How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to HOTCHKIS & WILEY

13F Portfolio OverlapQ2 2026HOTCHKIS & WILEY portfolio →

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Most similar hedge funds by 13F overlap

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC is an institutional investor managing $34.3B across 462 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to HOTCHKIS & WILEY are HARRIS ASSOCIATES L P, SOUND SHORE, CANTOR FITZGERALD INVESTMENT ADVISORS, with shared positions in $ELV, $AIG, $C, $CRM, $FISV, $GM. The full ranking of 25 similar funds is below.

#1HARRIS ASSOCIATES L PActive

Notable overlap · 11 shared positions

$ELV $AIG $C $CRM $FISV $GM

$75.4B

162 positions

#2SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 7 shared positions

$ELV $GEHC $C $GM $WFC $OMC

$3.2B

40 positions

#3CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 9 shared positions

$USB $PPG $WFC $CCZ $MDT $TFC

$1.5B

184 positions

#4PZENA INVESTMENT MANAGEMENT LLCActive

Notable overlap · 9 shared positions

$PPG $C $WFC $MGA $CDW $HUM

$34.1B

161 positions

#5Blume Capital Management, Inc.Passive

Notable overlap · 8 shared positions

$CCZ $C $WFC $FISV $CNH $FDX

$684M

359 positions

#6First Eagle Investment Management, LLCActive

Notable overlap · 7 shared positions

$ELV $WDAY $CRM $CCZ $MDT $PPG

$59.9B

424 positions

#7DMKC Advisory Services, LLCActive

Notable overlap · 7 shared positions

$USB $WFC $C $SHEL $MDT $FDX

$530M

92 positions

#8LifePlan Financial, LLCPassive

Notable overlap · 7 shared positions

$CCZ $USB $CRM $MDT $C $MDLZ

$143M

89 positions

#9Robinson Value Management, Ltd.Passive

Notable overlap · 6 shared positions

$CCZ $D $WFC $FISV $OMC $MDT

$187M

75 positions

#10Cairn Investment Group, Inc.Active

Notable overlap · 6 shared positions

$FFIV $CCZ $CI $FISV $PCAR $USB

$227M

65 positions

#11Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$ELV $USB $CCZ $CI $MDT $MDLZ

$159M

62 positions

#12EQUITY INVESTMENT CORPActive

Notable overlap · 6 shared positions

$PPG $USB $WFC $SHEL $MDT $TFC

$5.2B

76 positions

#13Poehling Capital Management, INC.Passive

Notable overlap · 7 shared positions

$C $WFC $FISV $CRM $MDT $AIG

$466M

166 positions

#14BRANDES INVESTMENT PARTNERS, LPActive

Notable overlap · 7 shared positions

$C $CI $CNH $WFC $FDX $SHEL

$14.3B

193 positions

#15TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 6 shared positions

$ELV $WFC $CCZ $OMC $MDT $TFC

$143M

104 positions

#16DODGE & COXActive

Notable overlap · 7 shared positions

$CI $CCZ $WFC $FISV $GEHC $FDX

$191.0B

222 positions

#17Prana Capital Management, LPActive

Notable overlap · 8 shared positions

$ELV $WFC $TFC $AIG $STT $HUM

$3.3B

122 positions

#18Hillman Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$USB $CCZ $CRM $FISV $KHC $STZ

$138M

54 positions

#19EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$CCZ $WFC $CNH $FISV $MDT $SLB

$842M

118 positions

#20CAMBIAR INVESTORS LLCActive

Notable overlap · 6 shared positions

$ELV $USB $OMC $MDT $FDX $STZ

$2.3B

150 positions

#21SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$C $WFC $USB $AIG $MDT $TFC

$606M

79 positions

#22ACR Alpine Capital Research, LLCActive

Notable overlap · 5 shared positions

$ELV $C $GM $MGA $FDX

$7.0B

38 positions

#23Mandatum Life Insurance Co LtdSmart money

Notable overlap · 6 shared positions

$GEHC $C $CRM $MDT $HUM $CCZ

$540M

90 positions

#24Allied Investment Advisors, LLCPassive

Notable overlap · 6 shared positions

$USB $WFC $SHEL $MDT $FDX $STT

$797M

110 positions

#25EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$USB $CCZ $WFC $AIG $FDX $MDLZ

$1.3B

58 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.