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Hedge Funds Similar to FAYEZ SAROFIM

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

FAYEZ SAROFIM & CO is an institutional investor managing $42.5B across 300 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 FAYEZ SAROFIM are Papamarkou Wellner Asset, HUTNER, Alley Investment Company, with shared positions in $PM, $ASML, $MCD, $SPGI, $BLK, $ETN. The full ranking of 25 similar funds is below.

#1Papamarkou Wellner Asset Management inc.Passive
Notable overlap · 13 shared positions
$PM$ASML$MCD$SPGI$BLK$ETN
$159M
75 positions
#2HUTNER CAPITAL MANAGEMENT INCActive
Notable overlap · 7 shared positions
$PM$MCD$EPD$CB$ABT$MO
$252M
43 positions
#3Alley Investment Management Company, LLCActive
Notable overlap · 6 shared positions
$PM$ASML$ETN$BLK$MS$ABT
$856M
89 positions
#4American Money Management, LLCPassive
Notable overlap · 6 shared positions
$ASML$PM$MCD$SPGI$BLK$MAR
$700M
174 positions
#5Night Squared LPPassive
Notable overlap · 4 shared positions
$PM$ASML$TXN$ETN
$930M
69 positions
#6First Fiduciary Investment Counsel, Inc.Passive
Notable overlap · 6 shared positions
$PM$TXN$MCD$BLK$BX$MAR
$529M
75 positions
#7Blue Chip Partners, LLCActive
Notable overlap · 6 shared positions
$ASML$PM$ETN$BLK$MS$ABT
$1.6B
184 positions
#8Kinsale Capital Group, Inc.Active
Notable overlap · 5 shared positions
$PM$TXN$MCD$PGR$MAR
$754M
41 positions
#9Banco de Sabadell, S.APassive
Notable overlap · 5 shared positions
$ASML$TXN$MCD$ETN$BLK
$170M
61 positions
#10PITTENGER & ANDERSON INCPassive
Notable overlap · 8 shared positions
$ASML$BLK$ETN$PM$SPGI$ISRG
$2.8B
507 positions
#11BRADY FAMILY WEALTH, LLCPassive
Notable overlap · 8 shared positions
$TXN$BLK$MCD$ETN$SPGI$CB
$346M
113 positions
#12ASSET PLANNING SERVICES INC /LA/ /ADVActive
Notable overlap · 4 shared positions
$PM$TXN$BLK$EPD
$236M
36 positions
#13R.H. Investment Group, LLCActive
Notable overlap · 4 shared positions
$PM$MCD$EPD$ADP
$133M
47 positions
#14AR ASSET MANAGEMENT INCActive
Notable overlap · 6 shared positions
$PM$EPD$CB$TXN$ASML$MO
$546M
122 positions
#15LONDON CO OF VIRGINIAActive
Notable overlap · 6 shared positions
$TXN$PM$BLK$PGR$CB$MO
$17.5B
169 positions
#16Walsky Investment Management, Inc.Passive
Notable overlap · 6 shared positions
$TXN$MCD$ETN$SPGI$ABT$ADP
$108M
52 positions
#17Coston, McIsaac & PartnersPassive
Notable overlap · 4 shared positions
$PM$TXN$MCD$MO
$497M
948 positions
#18ROFFMAN MILLER ASSOCIATES INC /PA/Active
Notable overlap · 5 shared positions
$ASML$TXN$MCD$CB$ADP
$1.9B
88 positions
#19RBO & CO LLCActive
Notable overlap · 5 shared positions
$PM$MCD$ABT$MO$TROW
$628M
56 positions
#20Haverford Trust CoActive
Some overlap · 7 shared positions
$ETN$SPGI$BLK$TXN$MCD$ASML
$11.6B
424 positions
#21Phraction Management LLCActive
Some overlap · 6 shared positions
$ASML$TXN$SPGI$PM$ETN$EPD
$596M
66 positions
#22Pinnacle West Asset Management, Inc.Passive
Some overlap · 7 shared positions
$TXN$BLK$EPD$MCD$BX$ADP
$145M
104 positions
#23Freedom Day Solutions, LLCActive
Some overlap · 6 shared positions
$ASML$PGR$SPGI$TXN$CB$MS
$452M
134 positions
#24Karani Asset Management LLCPassive
Some overlap · 7 shared positions
$ASML$TXN$SPGI$DE$MS$PGR
$139M
57 positions
#25BOWEN HANES & CO INCActive
Some overlap · 6 shared positions
$TXN$ETN$ASML$BX$ISRG$DE
$4.1B
151 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.