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Hedge Funds Similar to Pullen Investment ,

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

Pullen Investment Management, LLC is an institutional investor managing $199M across 98 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 Pullen Investment , are apricus wealth,, Koa Wealth ,, ALLIANZ SE, with shared positions in $NEM, $B, $SO, $PNC, $CME, $JHG. The full ranking of 25 similar funds is below.

#1apricus wealth, LLCPassive
Some overlap · 4 shared positions
$NEM$B$SO$PNC
$205M
120 positions
#2Koa Wealth Management, LLCActive
Some overlap · 3 shared positions
$NEM$B$CME
$138M
56 positions
#3ALLIANZ SEActive
Some overlap · 3 shared positions
$NEM$B$JHG
$9.0B
473 positions
#4RAHLFS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$NEM$SO$JHG
$136M
86 positions
#5FIDUCIARY MANAGEMENT INC /WI/Active
Some overlap · 3 shared positions
$FCFS$FCN$PNC
$8.1B
62 positions
#6FARMERS TRUST COPassive
Some overlap · 3 shared positions
$NEM$SO$CME
$637M
203 positions
#7Empire Life Investments Inc.Active
Some overlap · 3 shared positions
$NEM$PNC$CME
$1.6B
110 positions
#8Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.Active
Some overlap · 3 shared positions
$NEM$B$MPC
$56M
38 positions
#9Insight Inv LLCPassive
Some overlap · 3 shared positions
$MSGS$ALL$PNC
$183M
104 positions
#10Core Alternative CapitalPassive
Some overlap · 3 shared positions
$NEM$SO$CME
$339M
205 positions
#11Pier Capital, LLCPassive
Some overlap · 3 shared positions
$AZZ$ARCB$MSA
$606M
122 positions
#12SOUTHERNSUN ASSET MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$LPX$MSA$SCL
$690M
31 positions
#13EVR Research LPActive
Some overlap · 3 shared positions
$SENEA$DRVN$NPK
$250M
30 positions
#14Mawer Investment Management Ltd.Active
Some overlap · 3 shared positions
$SO$FCN$CME
$15.4B
126 positions
#15Wealth Intelligence, LLCActive
Some overlap · 3 shared positions
$SO$MPC$CME
$208M
58 positions
#16CAPITAL MANAGEMENT CORP /VAPassive
Some overlap · 3 shared positions
$CNX$CRD-A$CME
$585M
71 positions
#17Alan B. Lancz & Associates, Inc.Passive
Some overlap · 4 shared positions
$MPC$NEM$ALL$B
$103M
129 positions
#18ADVISORY RESEARCH INCActive
Some overlap · 3 shared positions
$MPC$NPK$CME
$813M
137 positions
#19Bank & Trust CoPassive
Some overlap · 3 shared positions
$MPC$ALL$SO
$148M
304 positions
#20MATTERS CAPITAL LLCPassive
Some overlap · 3 shared positions
$B$ALL$MPC
$113M
64 positions
#21Clear Trail Advisors, LLCPassive
Some overlap · 3 shared positions
$MPC$CME$JHG
$601M
149 positions
#22Invera Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$ALL$MPC$CME
$156M
98 positions
#23Bowman & Co S.C.
Some overlap · 3 shared positions
$MPC$CME$JHG
$237M
118 positions
#24Uncommon Cents Investing LLCPassive
Slight overlap · 3 shared positions
$B$ALL$NEM
$431M
208 positions
#25IVC Wealth Advisors LLCPassive
Slight overlap · 3 shared positions
$ALL$JHG$NEM
$230M
173 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.