What hedge funds are most similar to Poehling Capital Management, INC.?

The funds with the most similar 13F portfolios to Poehling Capital Management, INC. are INKWELL, OSBORNE PARTNERS ,, Blume ,, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Poehling ,

13F Portfolio OverlapQ1 2026Poehling , portfolio →

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Most similar hedge funds by 13F overlap

Poehling Capital Management, INC. is an institutional investor managing $475M across 153 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 Poehling , are INKWELL, OSBORNE PARTNERS ,, Blume ,, with shared positions in $MKL, $SCHW, $HSY, $OXY, $DIS, $WFC. The full ranking of 25 similar funds is below.

#1INKWELL CAPITAL LLCActive

Notable overlap · 6 shared positions

$MKL $SCHW $HSY $OXY $DIS $WFC

$98M

31 positions

#2OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$MKL $SCHW $BABA $CRM $SLB $DIS

$1.9B

197 positions

#3Blume Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$SCHW $WFC $C $FISV $DIS $SLB

$588M

337 positions

#4BARR E S & COActive

Notable overlap · 3 shared positions

$MKL $SCHW $WFC

$1.7B

108 positions

#5SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$HSY $WFC $C $DEO $MDT $AIG

$728M

79 positions

#6DEFINE FINANCIAL, LLCSmart money

Notable overlap · 3 shared positions

$MKL $SCHW $STZ

$184M

41 positions

#7Mraz, Amerine & Associates, Inc.Active

Notable overlap · 5 shared positions

$MKL $OXY $JEF $SLB $SCHW

$678M

190 positions

#8CHECK CAPITAL MANAGEMENT INC/CASmart money

Notable overlap · 5 shared positions

$MKL $HSY $JEF $DIS $WFC

$3.4B

50 positions

#9Voya Financial Advisors, Inc.Active

Notable overlap · 5 shared positions

$MKL $SCHW $KKR $WFC $MDT

$1.0B

209 positions

#10SUMMITRY LLCPassive

Notable overlap · 4 shared positions

$SCHW $WFC $FISV $CRM

$2.3B

266 positions

#11SAGE FINANCIAL GROUP INCSmart money

Notable overlap · 4 shared positions

$MKL $SCHW $KKR $HSY

$1.5B

107 positions

#12HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive

Notable overlap · 8 shared positions

$C $WFC $CRM $MDT $AIG $FISV

$32.4B

465 positions

#13Lafayette Investments, Inc.Active

Notable overlap · 4 shared positions

$MKL $SCHW $JEF $DIS

$494M

158 positions

#14EQUITY INVESTMENT CORPActive

Notable overlap · 6 shared positions

$WFC $HSY $DEO $SCHW $MDT $TGT

$5.1B

71 positions

#15Hillman Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$FISV $HSY $DEO $CRM $STZ $DIS

$144M

56 positions

#16HARRIS ASSOCIATES L PActive

Notable overlap · 6 shared positions

$SCHW $FISV $C $CRM $WFC $AIG

$75.0B

158 positions

#17CORDA Investment Management, LLC.Active

Notable overlap · 6 shared positions

$SCHW $HSY $MDT $STZ $DEO $DIS

$1.4B

80 positions

#18Lincoln Capital LLCActive

Notable overlap · 4 shared positions

$MKL $SCHW $DIS $OXY

$528M

135 positions

#19Kennondale Capital Management LLCPassive

Notable overlap · 6 shared positions

$MKL $C $OXY $MPC $AMG $MMM

$139M

78 positions

#20Idaho Trust CoPassive

Notable overlap · 4 shared positions

$MKL $SCHW $BABA $HSY

$308M

97 positions

#21CONTINENTAL ADVISORS LLCPassive

Notable overlap · 4 shared positions

$WFC $FISV $VTRS $C

$196M

50 positions

#22MeadowBrook Investment Advisors LLCPassive

Notable overlap · 3 shared positions

$MKL $WFC $DIS

$113M

186 positions

#23SCHARF INVESTMENTS, LLCActive

Notable overlap · 5 shared positions

$MKL $HSY $OXY $DIS $SLB

$3.2B

70 positions

#24Buttonwood Financial Advisors Inc.Active

Notable overlap · 5 shared positions

$MKL $SCHW $FISV $DIS $HSY

$299M

108 positions

#25Robinson Value Management, Ltd.Passive

Notable overlap · 6 shared positions

$WFC $FISV $MDT $TGT $DIS $SLB

$180M

73 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.