13F Pro

Hedge Funds Similar to Sepio

13F Portfolio OverlapQ3 2026Sepio portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Sepio Capital, LP is an institutional investor managing $2.5B across 304 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Sepio are LONDON OF VIRGINIA, JOURNEY RETIREMENT PLANNING & INVESTMENT, Tarbox Group, with shared positions in $GLW, $TXN, $CMI, $NSC, $D, $PM. The full ranking of 25 similar funds is below.

#1LONDON CO OF VIRGINIAActive
Some overlap · 8 shared positions
$GLW$TXN$CMI$NSC$D$PM
$17.5B
169 positions
#2JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$BA$MNST$TXN$SHOP$PM$VRTX
$140M
170 positions
#3Tarbox Group, Inc.Smart money
Some overlap · 4 shared positions
$ABT$BA$IAU$MDY
$711M
100 positions
#4PANORAMIC INVESTMENT ADVISORS, LLCActive
Some overlap · 5 shared positions
$ABT$CRWD$IAU$FBTC$GLW
$209M
141 positions
#5Central Pacific Bank - Trust DivisionPassive
Some overlap · 7 shared positions
$GLW$D$NSC$CMI$BA$PM
$952M
849 positions
#6PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$GLW$CRWD$IAU$MNST$TXN
$389M
77 positions
#7UNITED BANKActive
Some overlap · 5 shared positions
$ABT$GLW$TXN$CMI$BLK
$853M
130 positions
#8Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$ABT$CRWD$MNST$PM$BLK
$1.6B
184 positions
#9DILLON & ASSOCIATES INCActive
Some overlap · 4 shared positions
$ABT$MNST$NSC$SBUX
$849M
79 positions
#10Cravens & Co Advisors, LLCActive
Some overlap · 6 shared positions
$BA$NET$PM$SHOP$VRTX$SBUX
$147M
61 positions
#11CONNING INC.Passive
Some overlap · 5 shared positions
$GLW$ABT$CMI$SBUX$BLK
$3.3B
327 positions
#12Third View Private Wealth, LLCPassive
Some overlap · 6 shared positions
$BA$MNST$SHOP$TXN$VRTX$SBUX
$814M
291 positions
#13LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 5 shared positions
$GLW$CRWD$BA$SBUX$BLK
$155M
88 positions
#14ONE WEALTH CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$BA$MNST$SHOP$IAU$VRTX$SBUX
$267M
123 positions
#15Livet Wealth, LLCActive
Some overlap · 6 shared positions
$NET$BA$SHOP$SBUX$MDY$MNST
$180M
119 positions
#16LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 4 shared positions
$ABT$IAU$BLK$MDY
$248M
91 positions
#17Juno Financial Group LLCActive
Some overlap · 6 shared positions
$CRWD$GLW$CMI$D$PM$BA
$286M
72 positions
#18Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$GLW$IAU$ABT$CMI$BLK
$1.4B
275 positions
#19TRUST CO OF VIRGINIA /VAPassive
Some overlap · 5 shared positions
$GLW$ABT$PM$BLK$NSC
$1.3B
220 positions
#20Verus Financial Partners, Inc.Smart money
Some overlap · 6 shared positions
$IAU$GLW$FBTC$NSC$D$PM
$1.2B
127 positions
#21ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$ABT$BA$CMI$SBUX
$878M
73 positions
#22Swisher Financial Concepts, Inc.Active
Some overlap · 4 shared positions
$ABT$IAU$GLW$CMI
$159M
107 positions
#23LOOMIS SAYLES & CO L PActive
Some overlap · 6 shared positions
$BA$MNST$SHOP$VRTX$SBUX$CMI
$79.8B
707 positions
#24Rodgers Brothers Inc.Active
Some overlap · 4 shared positions
$ABT$GLW$TXN$CMI
$1.0B
247 positions
#25Clayton Financial Group LLCActive
Some overlap · 3 shared positions
$ABT$BA$PM
$190M
304 positions

Compare Sepio’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Sepio’s holdings

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.