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Hedge Funds Similar to EXCALIBUR

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

EXCALIBUR MANAGEMENT CORP is an institutional investor managing $303M across 175 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 EXCALIBUR are EDGAR LOMAX, 1834 INVESTMENT ADVISORS, Alliance Private Wealth, with shared positions in $CVS, $PFE, $T, $GILD, $PEP, $AMGN. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Notable overlap · 9 shared positions
$CVS$PFE$T$GILD$PEP$AMGN
$1.3B
58 positions
#21834 INVESTMENT ADVISORS COPassive
Some overlap · 7 shared positions
$VZ$CVS$PFE$T$KMI$C
$883M
211 positions
#3Alliance Private Wealth, LLCActive
Some overlap · 7 shared positions
$VZ$CVS$PFE$PEP$FDX$MS
$288M
82 positions
#4KEYNOTE FINANCIAL SERVICES LLCPassive
Some overlap · 7 shared positions
$CVS$T$PFE$VZ$AMGN$GILD
$214M
185 positions
#5Ranch Capital Advisors Inc.Passive
Some overlap · 7 shared positions
$VZ$T$PFE$GILD$PEP$AMGN
$316M
157 positions
#6Adams Asset Advisors, LLCActive
Some overlap · 7 shared positions
$VZ$T$PFE$AMGN$PEP$C
$882M
88 positions
#7Principal Street Partners, LLCPassive
Some overlap · 7 shared positions
$CVS$VZ$GILD$KMI$AMGN$MS
$683M
277 positions
#8Griffith & Werner, Inc.Passive
Some overlap · 7 shared positions
$VZ$PFE$T$GILD$AXP$C
$213M
71 positions
#9DCM Advisors, LLCActive
Some overlap · 7 shared positions
$CVS$PFE$T$MS$VZ$PEP
$253M
38 positions
#10BCWM, LLCPassive
Some overlap · 6 shared positions
$VZ$PFE$T$PEP$KMI$BMY
$342M
57 positions
#11LETKO, BROSSEAU & ASSOCIATES INCActive
Some overlap · 6 shared positions
$CVS$PFE$T$VZ$FDX$C
$6.8B
112 positions
#12Widmann Financial Services, Inc.Passive
Some overlap · 6 shared positions
$VZ$PFE$T$CVS$PEP$C
$186M
123 positions
#13AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 6 shared positions
$VZ$CVS$T$PFE$MS$C
$197M
140 positions
#14SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$VZ$PFE$T$KMI$AMGN$C
$606M
79 positions
#15Coastwise Capital Group, LLCPassive
Some overlap · 6 shared positions
$VZ$PFE$T$PEP$AMGN$BMY
$172M
143 positions
#16Next Level Private LLCPassive
Some overlap · 7 shared positions
$CSL$T$MS$PFE$BMY$AXP
$511M
174 positions
#17P.A.W. CAPITAL CORPPassive
Some overlap · 6 shared positions
$VZ$PFE$PEP$AMGN$MS$BMY
$133M
66 positions
#18Stablepoint Partners, LLCPassive
Some overlap · 6 shared positions
$CVS$VZ$T$PEP$KMI$AMGN
$723M
260 positions
#19InvesTrustPassive
Some overlap · 6 shared positions
$VZ$PFE$CVS$PEP$AXP$BMY
$260M
95 positions
#20Manske Wealth ManagementPassive
Some overlap · 6 shared positions
$VZ$CVS$T$C$BMY$PFE
$403M
226 positions
#21FARMERS TRUST CO
Some overlap · 6 shared positions
$VZ$T$CVS$PEP$KMI$C
$637M
203 positions
#22EDMP, INC.Passive
Some overlap · 6 shared positions
$VZ$T$PEP$AMGN$C$BMY
$124M
70 positions
#23TECTONIC ADVISORS LLCPassive
Some overlap · 5 shared positions
$VZ$PFE$T$GILD$PEP
$2.1B
289 positions
#24Richwood Investment Advisors, LLCActive
Some overlap · 7 shared positions
$GILD$PEP$AMGN$FDX$MS$AXP
$142M
106 positions
#25VIKING FUND MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$VZ$T$PEP$MS$C$BMY
$1.1B
146 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.