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Hedge Funds Similar to Sequent Asset

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

Sequent Asset Management, LLC is an institutional investor managing $237M across 89 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 Sequent Asset are Innovations, MORGAN DEMPSEY, America First Investment Advisors, with shared positions in $SLB, $ETR, $DUK, $WFC, $GD, $ABT. The full ranking of 25 similar funds is below.

#1Capital Innovations LLCActive
Notable overlap · 3 shared positions
$SLB$ETR$DUK
$385M
51 positions
#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$ETR$WFC$DUK$GD
$233M
122 positions
#3America First Investment Advisors, LLCActive
Some overlap · 3 shared positions
$SLB$ABT$GD
$539M
45 positions
#4ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 5 shared positions
$SLB$EXE$APD$SHW$KMI
$857M
50 positions
#5Canoe Financial LPActive
Some overlap · 3 shared positions
$SLB$WFC$SHW
$8.3B
120 positions
#6TKG Advisors, LLCPassive
Some overlap · 3 shared positions
$ETR$MDY$DGX
$288M
94 positions
#7GODSEY & GIBB, INCPassive
Some overlap · 3 shared positions
$ETR$SLB$DUK
$1.2B
611 positions
#8BARROW HANLEY MEWHINNEY & STRAUSS LLCPassive
Some overlap · 4 shared positions
$ETR$APD$ABT$WFC
$33.0B
369 positions
#9FWL INVESTMENT MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$ETR$GD$QCOM
$545M
501 positions
#10Socorro Asset Management LPActive
Some overlap · 3 shared positions
$SLB$EXE$APD
$223M
33 positions
#11Old West Investment Management, LLCPassive
Some overlap · 3 shared positions
$SLB$EXE$APD
$944M
124 positions
#12PRECEDENT WEALTH PARTNERS, LLCPassive
Some overlap · 6 shared positions
$MDY$ABT$DUK$APD$QCOM$KMI
$651M
207 positions
#13apricus wealth, LLCPassive
Some overlap · 4 shared positions
$SLB$EXE$DUK$KMI
$222M
128 positions
#14Crescent Sterling, Ltd.Passive
Some overlap · 5 shared positions
$MDY$APD$ABT$DUK$QCOM
$122M
92 positions
#15ANTIPODES PARTNERS LtdActive
Some overlap · 3 shared positions
$ETR$SLB$DUK
$5.5B
130 positions
#16STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 4 shared positions
$MDY$WFC$DGX$DUK
$392M
279 positions
#17Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$APD$ABT$WFC$SHW$QCOM
$108M
52 positions
#18OXFORD ASSET MANAGEMENT LLPPassive
Some overlap · 6 shared positions
$DUK$APD$WFC$GD$SHW$KMI
$203M
364 positions
#19Kensington Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$SLB$GD$CHD$SHW$QCOM
$230M
85 positions
#20CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$ETR$APD$KMI
$6.0B
294 positions
#21Providence Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$SLB$WFC$DUK$QCOM
$660M
385 positions
#22G&S Capital LLCPassive
Some overlap · 3 shared positions
$ETR$MDY$DGX
$345M
157 positions
#23Holowesko Partners Ltd.Active
Some overlap · 3 shared positions
$SLB$EXE$GD
$395M
34 positions
#24Scissortail Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ETR$APD$WFC
$520M
106 positions
#25ST GERMAIN D J CO INCPassive
Some overlap · 3 shared positions
$SLB$WFC$QCOM
$2.8B
914 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.