How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Minneapolis Portfolio Group

13F Portfolio OverlapQ2 2026Minneapolis Portfolio Group portfolio →

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Most similar hedge funds by 13F overlap

Minneapolis Portfolio Management Group, LLC is an institutional investor managing $1.1B across 34 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 Minneapolis Portfolio Group are OAK FAMILY ADVISORS, CORDA Investment, Eliot Finkel Investment Counsel, with shared positions in $GNRC, $BA, $QCOM, $UBER, $BWXT, $NEM. The full ranking of 25 similar funds is below.

#1OAK FAMILY ADVISORS, LLCPassive

Notable overlap · 7 shared positions

$GNRC $BA $QCOM $UBER $BWXT $NEM

$391M

111 positions

#2CORDA Investment Management, LLC.Active

Notable overlap · 6 shared positions

$GLW $DE $USB $SPG $PFE $NTR

$1.6B

85 positions

#3Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$GLW $DE $USB $LMT $CLX

$214M

33 positions

#4MASTERS CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$NEM $BA $CLX $UBER $GM

$3.9B

80 positions

#5Spectrum Financial Alliance Ltd LLCActive

Notable overlap · 4 shared positions

$DE $BA $LMT $QCOM

$679M

31 positions

#6Drum Hill Capital, LLCActive

Notable overlap · 4 shared positions

$NEM $TEX $QCOM $GLW

$98M

45 positions

#7Wealth High Governance Capital LtdaPassive

Notable overlap · 3 shared positions

$GLW $GNRC $PH

$334M

35 positions

#8Wealth High Governance Asset Management Ltda.Active

Notable overlap · 3 shared positions

$GLW $GNRC $PH

$940M

50 positions

#9SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 6 shared positions

$QCOM $PFE $BA $TEL $ZBH $GM

$3.2B

40 positions

#10DMKC Advisory Services, LLCActive

Notable overlap · 5 shared positions

$DE $USB $BA $LMT $PFE

$530M

92 positions

#11MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 5 shared positions

$USB $GNRC $QCOM $LMT $TEL

$1.2B

106 positions

#12Steadtrust LLCPassive

Notable overlap · 4 shared positions

$GLW $COHR $HPE $QCOM

$198M

132 positions

#13Tairen Capital LtdActive

Notable overlap · 4 shared positions

$GLW $QCOM $BKR $BWXT

$1.1B

44 positions

#14Palouse Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$BKR $QCOM $HPE $BA $PFE

$160M

124 positions

#15Allied Investment Advisors, LLCPassive

Notable overlap · 5 shared positions

$DE $USB $LMT $BA $PFE

$797M

110 positions

#16SHUFRO ROSE & CO LLCActive

Notable overlap · 3 shared positions

$GLW $COHR $QCOM

$1.7B

315 positions

#17Aristotle Capital Management, LLCActive

Notable overlap · 6 shared positions

$PH $USB $QCOM $UBER $ADSK $SONY

$47.7B

212 positions

#18MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive

Notable overlap · 3 shared positions

$GLW $NEM $HPE

$167M

84 positions

#19Randolph Co IncActive

Notable overlap · 4 shared positions

$GLW $NEM $ZTS $HONA

$1.2B

47 positions

#20Barnett & Company, Inc.Passive

Notable overlap · 3 shared positions

$GNRC $HPE $PFE

$135M

86 positions

#21Hillman Capital Management, Inc.Passive

Notable overlap · 4 shared positions

$BA $PFE $ZBH $USB

$138M

54 positions

#22Keeler Thomas Management LLCPassive

Notable overlap · 4 shared positions

$GNRC $PFE $UBER $QCOM

$282M

135 positions

#23MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive

Notable overlap · 5 shared positions

$BA $QCOM $PFE $BWXT $NTR

$112M

100 positions

#24Katamaran Capital LLPPassive

Notable overlap · 4 shared positions

$GLW $GNRC $COHR $HPE

$126M

36 positions

#25BOWEN HANES & CO INCActive

Notable overlap · 4 shared positions

$GLW $PH $DE $BA

$4.1B

151 positions

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View Minneapolis Portfolio Group’s holdings

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.