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Hedge Funds Similar to Smead

13F Portfolio OverlapQ3 2026Smead portfolio →
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Most similar hedge funds by 13F overlap

Smead Capital Management, Inc. is an institutional investor managing $4.7B across 31 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Smead are Lodestone Wealth, Lakewood Asset, swisspartners Advisors Ltd, with shared positions in $AMGN, $SPG, $MAC, $AXP, $CVE, $APA. The full ranking of 25 similar funds is below.

#1Lodestone Wealth Management LLCPassive
Substantial overlap · 15 shared positions
$AMGN$SPG$MAC$AXP$CVE$APA
$297M
801 positions
#2Lakewood Asset Management LLCPassive
Notable overlap · 7 shared positions
$COP$NVR$EBAY$FANG$UHAL$MTB
$194M
110 positions
#3swisspartners Advisors LtdActive
Notable overlap · 3 shared positions
$APA$DHI$OXY
$148M
23 positions
#4Horizon Advisory Services, Inc.Smart money
Notable overlap · 5 shared positions
$COP$APA$FANG$DHI$LEN
$238M
50 positions
#5MONTGOMERY INVESTMENT MANAGEMENT INCActive
Notable overlap · 5 shared positions
$LEN$COP$NVR$FANG$CVE
$329M
105 positions
#6Triad Investment ManagementActive
Notable overlap · 3 shared positions
$NVR$MAC$AXP
$75M
32 positions
#7YACKTMAN ASSET MANAGEMENT LPActive
Notable overlap · 4 shared positions
$UHAL$FANG$COP$EBAY
$8.1B
74 positions
#8Catherine Avery Investment Management LLCPassive
Notable overlap · 3 shared positions
$TGT$AMGN$LEN
$116M
172 positions
#9Vertrix Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$AXP$AMGN$SPG
$292M
99 positions
#10Bristlecone Value Partners, LLCActive
Notable overlap · 5 shared positions
$AXP$AMGN$UHAL$OXY$NVR
$124M
70 positions
#11Advisory Resource GroupPassive
Some overlap · 3 shared positions
$COP$FITB$ZTS
$695M
184 positions
#12INKWELL CAPITAL LLCActive
Some overlap · 3 shared positions
$OXY$UHAL$AXP
$96M
31 positions
#13Rayburn West Financial Services LLCPassive
Some overlap · 3 shared positions
$AXP$TGT$AMGN
$181M
81 positions
#14ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 4 shared positions
$COP$OXY$FANG$APA
$857M
50 positions
#15BERKSHIRE HATHAWAY INCSmart money
Some overlap · 5 shared positions
$AXP$OXY$LEN$NVR$DHI
$299.3B
29 positions
#16SCHARF INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$OXY$UHAL$ZTS
$3.0B
79 positions
#17Holowesko Partners Ltd.Active
Some overlap · 3 shared positions
$AXP$FANG$OXY
$395M
34 positions
#18Lloyd Harbor Capital Management, LLCActive
Some overlap · 3 shared positions
$CVE$OXY$WFG
$97M
18 positions
#19Peloton Wealth StrategistsPassive
Some overlap · 4 shared positions
$DHI$AMGN$TGT$ZTS
$271M
91 positions
#20Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$AMGN$SPG$AXP
$360M
73 positions
#21Mraz, Amerine & Associates, Inc.Active
Some overlap · 7 shared positions
$CVE$UHAL$OXY$CACC$NVR$LEN
$697M
199 positions
#22Guardian Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$OXY$COP$ZTS
$204M
66 positions
#23DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$FANG$ZTS$COP$NVR
$12.5B
186 positions
#24Murphy Pohlad Asset Management LLCPassive
Some overlap · 4 shared positions
$COP$APA$TGT$MAC
$288M
140 positions
#25Sagefield Capital LPPassive
Some overlap · 3 shared positions
$COP$APA$FANG
$1.3B
107 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.