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Hedge Funds Similar to LOUNTZIS ASSET ,

13F Portfolio OverlapQ1 2026LOUNTZIS ASSET , portfolio →
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Most similar hedge funds by 13F overlap

LOUNTZIS ASSET MANAGEMENT, LLC is an institutional investor managing $273M across 52 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 LOUNTZIS ASSET , are CALIFORNIA FIRST LEASING, WEIK, Dundas Partners LLP, with shared positions in $AMAT, $WFC, $UNH, $PGR, $USB, $MLM. The full ranking of 25 similar funds is below.

#1CALIFORNIA FIRST LEASING CORPActive
Notable overlap · 3 shared positions
$AMAT$WFC$UNH
$312M
39 positions
#2WEIK CAPITAL MANAGEMENTActive
Notable overlap · 6 shared positions
$PGR$WFC$USB$MLM$UNH$IBM
$251M
90 positions
#3Dundas Partners LLPActive
Notable overlap · 4 shared positions
$AMAT$BRO$ZTS$ABT
$1.3B
49 positions
#4DAVIS SELECTED ADVISERSActive
Notable overlap · 4 shared positions
$USB$WFC$AMAT$UNH
$21.8B
112 positions
#5MCDONALD CAPITAL INVESTORS INC/CASmart money
Notable overlap · 3 shared positions
$PGR$WFC$MLM
$1.5B
21 positions
#6MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 6 shared positions
$USB$AMAT$WFC$KKR$LOW$__PARK_1390777
$1.1B
105 positions
#7Spyglass Capital Management LLCActive
Notable overlap · 3 shared positions
$CDNS$KNSL$PCOR
$1.3B
24 positions
#8Courant Investment Management LLCActive
Notable overlap · 4 shared positions
$PGR$BRO$LOW$SCHW
$102M
7 positions
#9Pacific Capital Partners LtdPassive
Notable overlap · 4 shared positions
$PGR$AMAT$FWONA$SCHW
$101M
38 positions
#10TRUSTCO BANK CORP N YPassive
Notable overlap · 4 shared positions
$AMAT$LOW$ABT$IBM
$113M
71 positions
#11R.H. Investment Group, LLCPassive
Notable overlap · 3 shared positions
$WFC$USB$UNH
$130M
45 positions
#12FIRST COMMUNITY TRUST NAPassive
Notable overlap · 3 shared positions
$AMAT$USB$CEG
$136M
359 positions
#13Veridan Wealth LLCActive
Notable overlap · 4 shared positions
$WFC$USB$AMAT$KKR
$270M
80 positions
#14Evergreen Private Wealth LLCPassive
Notable overlap · 3 shared positions
$AMAT$ZTS$IBM
$247M
86 positions
#15Piedmont Capital Management, LLCActive
Notable overlap · 5 shared positions
$USB$KKR$UNH$SCHW$IBM
$197M
50 positions
#16Focused Wealth Management, IncActive
Notable overlap · 5 shared positions
$USB$KKR$UNH$CEG$IBM
$964M
228 positions
#17BONNESS ENTERPRISES INCActive
Notable overlap · 4 shared positions
$PGR$AMAT$ABT$IBM
$273M
39 positions
#18Causey Wealth LLCPassive
Notable overlap · 4 shared positions
$USB$KKR$SCHW$IBM
$236M
81 positions
#19NZS Capital, LLCActive
Notable overlap · 3 shared positions
$CDNS$PGR$NET
$3.0B
58 positions
#20Alliance Wealth Advisors, LLC /UTPassive
Notable overlap · 3 shared positions
$USB$KKR$SCHW
$462M
228 positions
#21Pacific Capital Wealth Advisors, Inc.Smart money
Notable overlap · 3 shared positions
$USB$KKR$SCHW
$595M
87 positions
#22Giverny Capital Inc.Active
Notable overlap · 4 shared positions
$PGR$KNSL$BRO$SCHW
$2.7B
51 positions
#23Black Cypress Capital Management, LLCActive
Notable overlap · 3 shared positions
$USB$WFC$LOW
$139M
31 positions
#24HUTCHINSON CAPITAL MANAGEMENT/CAPassive
Notable overlap · 5 shared positions
$PGR$ZTS$WFC$IBM$J
$544M
97 positions
#2521 West Wealth Management LLCPassive
Notable overlap · 4 shared positions
$USB$KKR$AMAT$SCHW
$108M
63 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.