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Hedge Funds Similar to PRING TURNER GROUP

13F Portfolio OverlapQ2 2026PRING TURNER GROUP portfolio →
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Most similar hedge funds by 13F overlap

PRING TURNER CAPITAL GROUP INC is an institutional investor managing $175M across 73 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 PRING TURNER GROUP are CFC Planning, BOWEN HANES, Eley Financial, with shared positions in $AXP, $TXN, $SCCO, $COP, $WPM, $UNP. The full ranking of 25 similar funds is below.

#1CFC Planning Co LLCPassive
Notable overlap · 4 shared positions
$AXP$TXN$SCCO$COP
$171M
71 positions
#2BOWEN HANES & CO INCActive
Notable overlap · 6 shared positions
$AXP$TXN$WPM$UNP$ETN$SCHW
$4.1B
151 positions
#3Eley Financial Management, IncPassive
Notable overlap · 5 shared positions
$CMI$UNP$MCK$AMP$COP
$309M
72 positions
#4KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Notable overlap · 6 shared positions
$SCHW$SCCO$WPM$COP$FNV$MCK
$192M
89 positions
#5APG Asset Management US Inc.Smart money
Notable overlap · 5 shared positions
$PLD$PSA$MAA$ELS$CPT
$14.3B
61 positions
#6MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$CMI$UNP$WFC$TXN$PLD
$233M
122 positions
#7Deane Retirement Strategies, Inc.Passive
Notable overlap · 5 shared positions
$UNP$MCK$WFC$AXP$TXN
$236M
52 positions
#8Regal Partners LtdActive
Notable overlap · 5 shared positions
$SCHW$UNP$WFC$FNV$SCCO
$1.8B
122 positions
#9Seven Post Investment Office LPSmart money
Notable overlap · 3 shared positions
$PLD$PSA$ELS
$352M
42 positions
#10CENTERSQUARE INVESTMENT MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$PLD$PSA$ELS$CPT$MAA
$11.7B
80 positions
#11Green Street Investors, LLCActive
Notable overlap · 3 shared positions
$PLD$PSA$ELS
$212M
29 positions
#12SGL Investment Advisors, Inc.Passive
Notable overlap · 5 shared positions
$CMI$TXN$ETN$SCHW$PSA
$290M
131 positions
#13Oak Harvest Investment ServicesPassive
Notable overlap · 6 shared positions
$ETN$SCCO$KMI$UNP$TXN$SCHW
$1.1B
168 positions
#14HENDLEY & CO INCActive
Notable overlap · 5 shared positions
$UNP$ETN$COP$WPM$AXP
$283M
47 positions
#15LASALLE INVESTMENT MANAGEMENT SECURITIES LLCActive
Notable overlap · 3 shared positions
$PLD$PSA$ELS
$2.8B
44 positions
#16Hamlin Capital Management, LLCActive
Notable overlap · 3 shared positions
$CMI$TXN$COP
$4.4B
30 positions
#17LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Notable overlap · 4 shared positions
$PSA$AXP$MAA$MCK
$213M
124 positions
#18Outlook Capital Management, LLCActive
Notable overlap · 3 shared positions
$CMI$TXN$COP
$310M
42 positions
#19BAXTER BROS INCPassive
Notable overlap · 5 shared positions
$AXP$UNP$SCHW$WFC$TXN
$864M
172 positions
#20Pensionfund SabicActive
Notable overlap · 4 shared positions
$PLD$PSA$MAA$CPT
$94M
76 positions
#21Pensionfund PDNActive
Notable overlap · 4 shared positions
$PLD$PSA$MAA$CPT
$194M
76 positions
#22ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Notable overlap · 5 shared positions
$SCCO$KMI$AXP$PLD$PSA
$102M
87 positions
#23Walsky Investment Management, Inc.Passive
Notable overlap · 4 shared positions
$TXN$UNP$ETN$WFC
$108M
52 positions
#24Raub Brock Capital Management LPActive
Notable overlap · 4 shared positions
$TXN$MCK$ETN$CARR
$363M
45 positions
#25SKBA CAPITAL MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$COP$KMI$TXN$WFC$UNP
$606M
79 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.