What hedge funds are most similar to Persium Advisors, LLC?

The funds with the most similar 13F portfolios to Persium Advisors, LLC are Canal Insurance, MORGAN DEMPSEY, EDGAR LOMAX, 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 Persium Advisors

13F Portfolio OverlapQ2 2026Persium Advisors portfolio →

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Most similar hedge funds by 13F overlap

Persium Advisors, LLC is an institutional investor managing $153M across 69 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 Persium Advisors are Canal Insurance, MORGAN DEMPSEY, EDGAR LOMAX, with shared positions in $DELL, $DUK, $PFE, $VZ, $GD, $BHP. The full ranking of 25 similar funds is below.

#1Canal Insurance COActive

Notable overlap · 6 shared positions

$DELL $DUK $PFE $VZ $GD $BHP

$456M

76 positions

#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$DUK $VZ $UNP $T $GD $MDT

$233M

122 positions

#3EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$CVS $DUK $T $GD $PFE $UNP

$1.3B

58 positions

#4Verity & Verity, LLCActive

Notable overlap · 5 shared positions

$DELL $PFE $VZ $MET $MDT

$1.5B

138 positions

#5Martin Capital Partners, LLCPassive

Notable overlap · 6 shared positions

$TTE $VZ $UNP $GD $MDT $PFE

$272M

72 positions

#6DCM Advisors, LLCActive

Notable overlap · 6 shared positions

$DELL $CVS $PFE $MCD $T $VZ

$253M

38 positions

#7Jefferson Bridge Capital, LLCPassive

Notable overlap · 5 shared positions

$DELL $DUK $PFE $CRM $VZ

$115M

53 positions

#8LifePlan Financial, LLCPassive

Notable overlap · 6 shared positions

$CVS $DUK $GD $MDT $VZ $CRM

$143M

89 positions

#9ADVOCATE GROUP LLCPassive

Notable overlap · 6 shared positions

$DUK $VZ $MDT $UNP $PFE $MCD

$665M

122 positions

#10TriCert Investment Counsel Inc.Active

Notable overlap · 7 shared positions

$BHP $VZ $UNP $GD $DUK $MDT

$1.1B

88 positions

#11Palouse Capital Management, Inc.Passive

Notable overlap · 6 shared positions

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

$160M

124 positions

#12SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$T $MDT $VZ $PFE $UNP $MET

$606M

79 positions

#13ABNER HERRMAN & BROCK LLCActive

Notable overlap · 4 shared positions

$DELL $AON $MCD $VZ

$1.1B

111 positions

#14VALLEY WEALTH MANAGERS, INC.Passive

Notable overlap · 5 shared positions

$DELL $MET $VZ $PFE $CRM

$1.7B

345 positions

#15AFFINITY INVESTMENT ADVISORS, LLCPassive

Notable overlap · 5 shared positions

$DELL $VZ $CVS $T $PFE

$197M

140 positions

#16Slocum, Gordon & Co LLPPassive

Notable overlap · 6 shared positions

$DUK $VZ $PFE $MCD $T $UNP

$151M

70 positions

#17FUKOKU MUTUAL LIFE INSURANCE CoActive

Notable overlap · 6 shared positions

$MET $DUK $MCD $PFE $VZ $T

$1.7B

256 positions

#18BCWM, LLCPassive

Notable overlap · 5 shared positions

$DUK $VZ $UNP $T $PFE

$342M

57 positions

#19Argyle Capital Management, LLCPassive

Notable overlap · 8 shared positions

$DELL $DUK $PFE $VZ $T $MET

$347M

138 positions

#20Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 7 shared positions

$VZ $T $MCD $MDT $GD $CRM

$327M

94 positions

#21WOODMONT INVESTMENT COUNSEL LLCActive

Notable overlap · 5 shared positions

$DELL $DUK $VZ $PFE $GD

$1.8B

287 positions

#22Unify Financial AdvisorsPassive

Notable overlap · 3 shared positions

$DELL $VZ $CRM

$108M

90 positions

#23Allied Investment Advisors, LLCPassive

Notable overlap · 5 shared positions

$TTE $MDT $SYY $PFE $LOW

$797M

110 positions

#24William Allan CorpActive

Notable overlap · 4 shared positions

$DELL $GD $MCD $LOW

$204M

62 positions

#25Shelter Mutual Insurance CoActive

Notable overlap · 5 shared positions

$BHP $UNP $BKNG $LOW $PFE

$473M

58 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.