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Hedge Funds Similar to SRB

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

SRB Corp is an institutional investor managing $1.6B across 23 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 SRB are Evergreen Quality Fund GP, Ltd., CONSOLIDATED ,, KP, with shared positions in $INTC, $GE, $SHW, $CCZ, $CVS, $RS. The full ranking of 21 similar funds is below.

#1Evergreen Quality Fund GP, Ltd.Smart money
Notable overlap · 3 shared positions
$INTC$GE$SHW
$4.4B
40 positions
#2CONSOLIDATED CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$INTC$GE$SHW
$310M
74 positions
#3KP Management LLCPassive
Some overlap · 3 shared positions
$SHW$INTC$GE
$409M
83 positions
#4KKM Financial LLCPassive
Some overlap · 3 shared positions
$CCZ$INTC$CVS
$563M
168 positions
#5guardian investment managementActive
Some overlap · 3 shared positions
$GE$INTC$CCZ
$127M
60 positions
#6Oliver Luxxe Assets LLCPassive
Some overlap · 3 shared positions
$GE$RS$CVS
$668M
200 positions
#7LETKO, BROSSEAU & ASSOCIATES INCActive
Some overlap · 3 shared positions
$INTC$CVS$CCZ
$6.2B
101 positions
#8Hudson Portfolio Management LLCPassive
Some overlap · 3 shared positions
$CVS$CCZ$TM
$119M
111 positions
#9Dorato Capital ManagementPassive
Some overlap · 3 shared positions
$CVS$INTC$SHW
$135M
254 positions
#10TOTH FINANCIAL ADVISORY CORPPassive
Some overlap · 3 shared positions
$GWW$SHW$CVS
$911M
918 positions
#11CACTI ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$CVS$INTC$GE
$2.0B
76 positions
#12Crew Capital Management, Ltd.Passive
Slight overlap · 3 shared positions
$INTC$GE$SHW
$151M
109 positions
#13Holocene Advisors, LPPassive
Slight overlap · 3 shared positions
$GE$SHW$CVS
$41.5B
797 positions
#14Carter Financial Group, INC.Passive
Slight overlap · 3 shared positions
$SHW$INTC$GE
$162M
126 positions
#15Sentry LLCActive
Slight overlap · 3 shared positions
$INTC$GE$GWW
$314M
118 positions
#16Manske Wealth ManagementActive
Slight overlap · 3 shared positions
$CVS$CCZ$INTC
$357M
215 positions
#17SHELTON CAPITAL MANAGEMENTPassive
Slight overlap · 3 shared positions
$INTC$CCZ$CVS
$4.6B
717 positions
#18Vista Private Wealth Partners. LLCPassive
Slight overlap · 3 shared positions
$INTC$GE$CVS
$291M
87 positions
#19Clark & Stuart, IncActive
Slight overlap · 3 shared positions
$GWW$INTC$GE
$148M
49 positions
#20BNP PARIBAS FINANCIAL MARKETSPassive
Slight overlap · 3 shared positions
$GE$INTC$SHW
$205.8B
5,804 positions
#21V-Square Quantitative Management LLCPassive
Slight overlap · 3 shared positions
$GE$CCZ$INTC
$946M
721 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.