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 First Eagle Investment

13F Portfolio OverlapQ2 2026First Eagle Investment portfolio →

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Most similar hedge funds by 13F overlap

First Eagle Investment Management, LLC is an institutional investor managing $59.9B across 424 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 First Eagle Investment are KLEIN PAVLIS & PEASLEY FINANCIAL, WILKINS INVESTMENT COUNSEL, Keystone Financial Services, with shared positions in $WPM, $FMX, $MDT, $PM, $AEM, $B. The full ranking of 25 similar funds is below.

#1KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive

Notable overlap · 7 shared positions

$WPM $FMX $MDT $PM $AEM $B

$192M

89 positions

#2WILKINS INVESTMENT COUNSEL INCActive

Notable overlap · 7 shared positions

$ADP $NEM $MDT $SLB $WY $CL

$742M

119 positions

#3Keystone Financial ServicesActive

Notable overlap · 7 shared positions

$BNY $BDX $PM $BKNG $MDT $CCZ

$388M

131 positions

#4TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 6 shared positions

$ELV $BDX $MDT $PM $CCZ $BKNG

$143M

104 positions

#5Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$ELV $BNY $ADP $MDT $CCZ $CL

$159M

62 positions

#6HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$ELV $WDAY $CRM $CCZ $MDT $PPG

$34.3B

462 positions

#7Tranquilli Financial Advisor LLCPassive

Notable overlap · 7 shared positions

$BDX $PM $BNY $BKNG $ELV $MDT

$186M

135 positions

#8ProVise Management Group, LLCPassive

Notable overlap · 7 shared positions

$PM $MDT $BNY $BKNG $CCZ $BDX

$1.5B

282 positions

#9CORTLAND ASSOCIATES INC/MOActive

Notable overlap · 6 shared positions

$BDX $WTW $PM $BKNG $BRO $FNV

$692M

62 positions

#10FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Notable overlap · 7 shared positions

$PM $BNY $BKNG $MDT $BDX $CCZ

$355M

257 positions

#11ANTIPODES PARTNERS LtdActive

Notable overlap · 6 shared positions

$FMX $HCA $BKNG $CRM $SLB $B

$5.5B

130 positions

#12Euro Pacific Asset Management, LLCActive

Notable overlap · 6 shared positions

$WPM $FNV $NEM $AEM $B $ABEV

$880M

96 positions

#13COLRAIN CAPITAL LLCActive

Notable overlap · 6 shared positions

$SLB $NEM $MDT $CCZ $NTR $CRM

$295M

25 positions

#14McAlvany Wealth Management LLCPassive

Notable overlap · 6 shared positions

$WPM $FNV $AEM $B $NEM $NTR

$134M

48 positions

#15Kiltearn Partners LLPActive

Notable overlap · 6 shared positions

$HCA $ABEV $MDT $CCZ $NOV $BKNG

$412M

29 positions

#16Allen Mooney & Barnes Investment Advisors LLCPassive

Notable overlap · 4 shared positions

$ELV $BDX $WY $MDT

$658M

152 positions

#17Beutel, Goodman & Co Ltd.Active

Notable overlap · 6 shared positions

$BDX $MDT $ELV $PPG $FNV $NTR

$13.6B

163 positions

#18SECTOR GAMMA ASActive

Notable overlap · 4 shared positions

$BDX $ELV $MDT $BIO

$461M

40 positions

#19FOUNDATION RESOURCE MANAGEMENT INCActive

Notable overlap · 6 shared positions

$ABEV $NEM $CCZ $AEM $B $NTR

$860M

56 positions

#20Oregon Pacific Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$ELV $PM $BKNG $BDX $BNY $MDT

$107M

115 positions

#21AUXIER ASSET MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$BNY $ELV $PM $MDT $BKNG

$745M

184 positions

#22Hara Capital LLCPassive

Notable overlap · 6 shared positions

$ELV $SLB $NEM $CCZ $BDX $IMO

$190M

307 positions

#23Foyston, Gordon, & Payne IncPassive

Notable overlap · 5 shared positions

$BDX $CRM $PM $BKNG $WTW

$468M

68 positions

#24First Pacific Advisors, LPActive

Notable overlap · 5 shared positions

$BDX $CCZ $BIO $IFF $NOV

$8.1B

75 positions

#25CRUX WEALTH ADVISORSPassive

Notable overlap · 7 shared positions

$PM $BKNG $ELV $BNY $BDX $MDT

$289M

192 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.