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Hedge Funds Similar to VALUEWORKS

13F Portfolio OverlapQ2 2026VALUEWORKS portfolio →
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Most similar hedge funds by 13F overlap

VALUEWORKS LLC is an institutional investor managing $479M across 38 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to VALUEWORKS are Condire, Sourcerock Group, ROBOTTI ROBERT, with shared positions in $CHRD, $VAL, $TDW, $CDLR, $NE, $LNG. The full ranking of 25 similar funds is below.

#1Condire Management, LPSmart money
Notable overlap · 4 shared positions
$CHRD$VAL$TDW$CDLR
$855M
20 positions
#2Sourcerock Group LLCActive
Notable overlap · 4 shared positions
$TDW$CHRD$NE$LNG
$1.9B
36 positions
#3ROBOTTI ROBERTSmart money
Some overlap · 3 shared positions
$TDW$JEF$NE
$620M
61 positions
#4Owlhouse Capital LPPassive
Some overlap · 5 shared positions
$BA$HON$HONA$YOU$CART
$65M
40 positions
#5Nierenberg Investment Management Company, Inc.Active
Some overlap · 3 shared positions
$CART$LYFT$HLX
$201M
35 positions
#6Hara Capital LLCPassive
Some overlap · 4 shared positions
$VAL$TDW$NE$CCZ
$190M
307 positions
#7Glenorchy Capital LtdSmart money
Some overlap · 4 shared positions
$VAL$TDW$HLX$NE
$2.7B
65 positions
#8Marnell Management LLCActive
Some overlap · 3 shared positions
$TDW$SBLK$HPP
$260M
69 positions
#9Goehring & Rozencwajg Associates, LLCActive
Some overlap · 3 shared positions
$VAL$CHRD$NE
$1.7B
41 positions
#10Kassira Wealth Management LLCPassive
Some overlap · 4 shared positions
$BA$HON$HONA$AMGN
$125M
64 positions
#11Financial Sense Advisors, Inc.Passive
Some overlap · 4 shared positions
$BA$QCOM$AMGN$LNG
$508M
137 positions
#12Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$BA$QCOM$AMGN
$330M
73 positions
#13Sather Financial Group IncActive
Some overlap · 3 shared positions
$BA$QCOM$AMGN
$1.7B
121 positions
#14Mraz, Amerine & Associates, Inc.Active
Some overlap · 4 shared positions
$JEF$TDW$AMGN$VAL
$697M
199 positions
#15WAYCROSS PARTNERS, LLCActive
Some overlap · 4 shared positions
$BA$HON$HONA$AMGN
$1.2B
72 positions
#16Themes Management Co LLCPassive
Some overlap · 3 shared positions
$BA$HON$HONA
$151M
120 positions
#17Lionhunter Capital Management, LLCPassive
Some overlap · 3 shared positions
$BA$HON$HONA
$222M
109 positions
#18Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$BA$QCOM$HONA
$1.1B
34 positions
#19Capula Management LtdActive
Some overlap · 4 shared positions
$BA$QCOM$AMGN$VAL
$28.0B
700 positions
#20Rheos Capital Works Inc.Active
Some overlap · 3 shared positions
$QCOM$JOBY$BA
$1.8B
82 positions
#21SUMITOMO MITSUI FINANCIAL GROUP, INC.Active
Some overlap · 3 shared positions
$JEF$AMGN$QCOM
$5.3B
214 positions
#22Camarda Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$BA$HON$HONA
$331M
122 positions
#23CINCINNATI FINANCIAL CORPActive
Some overlap · 3 shared positions
$QCOM$HON$HONA
$5.2B
56 positions
#24Trans-Canada Capital Inc.Smart money
Some overlap · 3 shared positions
$QCOM$HON$HONA
$1.8B
22 positions
#25Stockman Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$QCOM$HON$HONA
$968M
178 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.