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Hedge Funds Similar to FIRST WILSHIRE SECURITIES

13F Portfolio OverlapQ1 2026FIRST WILSHIRE SECURITIES portfolio →
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Most similar hedge funds by 13F overlap

FIRST WILSHIRE SECURITIES MANAGEMENT INC is an institutional investor managing $444M across 85 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 FIRST WILSHIRE SECURITIES are Congruence ,, Western Standard, PERRITT, with shared positions in $ECVT, $TPC, $NWPX, $ROCK, $MTRX, $AVNW. The full ranking of 11 similar funds is below.

#1Congruence Capital, LLCActive
Notable overlap · 5 shared positions
$ECVT$TPC$NWPX$ROCK$MTRX
$298M
30 positions
#2Western Standard LLCActive
Notable overlap · 3 shared positions
$AVNW$IOSP$EZPW
$190M
23 positions
#3PERRITT CAPITAL MANAGEMENT INC
Notable overlap · 4 shared positions
$EZPW$NWPX$MLR$ORN
$60M
79 positions
#4Azarias Capital Management, L.P.Active
Some overlap · 3 shared positions
$SD$MLR$MTRX
$223M
24 positions
#5Rubric Capital Management LPActive
Some overlap · 3 shared positions
$LBTYA$ECVT$ANDE
$9.4B
83 positions
#6Pacific Ridge Capital Partners, LLCPassive
Some overlap · 3 shared positions
$AVNW$NWPX$MLR
$462M
137 positions
#7REDMONT WEALTH ADVISORS LLC
Some overlap · 3 shared positions
$EZPW$MLR$JEF
$66M
307 positions
#8WESTERLY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$MTRX$ORN$NWPX
$368M
37 positions
#9Pullen Investment Management, LLCPassive
Slight overlap · 3 shared positions
$CRD-A$AGM$MPC
$199M
98 positions
#10WITTENBERG INVESTMENT MANAGEMENT, INC.Active
Slight overlap · 3 shared positions
$LBTYA$JEF$SIRI
$269M
74 positions
#11Merrion Investment Management Co, LLCPassive
Slight overlap · 3 shared positions
$VTS$JEF$MPC
$186M
109 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.