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Hedge Funds Similar to Moerus

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

Moerus Capital Management LLC is an institutional investor managing $271M across 15 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 Moerus are THIRD AVENUE, VALUEWORKS, PORTLAND INVESTMENT COUNSEL, with shared positions in $VAL, $TDW, $BN, $JEF, $SOBO, $BAM. The full ranking of 24 similar funds is below.

#1THIRD AVENUE MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$VAL$TDW$BN
$616M
53 positions
#2VALUEWORKS LLCActive
Notable overlap · 3 shared positions
$VAL$JEF$TDW
$367M
35 positions
#3PORTLAND INVESTMENT COUNSEL INC.Active
Notable overlap · 3 shared positions
$SOBO$BN$BAM
$312M
55 positions
#4GoodHaven Capital Management, LLCSmart money
Notable overlap · 4 shared positions
$JEF$BN$BAM$BNT
$287M
26 positions
#5Mraz, Amerine & Associates, Inc.Active
Notable overlap · 4 shared positions
$JEF$BN$TDW$VAL
$678M
190 positions
#6MUFG SECURITIES (CANADA), LTD.Active
Notable overlap · 4 shared positions
$BN$WPM$NTR$BAM
$3.5B
43 positions
#7CoreCommodity Management, LLCSmart money
Some overlap · 3 shared positions
$NTR$TDW$VAL
$538M
119 positions
#8VIEWPOINT INVESTMENT PARTNERS CORPPassive
Some overlap · 3 shared positions
$SOBO$WPM$NTR
$216M
97 positions
#9Ervin Investment Management, LLCActive
Some overlap · 3 shared positions
$BN$JEF$BAM
$171M
47 positions
#10LOUISBOURG INVESTMENTS INC.Passive
Some overlap · 3 shared positions
$WPM$BN$NTR
$529M
216 positions
#11CHECK CAPITAL MANAGEMENT INC/CASmart money
Some overlap · 3 shared positions
$BN$JEF$BAM
$3.4B
50 positions
#12Guardian Partners Inc.Active
Some overlap · 3 shared positions
$NTR$BN$BAM
$1.2B
192 positions
#13SIG North Trading, ULCActive
Some overlap · 3 shared positions
$NTR$SOBO$WPM
$5.0B
286 positions
#14INTACT INVESTMENT MANAGEMENT INC.Passive
Some overlap · 4 shared positions
$NTR$SOBO$WPM$BAM
$3.5B
269 positions
#15Partners Group Holding AGActive
Some overlap · 3 shared positions
$BN$BAM$WPM
$1.4B
50 positions
#16Partners Value Investments L.P.Smart money
Some overlap · 3 shared positions
$BN$BAM$BNT
$9.3B
6 positions
#17BRUNI J V & CO /COActive
Some overlap · 3 shared positions
$BN$BAM$BNT
$958M
31 positions
#18Broad Run Investment Management, LLCSmart money
Some overlap · 3 shared positions
$BN$BAM$BNT
$568M
24 positions
#19Federation des caisses Desjardins du QuebecPassive
Some overlap · 3 shared positions
$BN$NTR$WPM
$27.8B
2,964 positions
#20TD Waterhouse Canada Inc.Passive
Some overlap · 3 shared positions
$BN$NTR$BAM
$33.7B
2,307 positions
#21BROOKFIELD Corp /ON/Smart money
Some overlap · 3 shared positions
$BN$BAM$BNT
$74.2B
132 positions
#22CIBC Asset Management IncActive
Slight overlap · 3 shared positions
$BN$WPM$BAM
$40.9B
1,372 positions
#23TD ASSET MANAGEMENT INCPassive
Slight overlap · 3 shared positions
$BN$WPM$NTR
$123.2B
1,230 positions
#24MACKENZIE FINANCIAL CORPPassive
Slight overlap · 3 shared positions
$BN$NTR$WPM
$83.3B
1,420 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.