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Hedge Funds Similar to PRIVATE GROUP

13F Portfolio OverlapQ1 2026PRIVATE GROUP portfolio →
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Most similar hedge funds by 13F overlap

PRIVATE MANAGEMENT GROUP INC is an institutional investor managing $3.5B across 310 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 PRIVATE GROUP are Mork ,, Muzinich & ,, ARES, with shared positions in $SON, $CCZ, $VZ, $BGC, $OI, $GSBD. The full ranking of 25 similar funds is below.

#1Mork Capital Management, LLCPassive
Some overlap · 5 shared positions
$SON$CCZ$VZ$BGC$OI
$141M
103 positions
#2Muzinich & Co., Inc.Active
Some overlap · 4 shared positions
$GSBD$OBDC$OCSL$BBDC
$286M
38 positions
#3ARES MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$GSBD$OBDC$OCSL$BBDC
$1.5B
37 positions
#4FOUNDATION RESOURCE MANAGEMENT INCActive
Some overlap · 4 shared positions
$VZ$CCZ$LKQ$ABEV
$889M
55 positions
#5DEAN INVESTMENT ASSOCIATES, LLCPassive
Some overlap · 5 shared positions
$__PARK_1390777$VZ$LKQ$PB$SON
$710M
190 positions
#6Applied Finance Capital Management, LLCPassive
Some overlap · 3 shared positions
$VLO$VZ$LKQ
$1.3B
218 positions
#7HARRIS ASSOCIATES L PActive
Some overlap · 4 shared positions
$KDP$WBD$CG$GPN
$75.0B
158 positions
#8TT Capital Management LLCActive
Some overlap · 4 shared positions
$VZ$OBDC$OCSL$GSBD
$121M
73 positions
#9NEW SOUTH CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$LKQ$DBRG$RUSHA$NICE
$2.1B
51 positions
#10AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$VLO$VZ$__PARK_1390777
$160M
137 positions
#11Cornerstone Select Advisors, LLCPassive
Some overlap · 3 shared positions
$VLO$VZ$UGI
$160M
124 positions
#12Guardian Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$LKQ$WBD$GPN$NICE
$183M
61 positions
#13LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 4 shared positions
$VZ$CCZ$ABEV$COLD
$480M
243 positions
#14MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$VLO$VZ$CCZ
$246M
145 positions
#15EDMP, INC.Passive
Some overlap · 3 shared positions
$VZ$SON$UGI
$124M
71 positions
#16Ancora Advisors, LLCPassive
Some overlap · 3 shared positions
$COLD$LKQ$WBD
$4.7B
2,480 positions
#17Center for Wealth Management AdvisoryActive
Some overlap · 3 shared positions
$VZ$CCZ$__PARK_1390777
$139M
62 positions
#18Hillman Capital Management, Inc.Passive
Some overlap · 3 shared positions
$VZ$CCZ$WBD
$144M
56 positions
#19DoubleLine ETF Adviser LPPassive
Some overlap · 3 shared positions
$VZ$CCZ$WBD
$263M
176 positions
#20Genus Capital Management Inc.Passive
Some overlap · 3 shared positions
$VZ$VLO$__PARK_1390777
$873M
189 positions
#21CONNING INC.Passive
Some overlap · 3 shared positions
$VLO$VZ$__PARK_1390777
$3.0B
311 positions
#22AMERICAN FINANCIAL GROUP INCActive
Some overlap · 3 shared positions
$GSBD$CCZ$ACI
$270M
71 positions
#23William B. Walkup & Associates, Inc.Active
Some overlap · 3 shared positions
$VLO$VZ$__PARK_1390777
$167M
163 positions
#24Verdad Advisers, LPPassive
Some overlap · 3 shared positions
$CRC$CCZ$__PARK_1390777
$89M
179 positions
#25Hudson Portfolio Management LLCPassive
Some overlap · 3 shared positions
$VZ$__PARK_1390777$CCZ
$119M
111 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.