How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Mraz, Amerine & Associates,

13F Portfolio OverlapQ1 2026Mraz, Amerine & Associates, portfolio →

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Most similar hedge funds by 13F overlap

Mraz, Amerine & Associates, Inc. is an institutional investor managing $697M across 199 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 Mraz, Amerine & Associates, are LRI Investments,, Pinnacle Financial Group, / IL, MB, LEVIS & ASSOCIATES,, with shared positions in $WT, $MKL, $NKE, $SCHW, $AMGN, $AMN. The full ranking of 25 similar funds is below.

#1LRI Investments, LLCActive

Notable overlap · 4 shared positions

$WT $MKL $NKE $SCHW

$1.1B

1,415 positions

#2Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 3 shared positions

$WT $MKL $SCHW

$365M

111 positions

#3MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 3 shared positions

$WT $MKL $AMGN

$240M

234 positions

#4Glassman Wealth ServicesSmart money

Notable overlap · 4 shared positions

$WT $MKL $AMN $SCHW

$736M

187 positions

#5Ervin Investment Management, LLCActive

Notable overlap · 4 shared positions

$L $BN $MKL $JEF

$171M

47 positions

#6Wallace Capital Management Inc.Active

Notable overlap · 4 shared positions

$WTM $L $UHAL $GHC

$871M

75 positions

#7Kane Co Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$WT $AMN $NKE

$119M

51 positions

#8LAM GROUP, INC.Passive

Notable overlap · 5 shared positions

$MKL $AMN $NKE $SCHW $AMGN

$182M

136 positions

#9Cardinal Point Capital Management, ULCActive

Notable overlap · 3 shared positions

$WT $MKL $CNQ

$1.6B

286 positions

#10Kestra Investment Management, LLCActive

Notable overlap · 5 shared positions

$MKL $WT $NKE $AMN $SCHW

$5.8B

439 positions

#11Berkeley, IncActive

Notable overlap · 3 shared positions

$WT $MKL $NVR

$298M

81 positions

#12Del-Sette Capital Management, LLCActive

Notable overlap · 4 shared positions

$WT $AMN $NKE $SCHW

$167M

44 positions

#13Bristlecone Value Partners, LLCPassive

Notable overlap · 7 shared positions

$WT $MKL $GHC $UHAL $OXY $NKE

$114M

68 positions

#14GoodHaven Capital Management, LLCSmart money

Notable overlap · 5 shared positions

$JEF $BN $MKL $OXY $LEN

$287M

26 positions

#15CHECK CAPITAL MANAGEMENT INC/CASmart money

Notable overlap · 4 shared positions

$MKL $BN $JEF $AMGN

$3.4B

50 positions

#16BFI Wealth Solutions, LLCPassive

Notable overlap · 3 shared positions

$WT $AMN $LEN

$104M

75 positions

#17SNS Financial Group, LLCActive

Notable overlap · 3 shared positions

$WT $AMN $MKL

$1.2B

208 positions

#18Falcon Wealth PlanningActive

Notable overlap · 5 shared positions

$WT $AMN $NKE $SCHW $MKL

$1.5B

236 positions

#19IAM Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $AMN $AMGN

$446M

95 positions

#20MEANS INVESTMENT CO., INC.Active

Notable overlap · 4 shared positions

$MKL $AMN $WRB $SCHW

$1.1B

212 positions

#21REGIMEN WEALTH, LLCActive

Notable overlap · 3 shared positions

$WT $AMN $LEN

$342M

70 positions

#22Revolve Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$WT $AMN $AMGN

$770M

230 positions

#23INKWELL CAPITAL LLCActive

Notable overlap · 5 shared positions

$MKL $NKE $OXY $UHAL $SCHW

$98M

31 positions

#24BARR E S & COActive

Notable overlap · 4 shared positions

$MKL $BN $NKE $SCHW

$1.7B

108 positions

#25Poehling Capital Management, INC.Passive

Notable overlap · 5 shared positions

$MKL $OXY $JEF $SLB $SCHW

$475M

153 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.