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Hedge Funds Similar to BERNZOTT ADVISORS

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

BERNZOTT CAPITAL ADVISORS is an institutional investor managing $209M across 38 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 BERNZOTT ADVISORS are Uniplan Investment Counsel,, LASALLE INVESTMENT SECURITIES, ABSOLUTE INVESTMENT ADVISERS,, with shared positions in $AMT, $TRNO, $KRG, $NNN, $GVA, $HALO. The full ranking of 8 similar funds is below.

#1Uniplan Investment Counsel, Inc.Passive
Notable overlap · 3 shared positions
$AMT$TRNO$KRG
$974M
183 positions
#2LASALLE INVESTMENT MANAGEMENT SECURITIES LLCActive
Some overlap · 3 shared positions
$AMT$KRG$NNN
$2.5B
48 positions
#3ABSOLUTE INVESTMENT ADVISERS, LLCPassive
Some overlap · 3 shared positions
$GVA$HALO$VSH
$852M
122 positions
#4COHEN & STEERS, INC.Passive
Some overlap · 3 shared positions
$AMT$KRG$RYN
$58M
442 positions
#5Sage Investment Counsel LLCPassive
Some overlap · 3 shared positions
$HHH$DOV$CNQ
$90M
127 positions
#6RHL GROUP, LLCActive
Some overlap · 3 shared positions
$DVN$BDX$DOV
$117M
240 positions
#7CoreCommodity Management, LLCSmart money
Slight overlap · 3 shared positions
$DVN$RYN$CNQ
$538M
119 positions
#8FULLER & THALER ASSET MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$DVN$EHC$RYN
$29.7B
497 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.