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Hedge Funds Similar to EASTERLY INVESTMENT PARTNERS

13F Portfolio OverlapQ1 2026EASTERLY INVESTMENT PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

EASTERLY INVESTMENT PARTNERS LLC is an institutional investor managing $1.3B across 166 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 EASTERLY INVESTMENT PARTNERS are Cullen ,, Applied Finance ,, Poehling ,, with shared positions in $COP, $C, $UPS, $TGT, $BAC, $DIS. The full ranking of 25 similar funds is below.

#1Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$COP$C$UPS$TGT$BAC
$9.8B
213 positions
#2Applied Finance Capital Management, LLCPassive
Some overlap · 5 shared positions
$COP$TGT$DIS$BAC$MET
$1.3B
218 positions
#3Poehling Capital Management, INC.Passive
Some overlap · 5 shared positions
$C$JXN$TGT$DIS$MPC
$475M
153 positions
#4Hosking Partners LLPActive
Some overlap · 5 shared positions
$COP$C$BAC$ELV$MPC
$2.8B
99 positions
#5CENTERSQUARE INVESTMENT MANAGEMENT LLCActive
Some overlap · 7 shared positions
$FR$EQIX$SPG$WELL$KRG$DLR
$9.7B
79 positions
#6Murphy Pohlad Asset Management LLCPassive
Some overlap · 4 shared positions
$COP$C$UPS$TGT
$279M
134 positions
#7Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$C$UPS$DIS$ELV$SNY
$151M
135 positions
#8KLCM Advisors, Inc.Active
Some overlap · 5 shared positions
$C$UPS$BAC$TGT$DIS
$1.2B
275 positions
#9RE ADVISERS CORPActive
Some overlap · 4 shared positions
$COP$C$DIS$BAC
$3.7B
111 positions
#10HARRIS ASSOCIATES L PActive
Some overlap · 4 shared positions
$COP$C$BAC$ELV
$75.0B
158 positions
#11CLIFFORD CAPITAL PARTNERS LLCPassive
Some overlap · 5 shared positions
$COLB$UPS$DIS$DK$PLAB
$600M
42 positions
#12Brookmont Capital ManagementActive
Some overlap · 4 shared positions
$COP$UPS$BAC$EQIX
$179M
59 positions
#13EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$COP$TGT$BAC$MET
$1.4B
56 positions
#14Collar Capital Management, LLCPassive
Some overlap · 4 shared positions
$CLF$C$UPS$TGT
$155M
72 positions
#15Asio Capital, LLCActive
Some overlap · 4 shared positions
$COP$C$ELV$BAC
$712M
110 positions
#16DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$COP$DIS$BAC$MET
$16.0B
187 positions
#17HEITMAN REAL ESTATE SECURITIES LLCActive
Some overlap · 6 shared positions
$FR$EQIX$NTST$SPG$WELL$DLR
$1.4B
57 positions
#18Presima Securities ULCActive
Some overlap · 6 shared positions
$FR$EQIX$NTST$SPG$KRG$DLR
$178M
48 positions
#19Sompo Asset Management Co., Ltd.Active
Some overlap · 5 shared positions
$UPS$DIS$C$BAC$COP
$545M
180 positions
#20Storgate, LLCActive
Some overlap · 4 shared positions
$COP$C$BAC$SNY
$127M
170 positions
#21Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$C$UPS$TGT$BAC
$223M
109 positions
#22Rayburn West Financial Services LLCPassive
Some overlap · 4 shared positions
$C$UPS$TGT$BAC
$170M
82 positions
#23SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 4 shared positions
$C$UPS$DIS$BAC
$3.0B
40 positions
#24KEMPNER CAPITAL MANAGEMENT INC.
Some overlap · 4 shared positions
$C$ST$DIS$BAC
$106M
43 positions
#25Smead Capital Management, Inc.Active
Some overlap · 4 shared positions
$COP$TGT$BAC$SPG
$4.6B
32 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.