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Hedge Funds Similar to MONTGOMERY INVESTMENT

13F Portfolio OverlapQ2 2026MONTGOMERY INVESTMENT portfolio →
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Most similar hedge funds by 13F overlap

MONTGOMERY INVESTMENT MANAGEMENT INC is an institutional investor managing $330M across 108 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 MONTGOMERY INVESTMENT are Smead, ADAMS NATURAL RESOURCES FUND, Catherine Avery Investment, with shared positions in $LEN, $COP, $NVR, $FANG, $CVE, $VLO. The full ranking of 25 similar funds is below.

#1Smead Capital Management, Inc.Active
Notable overlap · 5 shared positions
$LEN$COP$NVR$FANG$CVE
$4.7B
32 positions
#2ADAMS NATURAL RESOURCES FUND, INC.Smart money
Notable overlap · 7 shared positions
$COP$VLO$PSX$FANG$FCX$CF
$763M
51 positions
#3Catherine Avery Investment Management LLCPassive
Notable overlap · 7 shared positions
$TFC$LEN$FCX$PSX$VLO$NEE
$229M
166 positions
#4Baer Investment Advisory LLCPassive
Notable overlap · 3 shared positions
$DE$URI$NEE
$119M
43 positions
#5Horizon Advisory Services, Inc.Smart money
Notable overlap · 5 shared positions
$COP$FANG$CF$LEN$DAL
$238M
50 positions
#6Sagefield Capital LPPassive
Notable overlap · 6 shared positions
$COP$VLO$FANG$SU$PSX$CCJ
$1.3B
107 positions
#7Edgemoor Investment Advisors, Inc.Active
Notable overlap · 4 shared positions
$URI$LEN$DE$NEE
$1.5B
188 positions
#8Philadelphia Investment Partners, LLCPassive
Notable overlap · 5 shared positions
$URI$FCX$VLO$CCJ$PSX
$161M
189 positions
#9Lakewood Asset Management LLCPassive
Notable overlap · 4 shared positions
$COP$NVR$FANG$CF
$182M
107 positions
#10CUTLER INVESTMENT COUNSEL LLCActive
Notable overlap · 6 shared positions
$DE$PSX$PNC$NEE$LEN$MCD
$1.1B
157 positions
#11Ballew Advisors, IncActive
Some overlap · 5 shared positions
$VLO$NVR$COP$PSX$TFC
$194M
129 positions
#12RE ADVISERS CORPActive
Some overlap · 4 shared positions
$DE$FCX$COP$FANG
$4.0B
124 positions
#13Advisory Resource GroupPassive
Some overlap · 3 shared positions
$COP$VLO$PSX
$665M
183 positions
#14DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 7 shared positions
$FANG$COP$DE$GIS$NVR$LH
$12.5B
186 positions
#15Veratis Advisors, Inc.Passive
Some overlap · 3 shared positions
$TFC$PSX$MCD
$141M
84 positions
#16MCRAE CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$URI$TFC$LH
$508M
113 positions
#17Athena Wealth Management, LLCActive
Some overlap · 5 shared positions
$FCX$COP$VLO$URI$NEE
$134M
104 positions
#18WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 4 shared positions
$DE$COP$NEE$MCD
$317M
129 positions
#19SWP Investment Management LLCPassive
Some overlap · 5 shared positions
$URI$FCX$PNC$NEE$DAL
$145M
43 positions
#20Eley Financial Management, IncPassive
Some overlap · 4 shared positions
$URI$CF$COP$ABT
$309M
72 positions
#21William B. Walkup & Associates, Inc.Passive
Some overlap · 6 shared positions
$VLO$PSX$COP$DE$TFC$LH
$208M
258 positions
#22Armor Investment Advisors, LLCActive
Some overlap · 4 shared positions
$DE$PSX$VLO$NEE
$312M
155 positions
#23RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$VLO$PSX$COP$NEE$MCD$BHP
$1.1B
90 positions
#24SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$DE$NEE$MCD$FANG
$205M
55 positions
#25Turas Capital Management LPPassive
Some overlap · 4 shared positions
$COP$FANG$FCX$SU
$218M
59 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.