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Hedge Funds Similar to Ancora Advisors,

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

Ancora Advisors, LLC is an institutional investor managing $4.7B across 2,480 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 Ancora Advisors, are 12th Street Asset Company,, Running Oak, Michael Brady & ,, with shared positions in $LKQ, $RBA, $CRH, $ETN, $HON, $GD. The full ranking of 25 similar funds is below.

#112th Street Asset Management Company, LLCActive
Notable overlap · 3 shared positions
$LKQ$RBA$CRH
$611M
32 positions
#2Running Oak Capital LLCPassive
Some overlap · 4 shared positions
$RBA$ETN$HON$GD
$741M
55 positions
#3Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$ETN$HON$GD$MCD$UNP
$100M
54 positions
#4NORTH DALLAS BANK & TRUST COPassive
Some overlap · 6 shared positions
$BAC$GD$HON$IAU$MAR$MCD
$148M
109 positions
#5Ridge Creek Global, IncActive
Some overlap · 5 shared positions
$ETN$HON$IAU$MAR$LIN
$118M
85 positions
#6COOKE & BIELER LPActive
Some overlap · 3 shared positions
$RBA$LKQ$EOG
$8.8B
103 positions
#7Eliot Finkel Investment Counsel, LLCActive
Some overlap · 4 shared positions
$ETN$EOG$GD$MCD
$184M
32 positions
#8RE ADVISERS CORPActive
Some overlap · 4 shared positions
$ETN$HON$BAC$MCD
$3.7B
111 positions
#9FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 4 shared positions
$ETN$HON$BAC$MCD
$5.0B
201 positions
#10EdgePoint Investment Group Inc.Active
Some overlap · 3 shared positions
$RBA$LKQ$UNP
$12.5B
37 positions
#11MCDONALD PARTNERS LLCPassive
Some overlap · 4 shared positions
$ETN$HON$BAC$MAR
$424M
208 positions
#12BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$ETN$EOG$BAC$UNP
$578M
108 positions
#13Ransom Advisory, Ltd
Some overlap · 4 shared positions
$ETN$HON$BAC$MCD
$254M
433 positions
#14UNITED BANKActive
Some overlap · 4 shared positions
$EOG$GD$HON$MCD
$781M
121 positions
#15BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 4 shared positions
$EOG$HON$BAC$MCD
$2.3B
264 positions
#16Perennial Advisors, LLCPassive
Some overlap · 5 shared positions
$HON$GD$MCD$UNP$LIN
$587M
122 positions
#17FORBES J M & CO LLPActive
Some overlap · 5 shared positions
$ETN$BAC$IAU$UNP$LIN
$1.2B
150 positions
#18Orca Wealth Management, LLCActive
Some overlap · 4 shared positions
$EOG$HON$BAC$GD
$141M
67 positions
#19NovaPoint Capital, LLCPassive
Some overlap · 4 shared positions
$EOG$HON$GD$UNP
$399M
79 positions
#20Dorato Capital ManagementPassive
Some overlap · 5 shared positions
$GD$BAC$MAR$MCD$UNP
$135M
254 positions
#21Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$ETN$HON$MCD$UNP
$98M
50 positions
#22HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$HON$BAC$MCD$GD$UNP
$1.5B
477 positions
#23Mystic Asset Management, Inc.Passive
Some overlap · 4 shared positions
$ETN$BAC$GD$MCD
$431M
218 positions
#24CAPE ANN SAVINGS BANKPassive
Some overlap · 5 shared positions
$GD$IAU$BAC$MAR$MCD
$199M
121 positions
#25Wallington Asset Management, LLCActive
Some overlap · 5 shared positions
$HON$BAC$IAU$UNP$LIN
$752M
61 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.