13F Pro

Hedge Funds Similar to Outlook

13F Portfolio OverlapQ2 2026Outlook portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Outlook Capital Management, LLC is an institutional investor managing $310M across 42 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 Outlook are Hamlin, PRING TURNER GROUP, Advanced Asset Advisors, with shared positions in $CMI, $TXN, $COP, $EPD, $FCX, $EMR. The full ranking of 25 similar funds is below.

#1Hamlin Capital Management, LLCActive
Notable overlap · 4 shared positions
$CMI$TXN$COP$EPD
$4.4B
30 positions
#2PRING TURNER CAPITAL GROUP INCPassive
Notable overlap · 3 shared positions
$CMI$TXN$COP
$175M
73 positions
#3Advanced Asset Management Advisors IncActive
Notable overlap · 4 shared positions
$FCX$TXN$EMR$AEP
$380M
85 positions
#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$CMI$LMT$TXN$GD$OKE$MCD
$233M
122 positions
#5PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$FCX$LMT$COP
$3.2B
77 positions
#6Eldred Rock Partners, LLCActive
Notable overlap · 5 shared positions
$CMI$TXN$DE$EMR$TMO
$465M
29 positions
#7Financial Sense Advisors, Inc.Passive
Notable overlap · 3 shared positions
$FCX$COP$SPCX
$508M
137 positions
#8Summit Financial Wealth Advisors, LLCPassive
Notable overlap · 4 shared positions
$CMI$LMT$USB$OKE
$782M
225 positions
#9Integras Partners LLCPassive
Some overlap · 5 shared positions
$CMI$LMT$USB$PWR$MCD
$181M
100 positions
#10Enhancing Capital LLCPassive
Some overlap · 6 shared positions
$CMI$TXN$COP$AEP$MCD$DIS
$145M
90 positions
#11Willis Investment CounselActive
Some overlap · 6 shared positions
$TXN$LMT$COP$GD$AEP$MCD
$2.1B
125 positions
#12Royal Palms Capital LLCPassive
Some overlap · 3 shared positions
$TXN$FCX$EPD
$114M
57 positions
#13Glass Wealth Management Co LLCPassive
Some overlap · 5 shared positions
$FCX$LMT$TXN$GD$EMR
$299M
69 positions
#14Peloton Wealth StrategistsPassive
Some overlap · 4 shared positions
$CMI$FCX$EMR$TMO
$271M
91 positions
#15BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 6 shared positions
$CMI$LMT$TXN$DE$EMR$MCD
$263M
90 positions
#16Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 4 shared positions
$CMI$TXN$LMT$GD
$111M
62 positions
#17EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$TXN$LMT$COP$USB$GD
$1.3B
58 positions
#18CFC Planning Co LLCPassive
Some overlap · 3 shared positions
$TXN$COP$DIS
$171M
71 positions
#19Advisory Resource GroupPassive
Some overlap · 6 shared positions
$CMI$COP$GD$KLAC$HON$HONA
$665M
183 positions
#20CUMBERLAND ADVISORS INCActive
Some overlap · 3 shared positions
$CMI$FCX$DIS
$284M
49 positions
#21NovaPoint Capital, LLCPassive
Some overlap · 4 shared positions
$CMI$TXN$GD$HON
$481M
161 positions
#22Eley Financial Management, IncPassive
Some overlap · 3 shared positions
$CMI$COP$KLAC
$309M
72 positions
#23DMKC Advisory Services, LLCActive
Some overlap · 5 shared positions
$CMI$LMT$USB$DE$EMR
$530M
92 positions
#24Exeter Financial, LLCPassive
Some overlap · 7 shared positions
$TXN$LMT$USB$COP$GD$EMR
$261M
101 positions
#25CINCINNATI CASUALTY COSmart money
Some overlap · 5 shared positions
$CMI$USB$TMO$HON$HONA
$188M
24 positions

Compare Outlook’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Outlook’s holdings

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.