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Hedge Funds Similar to Diversified Investment Strategies,

13F Portfolio OverlapQ1 2026Diversified Investment Strategies, portfolio →
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Most similar hedge funds by 13F overlap

Diversified Investment Strategies, LLC is an institutional investor managing $157M across 55 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 Diversified Investment Strategies, are INKWELL, MARSHFIELD ASSOCIATES, Intrinsic Value Partners,, with shared positions in $DIS, $UHAL, $BLDR, $SCHW, $FAST, $EXPD. The full ranking of 25 similar funds is below.

#1INKWELL CAPITAL LLCActive
Notable overlap · 4 shared positions
$DIS$UHAL$BLDR$SCHW
$98M
31 positions
#2MARSHFIELD ASSOCIATESActive
Some overlap · 4 shared positions
$FAST$DIS$EXPD$NVR
$5.0B
17 positions
#3Intrinsic Value Partners, LLCActive
Some overlap · 3 shared positions
$JOE$BLDR$SCHW
$130M
69 positions
#4Townsend & Associates, IncActive
Some overlap · 4 shared positions
$NTR$DIS$GNRC$NVR
$1.2B
115 positions
#5YACKTMAN ASSET MANAGEMENT LPActive
Some overlap · 4 shared positions
$UHAL$DIS$PYPL$SCHW
$7.5B
76 positions
#6Murchinson Ltd.Active
Some overlap · 3 shared positions
$NTR$WBD$ATKR
$791M
95 positions
#7PARTHENON LLCActive
Some overlap · 3 shared positions
$FAST$SCHW$DIS
$875M
127 positions
#8CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$NTR$SCHW$DIS
$1.4B
80 positions
#9Great Hill Capital LLCSmart money
Some overlap · 4 shared positions
$PYPL$DIS$SCHW$GNRC
$1.5B
47 positions
#10DISCIPLINED GROWTH INVESTORS INC /MNActive
Some overlap · 4 shared positions
$GRMN$DLB$DV$GNRC
$4.9B
61 positions
#11Woodson Capital Management, LPActive
Some overlap · 3 shared positions
$BLDR$GRMN$SAM
$636M
31 positions
#12Long Focus Capital Management, LLCActive
Some overlap · 3 shared positions
$DIS$BLDR$COF
$3.8B
97 positions
#13SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLCPassive
Some overlap · 4 shared positions
$FAST$PYPL$EXPD$GDDY
$2.7B
468 positions
#14SHAPIRO CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$DIS$DLB$CTVA
$1.6B
50 positions
#15Zuckerman Investment Group, LLCActive
Some overlap · 3 shared positions
$DKS$DIS$ULTA
$1.1B
135 positions
#16GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 3 shared positions
$PYPL$SCHW$BLDR
$854M
145 positions
#17Lorne Steinberg Wealth Management Inc.Passive
Some overlap · 3 shared positions
$NTR$DIS$CTVA
$422M
68 positions
#18Blume Capital Management, Inc.Passive
Some overlap · 4 shared positions
$DIS$SCHW$COF$WY
$588M
337 positions
#19Comprehensive Financial Management LLCSmart money
Some overlap · 3 shared positions
$PYPL$SCHW$CTVA
$3.0B
38 positions
#20Giverny Capital Inc.Active
Some overlap · 4 shared positions
$DIS$SCHW$BLDR$NVR
$2.7B
51 positions
#21Quinn Opportunity Partners LLCPassive
Some overlap · 3 shared positions
$PYPL$SCHW$WBD
$1.9B
360 positions
#22BARD ASSOCIATES INCPassive
Some overlap · 3 shared positions
$ODC$SCHW$MAMA
$398M
292 positions
#23B & T Capital Management DBA Alpha Capital ManagementActive
Some overlap · 3 shared positions
$SCHW$FAST$DIS
$690M
115 positions
#24D1 Capital Partners L.P.Active
Some overlap · 3 shared positions
$DIS$SCHW$COF
$11.2B
44 positions
#25SEIZERT CAPITAL PARTNERS, LLCPassive
Some overlap · 3 shared positions
$PYPL$BLDR$COF
$2.2B
170 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.