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Hedge Funds Similar to Horizon Advisory Services

13F Portfolio OverlapQ2 2026Horizon Advisory Services portfolio →
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Most similar hedge funds by 13F overlap

Horizon Advisory Services, Inc. is an institutional investor managing $238M across 50 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 Horizon Advisory Services are Smead, Robinson Value , Ltd., Unison Advisors, with shared positions in $COP, $APA, $FANG, $DHI, $LEN, $DVN. The full ranking of 25 similar funds is below.

#1Smead Capital Management, Inc.Active
Notable overlap · 5 shared positions
$COP$APA$FANG$DHI$LEN
$4.7B
31 positions
#2Robinson Value Management, Ltd.Passive
Notable overlap · 6 shared positions
$DVN$DHI$EOG$OMC$CCZ$TROW
$183M
77 positions
#3Unison Advisors LLCActive
Notable overlap · 7 shared positions
$SYF$DHI$DAL$EOG$DVN$LEN
$1.4B
173 positions
#4ADAMS NATURAL RESOURCES FUND, INC.Smart money
Notable overlap · 6 shared positions
$COP$EOG$FANG$DVN$CF$APA
$857M
50 positions
#5MONTGOMERY INVESTMENT MANAGEMENT INCActive
Notable overlap · 5 shared positions
$COP$FANG$CF$LEN$DAL
$329M
105 positions
#6Summit Street Capital Management, LLCActive
Notable overlap · 4 shared positions
$CF$MOH$FOX$CCZ
$713M
31 positions
#7WINNOW WEALTH LLCPassive
Notable overlap · 5 shared positions
$CF$EOG$PHM$TROW$FOX
$151M
141 positions
#8Lakewood Asset Management LLCPassive
Notable overlap · 6 shared positions
$COP$FANG$MOH$CF$APA$LULU
$194M
110 positions
#9Kerusso Capital Management LLCPassive
Notable overlap · 4 shared positions
$DVN$SYF$TROW$EOG
$306M
59 positions
#10Distillate Capital Partners LLCPassive
Notable overlap · 7 shared positions
$CCZ$TMUS$FANG$DHI$FOX$PHM
$1.9B
118 positions
#11YACKTMAN ASSET MANAGEMENT LPActive
Notable overlap · 4 shared positions
$FANG$COP$EOG$FOX
$8.1B
74 positions
#12F&V Capital Management, LLCPassive
Notable overlap · 4 shared positions
$ALL$DHI$FOX$DVN
$561M
60 positions
#13Gibraltar Capital Management, Inc.Active
Some overlap · 4 shared positions
$DVN$MOH$DHI$FANG
$650M
125 positions
#14Polianta LtdSmart money
Some overlap · 5 shared positions
$DHI$SYF$ALL$LEN$APA
$809M
86 positions
#15EIGHT 31 FINANCIAL, LLCActive
Some overlap · 4 shared positions
$EOG$FANG$COP$DVN
$168M
66 positions
#16William B. Walkup & Associates, Inc.Passive
Some overlap · 5 shared positions
$ALL$DHI$COP$RJF$DVN
$208M
258 positions
#17Brindle & Bay Financial Advisors, LLCActive
Some overlap · 4 shared positions
$TROW$CCZ$CF$EOG
$268M
102 positions
#18CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 3 shared positions
$EOG$ACGL$TMUS
$195M
67 positions
#19Board of the Pension Protection FundPassive
Some overlap · 4 shared positions
$FOX$SYF$OMC$DAL
$105M
110 positions
#20Sagefield Capital LPPassive
Some overlap · 3 shared positions
$COP$APA$FANG
$1.3B
107 positions
#21HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$APA$CCZ$OMC
$34.3B
462 positions
#22KWMG, LLCPassive
Some overlap · 3 shared positions
$DVN$DAL$SYF
$1.4B
155 positions
#23RBA Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ACGL$TMUS$FOX
$273M
80 positions
#24GREENHAVEN ASSOCIATES INCActive
Some overlap · 3 shared positions
$PHM$DHI$LEN
$8.0B
27 positions
#251834 INVESTMENT ADVISORS COPassive
Some overlap · 4 shared positions
$APA$DVN$TROW$CCZ
$886M
232 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.