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Hedge Funds Similar to Elgethun

13F Portfolio OverlapQ1 2026Elgethun portfolio →
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Most similar hedge funds by 13F overlap

Elgethun Capital Management is an institutional investor managing $605M across 166 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 Elgethun are RMR ,, Hosking Partners LLP, INKWELL, with shared positions in $CASH, $UNIT, $SCHW, $AXP, $ALPS, $C. The full ranking of 25 similar funds is below.

#1RMR Capital Management, LLCActive
Notable overlap · 5 shared positions
$CASH$UNIT$SCHW$AXP$ALPS
$138M
75 positions
#2Hosking Partners LLPActive
Some overlap · 4 shared positions
$C$OXY$AXP$SCHW
$2.8B
99 positions
#3INKWELL CAPITAL LLCActive
Some overlap · 4 shared positions
$SCHW$OXY$AXP$UNH
$98M
31 positions
#4Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 5 shared positions
$SCHW$EPD$C$AXP$UNH
$695M
159 positions
#5Intrinsic Value Partners, LLCActive
Some overlap · 3 shared positions
$SCHW$OXY$AXP
$130M
69 positions
#6AMERICAN FINANCIAL GROUP INCActive
Some overlap · 3 shared positions
$C$EPD$ACI
$270M
71 positions
#7Poehling Capital Management, INC.Passive
Some overlap · 3 shared positions
$SCHW$C$OXY
$475M
153 positions
#8Ruane, Cunniff & Goldfarb L.P.Active
Some overlap · 4 shared positions
$SCHW$FWONA$UNH$AXP
$6.0B
50 positions
#9Payne Capital Management, LLCActive
Some overlap · 3 shared positions
$SCHW$ALPS$UNIT
$331M
79 positions
#10TKG Advisors, LLCPassive
Some overlap · 3 shared positions
$C$ALPS$AXP
$242M
89 positions
#11DODGE & COXActive
Some overlap · 3 shared positions
$SCHW$OXY$UNH
$182.0B
222 positions
#12Allen Investment Management, LLCActive
Some overlap · 3 shared positions
$SCHW$ALPS$UNH
$8.1B
221 positions
#13Artisan Partners Limited PartnershipActive
Some overlap · 3 shared positions
$SCHW$C$AXP
$62.3B
334 positions
#14Griffith & Werner, Inc.Active
Some overlap · 3 shared positions
$C$AXP$UNH
$202M
72 positions
#15PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$SCHW$OXY$AXP
$166M
72 positions
#16Adams Asset Advisors, LLCActive
Some overlap · 3 shared positions
$OXY$C$EPD
$891M
88 positions
#17Chou Associates Management Inc.Smart money
Some overlap · 4 shared positions
$OXY$C$CASH$STLA
$210M
31 positions
#18Birch Capital Management, LLCActive
Some overlap · 3 shared positions
$SCHW$EPD$UNH
$191M
78 positions
#19Cohen Capital Management, Inc.Passive
Some overlap · 3 shared positions
$SCHW$EPD$UNH
$644M
154 positions
#20TIMUCUAN ASSET MANAGEMENT INC/FLActive
Some overlap · 3 shared positions
$SCHW$AXP$NVR
$2.7B
28 positions
#21Salvus Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SCHW$AXP$NVR
$172M
126 positions
#22Beverly Hills Private Wealth, LLCPassive
Some overlap · 5 shared positions
$SCHW$KR$ACI$BTT$UNH
$600M
347 positions
#23Norman Fields, Gottscho Capital Management, LLCActive
Some overlap · 3 shared positions
$FWONA$BATRA$AXP
$302M
65 positions
#24Pure Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SCHW$CASH$UNIT
$7.0B
572 positions
#25Troluce Capital Advisors LLCPassive
Some overlap · 3 shared positions
$FWONA$BATRA$LBTYA
$1.6B
70 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.