13F Pro

Hedge Funds Similar to Lee Financial

13F Portfolio OverlapQ2 2026Lee Financial portfolio →
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Most similar hedge funds by 13F overlap

Lee Financial Co is an institutional investor managing $783M across 162 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 Lee Financial are Hamlin, FAYEZ SAROFIM, Investment Advisors, with shared positions in $PM, $MS, $TXN, $EPD, $ORI, $DRI. The full ranking of 25 similar funds is below.

#1Hamlin Capital Management, LLCActive
Some overlap · 6 shared positions
$PM$MS$TXN$EPD$ORI$DRI
$4.4B
30 positions
#2FAYEZ SAROFIM & COActive
Some overlap · 6 shared positions
$PM$TXN$EPD$MS$ETN$BLK
$42.5B
300 positions
#3Trust Investment AdvisorsPassive
Some overlap · 5 shared positions
$DELL$CFG$MS$OKE$ETN
$209M
97 positions
#4Night Squared LPPassive
Some overlap · 6 shared positions
$PM$TXN$STX$FERG$ETN$FAST
$930M
69 positions
#5Pinnacle West Asset Management, Inc.Passive
Some overlap · 6 shared positions
$TXN$OKE$EPD$WMB$STX$BLK
$145M
104 positions
#6VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 5 shared positions
$DELL$CFG$MS$STX$DRI
$1.7B
345 positions
#7Drucker Wealth 3.0, LLCPassive
Some overlap · 6 shared positions
$PM$TXN$WMB$FAST$BLK$ETR
$632M
289 positions
#8Garner Asset Management CorpPassive
Some overlap · 5 shared positions
$DELL$MS$OKE$TXN$BLK
$308M
169 positions
#9Icon Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$OKE$EPD$WMB$PM$ETN$TXN
$1.7B
420 positions
#10Greenfield Seitz Capital Management, LLCPassive
Some overlap · 6 shared positions
$TXN$OKE$NEM$ETN$FAST$MCHP
$336M
107 positions
#11Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$DELL$CFG$MS$TXN
$181M
73 positions
#12HOURGLASS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$NEM$PM$MS$WMB
$508M
127 positions
#13Severin Investments, LLCPassive
Some overlap · 5 shared positions
$DELL$MS$NEM$PM$BLK
$133M
174 positions
#14Royal Palms Capital LLCPassive
Some overlap · 4 shared positions
$NEM$CFG$TXN$EPD
$114M
57 positions
#15Evansbrook LLCActive
Some overlap · 6 shared positions
$MS$TXN$STX$PM$ETN$BLK
$168M
127 positions
#16TOEWS CORP /ADVActive
Some overlap · 5 shared positions
$PM$DELL$WMB$STX$ETN
$686M
151 positions
#17KOM Wealth Management Group, LLCActive
Some overlap · 4 shared positions
$NEM$DELL$PM$ETN
$165M
96 positions
#18Ellsworth Advisors, LLCPassive
Some overlap · 5 shared positions
$DELL$EPD$ETN$ORI$DRI
$609M
182 positions
#19Employees Retirement System of TexasActive
Some overlap · 5 shared positions
$PM$MS$NEM$FAST$ALLY
$12.6B
511 positions
#20VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 5 shared positions
$PM$ETR$WMB$ETN$BLK
$5.0B
245 positions
#21GLOBALT Investments LLC / GAActive
Some overlap · 5 shared positions
$MS$TXN$PM$STX$ETN
$3.0B
213 positions
#22Phraction Management LLCActive
Some overlap · 6 shared positions
$PM$TXN$WMB$FERG$ETN$EPD
$596M
66 positions
#23AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$DELL$NEM$MS$STX
$197M
140 positions
#24Glass Wealth Management Co LLCPassive
Some overlap · 4 shared positions
$NEM$MS$TXN$ETN
$299M
69 positions
#25VIKING FUND MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$DELL$MS$ETR$WMB
$1.1B
146 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.