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Hedge Funds Similar to M.E. ALLISON

13F Portfolio OverlapQ2 2026M.E. ALLISON portfolio →
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Most similar hedge funds by 13F overlap

M.E. ALLISON & CO., INC. is an institutional investor managing $174M across 195 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 M.E. ALLISON are Griffith & Werner, Adams Asset Advisors, Shah Wealth Advisors, with shared positions in $T, $WFC, $PFE, $VZ, $SO, $SUN. The full ranking of 25 similar funds is below.

#1Griffith & Werner, Inc.Passive
Some overlap · 5 shared positions
$T$WFC$PFE$VZ$SO
$213M
71 positions
#2Adams Asset Advisors, LLCActive
Some overlap · 5 shared positions
$WFC$T$PFE$VZ$SUN
$882M
88 positions
#3Shah Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$BE$VZ$T
$433M
79 positions
#4DCM Advisors, LLCActive
Some overlap · 5 shared positions
$WFC$DELL$PFE$T$VZ
$253M
38 positions
#5Credit Capital Investments LLCActive
Some overlap · 3 shared positions
$BE$VZ$LUV
$175M
42 positions
#6SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$T$WFC$PFE$VZ
$606M
79 positions
#7Argyle Capital Management, LLCPassive
Some overlap · 5 shared positions
$WFC$T$DELL$PFE$VZ
$347M
138 positions
#8Paradigm Capital Management, LLC/NVActive
Some overlap · 4 shared positions
$T$WFC$VZ$PFE
$116M
65 positions
#9EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$T$WFC$PFE$SO
$1.3B
58 positions
#10MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$T$WFC$VZ$SO
$233M
122 positions
#11PCB Capital LLCPassive
Some overlap · 4 shared positions
$T$WFC$PFE$VZ
$82M
114 positions
#12Kercheville Advisors, LLCPassive
Some overlap · 4 shared positions
$BE$DELL$LUV$SUN
$328M
108 positions
#13LSV ASSET MANAGEMENTActive
Some overlap · 5 shared positions
$DELL$WFC$T$VZ$PFE
$55.1B
889 positions
#14MRP Capital Investments, LLCPassive
Some overlap · 3 shared positions
$BE$DELL$PFE
$136M
223 positions
#15Persium Advisors, LLCSmart money
Some overlap · 4 shared positions
$T$DELL$PFE$VZ
$153M
69 positions
#16Palouse Capital Management, Inc.Passive
Some overlap · 4 shared positions
$T$DELL$PFE$VZ
$160M
124 positions
#17HF Advisory Group, LLCPassive
Some overlap · 4 shared positions
$WFC$T$VZ$SO
$323M
168 positions
#18WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 4 shared positions
$T$PFE$DELL$VZ
$245M
149 positions
#19TECTONIC ADVISORS LLCActive
Some overlap · 4 shared positions
$T$DELL$PFE$VZ
$2.1B
289 positions
#20SCHWERIN BOYLE CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$WFC$PFE$LUV$VZ
$816M
49 positions
#21JT Stratford LLCPassive
Some overlap · 4 shared positions
$BE$DELL$PFE$WFC
$912M
321 positions
#22Ranch Capital Advisors Inc.Passive
Some overlap · 4 shared positions
$T$PFE$VZ$SO
$316M
157 positions
#23Schiavi & Co LLCSmart money
Some overlap · 3 shared positions
$T$WFC$DELL
$378M
60 positions
#24Smith Thornton Advisors LLCPassive
Some overlap · 4 shared positions
$T$WFC$VZ$SO
$227M
140 positions
#25Richard C. Young & CO., LTD.Passive
Some overlap · 4 shared positions
$T$DELL$VZ$SO
$1.4B
101 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.