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Hedge Funds Similar to Allen Investment ,

13F Portfolio OverlapQ1 2026Allen Investment , portfolio →
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Most similar hedge funds by 13F overlap

Allen Investment Management, LLC is an institutional investor managing $8.1B across 221 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 Allen Investment , are Warther Private Wealth,, Route One Investment Company,, HOERTKORN RICHARD CHARLES, with shared positions in $SCHW, $UNH, $ASML, $MELI, $NU, $GEV. The full ranking of 25 similar funds is below.

#1Warther Private Wealth, LLCPassive
Notable overlap · 5 shared positions
$SCHW$UNH$ASML$MELI$NU
$427M
40 positions
#2Route One Investment Company, L.P.Active
Notable overlap · 3 shared positions
$SCHW$UNH$MELI
$2.3B
19 positions
#3HOERTKORN RICHARD CHARLESActive
Notable overlap · 3 shared positions
$GEV$SCHW$BA
$122M
75 positions
#41248 Management, LLCActive
Notable overlap · 4 shared positions
$SCHW$APO$CRWD$GEV
$216M
146 positions
#511 Capital Partners LPActive
Notable overlap · 4 shared positions
$GEV$MCO$ASML$DHR
$348M
20 positions
#6Ruane, Cunniff & Goldfarb L.P.Active
Notable overlap · 3 shared positions
$SCHW$UNH$BRZE
$6.0B
50 positions
#7INKWELL CAPITAL LLCActive
Notable overlap · 4 shared positions
$SCHW$MCO$UNH$BRZE
$98M
31 positions
#8MARK ASSET MANAGEMENT LPSmart money
Notable overlap · 4 shared positions
$GEV$BA$ASML$SCHW
$1.1B
37 positions
#9Generali Powszechne Towarzystwo EmerytalneActive
Notable overlap · 6 shared positions
$UNH$BA$MELI$NOW$DHR$COP
$566M
28 positions
#10Accuvest Global AdvisorsPassive
Notable overlap · 9 shared positions
$APO$MELI$GEV$CRWD$SCHW$NOW
$107M
57 positions
#11TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Notable overlap · 4 shared positions
$GEV$SCHW$BA$DHR
$200M
110 positions
#12CMH Wealth Management LLCPassive
Notable overlap · 5 shared positions
$BA$GEV$SCHW$NOW$DHR
$583M
113 positions
#13Sterling Investment Management, Inc.Passive
Notable overlap · 4 shared positions
$MCO$ALPS$BA$DHR
$167M
65 positions
#14MARSICO CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$GEV$BA$ASML
$3.4B
65 positions
#15Legal Advantage Investments, Inc.Passive
Notable overlap · 5 shared positions
$SCHW$BA$ASML$MELI$SHOP
$194M
79 positions
#16DWR WEALTH MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$SCHW$MELI$NOW$GEV
$115M
51 positions
#17GK Wealth Management LLCActive
Notable overlap · 4 shared positions
$SCHW$MELI$NOW$GEV
$115M
51 positions
#18TIGER GLOBAL MANAGEMENT LLCActive
Notable overlap · 6 shared positions
$GEV$APO$MELI$NU$NOW$UNH
$22.8B
54 positions
#19BOWEN HANES & CO INCActive
Notable overlap · 4 shared positions
$GEV$SCHW$BA$ASML
$4.1B
151 positions
#20HERBST GROUP, LLCPassive
Some overlap · 4 shared positions
$GEV$ALPS$BA$CRWD
$162M
59 positions
#21Aureus Asset Management, LLCPassive
Some overlap · 3 shared positions
$SCHW$UNH$APO
$1.5B
225 positions
#22Prairiewood Capital, LLCActive
Some overlap · 5 shared positions
$SCHW$ARCC$GBDC$BRZE$UNH
$346M
77 positions
#23Tide Cove Capital Partners LLCSmart money
Some overlap · 4 shared positions
$SCHW$KKR$DHR$COP
$147M
13 positions
#24Intrinsic Value Partners, LLCActive
Some overlap · 6 shared positions
$SCHW$ASML$BRZE$SHOP$GEV$BA
$130M
69 positions
#25DecisionPoint Financial, LLCActive
Some overlap · 3 shared positions
$SCHW$BRZE$COP
$464M
679 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.