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Hedge Funds Similar to Lloyd Harbor

13F Portfolio OverlapQ2 2026Lloyd Harbor portfolio →
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Most similar hedge funds by 13F overlap

Lloyd Harbor Capital Management, LLC is an institutional investor managing $97M across 18 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 Lloyd Harbor are AEGIS FINANCIAL, Corecam Pte. Ltd., Smead, with shared positions in $CVE, $TDW, $MOS, $WFG, $SII, $OXY. The full ranking of 11 similar funds is below.

#1AEGIS FINANCIAL CORPActive
Notable overlap · 4 shared positions
$CVE$TDW$MOS$WFG
$633M
39 positions
#2Corecam Pte. Ltd.Passive
Notable overlap · 3 shared positions
$SII$OXY$MOS
$264M
82 positions
#3Smead Capital Management, Inc.Active
Some overlap · 3 shared positions
$CVE$OXY$WFG
$4.7B
32 positions
#4Walser Wealth Management Company, A Ltd Liability CoPassive
Some overlap · 3 shared positions
$YMM$SII$OXY
$241M
215 positions
#5Accordant Advisory Group IncPassive
Some overlap · 3 shared positions
$UROY.R1711570$CVE$DNN
$148M
242 positions
#6Glenorchy Capital LtdSmart money
Some overlap · 3 shared positions
$RIG$TDW$MOS
$2.7B
65 positions
#7GeoSphere Capital Management, LLCActive
Some overlap · 3 shared positions
$CVE$DNN$URG
$306M
46 positions
#8Mraz, Amerine & Associates, Inc.Active
Some overlap · 3 shared positions
$CVE$OXY$TDW
$697M
199 positions
#9De Lisle Partners LLPPassive
Some overlap · 3 shared positions
$SOLS$DNN$TDW
$916M
178 positions
#10Deuterium Capital Management, LLCActive
Slight overlap · 4 shared positions
$YMM$SII$DNN$RIG
$92M
24 positions
#11Goehring & Rozencwajg Associates, LLCActive
Slight overlap · 3 shared positions
$MOS$DNN$URG
$1.7B
41 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.