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Hedge Funds Similar to Sompo Asset , Ltd.

13F Portfolio OverlapQ1 2026Sompo Asset , Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Sompo Asset Management Co., Ltd. is an institutional investor managing $609M across 177 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 Sompo Asset , Ltd. are DIAMOND HILL, BOYAR ASSET, Hillman ,, with shared positions in $UNP, $MDT, $CRM, $ADBE, $DIS, $BAC. The full ranking of 25 similar funds is below.

#1DIAMOND HILL CAPITAL MANAGEMENT INCActive
Notable overlap · 10 shared positions
$UNP$MDT$CRM$ADBE$DIS$BAC
$16.0B
187 positions
#2BOYAR ASSET MANAGEMENT INC.Passive
Some overlap · 8 shared positions
$MDT$DIS$C$BAC$KO$UPS
$176M
78 positions
#3Hillman Capital Management, Inc.Passive
Some overlap · 7 shared positions
$CVS$UPS$CRM$ADBE$DIS$AKAM
$144M
56 positions
#4Brandywine Global Investment Management, LLC
Some overlap · 8 shared positions
$CVS$MDT$DIS$C$BAC$CRM
$14.9B
601 positions
#544 WEALTH MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$MDT$KO$UNP$C$CVS$NKE
$286M
183 positions
#6MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$KO$MDT$UNP$UPS$C$TXN
$220M
148 positions
#7Catherine Avery Investment Management LLCPassive
Some overlap · 7 shared positions
$KO$UPS$C$BAC$SWK$TFC
$223M
109 positions
#8CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 7 shared positions
$CVS$MDT$UPS$TXN$SWK$TFC
$1.4B
178 positions
#9Dorato Capital ManagementPassive
Some overlap · 7 shared positions
$CVS$UNP$AMAT$INTC$BAC$KLAC
$135M
254 positions
#10Applied Finance Capital Management, LLCPassive
Some overlap · 7 shared positions
$UNP$AMAT$ADBE$DIS$BAC$KLAC
$1.3B
218 positions
#11SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 7 shared positions
$MDT$UNP$C$TXN$NKE$TFC
$728M
79 positions
#12EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$KO$CVS$UNP$BAC$TXN$COP
$1.4B
56 positions
#13HARRIS ASSOCIATES L PActive
Some overlap · 7 shared positions
$UNP$CRM$C$BAC$SYY$NKE
$75.0B
158 positions
#14Econ Financial Services CorpPassive
Some overlap · 6 shared positions
$CVS$MDT$UNP$UPS$TXN$NKE
$215M
74 positions
#15Guinness Asset Management LTDActive
Some overlap · 7 shared positions
$KO$MDT$TXN$CRM$AMAT$KLAC
$5.8B
143 positions
#16Mandatum Life Insurance Co LtdActive
Some overlap · 7 shared positions
$MDT$ROK$C$BAC$DIS$CRM
$445M
84 positions
#17CFC Planning Co LLCPassive
Some overlap · 6 shared positions
$KO$UPS$CRM$DIS$TXN$COP
$140M
72 positions
#18Guinness Atkinson Asset Management IncPassive
Some overlap · 7 shared positions
$MDT$CRM$AMAT$ADBE$KLAC$KO
$200M
123 positions
#19LifePlan Financial, LLCPassive
Some overlap · 6 shared positions
$CVS$MDT$CRM$AMAT$NKE$COP
$135M
83 positions
#20TRUSTCO BANK CORP N YPassive
Some overlap · 6 shared positions
$KO$AMAT$DIS$INTC$TXN$CL
$113M
71 positions
#21Murphy Pohlad Asset Management LLCPassive
Some overlap · 6 shared positions
$MDT$UNP$UPS$INTC$C$COP
$279M
134 positions
#22LETKO, BROSSEAU & ASSOCIATES INCActive
Some overlap · 6 shared positions
$CVS$CRM$ADBE$INTC$C$TFC
$6.2B
101 positions
#23Palouse Capital Management, Inc.Passive
Some overlap · 6 shared positions
$MDT$UPS$DIS$C$TXN$AKAM
$151M
135 positions
#24Stamos Capital Partners, L.P.Active
Some overlap · 6 shared positions
$UNP$CRM$DIS$ADBE$BAC$CVS
$640M
142 positions
#25AMF Tjanstepension ABActive
Some overlap · 6 shared positions
$KO$CRM$ADBE$BAC$C$KLAC
$15.1B
117 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.