13F Pro

Hedge Funds Similar to THOMPSON INVESTMENT ,

13F Portfolio OverlapQ1 2026THOMPSON INVESTMENT , portfolio →
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Most similar hedge funds by 13F overlap

THOMPSON INVESTMENT MANAGEMENT, INC. is an institutional investor managing $872M across 504 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 THOMPSON INVESTMENT , are EDGAR LOMAX /VA, Catherine Avery Investment, Arnhold, with shared positions in $PFE, $UNH, $TGT, $BAC, $SCHW, $CVS. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Notable overlap · 6 shared positions
$PFE$UNH$TGT$BAC$SCHW$CVS
$1.4B
56 positions
#2Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$C$PFE$BAC$TGT$FCX
$223M
109 positions
#3Arnhold LLCActive
Some overlap · 6 shared positions
$PFE$VTRS$UNH$COHR$BAC$PYPL
$1.4B
118 positions
#4BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$C$PFE$BAC$NXPI$FCX
$578M
108 positions
#5BRANDES INVESTMENT PARTNERS, LPActive
Some overlap · 5 shared positions
$C$PFE$BAC$UNH$CVS
$14.1B
186 positions
#6Blume Capital Management, Inc.Passive
Some overlap · 5 shared positions
$C$BAC$PFE$SCHW$FCX
$588M
337 positions
#7RE ADVISERS CORPActive
Some overlap · 5 shared positions
$C$BAC$UNH$NXPI$FCX
$3.7B
111 positions
#8Huber Capital Management LLCPassive
Some overlap · 5 shared positions
$C$PFE$BAC$OI$UNH
$647M
99 positions
#9R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$BAC$EBAY$PYPL$PFE$C$VTRS
$172M
38 positions
#10Griffith & Werner, Inc.Active
Some overlap · 4 shared positions
$C$PFE$BAC$UNH
$202M
72 positions
#11CONTINENTAL ADVISORS LLCPassive
Some overlap · 4 shared positions
$C$VTRS$PFE$NTRS
$196M
50 positions
#12SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 4 shared positions
$C$PFE$BAC$NXPI
$3.0B
40 positions
#13Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$C$PFE$UNH$EBAY
$477M
70 positions
#14Hillman Capital Management, Inc.Passive
Some overlap · 4 shared positions
$WBD$PFE$UNH$CVS
$144M
56 positions
#15Cullen Capital Management, LLCActive
Some overlap · 4 shared positions
$C$BAC$TGT$UNH
$9.8B
213 positions
#16apricus wealth, LLCPassive
Some overlap · 4 shared positions
$C$PFE$BAC$WEC
$205M
120 positions
#17Oliver Luxxe Assets LLCPassive
Some overlap · 5 shared positions
$C$CVS$NXPI$FCX$SCHW
$668M
200 positions
#18Poehling Capital Management, INC.Passive
Some overlap · 4 shared positions
$VTRS$C$SCHW$TGT
$475M
153 positions
#19Massachusetts Wealth ManagementPassive
Some overlap · 4 shared positions
$C$BAC$PFE$FCX
$231M
98 positions
#20NAN FUNG TRINITY (HK) LtdPassive
Some overlap · 4 shared positions
$WBD$UNH$TGT$ARE
$911M
62 positions
#21Provident Living Financial Services, Inc.Active
Some overlap · 5 shared positions
$C$BAC$FCX$CVS$PYPL
$91M
48 positions
#22Smead Capital Management, Inc.Active
Some overlap · 4 shared positions
$BAC$UNH$TGT$EBAY
$4.6B
32 positions
#23Rayburn West Financial Services LLCPassive
Some overlap · 4 shared positions
$C$BAC$TGT$PFE
$170M
82 positions
#24Hosking Partners LLPActive
Some overlap · 4 shared positions
$C$BAC$FCX$SCHW
$2.8B
99 positions
#25Inlet Private Wealth, LLCPassive
Some overlap · 4 shared positions
$C$BAC$CVS$EBAY
$392M
128 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.