Hedge Funds Similar to Partners Value Investments

13F Portfolio OverlapQ1 2026Partners Value Investments portfolio →
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Most similar hedge funds by 13F overlap

Partners Value Investments L.P. is an institutional investor managing $9.3B across 6 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 Partners Value Investments are BROOKFIELD /ON/, Broad Run Investment ,, BRUNI J V & /, with shared positions in $BAM, $BN, $BBUC, $BNT. The full ranking of 6 similar funds is below.

Notable overlap · 4 shared positions
$74.2B
132 positions
Notable overlap · 3 shared positions
$568M
24 positions
Notable overlap · 3 shared positions
$958M
31 positions
Some overlap · 3 shared positions
$200M
110 positions
Some overlap · 3 shared positions
$287M
26 positions
Some overlap · 3 shared positions
$271M
15 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.