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Hedge Funds Similar to Asset Group

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

Asset Management Group, Inc. is an institutional investor managing $683M across 137 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 Asset Group are MARSHFIELD ASSOCIATES, LAWSON KROEKER INVESTMENT, WOODLEY FARRA MANION PORTFOLIO, with shared positions in $DPZ, $DIS, $MCO, $PEP, $PFE, $CP. The full ranking of 25 similar funds is below.

#1MARSHFIELD ASSOCIATESActive
Some overlap · 3 shared positions
$DPZ$DIS$MCO
$4.3B
17 positions
#2LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Some overlap · 5 shared positions
$DIS$PEP$PFE$CP$VMC
$361M
59 positions
#3WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 4 shared positions
$DIS$DOV$ABT$KDP
$2.1B
131 positions
#4Crabel Capital Management, LLCActive
Some overlap · 3 shared positions
$DIS$PEP$PFE
$137M
51 positions
#5INKWELL CAPITAL LLCActive
Some overlap · 3 shared positions
$DIS$DPZ$MCO
$96M
31 positions
#6William Allan CorpActive
Some overlap · 6 shared positions
$PEP$DPZ$DIS$DELL$PAYX$MCO
$204M
62 positions
#7Schrum Private Wealth Management LLCPassive
Some overlap · 5 shared positions
$PEP$DOV$ABT$DIS$PFE
$97M
109 positions
#8Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$DIS$PEP$ADI$ABT$PFE
$116M
240 positions
#9PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money
Some overlap · 6 shared positions
$MDY$DOV$STT$ADI$PEP$MCO
$1.7B
240 positions
#10Lindsell Train LtdSmart money
Some overlap · 3 shared positions
$DIS$PEP$CP
$2.6B
28 positions
#11RBO & CO LLCActive
Some overlap · 4 shared positions
$PEP$DIS$ABT$PFE
$628M
56 positions
#12VAN STRUM & TOWNE INC.Passive
Some overlap · 4 shared positions
$PEP$DIS$PFE$MCO
$367M
111 positions
#13Powerhouse Assets LLCSmart money
Some overlap · 3 shared positions
$DOV$MDY$STT
$123M
57 positions
#14MontVue Capital Management, Inc.Active
Some overlap · 3 shared positions
$DOV$MDY$STT
$174M
78 positions
#15SECURITY NATIONAL BANK OF SO DAK
Some overlap · 4 shared positions
$DOV$STT$PEP$ABT
$207M
119 positions
#16TSG Advice Partners, LLC
Some overlap · 5 shared positions
$DOV$MDY$ABT$PFE$PEP
$667M
135 positions
#17Wilson & Boucher Capital Management, LLC
Some overlap · 3 shared positions
$PEP$DOV$ABT
$170M
121 positions
#18CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Some overlap · 3 shared positions
$PEP$MDY$DIS
$165M
92 positions
#19YACKTMAN ASSET MANAGEMENT LPActive
Some overlap · 3 shared positions
$PEP$DIS$STT
$8.1B
74 positions
#20Kennon-Green & Company, LLCActive
Some overlap · 3 shared positions
$PEP$DIS$DPZ
$128M
41 positions
#21Junk Investment Group, LLCActive
Some overlap · 4 shared positions
$DOV$MDY$DELL$DIS
$226M
97 positions
#22CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 6 shared positions
$PEP$STT$ADI$MCO$CW$VMC
$1.3B
99 positions
#23CINCINNATI INSURANCE COActive
Some overlap · 4 shared positions
$PEP$DOV$ADI$ABT
$6.9B
64 positions
#24HARBOR ADVISORY CORP /MA/Passive
Some overlap · 4 shared positions
$PEP$MDY$ABT$PFE
$374M
82 positions
#25PROFFITT & GOODSON INCActive
Some overlap · 5 shared positions
$DOV$STT$DIS$PEP$PFE
$728M
298 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.