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Hedge Funds Similar to F&V

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

F&V Capital Management, LLC is an institutional investor managing $542M across 63 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 F&V are Hillman, Niles Investment, Eastover Investment Advisors, with shared positions in $BA, $CVS, $BMY, $CAG, $VZ, $CRM. The full ranking of 25 similar funds is below.

#1Hillman Capital Management, Inc.Passive
Notable overlap · 7 shared positions
$BA$CVS$BMY$CAG$VZ$CRM
$138M
54 positions
#2Niles Investment Management, LLCActive
Notable overlap · 4 shared positions
$BA$FOX$ON$CRM
$123M
19 positions
#3Eastover Investment Advisors LLCActive
Notable overlap · 3 shared positions
$URI$AEP$DHI
$254M
49 positions
#4McGinn Penninger Investment Management, Inc.Active
Notable overlap · 5 shared positions
$FDX$BA$CRM$FDXF$DOV
$164M
38 positions
#5COLRAIN CAPITAL LLCActive
Notable overlap · 5 shared positions
$BMY$CVS$MDT$NEM$CRM
$295M
25 positions
#6MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Notable overlap · 5 shared positions
$PSX$BA$MDT$BMY$GILD
$112M
100 positions
#7LifePlan Financial, LLCPassive
Notable overlap · 6 shared positions
$CVS$MDT$CRM$PYPL$VZ$GILD
$143M
89 positions
#8RBA Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$URI$AEP$FOX$MDT$CRM
$273M
80 positions
#9WealthBridge Investment Counsel Inc.Active
Notable overlap · 6 shared positions
$FDX$BA$MDT$VZ$FDXF$GILD
$375M
44 positions
#10RNC CAPITAL MANAGEMENT LLCActive
Notable overlap · 6 shared positions
$CVS$PSX$MDT$DVN$BMY$GILD
$2.4B
181 positions
#11Gibraltar Capital Management, Inc.Active
Notable overlap · 5 shared positions
$CRM$BMY$DHI$PYPL$DVN
$650M
125 positions
#12EDGAR LOMAX CO/VAActive
Notable overlap · 5 shared positions
$FDX$CVS$BMY$FDXF$GILD
$1.3B
58 positions
#13Alexander Randolph Advisory, Inc.Active
Notable overlap · 4 shared positions
$ALL$CVS$QRVO$MDT
$121M
41 positions
#14ATWOOD & PALMER INCPassive
Notable overlap · 4 shared positions
$URI$DHI$ON$GILD
$1.9B
495 positions
#15Stolper CoPassive
Notable overlap · 5 shared positions
$AEP$PSX$DHI$DVN$CVS
$387M
91 positions
#16William B. Walkup & Associates, Inc.Passive
Notable overlap · 7 shared positions
$ALL$DHI$PSX$VZ$CVS$DVN
$208M
258 positions
#17GQG Partners LLCActive
Notable overlap · 5 shared positions
$AEP$ALL$VZ$CVS$DVN
$53.8B
102 positions
#18Independent Franchise Partners LLPActive
Notable overlap · 3 shared positions
$FOX$BMY$CRM
$15.2B
26 positions
#19Catherine Avery Investment Management LLCPassive
Notable overlap · 4 shared positions
$BMY$CRM$PSX$VZ
$229M
166 positions
#20Hudson Portfolio Management LLCPassive
Notable overlap · 4 shared positions
$ALL$CVS$VZ$MDT
$132M
117 positions
#21MASTERS CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$BA$BMY$CVS$NEM
$3.9B
80 positions
#22CAMBIAR INVESTORS LLCActive
Notable overlap · 5 shared positions
$BMY$MDT$ON$FDX$FDXF
$2.3B
150 positions
#23PZENA INVESTMENT MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$BMY$CVS$LEA$MDT
$34.1B
161 positions
#24SECTOR GAMMA ASActive
Notable overlap · 3 shared positions
$BMY$CVS$MDT
$461M
40 positions
#25Unison Advisors LLCActive
Notable overlap · 6 shared positions
$DHI$CVS$ON$DVN$PSX$VZ
$1.4B
173 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.