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Hedge Funds Similar to Wallace

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

Wallace Capital Management Inc. is an institutional investor managing $871M across 75 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 Wallace are SOUTHEASTERN ASSET /TN/, Mraz, Amerine & Associates,, Factorial Partners,, with shared positions in $PPLI, $GLIBA, $WTM, $GHC, $CNX, $TRIP. The full ranking of 25 similar funds is below.

#1SOUTHEASTERN ASSET MANAGEMENT INC/TN/Active
Notable overlap · 7 shared positions
$PPLI$GLIBA$WTM$GHC$CNX$TRIP
$2.0B
49 positions
#2Mraz, Amerine & Associates, Inc.Active
Notable overlap · 4 shared positions
$WTM$L$UHAL$GHC
$678M
190 positions
#3Factorial Partners, LLCPassive
Some overlap · 3 shared positions
$SEB$IMKTA$PPLI
$138M
60 positions
#4Clarkston Capital Partners, LLCActive
Some overlap · 3 shared positions
$TAP$AMG$POST
$1.3B
98 positions
#5REINHART PARTNERS, LLC.Active
Some overlap · 3 shared positions
$WTM$UHAL$AMG
$3.5B
70 positions
#6Boussard & Gavaudan Investment Management LLPActive
Some overlap · 4 shared positions
$WTM$POST$LBRDA$LLYVA
$1.1B
89 positions
#7KEATING INVESTMENT COUNSELORS INCActive
Some overlap · 3 shared positions
$LBTYA$TAP$UL
$404M
59 positions
#8Hi-Line Capital Management, LLCPassive
Some overlap · 4 shared positions
$MHK$GLIBA$LBRDA$SIRI
$318M
32 positions
#9Yakira Capital Management, Inc.Passive
Some overlap · 3 shared positions
$PPLI$LBRDA$LLYVA
$342M
196 positions
#10Tevis Investment ManagementPassive
Some overlap · 3 shared positions
$L$UL$KO
$176M
99 positions
#11Ervin Investment Management, LLCActive
Some overlap · 3 shared positions
$L$CNX$KO
$171M
47 positions
#12YACKTMAN ASSET MANAGEMENT LPActive
Some overlap · 3 shared positions
$UHAL$KO$CL
$7.5B
76 positions
#13BISLETT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$GLIBA$LBRDA$KO$LLYVA$SIRI
$130M
18 positions
#14CAPITAL MANAGEMENT CORP /VAPassive
Some overlap · 3 shared positions
$CNX$TAP$SIRI
$585M
71 positions
#15Lafayette Investments, Inc.Active
Slight overlap · 3 shared positions
$L$GHC$KO
$494M
158 positions
#16LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$RSG$KO$MDLZ
$970M
154 positions
#17Elevate Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$L$KO$HSY
$155M
72 positions
#18Davis Capital ManagementPassive
Slight overlap · 3 shared positions
$RSG$KO$MDLZ
$148M
589 positions
#19YCG, LLCActive
Slight overlap · 3 shared positions
$RSG$KO$CL
$1.1B
42 positions
#20WITTENBERG INVESTMENT MANAGEMENT, INC.Active
Slight overlap · 7 shared positions
$LBTYA$LBRDA$GLIBA$TRIP$LLYVA$SIRI
$269M
74 positions
#21Autumn Glory Partners, LLCPassive
Slight overlap · 3 shared positions
$WTM$GHC$KO
$272M
204 positions
#22LEE DANNER & BASS INCActive
Slight overlap · 3 shared positions
$L$RSG$MDLZ
$1.6B
246 positions
#23VILLERE ST DENIS J & CO LLCActive
Slight overlap · 3 shared positions
$RSG$MDLZ$CL
$907M
76 positions
#24Kennon-Green & Company, LLCActive
Slight overlap · 6 shared positions
$UL$KO$MDLZ$HSY$CLX$CL
$122M
39 positions
#25SL ADVISORS, LLCActive
Slight overlap · 3 shared positions
$RSG$KO$HSY
$59M
32 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.