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Hedge Funds Similar to MANAGED ASSET PORTFOLIOS,

13F Portfolio OverlapQ1 2026MANAGED ASSET PORTFOLIOS, portfolio →
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Most similar hedge funds by 13F overlap

MANAGED ASSET PORTFOLIOS, LLC is an institutional investor managing $834M across 51 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 MANAGED ASSET PORTFOLIOS, are EQUITY INVESTMENT, St. James Investment Company,, MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS, with shared positions in $VZ, $MDT, $SNY, $UL, $NFG, $HON. The full ranking of 25 similar funds is below.

#1EQUITY INVESTMENT CORPActive
Notable overlap · 5 shared positions
$VZ$MDT$SNY$UL$NFG
$5.1B
71 positions
#2St. James Investment Company, LLCSmart money
Notable overlap · 5 shared positions
$VZ$MDT$HON$UL$CEF
$638M
22 positions
#3MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive
Notable overlap · 5 shared positions
$AMAT$NFG$NVS$MDT$MU
$176M
81 positions
#4Pacer Advisors, Inc.Passive
Notable overlap · 6 shared positions
$VZ$NVS$SNY$WDAY$UBER$TAK
$38.8B
2,537 positions
#5CORDA Investment Management, LLC.Active
Notable overlap · 5 shared positions
$VZ$AMAT$MDT$HON$CME
$1.4B
80 positions
#6CAMBIAR INVESTORS LLCActive
Notable overlap · 5 shared positions
$HON$AMAT$MDT$CME$UBER
$2.2B
145 positions
#7Altrius Capital Management IncPassive
Notable overlap · 5 shared positions
$NVS$SNY$VZ$ETN$UBER
$503M
87 positions
#8COLRAIN CAPITAL LLCActive
Notable overlap · 4 shared positions
$MDT$BG$MOS$HON
$259M
26 positions
#9Beech Hill Advisors, Inc.Passive
Notable overlap · 6 shared positions
$AMAT$FCX$MDT$ETN$MU$UBER
$200M
94 positions
#10FOUNDATION RESOURCE MANAGEMENT INCActive
Notable overlap · 5 shared positions
$VZ$MOS$SNY$FCX$CPB
$889M
55 positions
#11Palmer Knight CoPassive
Notable overlap · 3 shared positions
$AMAT$HON$SOLS
$205M
32 positions
#12Aldebaran Capital, LLCActive
Notable overlap · 3 shared positions
$BG$VZ$FCX
$131M
43 positions
#13CANTILLON CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$AMAT$AON$CME$UBER
$15.1B
38 positions
#14Palouse Capital Management, Inc.Passive
Notable overlap · 5 shared positions
$VZ$SNY$MDT$HON$MU
$151M
135 positions
#15Persium Advisors, LLCActive
Notable overlap · 4 shared positions
$VZ$HON$AMAT$MDT
$127M
60 positions
#16Guinness Atkinson Asset Management IncPassive
Notable overlap · 4 shared positions
$MDT$AMAT$ETN$CME
$200M
123 positions
#17Red Spruce Capital, LLCPassive
Notable overlap · 4 shared positions
$AMAT$VZ$ETN$MDT
$244M
94 positions
#18GRANDFIELD & DODD, LLCPassive
Notable overlap · 4 shared positions
$AMAT$NVS$UL$SNY
$1.8B
209 positions
#19Randolph Co IncActive
Some overlap · 3 shared positions
$HON$MDT$MOS
$1.0B
43 positions
#20Marshall Financial Group, LLCPassive
Some overlap · 4 shared positions
$CEF$VZ$AMAT$NVS
$625M
293 positions
#21Saratoga Research & Investment ManagementActive
Some overlap · 4 shared positions
$MDT$HON$UL$ZTS
$1.8B
46 positions
#22Tevis Investment ManagementPassive
Some overlap · 4 shared positions
$MDT$UL$HON$VZ
$176M
99 positions
#23SCHARF INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$NVS$AON$CME$ZTS
$3.2B
70 positions
#24Haverford Financial Services, Inc.Active
Some overlap · 4 shared positions
$HON$AON$ETN$MDT
$336M
46 positions
#25Blume Capital Management, Inc.Passive
Some overlap · 4 shared positions
$AMAT$FCX$MU$UBER
$588M
337 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.