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Hedge Funds Similar to VAN DEN BERG I,

13F Portfolio OverlapQ1 2026VAN DEN BERG I, portfolio →
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Most similar hedge funds by 13F overlap

VAN DEN BERG MANAGEMENT I, INC is an institutional investor managing $436M across 133 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 VAN DEN BERG I, are Elevate Advisors,, Clean Energy Transition LLP, Heritage Wealth Advisors, with shared positions in $PHYS, $EQT, $ACGL, $CME, $FANG, $SWK. The full ranking of 25 similar funds is below.

#1Elevate Capital Advisors, LLCPassive
Notable overlap · 4 shared positions
$PHYS$EQT$ACGL$CME
$155M
72 positions
#2Clean Energy Transition LLPSmart money
Notable overlap · 4 shared positions
$FANG$EQT$SWK$TKR
$1.5B
15 positions
#3Heritage Wealth AdvisorsActive
Notable overlap · 3 shared positions
$PHYS$BN$COP
$2.6B
692 positions
#4Goehring & Rozencwajg Associates, LLCActive
Notable overlap · 5 shared positions
$EQT$PR$SLB$FANG$CRK
$1.9B
43 positions
#5Harbour Wealth Management Group, Inc.Passive
Notable overlap · 4 shared positions
$PHYS$INTC$CME$FANG
$133M
89 positions
#6Oak Grove Capital LLCSmart money
Notable overlap · 4 shared positions
$COHR$BN$IBM$EQT
$1.2B
92 positions
#7Center for Wealth Management AdvisoryActive
Notable overlap · 6 shared positions
$UNH$CI$ELV$COP$CME$FDX
$139M
62 positions
#8Great Hill Capital LLCSmart money
Notable overlap · 5 shared positions
$INTC$CRK$SWK$DIS$GNRC
$1.5B
47 positions
#9SCHARF INVESTMENTS, LLCActive
Notable overlap · 6 shared positions
$BN$UNH$TMO$DIS$CME$SLB
$3.2B
70 positions
#10SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Notable overlap · 3 shared positions
$PHYS$UNH$FDX
$482M
173 positions
#11Cornerstone Investment Partners, LLCActive
Notable overlap · 4 shared positions
$FANG$ELV$UNH$TMO
$2.4B
291 positions
#12EAGLE CAPITAL MANAGEMENT LLCActive
Notable overlap · 6 shared positions
$UNH$DHR$ELV$COP$WDAY$EQT
$29.8B
60 positions
#13Focused Investors LLCActive
Notable overlap · 5 shared positions
$CI$ELV$UNH$DIS$FDX
$3.1B
22 positions
#14Persium Advisors, LLCActive
Notable overlap · 4 shared positions
$DELL$IBM$UNH$COP
$127M
60 positions
#15Basepoint Wealth LLCActive
Notable overlap · 3 shared positions
$PHYS$COP$INTC
$175M
643 positions
#16SCP Investment, LPPassive
Some overlap · 4 shared positions
$FANG$EQT$SLB$COP
$90M
48 positions
#17DE BURLO GROUP INCPassive
Some overlap · 5 shared positions
$BN$EQT$SWK$TMO$DHR
$441M
88 positions
#18Auxano Advisors, LLCActive
Some overlap · 3 shared positions
$PHYS$DIS$COHR
$501M
199 positions
#19London & Capital Asset Management LtdActive
Some overlap · 5 shared positions
$IBM$UNH$TMO$CME$SLB
$9.2B
223 positions
#20Live Oak Private Wealth LLCPassive
Some overlap · 5 shared positions
$BN$SLB$DHR$DIS$UNH
$717M
207 positions
#21MATAURO, LLCActive
Some overlap · 3 shared positions
$PHYS$UNH$IBM
$692M
145 positions
#22DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$FANG$DIS$COP$EQT$TMO
$16.0B
187 positions
#23CapWealth Advisors, LLCActive
Some overlap · 3 shared positions
$LUMN$IBM$UNH
$1.3B
118 positions
#24Q Fund Management (Hong Kong) LtdSmart money
Some overlap · 4 shared positions
$COHR$INTC$UNH$EQT
$107M
33 positions
#25YACKTMAN ASSET MANAGEMENT LPActive
Some overlap · 5 shared positions
$FANG$DIS$ELV$COP$UNH
$7.5B
76 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.