13F Pro

Hedge Funds Similar to SP Asset

13F Portfolio OverlapQ1 2026SP Asset portfolio →
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Most similar hedge funds by 13F overlap

SP Asset Management LLC is an institutional investor managing $1.1B across 119 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 SP Asset are EDGAR LOMAX /VA, Phraction, Brookmont, with shared positions in $UNH, $BAC, $WFC, $ABT, $SBUX, $MDLZ. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Notable overlap · 6 shared positions
$UNH$BAC$WFC$ABT$SBUX$MDLZ
$1.4B
56 positions
#2Phraction Management LLCActive
Notable overlap · 6 shared positions
$ADI$WFC$BAC$PM$AMAT$HON
$483M
65 positions
#3Brookmont Capital ManagementActive
Some overlap · 5 shared positions
$ADI$WFC$BAC$ABT$HON
$179M
59 positions
#4SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 6 shared positions
$WFC$ADI$ABT$AXP$AMD$SBUX
$1.3B
158 positions
#5Unison Asset Management LLCActive
Some overlap · 5 shared positions
$UNH$WFC$BAC$AXP$NKE
$219M
32 positions
#6Griffith & Werner, Inc.Active
Some overlap · 5 shared positions
$UNH$WFC$BAC$AXP$PM
$202M
72 positions
#7Dempze Nancy EPassive
Some overlap · 6 shared positions
$ADI$ABT$UNH$AXP$AMD$AMAT
$182M
92 positions
#8RB Capital Management, LLCActive
Some overlap · 7 shared positions
$WFC$BAC$ABT$AXP$SBUX$CRM
$471M
187 positions
#9SOMERVILLE KURT FPassive
Some overlap · 7 shared positions
$ADI$ABT$AXP$AMD$UNH$AMAT
$379M
91 positions
#10Kidder Stephen WPassive
Some overlap · 7 shared positions
$ADI$ABT$AXP$AMD$UNH$AMAT
$340M
76 positions
#11Elefante Mark BPassive
Some overlap · 7 shared positions
$ADI$ABT$AXP$AMD$AMAT$UNH
$182M
58 positions
#12PUZO MICHAEL JPassive
Some overlap · 6 shared positions
$ADI$ABT$AXP$UNH$AMD$AMAT
$343M
67 positions
#13CFC Planning Co LLCPassive
Some overlap · 6 shared positions
$UNH$PM$AXP$AMD$CRM$AGQ
$140M
72 positions
#14MeadowBrook Investment Advisors LLCPassive
Some overlap · 6 shared positions
$WFC$BAC$UNH$AXP$SBUX$NKE
$113M
186 positions
#15US Asset Management LLCPassive
Some overlap · 7 shared positions
$BAC$ADI$AXP$UNH$AMD$PM
$115M
117 positions
#16CINCINNATI FINANCIAL CORPActive
Some overlap · 5 shared positions
$UNH$ADI$PM$HON$MDLZ
$5.0B
55 positions
#17Delaney Dennis RPassive
Some overlap · 7 shared positions
$ADI$ABT$AXP$AMD$AMAT$HON
$282M
60 positions
#18Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 6 shared positions
$UNH$AXP$AMD$HON$CRM$NKE
$566M
28 positions
#19Hemenway Trust Co LLCActive
Some overlap · 6 shared positions
$ADI$ABT$AXP$AMD$UNH$AMAT
$1.2B
135 positions
#20ADAPT Investment Managers SAActive
Some overlap · 7 shared positions
$WFC$UNH$BAC$AMD$SBUX$CRM
$7.6B
133 positions
#21AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$UNH$BAC$PM$ABT
$696M
176 positions
#22Live Oak Private Wealth LLCPassive
Some overlap · 5 shared positions
$BAC$ADI$UNH$ABT$HON
$717M
207 positions
#23MFF Capital Investments LtdActive
Some overlap · 3 shared positions
$UNH$BAC$AXP
$1.5B
19 positions
#24Bretton Capital Management, LLCActive
Some overlap · 3 shared positions
$UNH$BAC$AXP
$109M
18 positions
#25Ironvine Capital Partners, LLCActive
Some overlap · 7 shared positions
$ADI$UNH$AMAT$HON$BAC$LH
$910M
56 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.