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Hedge Funds Similar to HOURGLASS

13F Portfolio OverlapQ3 2026HOURGLASS portfolio →
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Most similar hedge funds by 13F overlap

HOURGLASS CAPITAL, LLC is an institutional investor managing $488M across 125 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to HOURGLASS are MASTERS, SHRIER WEALTH, VAUGHAN & SECURITIES, with shared positions in $C, $NEM, $UBER, $FCX, $SLB, $UPS. The full ranking of 25 similar funds is below.

#1MASTERS CAPITAL MANAGEMENT LLCActive
Notable overlap · 6 shared positions
$C$NEM$UBER$FCX$SLB$UPS
$3.9B
80 positions
#2SHRIER WEALTH MANAGEMENT, LLCPassive
Notable overlap · 8 shared positions
$WMB$BHP$PM$C$SLB$VZ
$298M
133 positions
#3VAUGHAN & Co SECURITIES, INC.Smart money
Notable overlap · 8 shared positions
$VLY$GSK$UPS$VZ$PM$PFE
$213M
61 positions
#4FARMERS TRUST CO
Notable overlap · 8 shared positions
$NEM$VZ$PM$FCX$C$UNP
$637M
203 positions
#5Blume Capital Management, Inc.Passive
Notable overlap · 6 shared positions
$C$UBER$FCX$PFE$SLB$UNP
$678M
357 positions
#6Boothe Investment Group, Inc.Active
Notable overlap · 5 shared positions
$C$UBER$PFE$SLB$VZ
$351M
39 positions
#7Nexus Investment Management ULCActive
Notable overlap · 6 shared positions
$C$MS$PFE$UPS$UNP$VZ
$808M
73 positions
#8MILLER HOWARD INVESTMENTS INC /NYActive
Notable overlap · 6 shared positions
$C$WMB$GSK$LAMR$KMI$VZ
$3.7B
159 positions
#9Catherine Avery Investment Management LLCPassive
Notable overlap · 5 shared positions
$C$FCX$PFE$UPS$VZ
$116M
172 positions
#10Comprehensive Money Management Services LLCPassive
Notable overlap · 6 shared positions
$NEM$WMB$IRM$KMI$FCX$BHP
$159M
200 positions
#11Myriad Asset Management US LPActive
Notable overlap · 5 shared positions
$C$MS$FCX$UNP$BHP
$72M
52 positions
#12Altrius Capital Management IncPassive
Notable overlap · 6 shared positions
$C$GSK$UPS$KHC$PM$LYB
$526M
89 positions
#13BAROMETER CAPITAL MANAGEMENT INC.Passive
Notable overlap · 4 shared positions
$C$MS$IRM$BHP
$360M
136 positions
#14Myriad Asset Management Advisors LLCActive
Notable overlap · 5 shared positions
$C$MS$FCX$UNP$BHP
$424M
49 positions
#15MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$C$UNP$UPS$VZ$PM
$233M
122 positions
#16CONTINENTAL ADVISORS LLCActive
Notable overlap · 4 shared positions
$C$UBER$PFE$KHC
$233M
52 positions
#17Palouse Capital Management, Inc.Passive
Notable overlap · 5 shared positions
$C$PFE$UPS$LAMR$VZ
$160M
124 positions
#18SKBA CAPITAL MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$C$PFE$KMI$UNP$VZ
$606M
79 positions
#19Westbourne Investment Advisors, Inc.Passive
Notable overlap · 4 shared positions
$C$MS$UBER$PM
$378M
124 positions
#20VILLERE ST DENIS J & CO LLCPassive
Notable overlap · 5 shared positions
$UBER$FCX$PFE$UPS$VZ
$838M
85 positions
#21BCS Private Wealth Management, Inc.Passive
Notable overlap · 5 shared positions
$NEM$KMI$UNP$MS$VZ
$332M
187 positions
#22ADAMS NATURAL RESOURCES FUND, INC.Smart money
Notable overlap · 5 shared positions
$FCX$WMB$KMI$SLB$NEM
$857M
50 positions
#23Kessler Investment Group, LLCPassive
Notable overlap · 6 shared positions
$FCX$BHP$UPS$HCA$PM$IRM
$207M
82 positions
#24Cullen Capital Management, LLCActive
Notable overlap · 4 shared positions
$MS$C$UPS$PM
$10.2B
208 positions
#25Nan Shan Life Insurance Co., Ltd.Active
Notable overlap · 6 shared positions
$PFE$KMI$NEM$VZ$SLB$FCX
$3.2B
82 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.