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Hedge Funds Similar to Allen Investment

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

Allen Investment Management, LLC is an institutional investor managing $8.4B across 227 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 Allen Investment are Warther Private Wealth, BARR E S, 1248, with shared positions in $SCHW, $ASML, $MELI, $NU, $NOW, $MCO. The full ranking of 25 similar funds is below.

#1Warther Private Wealth, LLCActive
Notable overlap · 5 shared positions
$SCHW$ASML$MELI$NU$NOW
$456M
50 positions
#2BARR E S & COActive
Notable overlap · 4 shared positions
$SCHW$MCO$BX$KKR
$1.8B
112 positions
#31248 Management, LLCActive
Notable overlap · 3 shared positions
$SCHW$APO$CRWD
$256M
149 positions
#4Kohmann Bosshard Financial Services, LLCActive
Some overlap · 4 shared positions
$SCHW$CRWD$SHOP$MELI
$1.2B
229 positions
#5Legal Advantage Investments, Inc.Active
Some overlap · 5 shared positions
$SCHW$ASML$BA$SHOP$MELI
$285M
77 positions
#6Forefront Wealth Partners, LLCPassive
Some overlap · 8 shared positions
$ASML$CRWD$SHOP$MELI$SCHW$SNOW
$323M
177 positions
#7CapitalatWork S.A.Active
Some overlap · 4 shared positions
$SCHW$APO$MELI$NOW
$4.0B
93 positions
#8Investment Research & Advisory Group, Inc.Active
Some overlap · 5 shared positions
$SCHW$ASML$BA$SHOP$KKR
$324M
314 positions
#9Ravenswood Partners LPActive
Some overlap · 6 shared positions
$SCHW$ASML$SHOP$MELI$NU$NOW
$313M
36 positions
#10Intrinsic Value Partners, LLCActive
Some overlap · 5 shared positions
$SCHW$ASML$SHOP$CRWD$BA
$146M
73 positions
#11Cane Capital Partners, LLCPassive
Some overlap · 4 shared positions
$BA$ASML$CRWD$SNOW
$253M
133 positions
#12Victrix Investment AdvisorsPassive
Some overlap · 4 shared positions
$BA$ASML$SCHW$SNOW
$239M
75 positions
#13KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$ASML$CRWD$NET$MELI$MCO$SNOW
$351M
166 positions
#14CLOVERFIELDS CAPITAL GROUP, LPPassive
Some overlap · 5 shared positions
$SCHW$ASML$MCO$MELI$NU
$331M
90 positions
#15GUERRA PAN ADVISORS, LLCPassive
Some overlap · 4 shared positions
$BA$ASML$CRWD$NOW
$179M
118 positions
#16Synergy Financial Group, LTDPassive
Some overlap · 7 shared positions
$CRWD$ASML$SHOP$MELI$NET$SNOW
$139M
119 positions
#17JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$SCHW$ASML$MELI$BX
$612M
81 positions
#18BECK MACK & OLIVER LLCActive
Some overlap · 3 shared positions
$SCHW$APO$BX
$5.1B
201 positions
#19Coalescence Partners Investment Management, LPActive
Some overlap · 3 shared positions
$MCO$ASML$BX
$341M
12 positions
#2011 Capital Partners LPActive
Some overlap · 3 shared positions
$MCO$ASML$BX
$368M
22 positions
#21Maestria Partners LLCActive
Some overlap · 3 shared positions
$MCO$APO$KKR
$288M
14 positions
#22TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive
Some overlap · 4 shared positions
$SCHW$MCO$NOW$IBIT
$785M
68 positions
#23Aureus Asset Management, LLCPassive
Some overlap · 3 shared positions
$SCHW$APO$BX
$1.6B
239 positions
#24Alessandra Capital Management, LLCPassive
Some overlap · 4 shared positions
$ASML$BA$CRWD$SNOW
$141M
127 positions
#25STABLEFORD CAPITAL II LLCPassive
Some overlap · 6 shared positions
$SCHW$ASML$MELI$ARCC$SHOP$GBDC
$289M
147 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.