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Hedge Funds Similar to Smead ,

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

Smead Capital Management, Inc. is an institutional investor managing $4.6B across 32 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 Smead , are Lodestone Wealth, Lakewood Asset, swisspartners Advisors Ltd, with shared positions in $AMGN, $APA, $CVE, $SPG, $AXP, $MAC. The full ranking of 25 similar funds is below.

#1Lodestone Wealth Management LLCPassive
Notable overlap · 15 shared positions
$AMGN$APA$CVE$SPG$AXP$MAC
$252M
781 positions
#2Lakewood Asset Management LLCPassive
Notable overlap · 8 shared positions
$COP$EBAY$BAC$NVR$FANG$MTB
$156M
107 positions
#3swisspartners Advisors LtdActive
Notable overlap · 3 shared positions
$APA$OXY$DHI
$159M
24 positions
#4MONTGOMERY INVESTMENT MANAGEMENT INCActive
Notable overlap · 6 shared positions
$COP$FANG$NVR$LEN$BAC$CVE
$293M
103 positions
#5Bretton Capital Management, LLCActive
Notable overlap · 4 shared positions
$AXP$NVR$BAC$UNH
$109M
18 positions
#6BERKSHIRE HATHAWAY INCSmart money
Notable overlap · 5 shared positions
$OXY$AXP$BAC$LEN$NVR
$263.1B
29 positions
#7R.H. Investment Group, LLCPassive
Notable overlap · 3 shared positions
$COP$AMGN$UNH
$130M
45 positions
#8Del-Sette Capital Management, LLCActive
Notable overlap · 3 shared positions
$APA$SPG$FITB
$167M
44 positions
#9EDGAR LOMAX CO/VAActive
Notable overlap · 5 shared positions
$TGT$UNH$COP$BAC$AMGN
$1.4B
56 positions
#10Catherine Avery Investment Management LLCPassive
Notable overlap · 4 shared positions
$TGT$AMGN$BAC$LEN
$223M
109 positions
#11Rayburn West Financial Services LLCPassive
Notable overlap · 4 shared positions
$AXP$BAC$TGT$AMGN
$170M
82 positions
#12YACKTMAN ASSET MANAGEMENT LPActive
Notable overlap · 5 shared positions
$COP$FANG$UHAL$EBAY$UNH
$7.5B
76 positions
#13CFC Planning Co LLCPassive
Notable overlap · 4 shared positions
$AXP$COP$UNH$AMGN
$140M
72 positions
#14EAGLE CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$COP$LEN$UNH
$29.8B
60 positions
#15VAN STRUM & TOWNE INC.Passive
Notable overlap · 3 shared positions
$COP$AMGN$AXP
$343M
111 positions
#16INKWELL CAPITAL LLCActive
Notable overlap · 4 shared positions
$OXY$UHAL$AXP$UNH
$98M
31 positions
#17PRING TURNER CAPITAL GROUP INCPassive
Notable overlap · 4 shared positions
$AXP$BAC$OXY$COP
$166M
72 positions
#18Castleview Partners, LLCPassive
Notable overlap · 3 shared positions
$COP$AMGN$UNH
$195M
200 positions
#19Robinson Value Management, Ltd.Passive
Notable overlap · 4 shared positions
$COP$DHI$TGT$MTB
$180M
73 positions
#20MFF Capital Investments LtdActive
Notable overlap · 3 shared positions
$AXP$BAC$UNH
$1.5B
19 positions
#21CONTRAVISORY INVESTMENT MANAGEMENT, INC.Passive
Notable overlap · 4 shared positions
$APA$BAC$TGT$AXP
$488M
366 positions
#22ADAMS NATURAL RESOURCES FUND, INC.Smart money
Notable overlap · 5 shared positions
$COP$FANG$OXY$CVE$APA
$863M
54 positions
#23Unison Asset Management LLCActive
Notable overlap · 3 shared positions
$AXP$BAC$UNH
$219M
32 positions
#24Stanley Capital Management, LLCActive
Notable overlap · 4 shared positions
$BAC$AXP$WAL$ULTA
$598M
40 positions
#25GoodHaven Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$LEN$BAC$OXY
$287M
26 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.