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Hedge Funds Similar to River Road Asset

13F Portfolio OverlapQ2 2026River Road Asset portfolio →
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Most similar hedge funds by 13F overlap

River Road Asset Management, LLC is an institutional investor managing $9.0B across 175 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 River Road Asset are Gates, SPEECE THORSON GROUP, Expect Equity, with shared positions in $AMRZ, $COO, $CRH, $AWI, $AOS, $WTM. The full ranking of 25 similar funds is below.

#1Gates Capital Management, Inc.Active
Some overlap · 5 shared positions
$AMRZ$COO$CRH$AWI$AOS
$4.2B
35 positions
#2SPEECE THORSON CAPITAL GROUP INCActive
Some overlap · 3 shared positions
$WTM$ATR$LH
$468M
37 positions
#3Expect Equity LLCPassive
Some overlap · 4 shared positions
$SARO$COO$CACI$HAE
$155M
65 positions
#4AWH Capital, L.P.Active
Some overlap · 3 shared positions
$CXW$AMRZ$FCNCA
$142M
21 positions
#5CAMBIAR INVESTORS LLCActive
Some overlap · 3 shared positions
$AMRZ$LH$AXP
$2.3B
150 positions
#6KIRR MARBACH & CO LLC /IN/Active
Some overlap · 5 shared positions
$GXO$SARO$ICUI$AMRZ$BJ
$594M
57 positions
#7COOKE & BIELER LPActive
Some overlap · 3 shared positions
$WTM$LH$DIS
$8.6B
100 positions
#8CLARK ESTATES INC/NYPassive
Some overlap · 4 shared positions
$AMRZ$DIS$SNN$AOS
$434M
90 positions
#9REINHART PARTNERS, LLC.Active
Some overlap · 4 shared positions
$WTM$AGO$ICUI$FCNCA
$4.4B
72 positions
#10Galvin, Gaustad & Stein, LLCPassive
Some overlap · 4 shared positions
$AXP$CRH$PGR$GEHC
$1.4B
262 positions
#11FIDUCIARY MANAGEMENT INC /WI/Active
Some overlap · 3 shared positions
$WTM$ATR$PGR
$7.0B
56 positions
#12Eukles Asset ManagementPassive
Some overlap · 4 shared positions
$LH$PGR$CHE$AOS
$242M
228 positions
#13Findlay Park Partners LLPActive
Some overlap · 3 shared positions
$SARO$CRH$COO
$7.4B
49 positions
#14Madison Asset Management, LLCPassive
Some overlap · 4 shared positions
$LH$PGR$AOS$LAD
$8.4B
347 positions
#15Exane Asset ManagementActive
Some overlap · 3 shared positions
$AMRZ$CRH$IFF
$277M
28 positions
#16COOPERMAN LEON GActive
Some overlap · 3 shared positions
$LAD$AMRZ$GEHC
$3.5B
39 positions
#17CRAWFORD INVESTMENT COUNSEL INCActive
Some overlap · 4 shared positions
$AXP$WTW$MAA$ATR
$6.0B
306 positions
#18BANYAN CAPITAL MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$LH$AXP$VNT
$230M
55 positions
#19LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$MAA$AXP$DIS
$213M
124 positions
#20Blue Door Asset Management, LLCActive
Some overlap · 3 shared positions
$GXO$PLUS$GEHC
$212M
21 positions
#21Longview Partners (Guernsey) LTDActive
Some overlap · 3 shared positions
$COO$AXP$PGR
$6.2B
23 positions
#22DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$COO$LH$DIS
$12.5B
186 positions
#23SHAPIRO CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$AMRZ$DIS$COO
$1.6B
50 positions
#24EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INCPassive
Some overlap · 4 shared positions
$DIS$IFF$VNT$HAE
$842M
118 positions
#25BOYAR ASSET MANAGEMENT INC.Active
Some overlap · 4 shared positions
$COO$DIS$AXP$LH
$174M
77 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.