What hedge funds are most similar to BRANDES INVESTMENT PARTNERS, LP?

The funds with the most similar 13F portfolios to BRANDES INVESTMENT PARTNERS, LP are Storgate,, PZENA INVESTMENT, EDGAR LOMAX /VA, based on overlapping conviction holdings in the latest SEC filings.

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 BRANDES INVESTMENT PARTNERS,

13F Portfolio OverlapQ1 2026BRANDES INVESTMENT PARTNERS, portfolio →

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Most similar hedge funds by 13F overlap

BRANDES INVESTMENT PARTNERS, LP is an institutional investor managing $14.1B across 186 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BRANDES INVESTMENT PARTNERS, are Storgate,, PZENA INVESTMENT, EDGAR LOMAX /VA, with shared positions in $C, $ACGL, $TXT, $PFE, $HAL, $BAC. The full ranking of 25 similar funds is below.

#1Storgate, LLCActive

Notable overlap · 13 shared positions

$C $ACGL $TXT $PFE $HAL $BAC

$127M

170 positions

#2PZENA INVESTMENT MANAGEMENT LLCActive

Notable overlap · 8 shared positions

$DOX $C $WFC $CTSH $BAC $CVS

$30.8B

158 positions

#3EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$PFE $FDX $BAC $WFC $CCZ $UNH

$1.4B

56 positions

#4SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 6 shared positions

$C $MHK $PFE $BAC $WFC $ICLR

$3.0B

40 positions

#5Blume Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$C $FDX $BAC $WFC $PFE $CCZ

$588M

337 positions

#6Huber Capital Management LLCPassive

Notable overlap · 6 shared positions

$C $PFE $FDX $SHEL $BAC $UNH

$647M

99 positions

#7HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$C $SHEL $FDX $WFC $CCZ $UNH

$32.4B

465 positions

#8LETKO, BROSSEAU & ASSOCIATES INCActive

Notable overlap · 7 shared positions

$OTEX $PFE $CAE $FDX $C $CCZ

$6.2B

101 positions

#9apricus wealth, LLCPassive

Notable overlap · 6 shared positions

$C $PFE $BAC $SHEL $CI $PNC

$205M

120 positions

#10DMKC Advisory Services, LLCPassive

Notable overlap · 6 shared positions

$SHEL $FDX $BAC $WFC $PFE $C

$240M

84 positions

#11Brandywine Global Investment Management, LLC

Notable overlap · 7 shared positions

$C $BAC $WFC $CCZ $FDX $CVS

$14.9B

601 positions

#12Allied Investment Advisors, LLCActive

Notable overlap · 5 shared positions

$SHEL $PFE $FDX $BAC $WFC

$697M

100 positions

#13Brookmont Capital ManagementActive

Notable overlap · 6 shared positions

$SHEL $BAC $WFC $CCZ $PNC $AJG

$179M

59 positions

#14DODGE & COXActive

Notable overlap · 6 shared positions

$FDX $CI $WFC $CCZ $UNH $CVS

$182.0B

222 positions

#15First Pacific Advisors, LPActive

Notable overlap · 6 shared positions

$C $BDX $CCZ $ICLR $AJG $WFC

$7.1B

86 positions

#16Griffith & Werner, Inc.Active

Notable overlap · 5 shared positions

$C $PFE $BAC $WFC $UNH

$202M

72 positions

#17American Assets Investment Management, LLCActive

Some overlap · 6 shared positions

$SHEL $BAC $WFC $C $PNC $FDX

$1.5B

146 positions

#18Center for Wealth Management AdvisoryActive

Some overlap · 5 shared positions

$FDX $CI $PFE $CCZ $UNH

$139M

62 positions

#19Estabrook Capital ManagementPassive

Some overlap · 5 shared positions

$C $BAC $WFC $PFE $PNC

$685M

380 positions

#20Cetera Trust Company, N.APassive

Some overlap · 7 shared positions

$BAC $FDX $MCK $WFC $HCA $CVS

$177M

351 positions

#21THOMPSON INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$C $PFE $BAC $UNH $CVS

$773M

499 positions

#22Mondrian Investment Partners LTDActive

Some overlap · 5 shared positions

$SHEL $BAC $WFC $SNY $UNH

$6.7B

103 positions

#23Access Investment Management LLCPassive

Some overlap · 5 shared positions

$C $OTEX $BAC $CTSH $CCZ

$376M

157 positions

#24Avantra Family Wealth, Inc.Passive

Some overlap · 6 shared positions

$C $WFC $CVS $SHEL $MCK $BDX

$134M

158 positions

#25Cullen Capital Management, LLCActive

Some overlap · 5 shared positions

$C $BAC $CCZ $UNH $BDX

$9.8B

213 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.