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Hedge Funds Similar to Wallace

13F Portfolio OverlapQ2 2026Wallace portfolio →
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Most similar hedge funds by 13F overlap

Wallace Capital Management Inc. is an institutional investor managing $912M across 77 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Wallace are Mraz, Amerine & Associates, SOUTHEASTERN ASSET, KEATING INVESTMENT COUNSELORS, with shared positions in $WTM, $L, $UHAL, $GHC, $CNX, $TRIP. The full ranking of 25 similar funds is below.

#1Mraz, Amerine & Associates, Inc.Active
Notable overlap · 4 shared positions
$WTM$L$UHAL$GHC
$697M
199 positions
#2SOUTHEASTERN ASSET MANAGEMENT INC/TN/Active
Some overlap · 5 shared positions
$WTM$CNX$GHC$TRIP$AMG
$1.9B
47 positions
#3KEATING INVESTMENT COUNSELORS INCSmart money
Some overlap · 4 shared positions
$LBTYA$TAP$UL$PM
$364M
59 positions
#4Emmett Investment Management, LPActive
Some overlap · 3 shared positions
$L$RSG$LLYVA
$143M
28 positions
#5Boussard & Gavaudan Investment Management LLP
Some overlap · 4 shared positions
$WTM$POST$LBRDA$LLYVA
$1.1B
89 positions
#6SCHARF INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$UHAL$ZTS$HSY
$3.0B
79 positions
#7Tweedy, Browne Co LLCActive
Some overlap · 3 shared positions
$UHAL$ZTS$UL
$1.3B
91 positions
#8Evelyn Partners Asset Management Ltd
Some overlap · 4 shared positions
$ZTS$UL$GHC$MDLZ
$406M
308 positions
#9Autumn Glory Partners, LLCPassive
Some overlap · 3 shared positions
$UL$GHC$WTM
$353M
212 positions
#10CAMDEN NATIONAL BANKPassive
Some overlap · 3 shared positions
$RSG$ZTS$MDLZ
$767M
184 positions
#11Ervin Investment Management, LLCActive
Some overlap · 3 shared positions
$L$CNX$PM
$184M
47 positions
#12Tevis Investment ManagementPassive
Some overlap · 3 shared positions
$L$UL$PM
$183M
104 positions
#13Night Squared LPPassive
Some overlap · 3 shared positions
$RSG$TAP$PM
$930M
69 positions
#14LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$L$PM$CL
$273M
104 positions
#15CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 3 shared positions
$RSG$UL$PM
$191M
102 positions
#16Hi-Line Capital Management, LLCActive
Some overlap · 3 shared positions
$MHK$LBRDA$SIRI
$355M
32 positions
#17THOMPSON SIEGEL & WALMSLEY LLCPassive
Some overlap · 3 shared positions
$ZTS$UHAL$TAP
$5.6B
435 positions
#18CAPITAL MANAGEMENT CORP /VAActive
Some overlap · 3 shared positions
$CNX$TAP$SIRI
$666M
72 positions
#19LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Slight overlap · 4 shared positions
$RSG$UL$MDLZ$CL
$1.0B
154 positions
#20Arlington Partners LLCActive
Slight overlap · 3 shared positions
$UL$ZTS$PM
$55M
64 positions
#21Deltroit Asset Management (UK) LLPActive
Slight overlap · 4 shared positions
$UHAL$LBTYA$LBRDA$LLYVA
$695M
34 positions
#22AMI INVESTMENT MANAGEMENT INCActive
Slight overlap · 3 shared positions
$GHC$HSY$CL
$471M
78 positions
#23VILLERE ST DENIS J & CO LLCPassive
Slight overlap · 3 shared positions
$RSG$MDLZ$CL
$838M
85 positions
#24LEE DANNER & BASS INCActive
Slight overlap · 4 shared positions
$L$RSG$MDLZ$PM
$1.7B
250 positions
#25RBO & CO LLCActive
Slight overlap · 3 shared positions
$ZTS$MDLZ$PM
$628M
56 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.