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Hedge Funds Similar to Edgemoor Investment Advisors

13F Portfolio OverlapQ2 2026Edgemoor Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Edgemoor Investment Advisors, Inc. is an institutional investor managing $1.5B across 188 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 Edgemoor Investment Advisors are Glassy Mountain Advisors, Eastover Investment Advisors, MCRAE, with shared positions in $URI, $LOW, $WSM, $JCI, $GD, $BX. The full ranking of 25 similar funds is below.

#1Glassy Mountain Advisors, Inc.Passive
Notable overlap · 12 shared positions
$URI$LOW$WSM$JCI$GD$BX
$366M
76 positions
#2Eastover Investment Advisors LLCActive
Notable overlap · 7 shared positions
$URI$LOW$C$AEP$SHEL$PSA
$254M
49 positions
#3MCRAE CAPITAL MANAGEMENT INCPassive
Notable overlap · 6 shared positions
$URI$LOW$WSM$VRTX$TMO$SO
$508M
113 positions
#4ATWOOD & PALMER INCPassive
Notable overlap · 4 shared positions
$URI$VRTX$LOW$TMO
$1.9B
495 positions
#5Eley Financial Management, IncPassive
Notable overlap · 4 shared positions
$URI$LOW$VRT$VZ
$309M
72 positions
#6MONTGOMERY INVESTMENT MANAGEMENT INCActive
Notable overlap · 4 shared positions
$URI$LEN$DE$NEE
$330M
108 positions
#7Gleason Group, Inc.Active
Some overlap · 7 shared positions
$WSM$C$DE$BLK$URI$LOW
$1.1B
449 positions
#8Insight Inv LLCPassive
Some overlap · 5 shared positions
$WSM$JCI$C$GD$LOW
$212M
109 positions
#9Aristotle Capital Management, LLCActive
Some overlap · 5 shared positions
$WSM$LOW$GD$LEN$VZ
$47.7B
212 positions
#10Kerusso Capital Management LLCPassive
Some overlap · 4 shared positions
$URI$WSM$LOW$VZ
$274M
58 positions
#11SWP Investment Management LLCPassive
Some overlap · 5 shared positions
$URI$C$BX$BLK$NEE
$145M
43 positions
#12Essential Investment Partners LLCPassive
Some overlap · 4 shared positions
$URI$ARCC$VZ$BX
$125M
312 positions
#13Shelter Mutual Insurance CoActive
Some overlap · 5 shared positions
$LOW$VRTX$DE$SHEL$NEE
$473M
58 positions
#14F&V Capital Management, LLCPassive
Some overlap · 3 shared positions
$URI$AEP$VZ
$542M
63 positions
#15First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$LOW$BX$BLK$NEE$NVS$SO
$529M
75 positions
#16MWA Asset ManagementPassive
Some overlap · 5 shared positions
$URI$DE$C$BX$VRTX
$221M
129 positions
#17Cullen Capital Management, LLCActive
Some overlap · 6 shared positions
$JCI$C$GD$LOW$NEE$NVS
$10.2B
208 positions
#18Baer Investment Advisory LLCPassive
Some overlap · 6 shared positions
$URI$DE$EPD$TMO$NEE$VRT
$119M
43 positions
#19GROESBECK INVESTMENT MANAGEMENT CORP /NJ/Active
Some overlap · 3 shared positions
$URI$VRTX$TMO
$63M
100 positions
#20Hedeker Wealth, LLCPassive
Some overlap · 5 shared positions
$URI$C$BX$BLK$VRTX
$524M
92 positions
#21Arcataur Capital Management LLCSmart money
Some overlap · 7 shared positions
$URI$DE$VRTX$LOW$SCHW$O
$403M
105 positions
#22CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 7 shared positions
$JCI$GD$SCHW$DE$O$EPD
$827M
181 positions
#23FAGAN ASSOCIATES, INC.Active
Some overlap · 5 shared positions
$LOW$VRTX$SCHW$NEE$DE
$813M
137 positions
#24SFE Investment CounselPassive
Some overlap · 5 shared positions
$URI$LOW$WSM$BX$NEE
$742M
152 positions
#25MBM WEALTH CONSULTANTS, LLCActive
Some overlap · 4 shared positions
$URI$VRTX$BX$SCHW
$519M
123 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.