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Hedge Funds Similar to SFMG

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

SFMG, LLC is an institutional investor managing $1.7B across 344 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 SFMG are Perpetual Ltd, BCM ADVISORS, Cravens & Advisors, with shared positions in $ATO, $CSX, $TMO, $ADBE, $COP, $SLB. The full ranking of 25 similar funds is below.

#1Perpetual LtdPassive
Some overlap · 4 shared positions
$ATO$CSX$TMO$ADBE
$7.0B
419 positions
#2BCM ADVISORS, LLCSmart money
Some overlap · 3 shared positions
$ATO$COP$SLB
$514M
80 positions
#3Cravens & Co Advisors, LLCActive
Some overlap · 3 shared positions
$ATO$NVO$CRM
$149M
67 positions
#4MERIDIAN MANAGEMENT COActive
Slight overlap · 5 shared positions
$CSX$ISRG$NVO$TMO$CRM
$446M
84 positions
#5AA Financial Advisors, LLCPassive
Slight overlap · 5 shared positions
$CSX$ARCC$COP$KLAC$CRM
$832M
230 positions
#6Riverview Trust CoActive
Slight overlap · 5 shared positions
$CSX$COP$BLK$KLAC$STX
$84M
166 positions
#7FIRST UNITED BANK & TRUSTPassive
Slight overlap · 5 shared positions
$CSX$VZ$ISRG$HON$HONA
$348M
420 positions
#8Mitsubishi UFJ Asset Management (UK) Ltd.Passive
Slight overlap · 4 shared positions
$ATO$ISRG$TMO$KLAC
$215M
95 positions
#9Pflug Koory, LLCPassive
Slight overlap · 5 shared positions
$CSX$VZ$TMO$HON$HONA
$250M
426 positions
#10Cottage Street Advisors LLCPassive
Slight overlap · 4 shared positions
$CSX$VZ$ARCC$BLK
$259M
149 positions
#11Orca Wealth Management, LLCPassive
Slight overlap · 5 shared positions
$CSX$VZ$KLAC$HON$HONA
$167M
83 positions
#12Westerkirk Capital Inc.Active
Slight overlap · 5 shared positions
$ATO$TMO$SLB$KLAC$ADBE
$1.0B
212 positions
#13GREAT LAKES ADVISORS, LLCPassive
Slight overlap · 4 shared positions
$CSX$COP$BLK$TMO
$13.1B
825 positions
#14Signet Investment Advisory Group, Inc.Passive
Slight overlap · 5 shared positions
$CSX$COP$HON$HONA$ADBE
$227M
73 positions
#15Costello Asset Management, INCPassive
Slight overlap · 5 shared positions
$CSX$VZ$KLAC$HON$HONA
$333M
710 positions
#16Crescent Sterling, Ltd.Passive
Slight overlap · 5 shared positions
$CSX$VZ$CRM$HON$HONA
$112M
85 positions
#17Ally Financial Inc.Active
Slight overlap · 5 shared positions
$VZ$BLK$TMO$CRM$ADBE
$775M
131 positions
#18Sienna GestionPassive
Slight overlap · 3 shared positions
$ATO$VZ$BLK
$1.7B
178 positions
#19San Luis Wealth Advisors LLCPassive
Slight overlap · 5 shared positions
$VZ$NVO$KLAC$STX$ADBE
$665M
187 positions
#20Sciencast Management LPPassive
Slight overlap · 3 shared positions
$ATO$CSX$COP
$482M
235 positions
#21DCM Advisors, LLCActive
Slight overlap · 4 shared positions
$CSX$VZ$COP$ARCC
$253M
38 positions
#22LOOMIS SAYLES & CO L PActive
Slight overlap · 5 shared positions
$ISRG$NVO$TMO$CRM$KLAC
$79.8B
707 positions
#23Tandem Investment Partners LLCPassive
Slight overlap · 5 shared positions
$VZ$BLK$TMO$HON$HONA
$130M
76 positions
#24Holocene Advisors, LPPassive
Slight overlap · 4 shared positions
$CSX$ISRG$KLAC$STX
$44.4B
789 positions
#25Edgemoor Investment Advisors, Inc.Active
Slight overlap · 4 shared positions
$VZ$ARCC$BLK$TMO
$1.5B
188 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.