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Hedge Funds Similar to Cambria Investment

13F Portfolio OverlapQ2 2026Cambria Investment portfolio →
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Most similar hedge funds by 13F overlap

Cambria Investment Management, L.P. is an institutional investor managing $2.0B across 731 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 Cambria Investment are MorganRosel Wealth, LSV ASSET, Summit Street, with shared positions in $VLO, $GTX, $BFH, $PLAB, $PHIN, $GM. The full ranking of 25 similar funds is below.

#1MorganRosel Wealth Management, LLCActive
Some overlap · 9 shared positions
$VLO$GTX$BFH$PLAB$PHIN$GM
$296M
104 positions
#2LSV ASSET MANAGEMENTActive
Some overlap · 7 shared positions
$GM$CFG$PFE$MPC$NEM$BWA
$55.1B
889 positions
#3Summit Street Capital Management, LLCActive
Some overlap · 6 shared positions
$VLO$DINO$CF$CCZ$MPC$ELV
$713M
31 positions
#4Unison Advisors LLCActive
Some overlap · 6 shared positions
$VLO$GM$CCZ$SYF$MPC$ELV
$1.4B
173 positions
#5ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 6 shared positions
$VLO$NEM$MPC$CF$DD$APA
$763M
51 positions
#6Pacer Advisors, Inc.Passive
Some overlap · 5 shared positions
$VLO$NEM$CCZ$MPC$PFE
$39.3B
2,614 positions
#7Hara Capital LLCPassive
Some overlap · 5 shared positions
$DINO$NEM$CCZ$PTEN$ELV
$190M
307 positions
#8Polianta LtdActive
Some overlap · 5 shared positions
$NEM$SYF$APA$THC$ELV
$809M
86 positions
#9Friedenthal FinancialPassive
Some overlap · 5 shared positions
$NOV$LEA$APA$BWA$ELV
$217M
254 positions
#10Adams Asset Advisors, LLCActive
Slight overlap · 4 shared positions
$VLO$DINO$NEM$PFE
$882M
88 positions
#11Royal Palms Capital LLCPassive
Slight overlap · 4 shared positions
$VLO$NEM$CFG$AFL
$114M
57 positions
#12Fulcrum Asset Management LLPPassive
Slight overlap · 4 shared positions
$DINO$CF$NOV$PTEN
$1.0B
1,027 positions
#13KWMG, LLCPassive
Slight overlap · 4 shared positions
$VLO$SYF$MPC$AFL
$1.4B
153 positions
#14Center For Asset Management LLCPassive
Slight overlap · 4 shared positions
$CF$NEM$CFG$SYF
$225M
151 positions
#15AustralianSuper Pty LtdActive
Slight overlap · 4 shared positions
$VLO$SYF$MPC$GM
$23.1B
288 positions
#16Mork Capital Management, LLCPassive
Slight overlap · 4 shared positions
$BFH$GM$CCZ$APA
$156M
104 positions
#17Sanchez Gaunt Capital Management, LLCPassive
Slight overlap · 4 shared positions
$BFH$NEM$SYF$AFL
$179M
189 positions
#18Horizon Advisory Services, Inc.Smart money
Slight overlap · 4 shared positions
$CF$CCZ$SYF$APA
$238M
50 positions
#19KESTREL INVESTMENT MANAGEMENT CORPPassive
Slight overlap · 4 shared positions
$PLAB$PHIN$SLM$THC
$184M
40 positions
#20FOUNDATION RESOURCE MANAGEMENT INCActive
Slight overlap · 4 shared positions
$NEM$CCZ$PFE$APA
$860M
56 positions
#21First Eagle Investment Management, LLCActive
Slight overlap · 4 shared positions
$NEM$CCZ$NOV$ELV
$59.9B
424 positions
#22HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive
Slight overlap · 4 shared positions
$GM$CCZ$APA$ELV
$34.3B
462 positions
#23SummerHaven Investment Management, LLCPassive
Slight overlap · 4 shared positions
$PLAB$MATX$APA$M
$187M
192 positions
#24Weaver C. Barksdale & Associates, Inc.Passive
Slight overlap · 4 shared positions
$CCZ$MPC$AFL$ELV
$111M
62 positions
#25WINCAP FINANCIAL LLCPassive
Slight overlap · 4 shared positions
$SYF$PFE$AFL$BWA
$185M
91 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.