Hedge Funds Similar to Pullen Investment

13F Portfolio OverlapQ2 2026Pullen Investment portfolio →

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Most similar hedge funds by 13F overlap

Pullen Investment Management, LLC is an institutional investor managing $216M across 98 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Pullen Investment are apricus wealth, FLAX POND, TOWLE, with shared positions in $NEM, $B, $SO, $PNC, $DRVN, $ARCB. The full ranking of 25 similar funds is below.

#1apricus wealth, LLCPassive

Some overlap · 4 shared positions

$NEM $B $SO $PNC

$210M

129 positions

#2FLAX POND CAPITAL, LLCPassive

Some overlap · 3 shared positions

$127M

51 positions

#3TOWLE & COPassive

Some overlap · 3 shared positions

$ARCB $INGM $FOXF

$295M

59 positions

#4Philadelphia Financial Management of San Francisco, LLCActive

Some overlap · 3 shared positions

$FCFS $THG $WNC

$496M

45 positions

#5CROWN ADVISORS MANAGEMENT, INC.Active

Some overlap · 3 shared positions

$FCFS $AZZ $BBSI

$182M

43 positions

#6Seven Six Capital Management, LLCActive

Some overlap · 3 shared positions

$ARCB $DRVN $ALG

$110M

26 positions

#7FIDUCIARY MANAGEMENT INC /WI/Active

Some overlap · 3 shared positions

$7.0B

56 positions

#8Insight Inv LLCPassive

Some overlap · 3 shared positions

$MSGS $ALL $PNC

$212M

109 positions

#9Channing Capital Management, LLCActive

Some overlap · 3 shared positions

$4.3B

106 positions

#10Grandeur Peak Global Advisors, LLCActive

Some overlap · 3 shared positions

$OLLI $BBSI $ALG

$432M

75 positions

#11NEEDHAM INVESTMENT MANAGEMENT LLCActive

Some overlap · 3 shared positions

$TTI $LINC $PSN

$3.3B

176 positions

#12Live Oak Investment PartnersPassive

Some overlap · 3 shared positions

$186M

93 positions

#13GREATMARK INVESTMENT PARTNERS, INC.Active

Some overlap · 3 shared positions

$906M

153 positions

#14INSIGHT 2811, INC.Active

Some overlap · 3 shared positions

$259M

108 positions

#15Encompass Capital Advisors LLCActive

Some overlap · 3 shared positions

$KEX $ODFL $TTI

$2.8B

54 positions

#16Bank & Trust CoPassive

Some overlap · 3 shared positions

$158M

303 positions

#17FIRST WILSHIRE SECURITIES MANAGEMENT INCActive

Some overlap · 3 shared positions

$CRD-A $AGM $MPC

$486M

82 positions

#18Allegheny Financial Group LTDActive

Some overlap · 3 shared positions

$942M

305 positions

#19MATTERS CAPITAL LLCPassive

Some overlap · 3 shared positions

$143M

75 positions

#20Wakefield Asset Management LLLPPassive

Some overlap · 3 shared positions

$444M

225 positions

#21Lionshead Wealth Management, LLCPassive

Some overlap · 3 shared positions

$154M

112 positions

#22Alan B. Lancz & Associates, Inc.Passive

Slight overlap · 4 shared positions

$ALL $MPC $NEM $B

$115M

138 positions

#23Caitlin John, LLCPassive

Slight overlap · 3 shared positions

$183M

1,001 positions

#24Turning Point Benefit Group, Inc.Passive

Slight overlap · 3 shared positions

$232M

109 positions

#25INVESCO, LLCActive

Slight overlap · 3 shared positions

$323M

133 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.