What hedge funds are most similar to Intrinsic Value Partners, LLC?

The funds with the most similar 13F portfolios to Intrinsic Value Partners, LLC are INKWELL, Westend ,, PRING TURNER GROUP, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Intrinsic Value Partners,

13F Portfolio OverlapQ1 2026Intrinsic Value Partners, portfolio →

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Most similar hedge funds by 13F overlap

Intrinsic Value Partners, LLC is an institutional investor managing $146M across 73 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 Intrinsic Value Partners, are INKWELL, Westend ,, PRING TURNER GROUP, with shared positions in $SCHW, $OXY, $AXP, $BLDR, $BRZE, $MKL. The full ranking of 25 similar funds is below.

#1INKWELL CAPITAL LLCActive

Notable overlap · 7 shared positions

$SCHW $OXY $AXP $BLDR $BRZE $MKL

$98M

31 positions

#2Westend Capital Management, LLCPassive

Notable overlap · 5 shared positions

$SCHW $GE $AXP $ASML $BA

$333M

254 positions

#3PRING TURNER CAPITAL GROUP INCPassive

Notable overlap · 6 shared positions

$SCHW $AXP $OXY $GE $WFC $GEV

$166M

72 positions

#4DODGE & COXActive

Notable overlap · 6 shared positions

$SCHW $OXY $__PARK_1390777 $WFC $BKNG $GEHC

$182.0B

222 positions

#5Salvus Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$SCHW $AXP $AMAT $KNSL $BKNG $MKL

$172M

126 positions

#6Artisan Partners Limited PartnershipActive

Notable overlap · 6 shared positions

$SCHW $__PARK_1390777 $AXP $ACGL $SHOP $GEV

$62.3B

334 positions

#7TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Notable overlap · 6 shared positions

$GE $SCHW $AMAT $GEV $GEHC $BA

$200M

110 positions

#8Wynn Capital, LLCActive

Notable overlap · 7 shared positions

$AXP $SCHW $AMAT $GE $__PARK_1390777 $WFC

$195M

107 positions

#9Sandhill Capital Partners LLCActive

Notable overlap · 4 shared positions

$SCHW $GE $BKNG $AXP

$1.2B

95 positions

#10Passumpsic Savings Bank

Notable overlap · 6 shared positions

$GE $__PARK_1390777 $UI $BRZE $BKNG $GEV

$183M

90 positions

#11TIMUCUAN ASSET MANAGEMENT INC/FLActive

Notable overlap · 4 shared positions

$SCHW $AXP $KNSL $BKNG

$2.7B

28 positions

#12CORDA Investment Management, LLC.Active

Notable overlap · 4 shared positions

$SCHW $__PARK_1390777 $AMAT $ASML

$1.4B

80 positions

#13HOERTKORN RICHARD CHARLESActive

Notable overlap · 4 shared positions

$GE $SCHW $GEV $BA

$122M

75 positions

#14Western Financial Corp/CAActive

Notable overlap · 6 shared positions

$GE $__PARK_1390777 $AMAT $ASML $WFC $GEV

$255M

127 positions

#15Poehling Capital Management, INC.Passive

Some overlap · 5 shared positions

$SCHW $OXY $JEF $WFC $MKL

$475M

153 positions

#16Tenere Capital LLCActive

Some overlap · 5 shared positions

$GE $AMAT $SHOP $ASML $GEV

$136M

22 positions

#17Investment Research & Advisory Group, Inc.Active

Some overlap · 8 shared positions

$SCHW $GE $ASML $BKNG $GEV $BA

$286M

279 positions

#18Allen Investment Management, LLCActive

Some overlap · 6 shared positions

$SCHW $ASML $BRZE $SHOP $GEV $BA

$8.1B

221 positions

#19TRUSTCO BANK CORP N YActive

Some overlap · 4 shared positions

$GE $AXP $AMAT $GEV

$113M

71 positions

#20BECK MACK & OLIVER LLCActive

Some overlap · 4 shared positions

$SCHW $AXP $JEF $MKL

$4.8B

195 positions

#21Diversified Investment Strategies, LLCActive

Some overlap · 3 shared positions

$JOE $BLDR $SCHW

$157M

55 positions

#22Barnes Dennig Private Wealth Management LLCPassive

Some overlap · 3 shared positions

$SCHW $__PARK_1390777 $AMAT

$101M

307 positions

#23Giverny Capital Inc.Active

Some overlap · 5 shared positions

$SCHW $KNSL $BKNG $MKL $BLDR

$2.7B

51 positions

#24BAXTER BROS INCActive

Some overlap · 6 shared positions

$AXP $SCHW $GE $WFC $GEV $MKL

$810M

166 positions

#25Financial Avengers, Inc.Active

Some overlap · 7 shared positions

$SCHW $AXP $SHOP $GE $GEV $ACGL

$219M

151 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.