Hedge Funds Similar to BRIDGEWAY ,

13F Portfolio OverlapQ1 2026BRIDGEWAY , portfolio →

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Most similar hedge funds by 13F overlap

BRIDGEWAY CAPITAL MANAGEMENT, LLC is an institutional investor managing $5.0B across 1,221 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 BRIDGEWAY , are Crossmark Global ,, Lansforsakringar Fondforvaltning AB (publ), KLP KAPITALFORVALTNING AS, with shared positions in $VZ, $AMD, $WFC, $BAC, $KO, $MCD. The full ranking of 25 similar funds is below.

#1Crossmark Global Holdings, Inc.Passive

Some overlap · 7 shared positions

$VZ $AMD $WFC $BAC $KO $MCD

$6.8B

1,234 positions

#2Lansforsakringar Fondforvaltning AB (publ)Active

Some overlap · 7 shared positions

$VZ $AMD $PLTR $BAC $KO $DIS

$19.1B

554 positions

#3KLP KAPITALFORVALTNING ASPassive

Some overlap · 8 shared positions

$AMD $BAC $KO $PLTR $VZ $WFC

$25.5B

2,154 positions

#4PFA Pension, ForsikringsaktieselskabActive

Some overlap · 7 shared positions

$AMD $PLTR $BAC $KO $VZ $WFC

$33.2B

381 positions

#5Cornerstone Planning, LLCPassive

Some overlap · 6 shared positions

$VZ $AMD $PLTR $BAC $KO $IBM

$443M

141 positions

#6ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive

Some overlap · 6 shared positions

$VZ $AMD $BAC $KO $IBM $MCD

$155M

150 positions

#7Smith Thornton Advisors LLCPassive

Some overlap · 6 shared positions

$VZ $WFC $BAC $KO $DIS $IBM

$199M

130 positions

#8PBU - The Pension Fund of Early Childhood & Youth EducatorsActive

Some overlap · 6 shared positions

$VZ $WFC $BAC $KO $DIS $IBM

$7.7B

190 positions

#9Cohen Investment Advisors LLCPassive

Some overlap · 6 shared positions

$VZ $WFC $BAC $KO $DIS $MCD

$210M

79 positions

#10Rayburn West Financial Services LLCPassive

Some overlap · 6 shared positions

$VZ $WFC $BAC $KO $IBM $MCD

$170M

82 positions

#11InvesTrustPassive

Some overlap · 6 shared positions

$VZ $WFC $KO $DIS $IBM $MCD

$238M

91 positions

#12Bedell Frazier Investment Counselling, LLCPassive

Some overlap · 6 shared positions

$VZ $BAC $KO $DIS $IBM $MCD

$495M

128 positions

#13National Pension ServiceActive

Some overlap · 6 shared positions

$AMD $PLTR $BAC $KO $WFC $IBM

$131.7B

562 positions

#14Pavion Blue Capital, LLCPassive

Slight overlap · 6 shared positions

$WFC $BAC $KO $DIS $IBM $MCD

$230M

108 positions

#15Wynn Capital, LLCPassive

Slight overlap · 6 shared positions

$WFC $BAC $KO $DIS $IBM $MCD

$195M

107 positions

#16Elo Mutual Pension Insurance CoPassive

Slight overlap · 6 shared positions

$AMD $PLTR $KO $BAC $IBM $MCD

$6.1B

581 positions

#17West Branch Capital LLCPassive

Slight overlap · 6 shared positions

$WFC $BAC $KO $MCD $AMD $IBM

$373M

378 positions

#18Key Client Fiduciary Advisors, LLCPassive

Slight overlap · 5 shared positions

$VZ $AMD $PLTR $BAC $IBM

$294M

216 positions

#19Finer Wealth Management, Inc.Active

Slight overlap · 5 shared positions

$VZ $AMD $PLTR $KO $MCD

$199M

87 positions

#20PeakShares LLCPassive

Slight overlap · 5 shared positions

$VZ $AMD $PLTR $IBM $MCD

$109M

116 positions

#21VANGUARD GROUP INC

Slight overlap · 6 shared positions

$PLTR $AMD $BAC $IBM $WFC $KO

$6.9T

4,329 positions

#22Legal & General Group PlcPassive

Slight overlap · 6 shared positions

$AMD $BAC $PLTR $KO $IBM $WFC

$432.4B

3,362 positions

#23Plato Investment Management LtdPassive

Slight overlap · 5 shared positions

$AMD $VZ $PLTR $BAC $KO

$1.5B

516 positions

#24LAZARI CAPITAL MANAGEMENT, INC.Passive

Slight overlap · 5 shared positions

$VZ $AMD $WFC $BAC $DIS

$287M

175 positions

#25Alliance Private Wealth, LLCActive

Slight overlap · 5 shared positions

$VZ $AMD $BAC $DIS $IBM

$278M

80 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.