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Hedge Funds Similar to STALEY ADVISERS

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

STALEY CAPITAL ADVISERS INC is an institutional investor managing $2.6B across 193 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 STALEY ADVISERS are Palouse, SOUND SHORE, Hillman, with shared positions in $QCOM, $SJM, $C, $BA, $PFE, $DIS. The full ranking of 25 similar funds is below.

#1Palouse Capital Management, Inc.Passive
Notable overlap · 7 shared positions
$QCOM$SJM$C$BA$PFE$DIS
$160M
124 positions
#2SOUND SHORE MANAGEMENT INC /CT/Active
Notable overlap · 5 shared positions
$QCOM$BA$PFE$C$DIS
$3.2B
40 positions
#3Hillman Capital Management, Inc.Passive
Notable overlap · 6 shared positions
$IFF$BA$PFE$DIS$VZ$FISV
$138M
54 positions
#4R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Notable overlap · 6 shared positions
$QCOM$BA$C$FDX$PFE$PM
$188M
39 positions
#5Spectrum Financial Alliance Ltd LLCActive
Notable overlap · 3 shared positions
$QCOM$BA$C
$679M
31 positions
#6WealthBridge Investment Counsel Inc.Active
Notable overlap · 5 shared positions
$FDX$BA$C$DIS$VZ
$375M
44 positions
#7Bell & Brown Wealth Advisors, LLCPassive
Notable overlap · 5 shared positions
$QCOM$BA$FDX$DIS$C
$330M
73 positions
#8VIKING GLOBAL INVESTORS LPActive
Notable overlap · 5 shared positions
$APD$BA$FDX$DIS$QCOM
$35.1B
90 positions
#9Redwood Grove Capital, LLCActive
Notable overlap · 3 shared positions
$QCOM$IFF$FISV
$395M
25 positions
#10Minneapolis Portfolio Management Group, LLCActive
Notable overlap · 4 shared positions
$BA$QCOM$PFE$SPG
$1.1B
34 positions
#11KLCM Advisors, Inc.Active
Notable overlap · 6 shared positions
$BA$C$QCOM$IFF$DIS$DOW
$1.3B
299 positions
#12McGinn Penninger Investment Management, Inc.Active
Notable overlap · 4 shared positions
$BA$FDX$DIS$SPG
$164M
38 positions
#13Huber Capital Management LLCActive
Notable overlap · 4 shared positions
$FDX$PFE$C$PM
$679M
99 positions
#14MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Notable overlap · 3 shared positions
$QCOM$BA$PFE
$112M
100 positions
#15Cambridge Financial Group, Inc.Active
Notable overlap · 4 shared positions
$FDX$BA$C$TJX
$287M
33 positions
#16Econ Financial Services CorpPassive
Notable overlap · 5 shared positions
$BA$PFE$IFF$VZ$DOW
$214M
72 positions
#17Nan Shan Life Insurance Co., Ltd.Active
Notable overlap · 4 shared positions
$QCOM$PFE$DIS$VZ
$3.2B
82 positions
#18SPRING CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$QCOM$APD$VZ
$205M
55 positions
#19Blume Capital Management, Inc.Passive
Notable overlap · 6 shared positions
$C$FDX$DIS$PFE$IFF$FISV
$684M
359 positions
#20Crabel Capital Management, LLCActive
Notable overlap · 4 shared positions
$BA$PFE$DIS$VZ
$137M
51 positions
#21Torrey Growth & Income AdvisorsActive
Notable overlap · 3 shared positions
$QCOM$PFE$VZ
$294M
108 positions
#22Leith Wheeler Investment Counsel Ltd.Smart money
Notable overlap · 4 shared positions
$IFF$QCOM$HSIC$DIS
$1.3B
85 positions
#23Collar Capital Management, LLCPassive
Some overlap · 5 shared positions
$C$QCOM$BA$FDX$DOW
$170M
73 positions
#24CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$BA$C$DIS
$200M
76 positions
#25Round Hill Asset ManagementActive
Some overlap · 4 shared positions
$PFE$C$DIS$SJM
$159M
62 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.