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Hedge Funds Similar to First Dallas Securities

13F Portfolio OverlapQ2 2026First Dallas Securities portfolio →
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Most similar hedge funds by 13F overlap

First Dallas Securities Inc. is an institutional investor managing $303M across 125 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 First Dallas Securities are Hodges, PACIFIC HEIGHTS ASSET, EagleClaw Managment, with shared positions in $TPL, $FCX, $SN, $UBER, $AIR, $EXP. The full ranking of 25 similar funds is below.

#1Hodges Capital Management Inc.Passive
Notable overlap · 13 shared positions
$TPL$FCX$SN$UBER$AIR$EXP
$1.5B
223 positions
#2PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Notable overlap · 3 shared positions
$TPL$FCX$UBER
$3.2B
77 positions
#3EagleClaw Capital Managment, LLCPassive
Notable overlap · 3 shared positions
$TPL$FCX$BA
$745M
145 positions
#4MASTERS CAPITAL MANAGEMENT LLCActive
Notable overlap · 6 shared positions
$BA$FCX$UBER$C$UPS$CLF
$3.9B
80 positions
#5SCHWARTZ INVESTMENT COUNSEL INCActive
Notable overlap · 3 shared positions
$TPL$SN$EXE
$3.0B
138 positions
#6PROMETHIUM ADVISORS,LLCPassive
Some overlap · 3 shared positions
$TPL$UPS$BA
$208M
122 positions
#7Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$FCX$OKE$C$UPS
$229M
166 positions
#8Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 3 shared positions
$FCX$BA$C
$631M
25 positions
#9SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$BA$OKE$C$FCX$UPS
$296M
134 positions
#10HOURGLASS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$FCX$UBER$C$UPS
$508M
127 positions
#11NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 3 shared positions
$BA$TPL$UBER
$606M
79 positions
#12Palouse Capital Management, Inc.Passive
Some overlap · 4 shared positions
$OKE$BA$C$UPS
$160M
124 positions
#13Beech Hill Advisors, Inc.Passive
Some overlap · 3 shared positions
$BA$UBER$FCX
$226M
97 positions
#14Westend Capital Management, LLCPassive
Some overlap · 3 shared positions
$FCX$BA$VIK
$437M
242 positions
#15KLCM Advisors, Inc.Active
Some overlap · 4 shared positions
$BA$C$UPS$TPL
$1.3B
299 positions
#16Blume Capital Management, Inc.Passive
Some overlap · 3 shared positions
$FCX$UBER$C
$684M
359 positions
#17Peloton Wealth StrategistsPassive
Some overlap · 3 shared positions
$FCX$UBER$C
$271M
91 positions
#18Cambridge Financial Group, Inc.Active
Some overlap · 3 shared positions
$BA$OKE$C
$287M
33 positions
#19VILLERE ST DENIS J & CO LLCPassive
Some overlap · 4 shared positions
$FCX$UBER$UPS$TPL
$838M
85 positions
#20MARSICO CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$BA$C$AIR$VIK
$3.8B
69 positions
#21RE ADVISERS CORPActive
Some overlap · 3 shared positions
$FCX$BA$C
$4.0B
124 positions
#22ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 4 shared positions
$FCX$OKE$EXE$TPL
$763M
51 positions
#23Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$BA$UBER$UPS
$214M
72 positions
#24Limestone Investment Advisors LPPassive
Some overlap · 5 shared positions
$C$UBER$BA$MRP$FCX
$1.3B
558 positions
#25Thompson David BlairPassive
Some overlap · 3 shared positions
$FCX$UBER$UPS
$200M
212 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.