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Hedge Funds Similar to LEUTHOLD GROUP

13F Portfolio OverlapQ2 2026LEUTHOLD GROUP portfolio →
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Most similar hedge funds by 13F overlap

LEUTHOLD GROUP, LLC is an institutional investor managing $995M across 237 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 LEUTHOLD GROUP are L2 Asset, COOKSON PEIRCE, Sivik Global Healthcare, with shared positions in $DELL, $FLEX, $CAH, $JBL, $AMGN, $GILD. The full ranking of 25 similar funds is below.

#1L2 Asset Management, LLCPassive
Some overlap · 7 shared positions
$DELL$FLEX$CAH$JBL$AMGN$GILD
$963M
411 positions
#2COOKSON PEIRCE & CO INCPassive
Some overlap · 5 shared positions
$FLEX$CAH$JBL$C$EME
$3.0B
317 positions
#3Sivik Global Healthcare LLCActive
Some overlap · 6 shared positions
$CAH$MCK$COR$VRTX$BIIB$GILD
$132M
34 positions
#4Cunning Capital Partners, LPActive
Some overlap · 5 shared positions
$CAH$DELL$JBL$MCK$HCA
$248M
55 positions
#5Oribel Capital Management, LPPassive
Some overlap · 4 shared positions
$FLEX$JBL$SANM$FFIV
$3.3B
143 positions
#6Birch Capital Management, LLCPassive
Some overlap · 5 shared positions
$CAH$FDX$UPS$COR$AMGN
$205M
79 positions
#7Counterpoint Mutual Funds LLCActive
Some overlap · 5 shared positions
$DELL$CAH$MCK$HCA$COR
$1.0B
295 positions
#8Measured Wealth Private Client Group, LLCPassive
Some overlap · 9 shared positions
$UPS$C$FLEX$EME$CAH$GTX
$414M
723 positions
#9Retireful, LLCPassive
Some overlap · 4 shared positions
$FLEX$DELL$JBL$FFIV
$107M
81 positions
#10Genus Capital Management Inc.Passive
Some overlap · 6 shared positions
$CM$MGA$C$DELL$CAH$AMGN
$1.0B
204 positions
#11Inlet Private Wealth, LLCPassive
Some overlap · 4 shared positions
$FLEX$MCK$C$AMGN
$411M
133 positions
#12Ranch Capital Advisors Inc.Passive
Some overlap · 5 shared positions
$CAH$C$UPS$AMGN$GILD
$316M
157 positions
#13PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 5 shared positions
$FLEX$FDX$AMGN$BIIB$JBL
$169.1B
324 positions
#14CHAPIN DAVIS, INC.Passive
Some overlap · 3 shared positions
$FLEX$JBL$DELL
$569M
256 positions
#15FOSTER & MOTLEY INCActive
Some overlap · 5 shared positions
$JBL$DELL$HCA$AMGN$MCK
$2.2B
405 positions
#16Cairn Investment Group, Inc.Active
Some overlap · 5 shared positions
$CAH$MCK$FFIV$BIIB$GILD
$227M
65 positions
#17HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$C$FDX$MGA$ERIC$FFIV
$34.3B
462 positions
#18Darwin Wealth Management, LLCPassive
Some overlap · 4 shared positions
$FLEX$JBL$C$UPS
$365M
777 positions
#19Cambridge Financial Group, Inc.Active
Some overlap · 4 shared positions
$CAH$FDX$C$COR
$287M
33 positions
#20Boston PartnersPassive
Some overlap · 6 shared positions
$FLEX$DELL$COR$KGC$MCK$GILD
$112.6B
802 positions
#21Palouse Capital Management, Inc.Passive
Some overlap · 4 shared positions
$DELL$C$UPS$DVN
$160M
124 positions
#22Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$FLEX$FFIV$DY$AMGN
$513M
70 positions
#23Lifeworks Advisors, LLCPassive
Some overlap · 4 shared positions
$JBL$DELL$FFIV$GILD
$955M
337 positions
#24Graphene Investments SASPassive
Some overlap · 4 shared positions
$FLEX$MCK$HCA$VRTX
$172M
42 positions
#25Occidental Asset Management, LLCPassive
Some overlap · 5 shared positions
$DELL$CAH$AMGN$COR$GILD
$1.0B
328 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.