

70 positions

#22DCM Advisors, LLCActive

Notable overlap · 9 shared positions

$CVS $PFE $MS $CCZ $WFC $AIG

$253M

38 positions

#23DMKC Advisory Services, LLCActive

Notable overlap · 8 shared positions

$USB $TGT $FDX $PFE $WFC $LMT

$530M

92 positions

#24Lombard Odier Asset Management (USA) CorpActive

Notable overlap · 7 shared positions

$PFE $TGT $FDX $BMY $CCZ $GILD

$727M

142 positions

#25CONNING INC.Passive

Notable overlap · 10 shared positions

$USB $BMY $SBUX $UNP $GD $MS

$3.3B

327 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.