13F Pro

Hedge Funds Similar to PENN DAVIS MCFARLAND

13F Portfolio OverlapQ2 2026PENN DAVIS MCFARLAND portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

PENN DAVIS MCFARLAND INC is an institutional investor managing $1.1B across 79 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 PENN DAVIS MCFARLAND are BCWM, R.M.SINCERBEAUX, VIRGINIA WEALTH GROUP, with shared positions in $KMI, $LMT, $ACN, $BMY, $UPS, $VZ. The full ranking of 25 similar funds is below.

#1BCWM, LLCPassive
Notable overlap · 8 shared positions
$KMI$LMT$ACN$BMY$UPS$VZ
$342M
57 positions
#2R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$KMI$QCOM$PYPL$PFE
$188M
39 positions
#3VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 7 shared positions
$KMI$QCOM$TGT$AMGN$MCD$VZ
$201M
57 positions
#4Addis & Hill, IncSmart money
Notable overlap · 3 shared positions
$KMI$EPD$TXN
$181M
29 positions
#5Kamunting Street Capital Management, L.P.Active
Notable overlap · 3 shared positions
$EPD$ACN$CRM
$179M
25 positions
#6BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Notable overlap · 7 shared positions
$QCOM$LMT$KMI$BMY$WM$MCD
$2.5B
270 positions
#7A. D. Beadell Investment Counsel, Inc.Passive
Notable overlap · 4 shared positions
$EPD$KMI$LMT$PEP
$156M
104 positions
#8BERKLEY W R CORPPassive
Notable overlap · 3 shared positions
$KMI$EPD$PFE
$2.1B
342 positions
#9Nan Shan Life Insurance Co., Ltd.Active
Notable overlap · 6 shared positions
$QCOM$KMI$BMY$TXN$VZ$PFE
$3.2B
82 positions
#10Measured Risk Portfolios, Inc.Active
Notable overlap · 7 shared positions
$KMI$SFM$QCOM$TXN$KMB$UPS
$112M
63 positions
#11MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 7 shared positions
$QCOM$LMT$TXN$PYPL$TGT$AMGN
$1.2B
106 positions
#12Loudon Investment Management, LLCPassive
Notable overlap · 4 shared positions
$EPD$QCOM$ACN$AMGN
$204M
95 positions
#13Ironwood Investment Counsel, LLCPassive
Notable overlap · 9 shared positions
$QCOM$LMT$BUD$ACN$CRM$AMGN
$762M
267 positions
#14Welch Group, LLCPassive
Notable overlap · 8 shared positions
$QCOM$LMT$TXN$KMB$MCD$VZ
$2.9B
326 positions
#15Miramar Capital, LLCPassive
Notable overlap · 7 shared positions
$LMT$QCOM$BMY$WM$MCD$VZ
$455M
57 positions
#16Meixler Investment Management, Ltd.Passive
Notable overlap · 4 shared positions
$EPD$LMT$KMI$QCOM
$181M
90 positions
#17Royal Palms Capital LLCPassive
Notable overlap · 3 shared positions
$KMI$EPD$TXN
$114M
57 positions
#18Optimist Retirement Group LLCActive
Notable overlap · 9 shared positions
$QCOM$EPD$LMT$BMY$KMB$MCD
$259M
118 positions
#19SL ADVISORS, LLCActive
Notable overlap · 5 shared positions
$EPD$KMI$WM$LMT$MCD
$57M
32 positions
#20DLK Investment Management, LLCPassive
Notable overlap · 8 shared positions
$QCOM$ACN$WM$TXN$TGT$AMGN
$235M
96 positions
#21Harvest Investment Advisors, LLCActive
Notable overlap · 7 shared positions
$QCOM$KMI$LMT$BMY$TGT$AMGN
$202M
58 positions
#22Shelter Mutual Insurance CoActive
Notable overlap · 7 shared positions
$SHEL$QCOM$TGT$BMY$PFE$PEP
$473M
58 positions
#23SHEPHERD KAPLAN KROCHUK, LLCActive
Notable overlap · 4 shared positions
$KMI$EPD$VZ$PFE
$126M
62 positions
#24MONTCHANIN ASSET MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$KMI$EPD$PEP
$98M
62 positions
#25Fractal Investments LLCActive
Some overlap · 3 shared positions
$EPD$KMI$SHEL
$867M
80 positions

Compare PENN DAVIS MCFARLAND’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 PENN DAVIS MCFARLAND’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.