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 Principal Street Partners

13F Portfolio OverlapQ2 2026Principal Street Partners portfolio →

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Most similar hedge funds by 13F overlap

Principal Street Partners, LLC is an institutional investor managing $683M across 277 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 Principal Street Partners are CANTOR FITZGERALD INVESTMENT ADVISORS, EDGAR LOMAX, VIKING FUND, with shared positions in $HPE, $TXN, $CVS, $FITB, $BMY, $DUK. The full ranking of 25 similar funds is below.

#1CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 8 shared positions

$HPE $TXN $CVS $FITB $BMY $DUK

$3.3B

229 positions

#2EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$TXN $CVS $MS $GILD $BMY $DUK

$1.3B

58 positions

#3VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$HPE $MS $ETR $FITB $BMY $XEL

$1.1B

141 positions

#4Harvest Investment Advisors, LLCActive

Notable overlap · 7 shared positions

$STT $MS $AMGN $BMY $KMI $GILD

$202M

58 positions

#5apricus wealth, LLCPassive

Notable overlap · 7 shared positions

$STT $BG $UNM $AMGN $KMI $DUK

$222M

128 positions

#6MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 7 shared positions

$STT $ETR $TXN $SNA $GILD $KMI

$3.7B

159 positions

#7NEW ENGLAND ASSET MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$CVS $FITB $AMGN $DUK $LMT $VZ

$863M

131 positions

#8Verity & Verity, LLCActive

Notable overlap · 6 shared positions

$STT $TXN $MO $GILD $AMGN $VZ

$1.5B

139 positions

#9Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 6 shared positions

$TXN $UNM $GILD $AMGN $SNA $LMT

$111M

62 positions

#10Carolina Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$TXN $MO $AMGN $BMY $VZ $LMT

$263M

373 positions

#11Measured Risk Portfolios, Inc.Active

Notable overlap · 6 shared positions

$TXN $MO $KMI $DUK $VZ $CWEN

$94M

64 positions

#121834 INVESTMENT ADVISORS COPassive

Notable overlap · 6 shared positions

$CVS $MO $TXN $BMY $VZ $KMI

$886M

232 positions

#13ADVOCATE GROUP LLCPassive

Notable overlap · 6 shared positions

$MS $TXN $BMY $XEL $DUK $VZ

$646M

122 positions

#14Stablepoint Partners, LLCPassive

Notable overlap · 7 shared positions

$CVS $AMGN $LMT $KMI $VZ $FITB

$723M

260 positions

#15Paradigm Capital Management, LLC/NVActive

Notable overlap · 6 shared positions

$HPE $MO $AMGN $KMI $VZ $DUK

$116M

65 positions

#16CROBANActive

Notable overlap · 6 shared positions

$BG $AMGN $PAG $XEL $DUK $LMT

$227M

81 positions

#17Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$MS $GILD $DUK $LMT $VZ $MO

$161M

62 positions

#18BCWM, LLCPassive

Notable overlap · 6 shared positions

$MO $BMY $KMI $DUK $LMT $VZ

$342M

57 positions

#19Palouse Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$HPE $TXN $SJM $VZ $CVS

$160M

124 positions

#20BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 6 shared positions

$MO $AMGN $VZ $LMT $DUK $KMI

$504M

136 positions

#21KEYNOTE FINANCIAL SERVICES LLCPassive

Some overlap · 8 shared positions

$CVS $AMGN $VZ $BMY $MO $UNM

$214M

185 positions

#22Argyle Capital Management, LLCPassive

Some overlap · 6 shared positions

$HPE $AMGN $BMY $DUK $VZ $CVS

$347M

138 positions

#23Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$CVS $MS $AMGN $DUK $LMT

$292M

99 positions

#24Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$TXN $MS $AMGN $DUK $LMT

$360M

73 positions

#25Avantax Planning Partners, Inc.Active

Some overlap · 6 shared positions

$STT $TXN $AMGN $VZ $LMT $MO

$4.0B

454 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.