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Hedge Funds Similar to Palogic Value ,

13F Portfolio OverlapQ1 2026Palogic Value , portfolio →
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Most similar hedge funds by 13F overlap

Palogic Value Management, L.P. is an institutional investor managing $237M across 176 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 Palogic Value , are Congress Park, Fusion ,, Integras Partners, with shared positions in $NEA, $NVG, $NAD, $AMGN, $BHP, $BAC. The full ranking of 25 similar funds is below.

#1Congress Park Capital LLCPassive
Some overlap · 4 shared positions
$NEA$NVG$NAD$AMGN
$326M
131 positions
#2Fusion Capital, LLCActive
Some overlap · 3 shared positions
$BHP$AMGN$BAC
$371M
104 positions
#3Integras Partners LLCPassive
Some overlap · 3 shared positions
$BHP$AMGN$ARCC
$152M
69 positions
#4apricus wealth, LLCPassive
Some overlap · 4 shared positions
$SHEL$AMGN$BAC$SLB
$205M
120 positions
#5Cornerstone Select Advisors, LLCPassive
Some overlap · 4 shared positions
$SHEL$BAC$AMGN$ARCC
$160M
124 positions
#6Cohen Investment Advisors LLCPassive
Some overlap · 3 shared positions
$BHP$AMGN$BAC
$210M
79 positions
#7ABBINGTON INVESTMENT GROUPActive
Some overlap · 3 shared positions
$BHP$SLB$MQ
$172M
51 positions
#8Kessler Investment Group, LLCPassive
Some overlap · 3 shared positions
$BHP$BAC$FCX
$211M
79 positions
#9McGowan Group Asset Management, Inc.Passive
Some overlap · 3 shared positions
$NEA$NAD$NVG
$785M
154 positions
#10Melone Private Wealth, LLCPassive
Some overlap · 3 shared positions
$NEA$NAD$NVG
$245M
60 positions
#11AUGUSTINE ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$SHEL$BHP$FCX$AMGN
$444M
112 positions
#12Cutler Capital Management, LLCPassive
Some overlap · 3 shared positions
$SHEL$BAC$SLB
$370M
116 positions
#13American Assets Investment Management, LLCActive
Some overlap · 3 shared positions
$SHEL$BAC$AMGN
$1.5B
146 positions
#14Massachusetts Wealth ManagementPassive
Some overlap · 4 shared positions
$BAC$AMGN$SLB$FCX
$231M
98 positions
#15KEMPNER CAPITAL MANAGEMENT INC.
Some overlap · 4 shared positions
$SHEL$BAC$BHP$SLB
$106M
43 positions
#16Blume Capital Management, Inc.Passive
Some overlap · 4 shared positions
$BAC$ARCC$SLB$FCX
$588M
337 positions
#17Parrish Capital LLCPassive
Some overlap · 3 shared positions
$SHEL$SLB$OZK
$112M
86 positions
#18Glass Wealth Management Co LLCPassive
Some overlap · 3 shared positions
$SHEL$BAC$FCX
$258M
67 positions
#19SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$BHP$BAC$SLB
$274M
131 positions
#20BEARING POINT CAPITAL, LLCPassive
Some overlap · 3 shared positions
$BHP$BAC$FCX
$638M
166 positions
#21NEW ENGLAND ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$SHEL$BAC$AMGN
$786M
99 positions
#22Myriad Asset Management Advisors LLCActive
Some overlap · 3 shared positions
$BHP$BAC$FCX
$339M
47 positions
#23Villanova Investment Management Co LLCPassive
Some overlap · 4 shared positions
$TRIP$VYX$OZK$EEFT
$98M
56 positions
#24PENN DAVIS MCFARLAND INCActive
Some overlap · 3 shared positions
$SHEL$AMGN$PYPL
$1.0B
75 positions
#25HOURGLASS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$BHP$SLB$FCX
$480M
130 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.