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Hedge Funds Similar to UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT

13F Portfolio OverlapQ2 2026UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT portfolio →
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Most similar hedge funds by 13F overlap

UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO is an institutional investor managing $863M across 423 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 UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT are BRIGHT ROCK, Principal Street Partners, Coston, McIsaac & Partners, with shared positions in $TXN, $VZ, $SCHW, $MS, $LIN, $MO. The full ranking of 25 similar funds is below.

#1BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$TXN$VZ$SCHW$MS$LIN
$499M
73 positions
#2Principal Street Partners, LLCPassive
Some overlap · 5 shared positions
$TXN$VZ$MS$MO$DUK
$683M
277 positions
#3Coston, McIsaac & PartnersPassive
Some overlap · 4 shared positions
$TXN$DOV$VZ$MO
$497M
948 positions
#4EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$TXN$SCHW$MS$FDX$DUK
$1.3B
58 positions
#5Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 7 shared positions
$DOV$TXN$MO$STX$FDX$JCI
$418M
232 positions
#6LONDON CO OF VIRGINIAActive
Some overlap · 4 shared positions
$TXN$SCHW$AER$MO
$17.5B
169 positions
#7ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$TXN$VZ$SCHW$MS$DUK
$665M
122 positions
#8CFC Planning Co LLCPassive
Some overlap · 4 shared positions
$TXN$VZ$MO$WDC
$171M
71 positions
#9CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$TXN$VZ$SCHW$DOV
$1.1B
157 positions
#10Royal Palms Capital LLCPassive
Some overlap · 4 shared positions
$TXN$SCHW$CFG$MO
$114M
57 positions
#11JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$TXN$SCHW$LIN$FDX
$612M
81 positions
#12Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Some overlap · 4 shared positions
$TXN$DOV$FDX$DUK
$127M
65 positions
#13VIKING GLOBAL INVESTORS LPActive
Some overlap · 6 shared positions
$SCHW$BA$MS$FDX$GM$JCI
$35.1B
90 positions
#14Sandhill Capital Partners LLCActive
Some overlap · 4 shared positions
$TXN$SCHW$LIN$JCI
$1.2B
98 positions
#15RAHLFS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$TXN$VZ$DUK$MO
$136M
86 positions
#16TODD ASSET MANAGEMENT LLCActive
Some overlap · 5 shared positions
$AER$MS$MO$CFG$HCA
$5.6B
182 positions
#17Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$TXN$VZ$WDC$STX$ADI
$1.0B
204 positions
#18LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive
Some overlap · 5 shared positions
$DOV$MO$TXN$DUK$VZ
$2.5B
117 positions
#19Anchor Bay Capital, Inc.Passive
Some overlap · 5 shared positions
$VZ$SCHW$BA$HCA$STX
$185M
341 positions
#20Measured Risk Portfolios, Inc.Active
Some overlap · 4 shared positions
$TXN$VZ$MO$DUK
$112M
63 positions
#21Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$TXN$MS$CFG$ADI
$181M
73 positions
#22FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 4 shared positions
$TXN$VZ$MO$DUK
$1.7B
256 positions
#23Center For Asset Management LLCPassive
Some overlap · 5 shared positions
$VZ$MO$CFG$WDC$UTHR
$225M
151 positions
#24ATLAS CAPITAL ADVISORS LLCPassive
Some overlap · 6 shared positions
$DOV$WDC$VZ$STX$HCA$TXN
$914M
1,049 positions
#25Drystone LLCActive
Some overlap · 3 shared positions
$TXN$DOV$ADBE
$122M
18 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.