What hedge funds are most similar to DODGE & COX?

The funds with the most similar 13F portfolios to DODGE & COX are EDGAR LOMAX /VA, TWIN CITY PRIVATE WEALTH,, Blume ,, 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 DODGE & COX

13F Portfolio OverlapQ1 2026DODGE & COX portfolio →

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Most similar hedge funds by 13F overlap

DODGE & COX is an institutional investor managing $182.0B across 222 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 DODGE & COX are EDGAR LOMAX /VA, TWIN CITY PRIVATE WEALTH,, Blume ,, with shared positions in $CVS, $FDX, $CCZ, $GILD, $SCHW, $UNH. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$CVS $FDX $CCZ $GILD $SCHW $UNH

$1.4B

56 positions

#2TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 7 shared positions

$SCHW $BKNG $CCZ $GSK $APD $WFC

$132M

96 positions

#3Blume Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$SCHW $FDX $CCZ $FISV $WFC $BKR

$588M

337 positions

#4Hillman Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$CVS $CCZ $GSK $FISV $IFF $UNH

$144M

56 positions

#5VIKING GLOBAL INVESTORS LPActive

Notable overlap · 6 shared positions

$SCHW $FDX $JCI $APD $FTV $AON

$35.7B

77 positions

#6Salvus Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$SCHW $BKNG $BN $AON $NSC $APD

$172M

126 positions

#7HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive

Notable overlap · 8 shared positions

$CCZ $FDX $UNH $WFC $GEHC $FISV

$32.4B

465 positions

#8HARRIS ASSOCIATES L PActive

Notable overlap · 7 shared positions

$SCHW $FISV $GEHC $WTW $ZBH $WFC

$75.0B

158 positions

#9Intrinsic Value Partners, LLCActive

Notable overlap · 6 shared positions

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

$130M

69 positions

#10Elevated Private Wealth, LLC

Notable overlap · 6 shared positions

$SCHW $FDX $FISV $UNH $CCZ $CVS

$97M

94 positions

#11Kiltearn Partners LLPActive

Notable overlap · 5 shared positions

$CVS $FDX $GILD $CCZ $CI

$372M

25 positions

#12BRISTOL JOHN W & CO INC /NY/Active

Notable overlap · 6 shared positions

$FDX $SCHW $APD $AON $UNH $SBAC

$6.1B

61 positions

#13GRANDFIELD & DODD, LLCPassive

Notable overlap · 5 shared positions

$JCI $REGN $APD $GILD $GEHC

$1.8B

209 positions

#14SCHARF INVESTMENTS, LLCActive

Notable overlap · 7 shared positions

$OXY $BKNG $AON $UNH $BN $CVS

$3.2B

70 positions

#15INKWELL CAPITAL LLCActive

Notable overlap · 5 shared positions

$SCHW $OXY $UNH $NSC $WFC

$98M

31 positions

#16BloombergSen Inc.Smart money

Notable overlap · 5 shared positions

$BKNG $SUNB $CI $AON $UNH

$1.3B

30 positions

#17Artisan Partners Limited PartnershipActive

Notable overlap · 6 shared positions

$SCHW $__PARK_1390777 $BKR $WTW $SU $AON

$62.3B

334 positions

#18SECTOR GAMMA ASActive

Notable overlap · 6 shared positions

$CVS $GILD $UNH $GEHC $ZBH $HUM

$423M

42 positions

#19BRANDES INVESTMENT PARTNERS, LPActive

Notable overlap · 6 shared positions

$FDX $CI $WFC $CCZ $UNH $CVS

$14.1B

186 positions

#20Poehling Capital Management, INC.Passive

Notable overlap · 4 shared positions

$SCHW $FISV $OXY $WFC

$475M

153 positions

#21Distillate Capital Partners LLCPassive

Notable overlap · 6 shared positions

$BKNG $CCZ $CI $REGN $AON $UNH

$1.9B

118 positions

#22Live Oak Private Wealth LLCPassive

Notable overlap · 5 shared positions

$SCHW $BN $UNH $MET $AON

$717M

207 positions

#23Warther Private Wealth, LLCPassive

Notable overlap · 4 shared positions

$SCHW $FISV $UNH $BN

$427M

40 positions

#24Cetera Trust Company, N.APassive

Notable overlap · 8 shared positions

$FDX $SCHW $MET $WFC $BKR $CVS

$177M

351 positions

#25Barnes Dennig Private Wealth Management LLCPassive

Notable overlap · 4 shared positions

$SCHW $__PARK_1390777 $CVS $ZBH

$101M

307 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.