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Hedge Funds Similar to LEUTHOLD GROUP,

13F Portfolio OverlapQ1 2026LEUTHOLD GROUP, portfolio →
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Most similar hedge funds by 13F overlap

LEUTHOLD GROUP, LLC is an institutional investor managing $939M across 211 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 LEUTHOLD GROUP, are ONE PLUS ONE WEALTH ,, ARQ WEALTH ADVISORS,, IAM Advisory,, with shared positions in $DDS, $AGQ, $REGN, $USB, $FDX, $MS. The full ranking of 25 similar funds is below.

#1ONE PLUS ONE WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$DDS$AGQ$REGN$USB
$237M
89 positions
#2ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 6 shared positions
$FDX$MS$MCK$REGN$USB$UPS
$555M
191 positions
#3IAM Advisory, LLCActive
Some overlap · 6 shared positions
$AGQ$MCK$AMGN$USB$REGN$GILD
$446M
95 positions
#4EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$FDX$MS$BAC$GILD$AMGN$USB
$1.4B
56 positions
#5Genus Capital Management Inc.Passive
Some overlap · 7 shared positions
$HCA$MGA$KGC$CM$GILD$AMGN
$873M
189 positions
#6Ranch Capital Advisors Inc.Passive
Some overlap · 6 shared positions
$CAH$MS$C$GILD$AMGN$UPS
$277M
154 positions
#7Brandywine Global Investment Management, LLC
Some overlap · 7 shared positions
$C$FDX$MS$BAC$AMGN$GILD
$14.9B
601 positions
#8Birch Capital Management, LLCActive
Some overlap · 5 shared positions
$FDX$CAH$UPS$COR$AMGN
$191M
78 positions
#9WINMILL & CO. INCActive
Some overlap · 4 shared positions
$DDS$IAG$HCA$KGC
$347M
54 positions
#10Fortis Advisors, LLCPassive
Some overlap · 7 shared positions
$AGQ$REGN$USB$DDS$UPS$MS
$200M
119 positions
#11Graphene Investments SASPassive
Some overlap · 5 shared positions
$MCK$FLEX$MS$HCA$VRTX
$149M
44 positions
#12Axecap Investments, LLCPassive
Some overlap · 5 shared positions
$MCK$CAH$COR$C$MS
$145M
69 positions
#13Cambridge Financial Group, Inc.Active
Some overlap · 5 shared positions
$FDX$CAH$COR$C$BAC
$267M
33 positions
#14Horrell Capital Management, Inc.Active
Some overlap · 3 shared positions
$DDS$FDX$UPS
$219M
194 positions
#15Cetera Trust Company, N.APassive
Some overlap · 5 shared positions
$MCK$FDX$BAC$HCA$AMGN
$177M
351 positions
#16Boston PartnersPassive
Some overlap · 6 shared positions
$KGC$COR$MCK$FLEX$MS$FDX
$95.5B
767 positions
#17Caldwell Investment Management Ltd.Active
Some overlap · 5 shared positions
$KGC$MS$C$BAC$MCK
$255M
57 positions
#18American Assets Investment Management, LLCActive
Some overlap · 6 shared positions
$MS$C$BAC$FDX$USB$AMGN
$1.5B
146 positions
#19Delta Accumulation, LLCActive
Some overlap · 5 shared positions
$CAH$COR$C$HCA$BAC
$1.2B
87 positions
#20LMG Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$AGQ$CAH$FDX$USB
$549M
154 positions
#21BRANDES INVESTMENT PARTNERS, LPActive
Some overlap · 5 shared positions
$FDX$C$MCK$HCA$BAC
$14.1B
186 positions
#22Titan Investment Management LLCPassive
Some overlap · 4 shared positions
$JBL$MCK$MS$USB
$113M
37 positions
#23SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 5 shared positions
$FLEX$UPS$C$BAC$REGN
$3.0B
40 positions
#24Inlet Private Wealth, LLCPassive
Some overlap · 5 shared positions
$MCK$FLEX$C$BAC$AMGN
$392M
128 positions
#25HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$FDX$C$ERIC$MGA$USB
$32.4B
465 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.