What hedge funds are most similar to Palouse Capital Management, Inc.?

The funds with the most similar 13F portfolios to Palouse Capital Management, Inc. are SOUND SHORE, SKBA, MORGAN DEMPSEY, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Palouse

13F Portfolio OverlapQ2 2026Palouse portfolio →

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Most similar hedge funds by 13F overlap

Palouse Capital Management, Inc. is an institutional investor managing $160M across 124 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 Palouse are SOUND SHORE, SKBA, MORGAN DEMPSEY, with shared positions in $QCOM, $UPS, $C, $VST, $MDT, $BA. The full ranking of 25 similar funds is below.

#1SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 10 shared positions

$QCOM $UPS $C $VST $MDT $BA

$3.2B

40 positions

#2SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$MDT $C $T $TXN $NTAP $PFE

$606M

79 positions

#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$C $UPS $T $MDT $TXN $OKE

$233M

122 positions

#4Monte Financial Group, LLCPassive

Notable overlap · 8 shared positions

$MDT $BKR $UPS $TXN $DELL $BDX

$312M

102 positions

#5STALEY CAPITAL ADVISERS INCActive

Notable overlap · 7 shared positions

$QCOM $SJM $C $BA $PFE $DIS

$2.6B

193 positions

#6Catherine Avery Investment Management LLCPassive

Notable overlap · 7 shared positions

$C $UPS $HPE $OKE $PFE $KEY

$229M

166 positions

#7CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 8 shared positions

$HPE $TXN $UPS $SJM $MDT $PFE

$1.5B

184 positions

#8Nexus Investment Management ULCActive

Notable overlap · 7 shared positions

$MDT $C $UPS $TXN $PFE $VZ

$767M

72 positions

#9EQUITY INVESTMENT CORPActive

Notable overlap · 6 shared positions

$MDT $UPS $T $DVN $SNY $VZ

$5.2B

76 positions

#10WestEnd Advisors, LLCActive

Notable overlap · 5 shared positions

$MDT $QCOM $UPS $TXN $REGN

$4.5B

408 positions

#11MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 4 shared positions

$QCOM $MDT $TXN $TSN

$1.2B

106 positions

#12Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 5 shared positions

$BKR $QCOM $HPE $BA $PFE

$1.1B

34 positions

#13Verity & Verity, LLCActive

Notable overlap · 7 shared positions

$DELL $OKE $TXN $PFE $UPS $VZ

$1.5B

138 positions

#14WESTBOURNE INVESTMENTS, INC.Passive

Notable overlap · 7 shared positions

$C $VST $T $PFE $QCOM $DELL

$245M

149 positions

#15MFG WEALTH MANAGEMENT, INC.Passive

Notable overlap · 5 shared positions

$UPS $DELL $T $BA $KEY

$140M

63 positions

#16Hillman Capital Management, Inc.Passive

Notable overlap · 8 shared positions

$UPS $BA $PFE $DIS $BDX $VZ

$138M

54 positions

#171834 INVESTMENT ADVISORS COPassive

Notable overlap · 8 shared positions

$DVN $PFE $T $TXN $VZ $QCOM

$883M

211 positions

#18Round Hill Asset ManagementActive

Notable overlap · 6 shared positions

$C $MDT $PFE $DIS $T $SJM

$159M

62 positions

#19Cullen Capital Management, LLCActive

Notable overlap · 6 shared positions

$C $MDT $UPS $QCOM $BDX $T

$10.2B

208 positions

#20Te Ahumairangi Investment Management LtdActive

Notable overlap · 8 shared positions

$MDT $T $EG $C $VZ $MRSH

$620M

86 positions

#21NEW ENGLAND ASSET MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$LAMR $QCOM $T $KEY $VZ $CVS

$863M

131 positions

#22JB Capital LLCActive

Notable overlap · 9 shared positions

$QCOM $DELL $VST $HPE $J $NTAP

$2.9B

280 positions

#23Alliance Private Wealth, LLCActive

Notable overlap · 7 shared positions

$UPS $QCOM $DIS $VZ $PFE $CVS

$288M

82 positions

#24Persium Advisors, LLCSmart money

Notable overlap · 6 shared positions

$DELL $T $MDT $PFE $VZ $CVS

$153M

69 positions

#25Keystone Financial Planning, Inc.Active

Notable overlap · 7 shared positions

$MDT $UPS $PFE $VZ $T $SNY

$388M

39 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.