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Hedge Funds Similar to S&G Foundation

13F Portfolio OverlapQ1 2026S&G Foundation portfolio →
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Most similar hedge funds by 13F overlap

S&G Foundation is an institutional investor managing $1.9B across 20 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 S&G Foundation are TIMUCUAN ASSET /FL, Holowesko Partners Ltd., SCHWERIN BOYLE, with shared positions in $AXP, $PGR, $SCHW, $BABA, $ACN, $WFC. The full ranking of 25 similar funds is below.

#1TIMUCUAN ASSET MANAGEMENT INC/FLActive
Some overlap · 3 shared positions
$AXP$PGR$SCHW
$2.7B
28 positions
#2Holowesko Partners Ltd.Active
Some overlap · 4 shared positions
$AXP$PGR$BABA$ACN
$357M
31 positions
#3SCHWERIN BOYLE CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$AXP$WFC$ACN
$788M
47 positions
#4SHAYNE & JACOBS, LLCActive
Some overlap · 4 shared positions
$AXP$__PARK_1390777$WFC$AIG
$324M
94 positions
#5Davis Asset Management, L.P.Active
Some overlap · 8 shared positions
$EQR$WAL$USB$PGR$WFC$AXP
$3.5B
85 positions
#6PROVIDENT TRUST COSmart money
Some overlap · 3 shared positions
$AXP$SCHW$ACN
$4.8B
22 positions
#7DCM Advisors, LLCActive
Some overlap · 4 shared positions
$AXP$WFC$USB$AIG
$220M
38 positions
#8SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 4 shared positions
$AXP$USB$WFC$ECL
$1.3B
158 positions
#9PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$AXP$WFC$SCHW
$166M
72 positions
#10Pavion Blue Capital, LLCPassive
Some overlap · 3 shared positions
$AXP$WFC$AIG
$230M
108 positions
#11Artisan Partners Limited PartnershipActive
Some overlap · 4 shared positions
$AXP$__PARK_1390777$PGR$SCHW
$62.3B
334 positions
#12Intrinsic Value Partners, LLCActive
Some overlap · 4 shared positions
$AXP$__PARK_1390777$WFC$SCHW
$130M
69 positions
#13Tweedy, Browne Co LLCActive
Some overlap · 5 shared positions
$AXP$WFC$__PARK_1390777$USB$PGR
$1.3B
93 positions
#14Wynn Capital, LLCPassive
Some overlap · 5 shared positions
$AXP$__PARK_1390777$WFC$SCHW$BABA
$195M
107 positions
#15CENTRAL SECURITIES CORPActive
Some overlap · 3 shared positions
$AXP$PGR$SCHW
$1.2B
30 positions
#16Dundas Partners LLPActive
Some overlap · 3 shared positions
$AXP$WRB$ACN
$1.3B
49 positions
#17Applied Capital LLC/FLActive
Some overlap · 4 shared positions
$AXP$USB$WFC$WRB
$212M
92 positions
#18MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$__PARK_1390777$USB$WFC
$1.1B
105 positions
#19Galvin, Gaustad & Stein, LLCPassive
Some overlap · 5 shared positions
$AXP$WFC$PGR$USB$SCHW
$1.2B
252 positions
#20WEIK CAPITAL MANAGEMENTActive
Some overlap · 4 shared positions
$USB$WFC$PGR$AXP
$251M
90 positions
#21BAXTER BROS INCPassive
Some overlap · 4 shared positions
$AXP$WFC$SCHW$WRB
$810M
166 positions
#22LOUNTZIS ASSET MANAGEMENT, LLCSmart money
Some overlap · 5 shared positions
$USB$WFC$PGR$__PARK_1390777$SCHW
$273M
52 positions
#23Chemistry Wealth Management LLCPassive
Some overlap · 3 shared positions
$AXP$WFC$SCHW
$569M
204 positions
#24TAGStone Capital, Inc.Passive
Some overlap · 4 shared positions
$USB$AXP$PGR$BABA
$283M
137 positions
#25CHILTON INVESTMENT CO INC.Active
Some overlap · 4 shared positions
$AXP$PGR$__PARK_1390777$WRB
$4.3B
280 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.