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Hedge Funds Similar to LEVIN STRATEGIES,

13F Portfolio OverlapQ1 2026LEVIN STRATEGIES, portfolio →
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Most similar hedge funds by 13F overlap

LEVIN CAPITAL STRATEGIES, L.P. is an institutional investor managing $1.3B across 232 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 LEVIN STRATEGIES, are DIAMOND HILL, CORDA Investment ,, HAMEL ASSOCIATES,, with shared positions in $COF, $UNP, $KMB, $RRX, $BAC, $AIG. The full ranking of 25 similar funds is below.

#1DIAMOND HILL CAPITAL MANAGEMENT INCActive
Notable overlap · 7 shared positions
$COF$UNP$KMB$RRX$BAC$AIG
$16.0B
187 positions
#2CORDA Investment Management, LLC.Active
Some overlap · 4 shared positions
$__PARK_1390777$VZ$KO$DE
$1.4B
80 positions
#3HAMEL ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$__PARK_1390777$UNP$VZ$KO
$351M
81 positions
#4Barbara Oil Co.Passive
Some overlap · 5 shared positions
$__PARK_1390777$UNP$BA$BWXT$BAC
$259M
69 positions
#5VIKING FUND MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$VZ$BAC$KO$C$KMB$EXE
$976M
142 positions
#6Borer Denton & Associates, Inc.Active
Some overlap · 5 shared positions
$UNP$BDX$__PARK_1390777$BAC$AIG
$280M
66 positions
#7AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$__PARK_1390777$BAC$AIG$C$KO
$696M
176 positions
#8HARRIS ASSOCIATES L PActive
Some overlap · 5 shared positions
$COF$UNP$BAC$AIG$C
$75.0B
158 positions
#9SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$BDX$UNP$VZ$AIG$C
$728M
79 positions
#10Delta Accumulation, LLCActive
Some overlap · 4 shared positions
$__PARK_1390777$BAC$C$BA
$1.2B
87 positions
#11Aristotle Capital Management, LLCActive
Some overlap · 4 shared positions
$COF$VZ$KO$AIG
$47.8B
191 positions
#12PZENA INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$COF$UBS$C$BAC
$30.8B
158 positions
#13Matthew Goff Investment Advisor, LLCPassive
Some overlap · 4 shared positions
$__PARK_1390777$UNP$BAC$C
$600M
107 positions
#14Yoffe Investment Management, LLCPassive
Some overlap · 5 shared positions
$__PARK_1390777$VZ$KO$UNP$BA
$78M
111 positions
#15Sessa Capital IM, L.P.Active
Some overlap · 3 shared positions
$KMB$COF$PCG
$5.5B
36 positions
#16Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$UNP$VZ$BAC$C$__PARK_1390777
$685M
380 positions
#17Carolina Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$VZ$BDX$UNP$KO
$240M
278 positions
#18Northside Capital Management, LLCActive
Some overlap · 6 shared positions
$KO$KKR$BAC$C$UNP$BDX
$1.1B
193 positions
#19BOYAR ASSET MANAGEMENT INC.Passive
Some overlap · 4 shared positions
$__PARK_1390777$BAC$C$KO
$176M
78 positions
#20Promethos Capital, LLCActive
Some overlap · 3 shared positions
$__PARK_1390777$UBS$VZ
$372M
46 positions
#21Heathbridge Capital Management Ltd.Active
Some overlap · 4 shared positions
$KMB$VZ$TECK$UNP
$275M
29 positions
#22CONTINENTAL ADVISORS LLCPassive
Some overlap · 4 shared positions
$COF$NTRS$VTRS$C
$196M
50 positions
#23Cander Asset Management LPActive
Some overlap · 4 shared positions
$COF$KKR$BAC$AIG
$557M
43 positions
#24apricus wealth, LLCPassive
Some overlap · 4 shared positions
$KMB$EXE$BAC$C
$205M
120 positions
#25OmniStar Financial Group, Inc.Passive
Some overlap · 5 shared positions
$__PARK_1390777$BAC$AIG$KO$VZ
$193M
108 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.