13F Pro

Hedge Funds Similar to Diligent Investors

13F Portfolio OverlapQ2 2026Diligent Investors portfolio →
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Most similar hedge funds by 13F overlap

Diligent Investors, LLC is an institutional investor managing $449M across 357 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 Diligent Investors are Stonebridge Advisors, Minneapolis Portfolio Group, TOEWS, with shared positions in $GLW, $QCOM, $STT, $DIS, $CTVA, $BA. The full ranking of 25 similar funds is below.

#1Stonebridge Capital Advisors LLCPassive
Some overlap · 6 shared positions
$GLW$QCOM$STT$DIS$CTVA$BA
$1.6B
215 positions
#2Minneapolis Portfolio Management Group, LLCActive
Some overlap · 5 shared positions
$GLW$QCOM$SPG$CP$BA
$1.1B
34 positions
#3TOEWS CORP /ADVActive
Some overlap · 4 shared positions
$STT$GLW$QCOM$BX
$686M
151 positions
#4Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$STT$SPGI$QCOM
$108M
52 positions
#5CACTI ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$GLW$DIS$BA$BX
$2.0B
76 positions
#6Evergreen Quality Fund GP, Ltd.Active
Some overlap · 3 shared positions
$GLW$QCOM$SPGI
$6.2B
43 positions
#7FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 3 shared positions
$GLW$SPGI$DIS
$118M
56 positions
#8CWC Advisors, LLC.Passive
Some overlap · 3 shared positions
$STT$QCOM$DIS
$225M
152 positions
#9Bellwether Advisors, LLCPassive
Some overlap · 3 shared positions
$GLW$STT$EME
$675M
167 positions
#10One Wealth Map LLCActive
Some overlap · 3 shared positions
$STT$DIS$SPGI
$220M
106 positions
#11COOKSON PEIRCE & CO INCPassive
Some overlap · 3 shared positions
$GLW$STT$EME
$3.0B
317 positions
#12Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 4 shared positions
$QCOM$SPGI$DIS$GLW
$3.2B
82 positions
#13STALEY CAPITAL ADVISERS INCActive
Some overlap · 5 shared positions
$QCOM$DIS$CTVA$BA$SPG
$2.6B
193 positions
#14Hudock, Inc.Passive
Some overlap · 3 shared positions
$STT$GLW$BX
$781M
217 positions
#15Payne Capital Management, LLCActive
Some overlap · 3 shared positions
$STT$GLW$BX
$375M
88 positions
#16Truvestments Capital LLCPassive
Some overlap · 3 shared positions
$GLW$QCOM$SPG
$673M
1,150 positions
#17Hudson Value Partners, LLCPassive
Some overlap · 3 shared positions
$GLW$QCOM$CP
$399M
113 positions
#1810Elms LLPPassive
Some overlap · 3 shared positions
$STT$QCOM$BX
$236M
526 positions
#19MARK ASSET MANAGEMENT LPActive
Some overlap · 3 shared positions
$GLW$DIS$BA
$1.5B
42 positions
#20Parkside Investments, LLCActive
Some overlap · 3 shared positions
$GLW$DIS$BX
$902M
91 positions
#21First Financial Bank - Trust DivisionActive
Some overlap · 3 shared positions
$GLW$QCOM$DIS
$1.4B
208 positions
#22Jacobs Equity LLCPassive
Some overlap · 3 shared positions
$STT$QCOM$BA
$145M
121 positions
#23Fortress Financial Solutions, LLC
Some overlap · 3 shared positions
$GLW$STT$EME
$96M
56 positions
#24Lorne Steinberg Wealth Management Inc.Passive
Some overlap · 4 shared positions
$STT$DIS$CP$CTVA
$487M
72 positions
#25WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$GLW$CP$CTVA
$55.2B
266 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.