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Hedge Funds Similar to Your Advocates Ltd., LLP

13F Portfolio OverlapQ2 2026Your Advocates Ltd., LLP portfolio →
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Most similar hedge funds by 13F overlap

Your Advocates Ltd., LLP is an institutional investor managing $350M across 209 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 Your Advocates Ltd., LLP are ADAMS NATURAL RESOURCES FUND, R.H. Investment Group, Lakewood Asset, with shared positions in $COP, $SLB, $MPC, $CTVA, $OXY, $WFC. The full ranking of 25 similar funds is below.

#1ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 5 shared positions
$COP$SLB$MPC$CTVA$OXY
$857M
50 positions
#2R.H. Investment Group, LLCActive
Some overlap · 4 shared positions
$COP$WFC$ADP$PEP
$133M
47 positions
#3Lakewood Asset Management LLCPassive
Some overlap · 3 shared positions
$COP$DOV$SLB
$194M
110 positions
#4HAMEL ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$COP$ADP$PEP$GRMN
$363M
92 positions
#5PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$COP$WFC$PLD
$175M
73 positions
#6Cross Staff Investments IncPassive
Some overlap · 3 shared positions
$COP$YUM$PEP
$168M
130 positions
#7PINKERTON WEALTH, LLCActive
Some overlap · 3 shared positions
$COP$ADP$PEP
$1.2B
103 positions
#8Murphy Pohlad Asset Management LLCPassive
Some overlap · 4 shared positions
$COP$SLB$CTVA$PEP
$288M
140 positions
#9Keystone Wealth Services, LLCPassive
Some overlap · 3 shared positions
$COP$WFC$SHOP
$539M
327 positions
#10SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 3 shared positions
$COP$ADP$PEP
$1.3B
97 positions
#11Massachusetts Wealth ManagementPassive
Slight overlap · 3 shared positions
$COP$WFC$SLB
$248M
96 positions
#12Union Heritage Capital, LLCPassive
Slight overlap · 3 shared positions
$COP$WFC$PEP
$295M
65 positions
#13Athena Wealth Management, LLCActive
Slight overlap · 6 shared positions
$COP$FDX$ALL$PLD$CTVA$URI
$139M
103 positions
#14HARRIS ASSOCIATES L PActive
Slight overlap · 3 shared positions
$COP$WFC$CTVA
$75.4B
162 positions
#15HENDLEY & CO INCActive
Slight overlap · 3 shared positions
$COP$SLB$PEP
$283M
47 positions
#16ISLAY CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 5 shared positions
$COP$WFC$SLB$MPC$PLD
$213M
97 positions
#17Scissortail Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$COP$WFC$MPC
$520M
106 positions
#18CHILTON CAPITAL MANAGEMENT LLCActive
Slight overlap · 4 shared positions
$COP$DOV$SLB$PLD
$3.2B
592 positions
#19LVZ, Inc.Smart money
Slight overlap · 4 shared positions
$COP$DOV$MPC$URI
$975M
167 positions
#20NOVEM GROUPPassive
Slight overlap · 4 shared positions
$COP$ALL$PLD$PEP
$1.0B
444 positions
#21Stack Financial Management, IncActive
Slight overlap · 3 shared positions
$COP$DOV$PEP
$1.3B
54 positions
#22MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive
Slight overlap · 5 shared positions
$COP$SLB$MPC$OXY$PEP
$167M
84 positions
#23Guardian Wealth Management, Inc.Passive
Slight overlap · 3 shared positions
$COP$OXY$PEP
$204M
66 positions
#24Brookmont Capital ManagementActive
Slight overlap · 3 shared positions
$COP$WFC$PEP
$176M
64 positions
#25Cherokee Insurance CoPassive
Slight overlap · 3 shared positions
$COP$MPC$FDX
$259M
124 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.