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Hedge Funds Similar to MAGNOLIA LTD

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

MAGNOLIA CAPITAL MANAGEMENT LTD is an institutional investor managing $141M across 71 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 MAGNOLIA LTD are Pinnacle, Crescent Sterling, Ltd., Sage Advisors, with shared positions in $DIA, $AMGN, $AXP, $QCOM, $VLO, $PEP. The full ranking of 25 similar funds is below.

#1Pinnacle Holdings, LLCPassive
Some overlap · 3 shared positions
$DIA$AMGN$AXP
$324M
237 positions
#2Crescent Sterling, Ltd.Passive
Some overlap · 8 shared positions
$QCOM$VLO$AMGN$PEP$CSX$APD
$122M
92 positions
#3Sage Capital Advisors,llcPassive
Some overlap · 7 shared positions
$VRT$QCOM$AMGN$PEP$CSX$APD
$498M
145 positions
#4Banco de Sabadell, S.APassive
Some overlap · 6 shared positions
$QCOM$ASML$VLO$AMGN$CSX$APD
$170M
61 positions
#5Walsky Investment Management, Inc.Passive
Some overlap · 7 shared positions
$QCOM$AMGN$PEP$CSX$APD$ABT
$108M
52 positions
#6MCCARTER PRIVATE WEALTH SERVICES LLCPassive
Some overlap · 6 shared positions
$VRT$VLO$DELL$AXP$TT$AEM
$295M
184 positions
#7FourThought Financial Partners, LLCPassive
Some overlap · 6 shared positions
$QCOM$ASML$AMGN$PEP$APD$ABT
$1.3B
393 positions
#8MEYER HANDELMAN COPassive
Some overlap · 6 shared positions
$QCOM$AMGN$DELL$PEP$TT$HON
$3.5B
274 positions
#9ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 6 shared positions
$QCOM$AMGN$PEP$TT$AEM$ABT
$460M
220 positions
#10Red Door Wealth Management, LLCPassive
Some overlap · 5 shared positions
$QCOM$ASML$AMGN$DELL$PEP
$1.1B
320 positions
#11L & S Advisors IncPassive
Some overlap · 4 shared positions
$DIA$VLO$DELL$AXP
$967M
236 positions
#12Investment Research Partners LLCPassive
Some overlap · 5 shared positions
$VRT$ASML$AMGN$QCOM$AXP
$295M
280 positions
#13Procyon Advisors, LLCPassive
Some overlap · 5 shared positions
$QCOM$VLO$DELL$ASML$AXP
$2.4B
586 positions
#14Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$RY$VLO$AMGN$DELL$AEM
$1.0B
204 positions
#15BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 6 shared positions
$QCOM$DELL$PEP$MTB$ABT$HON
$2.5B
270 positions
#16FIRST UNITED BANK & TRUSTPassive
Some overlap · 6 shared positions
$VLO$AMGN$PEP$CSX$MTB$HON
$347M
408 positions
#17Signet Investment Advisory Group, Inc.Passive
Some overlap · 6 shared positions
$AMGN$PEP$CSX$AXP$APD$HON
$227M
73 positions
#18Baugh & Associates, LLCActive
Some overlap · 5 shared positions
$QCOM$ASML$O$PEP$ABT
$221M
41 positions
#19FOUNDERS CAPITAL MANAGEMENT, LLCSmart money
Some overlap · 6 shared positions
$AMGN$PEP$CSX$AXP$MTB$ABT
$684M
81 positions
#20North Forty Two & Co.Passive
Some overlap · 5 shared positions
$QCOM$VLO$AMGN$CSX$ABT
$121M
106 positions
#21Kensington Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$QCOM$AMGN$DELL$PEP$HON
$230M
85 positions
#22VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$QCOM$AMGN$PEP$O$ABT
$203M
58 positions
#23Stockman Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$QCOM$ASML$PEP$AXP$HON
$968M
178 positions
#24MOSELEY INVESTMENT MANAGEMENT INC
Some overlap · 5 shared positions
$QCOM$VLO$AMGN$PEP$HON
$314M
163 positions
#25FAIRFIELD, BUSH & CO.Passive
Some overlap · 4 shared positions
$QCOM$RY$ASML$PEP
$203M
126 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.