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Hedge Funds Similar to ICON ADVISERS /

13F Portfolio OverlapQ1 2026ICON ADVISERS / portfolio →
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Most similar hedge funds by 13F overlap

ICON ADVISERS INC/CO is an institutional investor managing $433M across 144 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 ICON ADVISERS / are Catherine Avery Investment, Prana ,, Sanders ,, with shared positions in $BAC, $PSX, $STX, $SWK, $TFC, $LPLA. The full ranking of 25 similar funds is below.

#1Catherine Avery Investment Management LLCPassive
Notable overlap · 5 shared positions
$BAC$PSX$STX$SWK$TFC
$223M
109 positions
#2Prana Capital Management, LPPassive
Some overlap · 4 shared positions
$BAC$LPLA$TFC$HCA
$3.3B
131 positions
#3Sanders Capital, LLCActive
Some overlap · 4 shared positions
$STX$BAC$HCA$TFC
$83.9B
44 positions
#4MONTGOMERY INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$PSX$BAC$TFC$CCJ
$293M
103 positions
#5American Assets Investment Management, LLCActive
Some overlap · 3 shared positions
$BAC$PSX$TFC
$1.5B
146 positions
#6Regal Partners LtdActive
Some overlap · 3 shared positions
$BAC$CCJ$TFC
$1.8B
106 positions
#7SAMLYN CAPITAL, LLCActive
Some overlap · 4 shared positions
$LPLA$CRS$MKSI$CCJ
$5.9B
76 positions
#8Mountaineer Partners Management, LLCActive
Some overlap · 3 shared positions
$CENX$CRS$CCJ
$201M
16 positions
#9Bornite Capital Management LPActive
Some overlap · 3 shared positions
$CENX$CRS$AR
$595M
17 positions
#10Cander Asset Management LPActive
Some overlap · 3 shared positions
$LPLA$BAC$LNC
$557M
43 positions
#11Huber Capital Management LLCPassive
Some overlap · 3 shared positions
$BAC$TFC$NFG
$647M
99 positions
#12KEMPNER CAPITAL MANAGEMENT INC.
Some overlap · 4 shared positions
$BAC$TFC$LNC$BHP
$106M
43 positions
#13Glass Wealth Management Co LLCPassive
Some overlap · 3 shared positions
$PSX$BAC$TFC
$258M
67 positions
#14Baugh & Associates, LLCActive
Some overlap · 3 shared positions
$BAC$TFC$ANET
$232M
44 positions
#15SHAPIRO CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$BAC$TFC$MKSI
$1.6B
50 positions
#16TCTC Holdings, LLCActive
Some overlap · 3 shared positions
$DINO$BAC$PSX
$3.5B
220 positions
#17Kinetic Partners Management, LPActive
Some overlap · 3 shared positions
$CENX$CRS$STX
$1.8B
49 positions
#18DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive
Some overlap · 4 shared positions
$BAC$STX$ANET$BKR
$112.7B
1,002 positions
#19Corigliano Investment Advisers, LLCActive
Some overlap · 3 shared positions
$PSX$AR$BKR
$256M
37 positions
#20Old Port AdvisorsPassive
Some overlap · 3 shared positions
$STX$VOD$NFG
$434M
239 positions
#211492 Capital Management LLCPassive
Some overlap · 3 shared positions
$CRS$PLOW$KALU
$263M
130 positions
#22LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Some overlap · 3 shared positions
$PSX$MSM$HCA
$343M
59 positions
#23Sovereign's Capital Management, LLCPassive
Some overlap · 3 shared positions
$PLOW$LPLA$ANET
$136M
76 positions
#24SSI INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$BAC$MKSI$EVRG$STX
$1.4B
240 positions
#25NAVELLIER & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$STX$CRS$PSX
$960M
326 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.