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Hedge Funds Similar to SHAPIRO

13F Portfolio OverlapQ1 2026SHAPIRO portfolio →
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Most similar hedge funds by 13F overlap

SHAPIRO CAPITAL MANAGEMENT LLC is an institutional investor managing $1.6B across 50 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 SHAPIRO are SOUND SHORE /CT/, KEMPNER, MONIMUS ,, with shared positions in $BAC, $ZBH, $DIS, $ACI, $OC, $TFC. The full ranking of 25 similar funds is below.

#1SOUND SHORE MANAGEMENT INC /CT/Active
Notable overlap · 5 shared positions
$BAC$ZBH$DIS$ACI$OC
$3.0B
40 positions
#2KEMPNER CAPITAL MANAGEMENT INC.
Notable overlap · 5 shared positions
$DIS$ZBH$TFC$BAC$MU
$106M
43 positions
#3MONIMUS CAPITAL MANAGEMENT, LPPassive
Notable overlap · 5 shared positions
$FDS$PINS$LION$MSGS$TENB
$361M
55 positions
#4BOYAR ASSET MANAGEMENT INC.Passive
Notable overlap · 5 shared positions
$BAC$DIS$MSGS$CALY$BATRA
$176M
78 positions
#5Socorro Asset Management LPPassive
Notable overlap · 3 shared positions
$DIS$BAC$TFC
$221M
32 positions
#6Prana Capital Management, LPPassive
Notable overlap · 3 shared positions
$TFC$BAC$NDAQ
$3.3B
131 positions
#7Regal Partners LtdActive
Some overlap · 3 shared positions
$BAC$TFC$DIS
$1.8B
106 positions
#8Round Hill Asset ManagementPassive
Some overlap · 3 shared positions
$DIS$ZBH$NDAQ
$153M
62 positions
#9DME Capital Management, LPActive
Some overlap · 3 shared positions
$GPK$PENN$DECK
$3.2B
45 positions
#10ELEMENT CAPITAL MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$PINS$MU$LHX
$1.1B
49 positions
#11MONTGOMERY INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$TFC$BAC$PNFP
$293M
103 positions
#12Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$BAC$TFC$LHX
$223M
109 positions
#13Blume Capital Management, Inc.Passive
Some overlap · 3 shared positions
$BAC$DIS$MU
$588M
337 positions
#14HOERTKORN RICHARD CHARLESActive
Some overlap · 3 shared positions
$BAC$DVN$DIS
$122M
75 positions
#15Villanova Investment Management Co LLCPassive
Some overlap · 4 shared positions
$VYX$DFIN$PNFP$CTVA
$98M
56 positions
#16Long Focus Capital Management, LLCActive
Some overlap · 3 shared positions
$DIS$PINS$PENN
$3.8B
97 positions
#17Palouse Capital Management, Inc.Passive
Some overlap · 3 shared positions
$DVN$MU$DIS
$151M
135 positions
#18LRT Capital Management, LLCPassive
Some overlap · 3 shared positions
$BAC$MU$DECK
$107M
90 positions
#19Clearline Capital LPActive
Some overlap · 4 shared positions
$MU$MSGS$VYX$BLKB
$1.9B
106 positions
#20Carlson Capital, L.P.Active
Some overlap · 6 shared positions
$PNFP$BAC$MTDR$TFC$ACI$NDAQ
$318M
72 positions
#21First Washington CORPActive
Some overlap · 3 shared positions
$BAC$MU$NDAQ
$353M
50 positions
#22Glass Wealth Management Co LLCPassive
Some overlap · 4 shared positions
$BAC$LHX$TFC$CTVA
$258M
67 positions
#23Crake Asset Management LLPSmart money
Some overlap · 3 shared positions
$BAC$MU$DIS
$2.9B
20 positions
#24Employees Provident Fund BoardActive
Some overlap · 3 shared positions
$BAC$MU$DIS
$13.2B
70 positions
#25Cornerstone Select Advisors, LLCPassive
Some overlap · 3 shared positions
$BAC$MU$LHX
$160M
124 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.