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 Blume ,

13F Portfolio OverlapQ1 2026Blume , portfolio →

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Most similar hedge funds by 13F overlap

Blume Capital Management, Inc. is an institutional investor managing $588M across 337 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 Blume , are Hosking Partners LLP, CONTINENTAL ADVISORS, HOTCHKIS & WILEY, with shared positions in $C, $MU, $FCX, $COF, $BAC, $WFC. The full ranking of 25 similar funds is below.

#1Hosking Partners LLPActive

Notable overlap · 8 shared positions

$C $MU $FCX $COF $BAC $WFC

$2.8B

99 positions

#2CONTINENTAL ADVISORS LLCPassive

Notable overlap · 6 shared positions

$C $COF $UBER $WFC $PFE $FISV

$196M

50 positions

#3HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive

Notable overlap · 9 shared positions

$C $CCZ $FDX $WFC $CNH $USB

$32.4B

465 positions

#4Teewinot Capital Advisers, L.L.C.Active

Notable overlap · 5 shared positions

$C $UBER $BAC $WFC $COF

$1.3B

33 positions

#5KEMPNER CAPITAL MANAGEMENT INC.

Notable overlap · 7 shared positions

$MU $C $BAC $DIS $RIO $IFF

$106M

43 positions

#6CAMBIAR INVESTORS LLCActive

Notable overlap · 8 shared positions

$UBER $AMAT $FDX $CCZ $USB $WY

$2.2B

145 positions

#7EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$FDX $CCZ $SCHW $PFE $BAC $WFC

$1.4B

56 positions

#8HARRIS ASSOCIATES L PActive

Notable overlap · 8 shared positions

$SCHW $COF $FISV $C $BAC $WFC

$75.0B

158 positions

#9CALIFORNIA FIRST LEASING CORPActive

Notable overlap · 6 shared positions

$MU $AMAT $WFC $BAC $ABNB $SLB

$312M

39 positions

#10DODGE & COXActive

Notable overlap · 7 shared positions

$SCHW $FDX $CCZ $FISV $WFC $BKR

$182.0B

222 positions

#11Spectrum Financial Alliance Ltd LLCActive

Notable overlap · 6 shared positions

$C $MU $BAC $SCHW $DE $COF

$520M

30 positions

#12Massachusetts Wealth ManagementPassive

Notable overlap · 8 shared positions

$C $BAC $FCX $PFE $MU $WFC

$231M

98 positions

#13CERTUITY, LLCPassive

Notable overlap · 5 shared positions

$C $MU $WFC $BAC $FCX

$1.5B

659 positions

#14Processus Wealth & Capital Management, LLCActive

Notable overlap · 4 shared positions

$FDX $AMAT $C $BAC

$147M

35 positions

#15Employees Provident Fund BoardActive

Notable overlap · 6 shared positions

$MU $AMAT $BAC $UBER $DIS $SLB

$13.2B

70 positions

#16Delta Global Management LPPassive

Notable overlap · 4 shared positions

$C $SCHW $COF $BAC

$1.2B

154 positions

#17SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 5 shared positions

$C $BAC $WFC $DIS $PFE

$3.0B

40 positions

#18Allied Investment Advisors, LLCActive

Notable overlap · 6 shared positions

$FDX $BAC $WFC $PFE $USB $DE

$697M

100 positions

#19DMKC Advisory Services, LLCPassive

Notable overlap · 7 shared positions

$BAC $WFC $FDX $USB $PFE $C

$240M

84 positions

#20Scott & Selber, Inc.Active

Notable overlap · 6 shared positions

$MU $C $AMAT $SCHW $BAC $ABNB

$387M

91 positions

#21Westbourne Investment Advisors, Inc.Passive

Notable overlap · 4 shared positions

$SCHW $UBER $BAC $C

$343M

115 positions

#22Huber Capital Management LLCPassive

Notable overlap · 4 shared positions

$C $FDX $BAC $PFE

$647M

99 positions

#23Poehling Capital Management, INC.Passive

Notable overlap · 6 shared positions

$SCHW $WFC $C $FISV $DIS $SLB

$475M

153 positions

#24BOYAR ASSET MANAGEMENT INC.Passive

Notable overlap · 6 shared positions

$UBER $BAC $CCZ $DIS $PFE $C

$176M

78 positions

#25Regal Partners LtdActive

Notable overlap · 5 shared positions

$FCX $BAC $WFC $SCHW $DIS

$1.8B

106 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.