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Hedge Funds Similar to SHIKIAR ASSET

13F Portfolio OverlapQ2 2026SHIKIAR ASSET portfolio →
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Most similar hedge funds by 13F overlap

SHIKIAR ASSET MANAGEMENT INC is an institutional investor managing $396M across 113 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 SHIKIAR ASSET are Andrew Hill Investment Advisors, Catherine Avery Investment, Athena Wealth, with shared positions in $C, $NEE, $RY, $EQT, $FCX, $CRM. The full ranking of 25 similar funds is below.

#1Andrew Hill Investment Advisors, Inc.Passive
Notable overlap · 4 shared positions
$C$NEE$RY$EQT
$135M
57 positions
#2Catherine Avery Investment Management LLCPassive
Notable overlap · 4 shared positions
$C$NEE$FCX$CRM
$229M
166 positions
#3Athena Wealth Management, LLCActive
Some overlap · 4 shared positions
$C$FCX$COF$NEE
$134M
104 positions
#4Parkside Investments, LLCActive
Some overlap · 3 shared positions
$C$NEE$FCX
$902M
91 positions
#5Nan Fung Group Holdings LtdSmart money
Some overlap · 3 shared positions
$INCY$MDGL$RVMD
$131M
25 positions
#6BAKER BROS. ADVISORS LPSmart money
Some overlap · 3 shared positions
$INCY$MDGL$RVMD
$20.0B
84 positions
#7Hosking Partners LLPActive
Some overlap · 4 shared positions
$C$FCX$COF$CBRE
$3.0B
98 positions
#8Bedell Frazier Investment Counselling, LLC
Some overlap · 4 shared positions
$C$FCX$LIN$EQT
$495M
128 positions
#9Polaris Capital Management, LLCActive
Some overlap · 4 shared positions
$LIN$NEE$COF$SLM
$1.1B
84 positions
#10SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 3 shared positions
$C$INCY$EQT
$3.2B
40 positions
#11Blume Capital Management, Inc.Passive
Some overlap · 3 shared positions
$C$COF$FCX
$684M
359 positions
#12CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 6 shared positions
$LIN$FCX$NEE$CEG$PLTR$APO
$78M
44 positions
#13Brentview Investment Management LLCActive
Some overlap · 3 shared positions
$LIN$NEE$CEG
$253M
63 positions
#14Aureus Asset Management, LLCPassive
Some overlap · 4 shared positions
$LIN$NEE$WCC$APO
$1.6B
239 positions
#15SWP Investment Management LLCPassive
Some overlap · 3 shared positions
$C$NEE$FCX
$145M
43 positions
#16THORNBURG INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$C$FCX$LIN
$10.5B
139 positions
#17Hudson Canyon Capital ManagementPassive
Some overlap · 4 shared positions
$DELL$C$COF$CI
$187M
50 positions
#18Financial Sense Advisors, Inc.Passive
Some overlap · 4 shared positions
$NEE$FCX$WPM$PLTR
$508M
137 positions
#19StrongBox Wealth, LLCPassive
Some overlap · 3 shared positions
$LIN$NEE$PLTR
$351M
267 positions
#20Ethos Capital Management, Inc.Active
Some overlap · 3 shared positions
$C$LIN$PLTR
$140M
59 positions
#21WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 3 shared positions
$LIN$NEE$CRM
$1.3B
73 positions
#22Aviso Financial Inc.Passive
Some overlap · 3 shared positions
$LIN$WPM$RY
$2.9B
273 positions
#23S.E.E.D. Planning Group LLCPassive
Some overlap · 3 shared positions
$LIN$NEE$CBRE
$379M
88 positions
#24Alden Global Capital LLCActive
Some overlap · 3 shared positions
$C$DELL$PLTR
$273M
19 positions
#25Cumberland Partners LtdPassive
Some overlap · 3 shared positions
$LIN$RY$DELL
$1.5B
153 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.