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Hedge Funds Similar to Severin Investments

13F Portfolio OverlapQ2 2026Severin Investments portfolio →
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Most similar hedge funds by 13F overlap

Severin Investments, LLC is an institutional investor managing $133M across 174 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Severin Investments are STEPHENSON NATIONAL BANK, AFFINITY INVESTMENT ADVISORS, American Assets Investment, with shared positions in $PNC, $USB, $C, $VZ, $WFC, $UNP. The full ranking of 25 similar funds is below.

#1STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 7 shared positions
$PNC$USB$C$VZ$WFC$UNP
$395M
283 positions
#2AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 6 shared positions
$DELL$VZ$C$MS$NEM$JBL
$197M
140 positions
#3American Assets Investment Management, LLCActive
Some overlap · 6 shared positions
$RY$C$WFC$USB$MS$PNC
$1.7B
146 positions
#4Slagle Financial, LLCPassive
Some overlap · 6 shared positions
$DELL$USB$C$WFC$PM$NEE
$334M
127 positions
#5Acumen Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$DELL$USB$C$ASML$WFC$BLK
$472M
493 positions
#6PCB Capital LLCPassive
Some overlap · 6 shared positions
$VZ$USB$WFC$STRL$PM$MDLZ
$82M
114 positions
#7TOWNSQUARE CAPITAL LLCPassive
Some overlap · 6 shared positions
$VZ$USB$WFC$STRL$PM$MDLZ
$544M
285 positions
#8HOURGLASS CAPITAL, LLCPassive
Some overlap · 6 shared positions
$VZ$C$MS$UNP$NEM$PM
$508M
127 positions
#9Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$VZ$RY$USB$DELL$C
$1.0B
204 positions
#10ABNER HERRMAN & BROCK LLCActive
Some overlap · 5 shared positions
$DELL$VZ$C$WFC$MS
$1.1B
111 positions
#11Evansbrook LLCActive
Some overlap · 7 shared positions
$MS$CRWD$ASML$WFC$NEE$BLK
$168M
127 positions
#12Umpqua BankPassive
Some overlap · 6 shared positions
$PNC$MS$CRWD$ASML$VZ$BLK
$446M
165 positions
#13FARMERS TRUST CO
Some overlap · 6 shared positions
$VZ$C$UNP$NEM$PM$NEE
$637M
203 positions
#14SWP Investment Management LLCPassive
Some overlap · 6 shared positions
$PNC$C$UNP$PM$BLK$NEE
$145M
43 positions
#15BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 6 shared positions
$PNC$C$UNP$PM$BLK$NEE
$171M
116 positions
#16SevenBridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$PNC$MS$CRWD$UNP$BLK$NEE
$680M
212 positions
#17EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$USB$WFC$MS$UNP$MDLZ$NEE
$1.3B
58 positions
#18Flagstone Financial ManagementSmart money
Some overlap · 6 shared positions
$USB$WFC$VZ$UNP$PM$NEE
$447M
77 positions
#19Axecap Investments, LLCPassive
Some overlap · 6 shared positions
$DELL$MS$CRWD$C$JBL$HWM
$181M
73 positions
#20Center for Wealth Management AdvisoryActive
Some overlap · 5 shared positions
$PNC$VZ$USB$MS$MDLZ
$159M
62 positions
#21VIKING FUND MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$DELL$VZ$C$MS$NEE
$1.1B
146 positions
#22SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$VZ$USB$C$WFC$UNP
$606M
79 positions
#23Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$PNC$C$VZ$WFC$UNP
$739M
344 positions
#24JMAC ENTERPRISES LLCActive
Some overlap · 6 shared positions
$PNC$MS$UNP$C$BLK$NEE
$593M
122 positions
#25Alley Investment Management Company, LLCActive
Some overlap · 6 shared positions
$MS$USB$ASML$UNP$PM$BLK
$856M
89 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.