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Hedge Funds Similar to Parkside Investments,

13F Portfolio OverlapQ1 2026Parkside Investments, portfolio →
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Most similar hedge funds by 13F overlap

Parkside Investments, LLC is an institutional investor managing $902M across 91 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 Parkside Investments, are FARMERS, VAN DEN BERG I,, EDGAR LOMAX /VA, with shared positions in $FCX, $C, $NEE, $SO, $UNP, $CVS. The full ranking of 25 similar funds is below.

#1FARMERS TRUST COPassive
Some overlap · 7 shared positions
$FCX$C$NEE$SO$UNP$CVS
$637M
203 positions
#2VAN DEN BERG MANAGEMENT I, INCPassive
Some overlap · 7 shared positions
$BN$COP$TMO$DIS$GNRC$FDX
$436M
133 positions
#3EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$UNP$COP$NEE$SO$CVS$FDX
$1.4B
56 positions
#4Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$UNP$C$COP$GLW$NEE
$685M
380 positions
#5FIRST AMERICAN TRUST, FSBPassive
Some overlap · 5 shared positions
$IAU$COP$NEE$C$TMO
$1.5B
290 positions
#6ORLEANS CAPITAL MANAGEMENT CORP/LAPassive
Some overlap · 5 shared positions
$UNP$COP$NEE$TMO$GLW
$148M
106 positions
#7BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$FCX$UNP$C$COP
$578M
108 positions
#8Wills Financial Group LLCPassive
Some overlap · 5 shared positions
$IAU$UNP$NEE$SO$CF
$265M
75 positions
#9Robinson Value Management, Ltd.Passive
Some overlap · 5 shared positions
$IAU$COP$DIS$AMD$DVN
$180M
73 positions
#10Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$GLW$NEE$COP$SO$UNP$CME
$215M
125 positions
#11Kentucky Farm Bureau Mutual Insurance CoActive
Some overlap · 5 shared positions
$UNP$COP$NEE$TMO$C
$329M
65 positions
#12Hosking Partners LLPActive
Some overlap · 4 shared positions
$FCX$C$COP$GLW
$2.8B
99 positions
#13Approach Retirement Advisors, LLCActive
Some overlap · 5 shared positions
$IAU$NEE$SO$AMD$TMO
$120M
79 positions
#14Perennial Advisors, LLCPassive
Some overlap · 5 shared positions
$UNP$COP$TMO$DIS$FDX
$587M
122 positions
#15Massachusetts Wealth ManagementPassive
Some overlap · 4 shared positions
$C$FCX$COP$GLW
$231M
98 positions
#16SCHARF INVESTMENTS, LLCActive
Some overlap · 6 shared positions
$UNP$BN$TMO$DIS$CVS$CME
$3.2B
70 positions
#17RE ADVISERS CORPActive
Some overlap · 4 shared positions
$FCX$C$COP$DIS
$3.7B
111 positions
#18Financial Sense Advisors, Inc.Passive
Some overlap · 4 shared positions
$FCX$IAU$GLW$NEE
$493M
142 positions
#19Provident Living Financial Services, Inc.Active
Some overlap · 5 shared positions
$FCX$C$AMD$CVS$SOFI
$91M
48 positions
#20TriaGen Wealth Management LLCPassive
Some overlap · 5 shared positions
$IAU$COP$DIS$NEE$CME
$366M
171 positions
#21BCWM, LLCPassive
Some overlap · 4 shared positions
$IAU$UNP$GNRC$AMD
$353M
57 positions
#22TOCQUEVILLE ASSET MANAGEMENT L.P.Passive
Some overlap · 5 shared positions
$IAU$NEE$FCX$DIS$FDX
$6.7B
547 positions
#23Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 4 shared positions
$FCX$C$COP$AMD
$566M
28 positions
#24Spears Abacus Advisors LLCPassive
Some overlap · 5 shared positions
$UNP$BN$TMO$DIS$FDX
$5.0B
398 positions
#25Stonebridge Capital Advisors LLCPassive
Some overlap · 5 shared positions
$COP$GLW$AMD$DIS$TMO
$1.4B
211 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.