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 Concorde Financial

13F Portfolio OverlapQ1 2026Concorde Financial portfolio →

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Most similar hedge funds by 13F overlap

Concorde Financial Corp is an institutional investor managing $127M across 26 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 Concorde Financial are SCHARF INVESTMENTS,, Philip James Wealth Mangement,, Mirova US, with shared positions in $OXY, $CB, $HSY, $CP, $LOW, $TJX. The full ranking of 25 similar funds is below.

#1SCHARF INVESTMENTS, LLCActive

Notable overlap · 4 shared positions

$OXY $CB $HSY $CP

$3.2B

70 positions

#2Philip James Wealth Mangement, LLCActive

Notable overlap · 4 shared positions

$OXY $CB $HSY $LOW

$870M

157 positions

#3Mirova US LLCActive

Notable overlap · 4 shared positions

$TJX $HUBB $LOW $CP

$8.8B

42 positions

#4BERKSHIRE HATHAWAY INCSmart money

Notable overlap · 3 shared positions

$OXY $CB $LPX

$263.1B

29 positions

#5Sierra Legacy GroupPassive

Notable overlap · 3 shared positions

$TJX $HSY $NOC

$131M

77 positions

#6EVEXIA WEALTH LLCActive

Notable overlap · 4 shared positions

$HUBB $CB $LOW $NOC

$364M

84 positions

#7Focused Investors LLCActive

Notable overlap · 3 shared positions

$TJX $LOW $NOC

$3.1B

22 positions

#8Holowesko Partners Ltd.Active

Notable overlap · 3 shared positions

$EXE $FANG $OXY

$357M

31 positions

#9Socorro Asset Management LPPassive

Notable overlap · 3 shared positions

$EXE $MLM $HUBB

$221M

32 positions

#10LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive

Notable overlap · 3 shared positions

$CB $HSY $CP

$343M

59 positions

#11JLB & ASSOCIATES INCPassive

Some overlap · 3 shared positions

$TJX $NOC $HSY

$696M

70 positions

#12Sagefield Capital LPPassive

Some overlap · 3 shared positions

$EXE $OXY $MLM

$1.4B

111 positions

#13Stokes Capital Advisors, LLCPassive

Some overlap · 3 shared positions

$TJX $CB $NOC

$446M

104 positions

#14RE ADVISERS CORPActive

Some overlap · 4 shared positions

$CB $TJX $NOC $FANG

$3.7B

111 positions

#15apricus wealth, LLCPassive

Some overlap · 3 shared positions

$BG $EXE $CB

$205M

120 positions

#16SCHWARTZ INVESTMENT COUNSEL INCActive

Some overlap · 4 shared positions

$LOW $FANG $EXE $TJX

$2.8B

129 positions

#17Garrett Wealth Advisory Group, LLCActive

Some overlap · 3 shared positions

$ET $LOW $FANG

$562M

134 positions

#18VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 3 shared positions

$CB $HSY $LOW

$187M

55 positions

#19Merewether Investment Management, LPActive

Some overlap · 4 shared positions

$BG $HUBB $FANG $EXE

$5.2B

79 positions

#20BRADY FAMILY WEALTH, LLCPassive

Some overlap · 3 shared positions

$LOW $CB $TJX

$321M

110 positions

#21CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$CB $HSY $TJX

$6.4B

290 positions

#22Select Equity Group, L.P.Active

Some overlap · 3 shared positions

$MLM $CP $HUBB

$19.5B

179 positions

#23SCP Investment, LPPassive

Some overlap · 3 shared positions

$FANG $ET $EXE

$90M

48 positions

#24DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 3 shared positions

$ET $LOW $TJX

$501M

138 positions

#25SOROS CAPITAL MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$CP $LOW $TJX

$230M

47 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.