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Hedge Funds Similar to Perbak Partners LLP

13F Portfolio OverlapQ1 2026Perbak Partners LLP portfolio →
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Most similar hedge funds by 13F overlap

Perbak Capital Partners LLP is an institutional investor managing $406M across 294 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 Perbak Partners LLP are Weaver C. Barksdale & Associates,, CLOUGH PARTNERS L P, Investment Research & Advisory Group,, with shared positions in $SCHW, $ACN, $LMT, $GD, $PKG, $CI. The full ranking of 25 similar funds is below.

#1Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 7 shared positions
$SCHW$ACN$LMT$GD$PKG$CI
$105M
62 positions
#2CLOUGH CAPITAL PARTNERS L PActive
Some overlap · 5 shared positions
$SCHW$LMT$GE$GD$NOC
$1.0B
96 positions
#3Investment Research & Advisory Group, Inc.Active
Some overlap · 5 shared positions
$SCHW$LMT$GE$GD$GEV
$286M
279 positions
#4Westbourne Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$SCHW$BAH$ACN$LOW
$343M
115 positions
#5CROBANPassive
Some overlap · 4 shared positions
$SCHW$NOC$LMT$GD
$213M
73 positions
#6Northwest Financial AdvisorsPassive
Some overlap · 6 shared positions
$BAH$LMT$GD$GE$HUM$GEV
$52M
66 positions
#7LINCOLN CAPITAL CORPPassive
Some overlap · 4 shared positions
$SCHW$BAH$GE$HUM
$272M
99 positions
#8EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$SCHW$ACN$LMT$GD$CVS
$1.4B
56 positions
#9SCHULHOFF & CO INCPassive
Some overlap · 5 shared positions
$NOC$ACN$LMT$GD$GE
$243M
133 positions
#10Family Legacy, Inc.Passive
Some overlap · 6 shared positions
$SCHW$NOC$LMT$GE$GEV$LOW
$333M
124 positions
#11OAK ASSOCIATES LTD /OH/Active
Some overlap · 5 shared positions
$SCHW$LMT$ACN$CI$LOW
$1.5B
140 positions
#12Ironwood Investment Counsel, LLCPassive
Some overlap · 4 shared positions
$SCHW$ACN$LMT$LOW
$694M
263 positions
#13YACKTMAN ASSET MANAGEMENT LPActive
Some overlap · 3 shared positions
$SCHW$NOC$LMT
$7.5B
76 positions
#14American Trust Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$SCHW$ACN$LMT
$181M
76 positions
#15SVRN Asset Management, LLCActive
Some overlap · 3 shared positions
$SCHW$BAH$HUM
$103M
37 positions
#16MFA Wealth ServicesPassive
Some overlap · 3 shared positions
$SCHW$BAH$HUM
$151M
122 positions
#17Transcendent Capital Group LLCPassive
Some overlap · 3 shared positions
$SCHW$BAH$NVT
$219M
112 positions
#18TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 5 shared positions
$SCHW$GE$HUM$CVS$GEV
$200M
110 positions
#19Legal Advantage Investments, Inc.Passive
Some overlap · 3 shared positions
$SCHW$NOC$LMT
$194M
79 positions
#20Sanders Capital, LLCActive
Some overlap · 5 shared positions
$NOC$ACN$GD$LMT$CI
$83.9B
44 positions
#21Fonville Wealth Management LLCPassive
Some overlap · 5 shared positions
$SCHW$GD$HUM$RF$DKNG
$525M
138 positions
#22Sierra Legacy GroupPassive
Some overlap · 4 shared positions
$NOC$ACN$LMT$GD
$131M
77 positions
#23ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 3 shared positions
$SCHW$GD$GE
$112M
102 positions
#24Vident Advisory, LLCPassive
Some overlap · 5 shared positions
$NOC$LMT$GD$GE$SCHW
$11.7B
1,835 positions
#25Lafayette Investments, Inc.Active
Some overlap · 4 shared positions
$SCHW$LMT$ACN$LOW
$494M
158 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.