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Hedge Funds Similar to Lummis Asset

13F Portfolio OverlapQ2 2026Lummis Asset portfolio →
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Most similar hedge funds by 13F overlap

Lummis Asset Management, LP is an institutional investor managing $167M across 221 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 Lummis Asset are EDGAR LOMAX, Gs Investments, ProVise Group, with shared positions in $GD, $WFC, $AIG, $AMT, $ABT, $SCHW. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Notable overlap · 9 shared positions
$GD$WFC$AIG$AMT$ABT$SCHW
$1.3B
58 positions
#2Gs Investments, Inc.Passive
Some overlap · 6 shared positions
$ROST$TMO$SCHW$AMGN$PEP$WMB
$138M
133 positions
#3ProVise Management Group, LLCPassive
Some overlap · 7 shared positions
$GD$WFC$SCHW$COP$AMRZ$PEP
$1.5B
282 positions
#4SUMMITRY LLCPassive
Some overlap · 5 shared positions
$TMO$WFC$ROST$SCHW$AMGN
$3.0B
340 positions
#5Brookmont Capital ManagementActive
Some overlap · 5 shared positions
$EQIX$ABT$WFC$COP$PEP
$186M
61 positions
#6Murphy Pohlad Asset Management LLCPassive
Some overlap · 6 shared positions
$GD$AIG$AMRZ$DVN$COP$PEP
$287M
135 positions
#7Dundas Partners LLPActive
Some overlap · 3 shared positions
$ROST$TMO$ABT
$1.4B
31 positions
#8Cornerstone Capital, Inc.Active
Some overlap · 5 shared positions
$TMO$ABT$SCHW$AMGN$PEP
$1.1B
120 positions
#9FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$GD$WFC$SCHW$COP$AMRZ
$355M
257 positions
#10ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 6 shared positions
$EQIX$WFC$ABT$AMGN$PEP$WMB
$460M
220 positions
#11PGGM InvestmentsActive
Some overlap · 3 shared positions
$EQIX$TMO$ABT
$4.1B
59 positions
#12Machina Capital S.A.S.Passive
Some overlap · 7 shared positions
$GD$AMT$ABT$EQIX$PEP$ROST
$631M
368 positions
#13Keystone Financial ServicesActive
Some overlap · 5 shared positions
$GD$WFC$SCHW$COP$AMRZ
$388M
131 positions
#14Advisory Resource GroupPassive
Some overlap · 4 shared positions
$GD$AIG$SCHW$COP
$665M
183 positions
#15Somerset Trust CoPassive
Some overlap · 6 shared positions
$GD$ABT$ROST$AMGN$PEP$ITW
$354M
186 positions
#16Foresight Group Ltd Liability PartnershipPassive
Some overlap · 3 shared positions
$EQIX$TMO$AMT
$556M
62 positions
#17Hendershot Investments Inc.Active
Some overlap · 3 shared positions
$GD$ROST$PEP
$766M
134 positions
#18PROFESSIONAL ADVISORY SERVICES INCActive
Some overlap · 3 shared positions
$GD$TMO$PEP
$836M
93 positions
#19DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$AMRZ$ABT$WFC$PEP
$530M
92 positions
#20Allied Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$AMRZ$ABT$WFC$PEP
$797M
110 positions
#21HARRIS ASSOCIATES L PActive
Some overlap · 5 shared positions
$AIG$WFC$SCHW$AMRZ$COP
$75.4B
162 positions
#22Wilson & Boucher Capital Management, LLC
Some overlap · 6 shared positions
$ABT$WFC$SCHW$AMGN$PEP$ITW
$170M
121 positions
#23Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$GD$COP$AMGN$PEP$ITW
$261M
101 positions
#24Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$GD$DVN$AMGN$ITW$PEP
$214M
33 positions
#25Aristotle Capital Management, LLCActive
Some overlap · 4 shared positions
$GD$AIG$WFC$AMGN
$47.7B
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.