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Hedge Funds Similar to ORLEANS

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

ORLEANS CAPITAL MANAGEMENT CORP/LA is an institutional investor managing $194M across 122 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 ORLEANS are EDGAR LOMAX, CONNING, Banco de Sabadell, S.A, with shared positions in $NEE, $TXN, $UNP, $DUK, $LMT, $TGT. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Notable overlap · 9 shared positions
$NEE$TXN$UNP$DUK$LMT$TGT
$1.3B
58 positions
#2CONNING INC.Passive
Notable overlap · 8 shared positions
$GLW$UNP$LMT$VLO$GILD$BLK
$3.3B
327 positions
#3Banco de Sabadell, S.APassive
Notable overlap · 6 shared positions
$VLO$NEE$TXN$TMO$UNP$BLK
$170M
61 positions
#4MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 7 shared positions
$TXN$NEE$LMT$TMO$TGT$PNC
$1.2B
100 positions
#5Stokes Capital Advisors, LLCPassive
Notable overlap · 6 shared positions
$TXN$NEE$LMT$UNP$GILD$ABT
$455M
118 positions
#6Northside Capital Management, LLCActive
Notable overlap · 6 shared positions
$NEE$TXN$TMO$UNP$EPD$PNC
$1.3B
182 positions
#7First Fiduciary Investment Counsel, Inc.Passive
Notable overlap · 5 shared positions
$NEE$TXN$LMT$UNP$BLK
$529M
75 positions
#8Shoker Investment Counsel, Inc.Active
Notable overlap · 6 shared positions
$TXN$UNP$LMT$DUK$GILD$EPD
$398M
113 positions
#9UNITED BANKActive
Notable overlap · 6 shared positions
$TXN$GLW$GILD$BLK$LMT$ABT
$853M
130 positions
#10PAYDEN & RYGELPassive
Notable overlap · 6 shared positions
$GLW$VLO$DUK$TXN$GILD$EPD
$1.3B
131 positions
#11OmniStar Financial Group, Inc.Passive
Notable overlap · 6 shared positions
$GLW$LMT$DUK$TGT$GILD$NEE
$230M
116 positions
#12BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$TXN$NEE$UNP$TMO$BLK
$529M
72 positions
#13North Forty Two & Co.Passive
Some overlap · 5 shared positions
$VLO$TXN$UNP$GILD$ABT
$121M
106 positions
#14ROCKLAND TRUST COPassive
Some overlap · 5 shared positions
$TXN$NEE$UNP$TMO$BLK
$2.6B
320 positions
#15S.E.E.D. Planning Group LLCPassive
Some overlap · 4 shared positions
$VLO$NEE$LMT$TMO
$408M
98 positions
#16Kesler, Norman & Wride, LLCPassive
Some overlap · 6 shared positions
$TXN$UNP$NEE$LMT$BLK$ABT
$631M
271 positions
#17FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 5 shared positions
$NEE$TXN$DUK$GILD$MET
$1.7B
256 positions
#18M3 Wealth Management, LLCActive
Some overlap · 4 shared positions
$VLO$NEE$LMT$TGT
$154M
35 positions
#19Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 5 shared positions
$TXN$NEE$LMT$GILD$MET
$111M
62 positions
#20Dougherty Wealth Advisers LLCSmart money
Some overlap · 7 shared positions
$UNP$GLW$NEE$LMT$MSI$PNC
$183M
109 positions
#21Royal Palms Capital LLCPassive
Some overlap · 4 shared positions
$VLO$TXN$GLW$EPD
$113M
55 positions
#22Parkside Investments, LLCActive
Some overlap · 4 shared positions
$NEE$GLW$UNP$TMO
$879M
95 positions
#23CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 5 shared positions
$TXN$GLW$DUK$TGT$MET
$3.3B
229 positions
#24Haverford Financial Services, Inc.Active
Some overlap · 5 shared positions
$NEE$TXN$BLK$TMO$MSI
$339M
49 positions
#25Good Steward Wealth Advisors,LLCActive
Some overlap · 5 shared positions
$NEE$UNP$VLO$GLW$DUK
$166M
71 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.