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Hedge Funds Similar to THOMPSON INVESTMENT

13F Portfolio OverlapQ3 2026THOMPSON INVESTMENT portfolio →
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Most similar hedge funds by 13F overlap

THOMPSON INVESTMENT MANAGEMENT, INC. is an institutional investor managing $873M across 497 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to THOMPSON INVESTMENT are Poehling, YACKTMAN ASSET, 1834 INVESTMENT ADVISORS, with shared positions in $VTRS, $C, $PEP, $SCHW, $TGT, $EBAY. The full ranking of 25 similar funds is below.

#1Poehling Capital Management, INC.Passive
Some overlap · 5 shared positions
$VTRS$C$PEP$SCHW$TGT
$486M
164 positions
#2YACKTMAN ASSET MANAGEMENT LPActive
Some overlap · 6 shared positions
$PEP$EBAY$SCHW$PYPL$STT$INTU
$8.1B
74 positions
#31834 INVESTMENT ADVISORS COPassive
Some overlap · 6 shared positions
$CVS$PFE$TGT$QCOM$C$WEC
$886M
232 positions
#4Oliver Luxxe Assets LLCPassive
Some overlap · 5 shared positions
$C$CVS$NXPI$SCHW$PNC
$638M
194 positions
#5COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 6 shared positions
$NXPI$QCOM$SCHW$STT$PNC$PEP
$427M
162 positions
#6SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 4 shared positions
$C$QCOM$NXPI$PFE
$3.2B
40 positions
#7BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$C$QCOM$NXPI$PFE
$696M
113 positions
#8DMKC Advisory Services, LLCActive
Some overlap · 5 shared positions
$C$PEP$TGT$PFE$STT
$530M
92 positions
#9LSV ASSET MANAGEMENTActive
Some overlap · 7 shared positions
$C$QCOM$STT$CVS$PFE$CFG
$55.1B
889 positions
#10EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$CVS$TGT$PFE$SCHW$PEP
$1.3B
58 positions
#11R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$QCOM$C$EBAY$PYPL$PFE$VTRS
$188M
39 positions
#12Harvest Investment Advisors, LLCActive
Some overlap · 5 shared positions
$QCOM$NXPI$TGT$STT$PNC
$202M
58 positions
#13Blume Capital Management, Inc.Passive
Some overlap · 5 shared positions
$C$SCHW$PFE$CVS$CHWY
$678M
357 positions
#14Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$C$PEP$TGT$PNC$PFE
$181M
81 positions
#15MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$QCOM$PEP$TGT$PYPL$PNC
$1.2B
100 positions
#16LifePlan Financial, LLCPassive
Some overlap · 5 shared positions
$CVS$NXPI$PYPL$C$TGT
$141M
91 positions
#17Palouse Capital Management, Inc.Passive
Some overlap · 4 shared positions
$C$QCOM$PFE$CVS
$160M
124 positions
#18Philip James Wealth Mangement, LLCActive
Some overlap · 5 shared positions
$QCOM$PEP$PFE$PYPL$VTRS
$906M
147 positions
#19Insight Inv LLCPassive
Some overlap · 4 shared positions
$C$QCOM$PEP$PNC
$210M
108 positions
#20Inlet Private Wealth, LLCPassive
Some overlap · 4 shared positions
$C$QCOM$CVS$EBAY
$413M
135 positions
#21Verity & Verity, LLCActive
Some overlap · 5 shared positions
$PEP$TGT$PFE$STT$WEC
$1.5B
139 positions
#22DELTA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$QCOM$PEP$SCHW$PNC$CVS
$206M
105 positions
#23Widmann Financial Services, Inc.Passive
Some overlap · 5 shared positions
$C$PFE$CVS$PEP$MCHP
$186M
123 positions
#24QSM Asset Management LtdActive
Some overlap · 4 shared positions
$VTRS$PFE$ARE$PYPL
$193M
24 positions
#25CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 5 shared positions
$CVS$PEP$SCHW$PNC$PFE
$1.1B
157 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.