Hedge Funds Similar to BloombergSen

13F Portfolio OverlapQ1 2026BloombergSen portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

BloombergSen Inc. is an institutional investor managing $1.3B across 30 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 BloombergSen are LFL Advisers,, SPRUCE HOUSE INVESTMENT, Rothschild & Wealth UK Ltd, with shared positions in $AON, $PGR, $SUNB, $CPAY, $CIGI, $W. The full ranking of 25 similar funds is below.

Substantial overlap · 3 shared positions
$332M
9 positions
Notable overlap · 4 shared positions
$2.8B
11 positions
Notable overlap · 3 shared positions
$6.5B
25 positions
Notable overlap · 3 shared positions
$915M
27 positions
Notable overlap · 3 shared positions
$1.3B
11 positions
Notable overlap · 3 shared positions
$3.0B
16 positions
Notable overlap · 3 shared positions
$1.2B
30 positions
Notable overlap · 3 shared positions
$7.1B
25 positions
Notable overlap · 3 shared positions
$3.9B
40 positions
Notable overlap · 3 shared positions
$171M
36 positions
Notable overlap · 5 shared positions
$6.6B
39 positions
Notable overlap · 3 shared positions
$1.0B
82 positions
Notable overlap · 3 shared positions
$697M
62 positions
Notable overlap · 3 shared positions
$208M
68 positions
Notable overlap · 4 shared positions
$8.1B
62 positions
Notable overlap · 3 shared positions
$101M
53 positions
Notable overlap · 4 shared positions
$83.9B
44 positions
#18DODGE & COXActive
Notable overlap · 5 shared positions
$182.0B
222 positions
Notable overlap · 3 shared positions
$591M
18 positions
Notable overlap · 4 shared positions
$2.7B
36 positions
Notable overlap · 3 shared positions
$347M
54 positions
Notable overlap · 4 shared positions
$1.4B
64 positions
Notable overlap · 3 shared positions
$273M
255 positions
Some overlap · 4 shared positions
$2.7B
51 positions
Some overlap · 3 shared positions
$598M
101 positions

Compare BloombergSen’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View BloombergSen’s holdings

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.