13F Pro

Hedge Funds Similar to LRT ,

13F Portfolio OverlapQ1 2026LRT , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

LRT Capital Management, LLC is an institutional investor managing $107M across 90 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 LRT , are SIG BROKERAGE,, Parsonex Advisory Services,, MILFORD FUNDS LTD, with shared positions in $BAC, $SCHW, $MU, $UNH, $WSM, $CRWD. The full ranking of 25 similar funds is below.

#1SIG BROKERAGE, LPPassive
Notable overlap · 5 shared positions
$BAC$SCHW$MU$UNH$WSM
$3.8B
769 positions
#2Parsonex Advisory Services, Inc.Passive
Some overlap · 5 shared positions
$BAC$SCHW$UNH$CRWD$MU
$102M
56 positions
#3MILFORD FUNDS LTDActive
Some overlap · 3 shared positions
$BAC$CCI$MU
$4.8B
75 positions
#4BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active
Some overlap · 3 shared positions
$BAC$FCNCA$SCHW
$2.1B
108 positions
#5HARRIS ASSOCIATES L PActive
Some overlap · 4 shared positions
$FCNCA$SCHW$PSX$BAC
$75.0B
158 positions
#6Montanaro Asset Management LtdPassive
Some overlap · 4 shared positions
$EXPO$FN$SNEX$BMI
$334M
42 positions
#7SEAVIEW INVESTMENT MANAGERS LLCPassive
Some overlap · 3 shared positions
$BAC$SCHW$MU
$277M
73 positions
#8R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$BAC$WMB$WH
$172M
38 positions
#9Sanders Capital, LLCActive
Some overlap · 4 shared positions
$BAC$UNH$CI$ULTA
$83.9B
44 positions
#10Spectrum Financial Alliance Ltd LLCActive
Some overlap · 3 shared positions
$BAC$SCHW$MU
$520M
30 positions
#11RE ADVISERS CORPActive
Some overlap · 4 shared positions
$BAC$UNH$CI$CCI
$3.7B
111 positions
#12DUDLEY & SHANLEY, INC.Active
Some overlap · 3 shared positions
$BMI$SCI$SCHW
$611M
37 positions
#13Navalign, LLCPassive
Some overlap · 5 shared positions
$FCFS$SCHW$CI$PSX$BAC
$396M
127 positions
#14Live Oak Private Wealth LLCPassive
Some overlap · 3 shared positions
$BAC$SCHW$UNH
$717M
207 positions
#15Scott & Selber, Inc.Active
Some overlap · 4 shared positions
$WMB$MU$SCHW$BAC
$387M
91 positions
#16Ausbil Investment Management LtdPassive
Some overlap · 3 shared positions
$CCI$WMB$FER
$201M
63 positions
#17Blume Capital Management, Inc.Passive
Some overlap · 3 shared positions
$BAC$SCHW$MU
$588M
337 positions
#18Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 4 shared positions
$SCHW$PSX$TD$CI
$105M
62 positions
#19American Assets Investment Management, LLCActive
Some overlap · 3 shared positions
$BAC$PSX$TD
$1.5B
146 positions
#20CALIFORNIA FIRST LEASING CORPActive
Some overlap · 5 shared positions
$BAC$MU$CI$LAD$UNH
$312M
39 positions
#21SHAPIRO CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$BAC$MU$DECK
$1.6B
50 positions
#22CapWealth Advisors, LLCActive
Some overlap · 3 shared positions
$BAC$WMB$UNH
$1.3B
118 positions
#23Crake Asset Management LLPSmart money
Some overlap · 3 shared positions
$BAC$MU$UNH
$2.9B
20 positions
#24Smead Capital Management, Inc.Active
Some overlap · 3 shared positions
$BAC$UNH$ULTA
$4.6B
32 positions
#25Bridge City Capital, LLCPassive
Some overlap · 4 shared positions
$BMI$SITE$LAD$FN
$361M
108 positions

Compare LRT ,’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 LRT ,’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.