13F Pro

Hedge Funds Similar to Leisure

13F Portfolio OverlapQ1 2026Leisure portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Leisure Capital Management is an institutional investor managing $286M across 154 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 Leisure are DIVIDEND ASSETS ,, KWMG,, Meixler Investment , Ltd., with shared positions in $OKE, $KLAC, $AMP, $LOW, $AMGN, $STX. The full ranking of 25 similar funds is below.

#1DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$OKE$KLAC$AMP$LOW$AMGN
$501M
138 positions
#2KWMG, LLCActive
Some overlap · 5 shared positions
$STX$GLW$MPC$COP$AMGN
$1.2B
147 positions
#3Meixler Investment Management, Ltd.Passive
Some overlap · 4 shared positions
$OKE$HON$LOW$RGLD
$186M
93 positions
#4Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$OKE$STX$AMGN
$223M
109 positions
#5Camarda Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$OKE$GLW$KLAC
$190M
104 positions
#6VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 4 shared positions
$STX$HON$GLW$AMGN
$1.6B
316 positions
#7VISTA INVESTMENT PARTNERS LLCPassive
Some overlap · 3 shared positions
$OKE$KLAC$HON
$378M
169 positions
#8Cerro Pacific Wealth Advisors LLCPassive
Some overlap · 7 shared positions
$KLAC$STX$HON$LOW$GLW$COP
$381M
159 positions
#9MEYER HANDELMAN COActive
Some overlap · 5 shared positions
$HON$GLW$MPC$AMGN$MCK
$3.2B
220 positions
#10AMJ Financial Wealth ManagementPassive
Some overlap · 3 shared positions
$OKE$GLW$NEM
$424M
86 positions
#11Cherokee Insurance CoPassive
Some overlap · 4 shared positions
$OKE$MPC$LOW$COP
$263M
121 positions
#12Clearwave Capital, LLCPassive
Some overlap · 3 shared positions
$OKE$GLW$AMGN
$146M
146 positions
#13REXFORD CAPITAL INCPassive
Some overlap · 5 shared positions
$KLAC$GLW$STX$COP$AMGN
$140M
316 positions
#14CHAPIN DAVIS, INC.Passive
Some overlap · 3 shared positions
$STX$GLW$KLAC
$449M
261 positions
#15Anther Capital LtdActive
Some overlap · 3 shared positions
$STX$GLW$KLAC
$3.8B
31 positions
#16Riverview Trust CoActive
Some overlap · 4 shared positions
$STX$KLAC$LOW$COP
$81M
202 positions
#17Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$STX$GLW$COP$AMGN
$215M
125 positions
#18Vickerman Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$OKE$HON$AMGN
$476M
94 positions
#19Peak Planning Group, LLCActive
Some overlap · 3 shared positions
$OKE$KLAC$MPC
$361M
120 positions
#20IFS Group,LLCPassive
Some overlap · 3 shared positions
$OKE$GLW$NEM
$112M
144 positions
#21Commonwealth Retirement Investments LLCPassive
Some overlap · 4 shared positions
$OKE$NEM$COP$AMGN
$323M
122 positions
#22Alan B. Lancz & Associates, Inc.Passive
Some overlap · 5 shared positions
$HON$MPC$NEM$AMGN$OKE
$103M
129 positions
#23Leelyn Smith, LLCPassive
Some overlap · 3 shared positions
$OKE$KLAC$HON
$713M
154 positions
#24SFE Investment CounselPassive
Some overlap · 3 shared positions
$OKE$HON$LOW
$635M
143 positions
#25Recurrent Investment Advisors LLCActive
Some overlap · 4 shared positions
$OKE$MPC$NEM$COP
$1.7B
67 positions

Compare Leisure’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Leisure’s holdings

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.