13F Pro

Hedge Funds Similar to LOCUST WOOD ADVISERS,

13F Portfolio OverlapQ1 2026LOCUST WOOD ADVISERS, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

LOCUST WOOD CAPITAL ADVISERS, LLC is an institutional investor managing $3.9B across 31 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 LOCUST WOOD ADVISERS, are Bleichroeder, CORSAIR ,, SMA, with shared positions in $GPGI, $LIN, $RHLD, $VRT, $CSX, $WM. The full ranking of 25 similar funds is below.

#1Bleichroeder LPSmart money
Notable overlap · 3 shared positions
$GPGI$LIN$RHLD
$579M
81 positions
#2CORSAIR CAPITAL MANAGEMENT, L.P.Active
Notable overlap · 3 shared positions
$GPGI$VRT$RHLD
$673M
151 positions
#3SMA Capital LLCPassive
Notable overlap · 4 shared positions
$LIN$CSX$WM$CP
$232M
95 positions
#4Zuckerman Investment Group, LLCActive
Notable overlap · 4 shared positions
$VRT$GPGI$RHLD$ABT
$1.1B
135 positions
#5SCOPUS ASSET MANAGEMENT, L.P.Passive
Notable overlap · 3 shared positions
$LIN$ESI$CSX
$5.8B
280 positions
#6McCollum Christoferson Group LLCPassive
Notable overlap · 4 shared positions
$LIN$ABT$STE$CP
$333M
77 positions
#7YCG, LLCActive
Some overlap · 3 shared positions
$LIN$WM$CP
$1.1B
42 positions
#8JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$ABT$WM$SHW
$5.1B
84 positions
#9NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 4 shared positions
$LIN$WM$ABT$SHW
$1.5B
139 positions
#10Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$LIN$WM$ABT
$353M
78 positions
#11Mirova US LLCActive
Some overlap · 3 shared positions
$VRT$WM$CP
$8.8B
42 positions
#12Port Capital LLCActive
Some overlap · 3 shared positions
$LIN$SHW$CP
$2.2B
82 positions
#13Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Active
Some overlap · 3 shared positions
$LIN$VRT$WM
$1.2B
51 positions
#14Dilation Capital Management LPActive
Some overlap · 3 shared positions
$LIN$SHW$CP
$199M
20 positions
#15Partners Group Holding AGActive
Some overlap · 3 shared positions
$CSX$WM$CP
$1.4B
50 positions
#16SHUTTLEWORTH & CoPassive
Some overlap · 3 shared positions
$WM$ABT$SHW
$111M
52 positions
#17Patrick Mauro Investment Advisor, INC.Active
Some overlap · 3 shared positions
$LIN$WM$ABT
$199M
40 positions
#18DLK Investment Management, LLCPassive
Some overlap · 3 shared positions
$WM$ABT$LIN
$253M
92 positions
#19Aureus Asset Management, LLCPassive
Some overlap · 3 shared positions
$LIN$ABT$STE
$1.5B
225 positions
#20Blue Zone Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SHW$LIN$ESI$CP
$491M
130 positions
#21PARNASSUS INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$WM$LIN$SHW
$34.1B
135 positions
#22MAVERICK CAPITAL LTDPassive
Some overlap · 3 shared positions
$LIN$ABT$SHW
$8.7B
241 positions
#23Aviso Financial Inc.Active
Some overlap · 4 shared positions
$LIN$SHW$CP$SU
$2.8B
338 positions
#24CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$STE$SHW$LIN
$405M
73 positions
#25MOODY LYNN & LIEBERSON, LLCPassive
Some overlap · 3 shared positions
$WM$LIN$ABT
$1.8B
250 positions

Compare LOCUST WOOD ADVISERS,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View LOCUST WOOD ADVISERS,’s holdings

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.