13F Pro

Hedge Funds Similar to KLCM Advisors,

13F Portfolio OverlapQ1 2026KLCM Advisors, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

KLCM Advisors, Inc. is an institutional investor managing $1.2B across 275 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 KLCM Advisors, are SOUND SHORE /CT/, Hillman ,, Catherine Avery Investment, with shared positions in $C, $BA, $UPS, $WFC, $BAC, $ZBH. The full ranking of 25 similar funds is below.

#1SOUND SHORE MANAGEMENT INC /CT/Active
Notable overlap · 7 shared positions
$C$BA$UPS$WFC$BAC$ZBH
$3.0B
40 positions
#2Hillman Capital Management, Inc.Passive
Notable overlap · 9 shared positions
$BA$IFF$BMY$UPS$ZBH$CAG
$144M
56 positions
#3Catherine Avery Investment Management LLCPassive
Notable overlap · 7 shared positions
$C$UPS$BMY$TFC$BAC$TGT
$223M
109 positions
#4Collar Capital Management, LLCPassive
Notable overlap · 6 shared positions
$C$UPS$BA$DOW$CAG$TGT
$155M
72 positions
#5Cullen Capital Management, LLCActive
Notable overlap · 6 shared positions
$C$UPS$TFC$BAC$DOW$TGT
$9.8B
213 positions
#6CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Notable overlap · 8 shared positions
$WFC$TFC$UPS$BMY$IFF$TGT
$1.4B
178 positions
#7HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive
Notable overlap · 7 shared positions
$C$WFC$OLN$APA$TFC$ZBH
$32.4B
465 positions
#8KEMPNER CAPITAL MANAGEMENT INC.
Notable overlap · 6 shared positions
$C$IFF$TFC$BAC$ZBH$DIS
$106M
43 positions
#9PZENA INVESTMENT MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$C$WFC$BMY$DOW$BAC
$30.8B
158 positions
#10Cambridge Financial Group, Inc.Active
Notable overlap · 5 shared positions
$C$BA$BAC$TGT$BBY
$267M
33 positions
#11CLOUGH CAPITAL PARTNERS L PActive
Some overlap · 4 shared positions
$BA$UPS$HAL$DOW
$1.0B
96 positions
#12Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$C$UPS$BAC$TGT$WFC
$170M
82 positions
#13EQUITY INVESTMENT CORPActive
Some overlap · 6 shared positions
$UPS$WFC$TFC$ZBH$TGT$USB
$5.1B
71 positions
#14Blume Capital Management, Inc.Passive
Some overlap · 6 shared positions
$C$WFC$BAC$IFF$DIS$USB
$588M
337 positions
#15STALEY CAPITAL ADVISERS INCActive
Some overlap · 5 shared positions
$BA$C$IFF$DIS$DOW
$2.4B
184 positions
#16CORNERCAP INVESTMENT COUNSEL INC
Some overlap · 7 shared positions
$WFC$C$BMY$TFC$BAC$HAL
$203M
151 positions
#17CONTINENTAL ADVISORS LLCPassive
Some overlap · 4 shared positions
$C$WFC$BMY$TFC
$196M
50 positions
#18CERTUITY, LLCPassive
Some overlap · 6 shared positions
$C$WFC$BAC$BA$BMY$DOW
$1.5B
659 positions
#19Griffith & Werner, Inc.Active
Some overlap · 4 shared positions
$C$WFC$TFC$BAC
$202M
72 positions
#20Senator Investment Group LPActive
Some overlap · 4 shared positions
$BA$C$HAL$ATI
$2.2B
59 positions
#21SALZHAUER MICHAELSmart money
Some overlap · 4 shared positions
$C$WFC$BAC$TFC
$212M
75 positions
#22CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$BA$C$UPS$DIS
$184M
66 positions
#23Palouse Capital Management, Inc.Passive
Some overlap · 4 shared positions
$C$UPS$BA$DIS
$151M
135 positions
#24BRANDES INVESTMENT PARTNERS, LPActive
Some overlap · 4 shared positions
$C$HAL$WFC$BAC
$14.1B
186 positions
#25Spectrum Financial Alliance Ltd LLCActive
Some overlap · 3 shared positions
$BA$C$BAC
$520M
30 positions

Compare KLCM Advisors,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View KLCM Advisors,’s holdings

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.