13F Pro

Hedge Funds Similar to Access Investment

13F Portfolio OverlapQ1 2026Access Investment portfolio →
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Most similar hedge funds by 13F overlap

Access Investment Management LLC is an institutional investor managing $376M across 157 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 Access Investment are Eastover Investment Advisors, Philadelphia Financial of San Francisco,, Texas Yale, with shared positions in $JBL, $URI, $C, $SON, $EWBC, $SF. The full ranking of 25 similar funds is below.

#1Eastover Investment Advisors LLCPassive
Notable overlap · 4 shared positions
$JBL$URI$C$SON
$233M
50 positions
#2Philadelphia Financial Management of San Francisco, LLCPassive
Notable overlap · 4 shared positions
$EWBC$SF$CUBB$LNC
$346M
43 positions
#3Texas Yale Capital Corp.Active
Notable overlap · 3 shared positions
$JBL$BAC$UNIT
$3.5B
500 positions
#4Algebris (UK) LtdActive
Notable overlap · 5 shared positions
$SF$BAC$LNC$ON$COLB
$1.4B
70 positions
#5KEMPNER CAPITAL MANAGEMENT INC.
Notable overlap · 4 shared positions
$C$BAC$SON$LNC
$106M
43 positions
#6BlueCrest Capital Management LtdPassive
Notable overlap · 3 shared positions
$C$BAC$ON
$1.7B
231 positions
#7SOUND SHORE MANAGEMENT INC /CT/Active
Notable overlap · 4 shared positions
$C$BAC$SW$OMC
$3.0B
40 positions
#8PZENA INVESTMENT MANAGEMENT LLCActive
Notable overlap · 6 shared positions
$C$PVH$CTSH$AVT$BAC$LKQ
$30.8B
158 positions
#9SALZHAUER MICHAELSmart money
Notable overlap · 4 shared positions
$C$BAC$FITB$FHN
$212M
75 positions
#10Caldwell Investment Management Ltd.Active
Notable overlap · 3 shared positions
$C$BAC$AEM
$255M
57 positions
#11Regal Partners LtdActive
Notable overlap · 3 shared positions
$APO$BAC$AEM
$1.8B
106 positions
#12Stieven Capital Advisors, L.P.Active
Some overlap · 5 shared positions
$EWBC$FITB$BAC$WTFC$COLB
$468M
35 positions
#13PMC FIG Opportunities LLCActive
Some overlap · 3 shared positions
$C$SF$COLB
$65M
29 positions
#14Huber Capital Management LLCPassive
Some overlap · 4 shared positions
$C$BAC$URI$FHN
$647M
99 positions
#15Provident Living Financial Services, Inc.Active
Some overlap · 3 shared positions
$C$BAC$UNIT
$91M
48 positions
#16BRANDES INVESTMENT PARTNERS, LPActive
Some overlap · 5 shared positions
$C$OTEX$BAC$CTSH$CCZ
$14.1B
186 positions
#17MALTESE CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$C$BAC$EWBC$COLB
$508M
104 positions
#18Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$C$BAC$OMC
$223M
109 positions
#19Blume Capital Management, Inc.Passive
Some overlap · 3 shared positions
$C$BAC$CCZ
$588M
337 positions
#20PIER 88 INVESTMENT PARTNERS LLCPassive
Some overlap · 3 shared positions
$BAC$ON$APO
$402M
112 positions
#21RBA Wealth Management, LLCPassive
Some overlap · 4 shared positions
$EWBC$URI$PVH$INGR
$278M
92 positions
#22Cullen Capital Management, LLCActive
Some overlap · 4 shared positions
$BAC$C$OMC$CCZ
$9.8B
213 positions
#23Collar Capital Management, LLCPassive
Some overlap · 3 shared positions
$C$APO$LNC
$155M
72 positions
#24ATWOOD & PALMER INCPassive
Some overlap · 3 shared positions
$URI$FITB$ON
$1.8B
531 positions
#25MWA Asset ManagementPassive
Some overlap · 3 shared positions
$URI$BAC$C
$182M
154 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.