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Hedge Funds Similar to Storgate,

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

Storgate, LLC is an institutional investor managing $127M across 170 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 Storgate, are BRANDES INVESTMENT PARTNERS,, WCM INVESTMENT ,, SOUND SHORE /CT/, with shared positions in $C, $ACGL, $TXT, $PFE, $HAL, $BAC. The full ranking of 25 similar funds is below.

#1BRANDES INVESTMENT PARTNERS, LPActive
Notable overlap · 13 shared positions
$C$ACGL$TXT$PFE$HAL$BAC
$14.1B
186 positions
#2WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 7 shared positions
$APP$ACGL$SE$CTVA$TEVA$WDC
$43.8B
263 positions
#3SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 7 shared positions
$C$FLEX$PFE$BAC$WFC$TEVA
$3.0B
40 positions
#4VAN DEN BERG MANAGEMENT I, INCPassive
Some overlap · 7 shared positions
$COP$ACGL$SLB$CRK$FDX$CI
$436M
133 positions
#5Massachusetts Wealth ManagementPassive
Some overlap · 6 shared positions
$COP$C$PFE$SLB$BAC$WFC
$231M
98 positions
#6Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 6 shared positions
$APP$FIX$C$FLEX$PFE$SE
$477M
70 positions
#7HARRIS ASSOCIATES L PActive
Some overlap · 6 shared positions
$COP$C$CTVA$BAC$WFC$WTW
$75.0B
158 positions
#8Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$COP$C$PFE$BAC$WFC$CTVA
$685M
380 positions
#9Asio Capital, LLCActive
Some overlap · 6 shared positions
$COP$C$HCA$BAC$FANG$ASML
$712M
110 positions
#10ProVise Management Group, LLCPassive
Some overlap · 6 shared positions
$COP$C$WFC$SNY$OMC$BDX
$1.4B
261 positions
#11Blume Capital Management, Inc.Passive
Some overlap · 6 shared positions
$C$PFE$BAC$WFC$FDX$SLB
$588M
337 positions
#12CHESAPEAKE CAPITAL CORP /IL/Passive
Some overlap · 5 shared positions
$COP$CRS$CTVA$ACGL$WDC
$139M
156 positions
#13BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$COP$C$PFE$BAC$TEVA
$578M
108 positions
#14Murphy Pohlad Asset Management LLCPassive
Some overlap · 5 shared positions
$COP$C$CTVA$SLB$WTW
$279M
134 positions
#15SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$COP$C$PFE$WFC$BDX
$728M
79 positions
#16EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$COP$PFE$BAC$WFC$FDX
$1.4B
56 positions
#17PCB Capital LLCPassive
Some overlap · 5 shared positions
$APP$FLEX$PFE$WFC$COP
$63M
101 positions
#18RE ADVISERS CORPActive
Some overlap · 5 shared positions
$COP$C$BAC$CI$FANG
$3.7B
111 positions
#19Cherokee Insurance CoPassive
Some overlap · 5 shared positions
$COP$PFE$KNX$FDX$HCA
$263M
121 positions
#20Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$COP$C$BAC$OMC$BDX
$9.8B
213 positions
#21Board of the Pension Protection FundPassive
Some overlap · 5 shared positions
$FLEX$SSNC$TXT$CLS$OMC
$109M
156 positions
#22DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$COP$PFE$BAC$LH$FANG
$16.0B
187 positions
#23Brandywine Global Investment Management, LLC
Some overlap · 6 shared positions
$C$BAC$WFC$FDX$WTW$HCA
$14.9B
601 positions
#24COOKE & BIELER LPActive
Some overlap · 5 shared positions
$COP$ACGL$LH$OMC$BDX
$8.8B
103 positions
#25Prana Capital Management, LPPassive
Some overlap · 6 shared positions
$BAC$WFC$HCA$CI$SSNC$WTW
$3.3B
131 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.