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Hedge Funds Similar to Elgethun

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

Elgethun Capital Management is an institutional investor managing $718M across 174 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 Elgethun are Rosenthal {-} Henry Advisors, Orchard, Allen Mooney & Barnes Investment Advisors, with shared positions in $CASH, $TBBK, $BWB, $DRVN, $SCHW, $C. The full ranking of 25 similar funds is below.

#1Rosenthal {-} Henry Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$CASH$TBBK$BWB
$109M
49 positions
#2Orchard Capital Management, LLCPassive
Some overlap · 3 shared positions
$TBBK$CASH$DRVN
$103M
44 positions
#3Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 4 shared positions
$SCHW$C$EPD$AXP
$673M
158 positions
#4RMR Capital Management, LLCActive
Some overlap · 4 shared positions
$CASH$SCHW$AXP$CSX
$143M
74 positions
#5Intrinsic Value Partners, LLCActive
Some overlap · 4 shared positions
$SCHW$OXY$AXP$C
$146M
73 positions
#6Artisan Partners Limited PartnershipActive
Some overlap · 3 shared positions
$SCHW$C$AXP
$63.1B
341 positions
#7Sippican Capital AdvisorsPassive
Some overlap · 4 shared positions
$TBBK$CASH$NVR$BWB
$150M
99 positions
#8Poehling Capital Management, INC.Passive
Some overlap · 3 shared positions
$SCHW$C$OXY
$486M
164 positions
#9Ruane, Cunniff & Goldfarb L.P.Active
Some overlap · 3 shared positions
$SCHW$FWONA$AXP
$6.4B
54 positions
#10INKWELL CAPITAL LLCActive
Some overlap · 3 shared positions
$SCHW$OXY$AXP
$96M
31 positions
#11Adams Asset Advisors, LLCActive
Some overlap · 4 shared positions
$C$OXY$EPD$UPS
$984M
94 positions
#12Tabor Asset Management, LPActive
Some overlap · 3 shared positions
$FWONA$AAP$BATRA
$328M
47 positions
#13AMERICAN FINANCIAL GROUP INCActive
Some overlap · 3 shared positions
$C$ACI$EPD
$284M
73 positions
#14Kearns & Associates LLCSmart money
Some overlap · 3 shared positions
$SCHW$OXY$AXP
$218M
39 positions
#15TIMUCUAN ASSET MANAGEMENT INC/FLActive
Some overlap · 3 shared positions
$SCHW$AXP$NVR
$2.7B
27 positions
#16Salvus Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SCHW$AXP$NVR
$175M
132 positions
#17Beverly Hills Private Wealth, LLCPassive
Some overlap · 4 shared positions
$SCHW$KR$ACI$BTT
$525M
255 positions
#18Giverny Capital Inc.Active
Some overlap · 4 shared positions
$SCHW$NVR$AXP$LULU
$3.0B
51 positions
#19Rayburn West Financial Services LLCPassive
Some overlap · 4 shared positions
$C$AXP$LULU$UPS
$181M
81 positions
#20BECK MACK & OLIVER LLCActive
Some overlap · 3 shared positions
$SCHW$AXP$EPD
$5.1B
201 positions
#21Birch Capital Management, LLCPassive
Some overlap · 3 shared positions
$SCHW$EPD$UPS
$213M
82 positions
#22Chou Associates Management Inc.Smart money
Some overlap · 4 shared positions
$C$OXY$CASH$VTS
$217M
31 positions
#23POWER WEALTH MANAGEMENT LLCActive
Some overlap · 3 shared positions
$SCHW$C$KR
$295M
129 positions
#24Bretton Capital Management, LLCActive
Some overlap · 3 shared positions
$DFH$AXP$NVR
$119M
20 positions
#25GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 3 shared positions
$SCHW$AXP$UPS
$906M
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.