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Hedge Funds Similar to CLARK ESTATES /NY

13F Portfolio OverlapQ1 2026CLARK ESTATES /NY portfolio →
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Most similar hedge funds by 13F overlap

CLARK ESTATES INC/NY is an institutional investor managing $416M across 97 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 CLARK ESTATES /NY are Saratoga Research & Investment, SECTOR GAMMA AS, Round Hill Asset, with shared positions in $DIS, $UL, $MDT, $IQV, $GILD, $LNTH. The full ranking of 25 similar funds is below.

#1Saratoga Research & Investment ManagementActive
Notable overlap · 3 shared positions
$DIS$UL$MDT
$1.8B
46 positions
#2SECTOR GAMMA ASActive
Notable overlap · 8 shared positions
$MDT$IQV$GILD$LNTH$BIIB$PFE
$423M
42 positions
#3Round Hill Asset ManagementPassive
Notable overlap · 4 shared positions
$DIS$MDT$PFE$BMY
$153M
62 positions
#4Independent Franchise Partners LLPActive
Notable overlap · 3 shared positions
$SOLV$WMG$BMY
$14.3B
26 positions
#5WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$SOLV$GILD$MO$PFE
$340M
136 positions
#6KELLY FINANCIAL GROUP LLCActive
Some overlap · 3 shared positions
$SOLV$SONY$PFE
$398M
100 positions
#7CLIFFORD CAPITAL PARTNERS LLCPassive
Some overlap · 3 shared positions
$DIS$SOLV$WEX
$600M
42 positions
#8SaddleRock Capital Management LLCActive
Some overlap · 3 shared positions
$IQV$AMRZ$MTCH
$95M
18 positions
#9KAHN BROTHERS GROUP INCActive
Some overlap · 4 shared positions
$DIS$PFE$BMY$HLN
$564M
48 positions
#10MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 6 shared positions
$MDT$GILD$MO$BIIB$PFE$BMY
$115M
98 positions
#11SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 4 shared positions
$DIS$MDT$PFE$INCY
$3.0B
40 positions
#12Madison Avenue Partners, LPActive
Some overlap · 3 shared positions
$SOLV$INDV$WLY
$2.3B
27 positions
#13Tevis Investment ManagementPassive
Some overlap · 3 shared positions
$UL$MDT$DIS
$176M
99 positions
#14Kazazian Asset Management, LLCActive
Some overlap · 3 shared positions
$DIS$BLCO$EXPE
$92M
43 positions
#15LAKEWOOD CAPITAL MANAGEMENT, LPActive
Some overlap · 4 shared positions
$AMRZ$IQV$VTRS$WEX
$1.6B
69 positions
#16SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 3 shared positions
$SOLV$GILD$PFE
$119M
61 positions
#17Kiltearn Partners LLPActive
Some overlap · 3 shared positions
$MDT$SOLV$GILD
$372M
25 positions
#18TFC Financial Management, Inc.Active
Some overlap · 3 shared positions
$SOLV$EXPE$MO
$812M
998 positions
#19CAMBIAR INVESTORS LLCActive
Some overlap · 3 shared positions
$AMRZ$MDT$BMY
$2.2B
145 positions
#20BCWM, LLCPassive
Some overlap · 4 shared positions
$SONY$MO$PFE$BMY
$353M
57 positions
#21Leith Wheeler Investment Counsel Ltd.Active
Some overlap · 3 shared positions
$DIS$MDT$BWA
$1.2B
84 positions
#22Nexus Investment Management ULCActive
Some overlap · 3 shared positions
$MDT$GILD$PFE
$715M
70 positions
#23Lorne Steinberg Wealth Management Inc.Passive
Some overlap · 4 shared positions
$SNN$DIS$UL$VTRS
$422M
68 positions
#24Walter Public Investments Inc.Passive
Some overlap · 3 shared positions
$DIS$IQV$EXPE
$418M
48 positions
#25Cobblestone Asset Management LLCPassive
Some overlap · 4 shared positions
$SOLV$BMY$SONY$MO
$222M
73 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.