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Hedge Funds Similar to Arbiter Partners

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

Arbiter Partners Capital Management LLC is an institutional investor managing $175M across 45 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 Arbiter Partners are DONALD SMITH & ,, Condire ,, EJF, with shared positions in $SPNT, $GNW, $CRBD, $ODV, $ELE, $BTG. The full ranking of 9 similar funds is below.

#1DONALD SMITH & CO., INC.Active
Notable overlap · 3 shared positions
$SPNT$GNW$CRBD
$5.6B
62 positions
#2Condire Management, LPSmart money
Some overlap · 3 shared positions
$ODV$ELE$BTG
$1.0B
19 positions
#3EJF Capital LLCPassive
Some overlap · 3 shared positions
$GNW$CRBD$OPY
$142M
69 positions
#4ARMOR ADVISORS, L.L.C.Active
Slight overlap · 3 shared positions
$ODV$NMM$DVN
$298M
18 positions
#5Knoll Capital Management, LLCActive
Slight overlap · 3 shared positions
$TFPM$ELE$GROY
$180M
37 positions
#6McAlvany Wealth Management LLCPassive
Slight overlap · 4 shared positions
$TFPM$VOXR$MTA$BTG
$149M
42 positions
#7CacheTech Inc.Passive
Slight overlap · 3 shared positions
$MTG$LEN$DVN
$519M
177 positions
#8Adams Wealth ManagementPassive
Slight overlap · 3 shared positions
$MTG$LEN$DVN
$455M
145 positions
#9LB Partners LLCActive
Slight overlap · 3 shared positions
$TFPM$MTA$DVN
$112M
37 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.