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Hedge Funds Similar to Hedges Asset

13F Portfolio OverlapQ2 2026Hedges Asset portfolio →
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Most similar hedge funds by 13F overlap

Hedges Asset Management LLC is an institutional investor managing $152M across 108 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 Hedges Asset are Gerald Baker Financial Group, Econ Financial Services, SOUND SHORE, with shared positions in $GBCI, $LUV, $BA, $DOW, $UPS, $VZ. The full ranking of 25 similar funds is below.

#1Gerald Baker Financial Group LLCPassive
Notable overlap · 3 shared positions
$GBCI$LUV$BA
$351M
126 positions
#2Econ Financial Services CorpPassive
Notable overlap · 5 shared positions
$BA$LUV$DOW$UPS$VZ
$214M
72 positions
#3SOUND SHORE MANAGEMENT INC /CT/Active
Notable overlap · 5 shared positions
$LUV$BA$BP$UPS$WFC
$3.2B
40 positions
#4MASTERS CAPITAL MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$BA$UPS$NEM$SLB$BCS
$3.9B
80 positions
#5Orvieto Partners, L.P.Passive
Notable overlap · 4 shared positions
$PENN$GLPI$MTN$WYNN
$154M
46 positions
#6KEATING INVESTMENT COUNSELORS INCSmart money
Notable overlap · 7 shared positions
$B$PAAS$UPS$VZ$SLB$UL
$364M
59 positions
#7FOUNDATION RESOURCE MANAGEMENT INCActive
Some overlap · 7 shared positions
$B$NEM$VZ$L$NVO$KHC
$860M
56 positions
#8KLCM Advisors, Inc.Active
Some overlap · 6 shared positions
$BA$UPS$WFC$GT$DOW$LUV
$1.3B
299 positions
#9Eldred Rock Partners, LLCActive
Some overlap · 5 shared positions
$SHEL$MTN$NVO$UL$WFC
$465M
29 positions
#10U S GLOBAL INVESTORS INCActive
Some overlap · 6 shared positions
$LUV$BA$PAAS$CDE$B$NEM
$1.0B
127 positions
#11LAZARI CAPITAL MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$BA$BP$VZ$WFC
$325M
188 positions
#12EQUITY INVESTMENT CORPActive
Some overlap · 6 shared positions
$SHEL$UPS$VZ$TGT$UL$WFC
$5.2B
76 positions
#13Hillman Capital Management, Inc.Passive
Some overlap · 4 shared positions
$BA$UPS$VZ$KHC
$138M
54 positions
#14Euro Pacific Asset Management, LLCActive
Some overlap · 5 shared positions
$BP$B$PAAS$NEM$NVO
$880M
96 positions
#15Cutler Capital Management, LLCPassive
Some overlap · 5 shared positions
$SHEL$VZ$WY$VTRS$SLB
$385M
124 positions
#16Financial Sense Advisors, Inc.Passive
Some overlap · 3 shared positions
$BA$PAAS$B
$508M
137 positions
#17INSIGHT 2811, INC.Active
Some overlap · 6 shared positions
$BA$B$VZ$TGT$NEM$SHEL
$259M
108 positions
#18Northern Capital Management, Inc.Smart money
Some overlap · 3 shared positions
$GBCI$BA$WFC
$235M
55 positions
#19Cambridge Financial Group, Inc.Active
Some overlap · 3 shared positions
$LUV$BA$TGT
$287M
33 positions
#20LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 7 shared positions
$UPS$VZ$BA$MTN$KHC$WY
$489M
244 positions
#21Parvin Asset Management, LLC
Some overlap · 6 shared positions
$NEM$PAAS$CDE$B$UPS$VZ
$127M
320 positions
#22WILKINS INVESTMENT COUNSEL INCActive
Some overlap · 5 shared positions
$BP$UPS$NEM$WY$SLB
$742M
119 positions
#23ABC ARBITRAGE SAPassive
Some overlap · 4 shared positions
$SHEL$BP$NVO$UL
$926M
381 positions
#24SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$BA$VZ$WY$UPS$SLB$WFC
$296M
134 positions
#25InvesTrustPassive
Some overlap · 6 shared positions
$SHEL$VZ$SLB$TGT$WFC$BA
$260M
95 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.