How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Stamos Partners

13F Portfolio OverlapQ2 2026Stamos Partners portfolio →

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Most similar hedge funds by 13F overlap

Stamos Capital Partners, L.P. is an institutional investor managing $653M across 140 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 Stamos Partners are Minot DeBlois Advisors, Martin Partners, TrueMark Investments, with shared positions in $DIS, $NEE, $UNP, $ASML, $VZ, $CRM. The full ranking of 25 similar funds is below.

#1Minot DeBlois Advisors LLCPassive

Notable overlap · 9 shared positions

$DIS $NEE $UNP $ASML $VZ $CRM

$116M

240 positions

#2Martin Capital Partners, LLCPassive

Notable overlap · 8 shared positions

$NVO $UNP $PFE $VZ $TTE $ASML

$272M

72 positions

#3TrueMark Investments, LLCPassive

Notable overlap · 8 shared positions

$NEE $UNP $VZ $TTE $ASML $GSK

$798M

187 positions

#4OPAL CAPITAL LLCPassive

Notable overlap · 8 shared positions

$NEE $UNP $VZ $ASML $CI $GSK

$560M

136 positions

#5WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 8 shared positions

$NEE $BLK $CRM $DIS $CNI $CME

$1.3B

73 positions

#6Persium Advisors, LLCSmart money

Notable overlap · 7 shared positions

$T $UNP $PFE $CRM $VZ $TTE

$153M

69 positions

#7Cohen Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$NEE $DIS $PFE $BA $VZ $BX

$223M

81 positions

#8Parrish Capital LLC

Notable overlap · 7 shared positions

$T $BP $SHEL $VZ $TTE $GSK

$112M

86 positions

#9LETKO, BROSSEAU & ASSOCIATES INCActive

Notable overlap · 7 shared positions

$T $PFE $CRM $TTE $CNI $VZ

$6.8B

112 positions

#10Cravens & Co Advisors, LLCActive

Notable overlap · 7 shared positions

$NVO $UNP $CRM $BA $BX $DIS

$149M

67 positions

#11Autumn Glory Partners, LLCPassive

Some overlap · 7 shared positions

$NVO $DIS $VZ $ASML $MDT $BP

$353M

212 positions

#12First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 6 shared positions

$DIS $NEE $UNP $BLK $PFE $BX

$529M

75 positions

#13Hillman Capital Management, Inc.Passive

Some overlap · 7 shared positions

$DIS $PFE $CRM $BA $VZ $GSK

$138M

54 positions

#14Palouse Capital Management, Inc.Passive

Some overlap · 6 shared positions

$DIS $T $PFE $BA $VZ $MDT

$160M

124 positions

#15Beech Hill Advisors, Inc.Passive

Some overlap · 6 shared positions

$DIS $NEE $CRM $BA $BX $MDT

$226M

97 positions

#16SKBA CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$T $UNP $PFE $VZ $MDT $CME

$606M

79 positions

#17VIKING FUND MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$NEE $T $SHEL $NVO $VZ $TTE

$1.1B

146 positions

#18Banco de Sabadell, S.APassive

Some overlap · 6 shared positions

$NEE $BLK $UNP $ASML $CME $MDT

$170M

61 positions

#19Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 7 shared positions

$T $VZ $BX $MDT $CRM $NEE

$327M

94 positions

#20EQUITY INVESTMENT CORPActive

Some overlap · 6 shared positions

$T $SHEL $VZ $TTE $GSK $MDT

$5.2B

76 positions

#21CORDA Investment Management, LLC.Active

Some overlap · 6 shared positions

$PFE $NVO $VZ $ASML $MDT $CME

$1.6B

85 positions

#22Miller Global Investments, LLCPassive

Some overlap · 6 shared positions

$T $SHEL $VZ $PFE $ASML $CI

$121M

295 positions

#23Good Harbor Advisors, Inc.Passive

Some overlap · 6 shared positions

$NEE $UNP $PFE $VZ $CI $BLK

$102M

87 positions

#24InvesTrustPassive

Some overlap · 6 shared positions

$DIS $SHEL $VZ $PFE $GSK $BA

$260M

95 positions

#25Te Ahumairangi Investment Management LtdActive

Some overlap · 6 shared positions

$T $VZ $TTE $DIS $MDT $PFE

$620M

86 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.