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Hedge Funds Similar to VALUEWORKS

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

VALUEWORKS LLC is an institutional investor managing $367M across 35 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 VALUEWORKS are Condire ,, Moerus, ROBOTTI ROBERT, with shared positions in $CHRD, $VAL, $TDW, $CDLR, $JEF, $NE. The full ranking of 25 similar funds is below.

#1Condire Management, LPSmart money
Notable overlap · 4 shared positions
$CHRD$VAL$TDW$CDLR
$1.0B
19 positions
#2Moerus Capital Management LLCActive
Notable overlap · 3 shared positions
$VAL$JEF$TDW
$271M
15 positions
#3ROBOTTI ROBERTSmart money
Notable overlap · 3 shared positions
$TDW$JEF$NE
$641M
59 positions
#4Sourcerock Group LLCActive
Notable overlap · 5 shared positions
$CHRD$NE$TDW$LNG$EQT
$2.5B
41 positions
#5Hara Capital LLCPassive
Notable overlap · 4 shared positions
$VAL$TDW$NE$CCZ
$200M
311 positions
#6Capstone Capital Management LtdActive
Notable overlap · 3 shared positions
$INTC$MU$BA
$99M
51 positions
#7Goehring & Rozencwajg Associates, LLCActive
Notable overlap · 4 shared positions
$VAL$CHRD$NE$EQT
$1.9B
43 positions
#8Gordian Capital Singapore Pte LtdPassive
Notable overlap · 3 shared positions
$TDW$INTC$GLW
$60M
124 positions
#9Step Capital Management Pte. Ltd.Active
Notable overlap · 3 shared positions
$INTC$MU$CCZ
$249M
27 positions
#10Anther Capital LtdActive
Notable overlap · 3 shared positions
$INTC$MU$GLW
$3.8B
31 positions
#11Tairen Capital LtdActive
Notable overlap · 3 shared positions
$INTC$MU$GLW
$924M
44 positions
#12Evergreen Quality Fund GP, Ltd.Smart money
Notable overlap · 3 shared positions
$INTC$MU$GLW
$4.4B
40 positions
#13Hosking Partners LLPActive
Notable overlap · 5 shared positions
$MU$TDW$NE$VAL$GLW
$2.8B
99 positions
#14Q Fund Management (Hong Kong) LtdSmart money
Notable overlap · 3 shared positions
$INTC$MU$EQT
$107M
33 positions
#15Collar Capital Management, LLCPassive
Notable overlap · 3 shared positions
$MU$INTC$BA
$155M
72 positions
#16Family Investment Center, Inc.Active
Some overlap · 3 shared positions
$TDW$BA$MU
$520M
91 positions
#17PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 3 shared positions
$MU$INTC$AMGN
$127.0B
320 positions
#18Persistent Asset Partners LtdPassive
Some overlap · 3 shared positions
$INTC$MU$GLW
$268M
322 positions
#19KKM Financial LLCPassive
Some overlap · 4 shared positions
$MU$INTC$BA$CCZ
$563M
168 positions
#20Mraz, Amerine & Associates, Inc.Active
Some overlap · 6 shared positions
$JEF$TDW$VAL$NE$CRGY$AMGN
$678M
190 positions
#21Vanguard Capital Wealth AdvisorsPassive
Some overlap · 3 shared positions
$MU$BA$INTC
$108M
120 positions
#22Merrion Investment Management Co, LLCPassive
Some overlap · 4 shared positions
$JEF$MU$NE$GLW
$186M
109 positions
#23Marnell Management LLCActive
Some overlap · 3 shared positions
$TDW$SBLK$VAL
$288M
72 positions
#24Himension FundSmart money
Some overlap · 3 shared positions
$INTC$MU$EQT
$1.3B
135 positions
#25Old West Investment Management, LLCPassive
Some overlap · 3 shared positions
$TDW$NE$BA
$923M
123 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.