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Hedge Funds Similar to Hodges

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

Hodges Capital Management Inc. is an institutional investor managing $1.5B across 223 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 Hodges are First Dallas Securities, OnyxPoint Global, Tricadia, with shared positions in $TPL, $FCX, $SN, $UBER, $AIR, $EXP. The full ranking of 25 similar funds is below.

#1First Dallas Securities Inc.Passive
Notable overlap · 13 shared positions
$TPL$FCX$SN$UBER$AIR$EXP
$303M
125 positions
#2OnyxPoint Global Management LPActive
Some overlap · 4 shared positions
$WULF$FCX$MTDR$EXE
$439M
34 positions
#3Tricadia Capital Management, LLCActive
Some overlap · 3 shared positions
$WULF$BANC$UBER
$162M
24 positions
#4PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Some overlap · 4 shared positions
$TPL$FCX$TWLO$UBER
$3.2B
77 positions
#5Forest Avenue Capital Management LPActive
Some overlap · 3 shared positions
$WULF$VIK$CRS
$2.4B
24 positions
#6SCHWARTZ INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$TPL$SN$EXE
$3.0B
138 positions
#7LONE PINE CAPITAL LLCActive
Some overlap · 3 shared positions
$WULF$CRS$ONON
$16.4B
34 positions
#8MASTERS CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$FCX$UBER$CLF$BA
$3.9B
80 positions
#9EagleClaw Capital Managment, LLCPassive
Some overlap · 3 shared positions
$TPL$FCX$BA
$745M
145 positions
#10SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$UBER$FCX$TWLO$ONON
$255M
144 positions
#11OBERWEIS ASSET MANAGEMENT INC/Active
Some overlap · 4 shared positions
$SN$CRS$POWL$MXL
$4.8B
176 positions
#12TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive
Some overlap · 3 shared positions
$FCX$UBER$CRS
$785M
68 positions
#13Annex Advisory Services, LLCActive
Some overlap · 3 shared positions
$TPL$FCX$UBER
$5.9B
356 positions
#14Tabor Asset Management, LPPassive
Some overlap · 3 shared positions
$SN$ONON$VIK
$328M
47 positions
#15VILLERE ST DENIS J & CO LLCPassive
Some overlap · 4 shared positions
$FCX$UBER$ONON$TPL
$838M
85 positions
#16NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 3 shared positions
$TPL$UBER$BA
$606M
79 positions
#17Evercore Wealth Management, LLCActive
Some overlap · 3 shared positions
$SN$VIK$UBER
$7.1B
433 positions
#18Robinhood Asset Management, LLCActive
Some overlap · 3 shared positions
$FCX$UBER$CLF
$1.9B
83 positions
#19Ranger Investment Management, L.P.Active
Some overlap · 3 shared positions
$SN$WULF$TFIN
$1.6B
83 positions
#20Westend Capital Management, LLCPassive
Some overlap · 3 shared positions
$FCX$VIK$BA
$437M
242 positions
#21Beech Hill Advisors, Inc.Passive
Some overlap · 3 shared positions
$UBER$FCX$BA
$226M
97 positions
#22RPG Investment Advisory, LLCPassive
Some overlap · 3 shared positions
$POWL$FCX$BA
$973M
93 positions
#23No Street GP LPActive
Some overlap · 3 shared positions
$UBER$TWLO$YOU
$1.7B
32 positions
#24Hook Mill Capital Partners, LPActive
Some overlap · 3 shared positions
$SN$ONON$VIK
$1.1B
37 positions
#25RATIONAL ADVISORS, INC.Active
Some overlap · 3 shared positions
$UBER$DKNG$BA
$1.1B
195 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.