13F Pro

Hedge Funds Similar to Sentry

13F Portfolio OverlapQ2 2026Sentry portfolio →
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Most similar hedge funds by 13F overlap

Sentry LLC is an institutional investor managing $357M across 132 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 Sentry are DKRT Investments, EDGAR LOMAX, Horrell, with shared positions in $FDX, $FDXF, $WFC, $MMM, $AMGN, $TXN. The full ranking of 25 similar funds is below.

#1DKRT Investments Corp.Active
Notable overlap · 4 shared positions
$FDX$FDXF$WFC$MMM
$409M
50 positions
#2EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$FDX$AMGN$FDXF$TXN$WFC
$1.3B
58 positions
#3Horrell Capital Management, Inc.Active
Some overlap · 3 shared positions
$FDX$FDXF$NUE
$219M
196 positions
#4Mendel Capital Management LLCActive
Some overlap · 5 shared positions
$FDX$ADP$AMGN$AXP$GWW
$222M
99 positions
#5Birch Capital Management, LLCPassive
Some overlap · 4 shared positions
$FDX$AMGN$FDXF$GWW
$205M
79 positions
#6HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$CTAS$ADP$AMGN
$410M
53 positions
#7CABOT WEALTH MANAGEMENT INCPassive
Some overlap · 3 shared positions
$FDX$CTAS$FDXF
$982M
142 positions
#8FOUNDERS CAPITAL MANAGEMENT, LLCSmart money
Some overlap · 5 shared positions
$FDX$AMGN$FDXF$AXP$WFC
$670M
79 positions
#9Slate Path Capital LPActive
Some overlap · 3 shared positions
$FDXF$TXN$NUE
$7.2B
40 positions
#10PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$CTAS$ADP$GWW$NUE
$209M
54 positions
#11ACR Alpine Capital Research, LLCActive
Some overlap · 3 shared positions
$FDX$ELV$FDXF
$7.0B
38 positions
#12Focused Investors LLCActive
Some overlap · 3 shared positions
$FDX$AXP$ELV
$3.0B
23 positions
#13Portland Global Advisors LLCActive
Some overlap · 5 shared positions
$FDX$AMGN$FDXF$TXN$CB
$1.1B
154 positions
#14ARWA LLCPassive
Some overlap · 3 shared positions
$CTAS$FDX$AMGN
$241M
139 positions
#15Asset Advisors Investment Management, LLCActive
Some overlap · 4 shared positions
$CTAS$AMGN$CB$DE
$1.1B
102 positions
#16COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 3 shared positions
$CTAS$ADP$DE
$1.7B
91 positions
#17LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$ADP$AMGN$EFX$AXP$CB
$273M
104 positions
#18MCDANIEL TERRY & COActive
Some overlap · 4 shared positions
$CTAS$ADP$TXN$GWW
$1.3B
81 positions
#19Capital Wealth Planning, LLCActive
Some overlap · 4 shared positions
$FDX$AMGN$FDXF$AXP
$20.0B
154 positions
#20Tudor Financial Inc.Passive
Some overlap · 3 shared positions
$CTAS$AMGN$WFC
$222M
152 positions
#21BHK Investment Advisors, LLCActive
Some overlap · 3 shared positions
$FDX$ADP$AMGN
$335M
79 positions
#22CAMBIAR INVESTORS LLCActive
Some overlap · 6 shared positions
$FDXF$FDX$TXN$AXP$ELV$CB
$2.3B
150 positions
#23VAN STRUM & TOWNE INC.Passive
Some overlap · 5 shared positions
$ADP$AMGN$TXN$AXP$WFC
$367M
111 positions
#24Sawyer & Company, IncPassive
Some overlap · 4 shared positions
$ADP$AMGN$CTAS$AXP
$298M
202 positions
#25Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 5 shared positions
$ADP$AMGN$WFC$ELV$DE
$1.0B
765 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.