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Hedge Funds Similar to PRIMECAP

13F Portfolio OverlapQ2 2026PRIMECAP portfolio →
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Most similar hedge funds by 13F overlap

PRIMECAP MANAGEMENT CO/CA/ is an institutional investor managing $169.1B across 324 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 PRIMECAP are Westerkirk, NatWest Group plc, Retireful, with shared positions in $KLAC, $TXN, $ROST, $TJX, $AZN, $ADBE. The full ranking of 25 similar funds is below.

#1Westerkirk Capital Inc.Active
Notable overlap · 6 shared positions
$KLAC$TXN$ROST$TJX$AZN$ADBE
$1.0B
212 positions
#2NatWest Group plcActive
Notable overlap · 5 shared positions
$KLAC$AZN$AMGN$ROST$NTRS
$560M
48 positions
#3Retireful, LLCPassive
Notable overlap · 7 shared positions
$FLEX$TXN$UAL$KLAC$NTAP$JBL
$116M
86 positions
#4FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Notable overlap · 7 shared positions
$FLEX$AZN$SCHW$TJX$GSK$SONY
$118M
56 positions
#5OAK ASSOCIATES LTD /OH/Active
Some overlap · 5 shared positions
$KLAC$AMGN$SCHW$NTAP$ADBE
$1.8B
139 positions
#6Petros Family Wealth, LLCPassive
Some overlap · 5 shared positions
$KLAC$AMGN$TXN$TJX$ADI
$164M
134 positions
#7Axecap Investments, LLCPassive
Some overlap · 5 shared positions
$KLAC$TXN$ROST$ADI$JBL
$169M
77 positions
#8AIMZ Investment Advisors, LLCPassive
Some overlap · 8 shared positions
$AZN$AMGN$KLAC$BMY$NTAP$GSK
$363M
153 positions
#9DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$KLAC$TXN$AMGN$TJX
$517M
137 positions
#10Smith Group Asset Management, LLCActive
Some overlap · 5 shared positions
$KLAC$SCHW$TJX$ADI$JBL
$2.5B
166 positions
#11REXFORD CAPITAL INCPassive
Some overlap · 5 shared positions
$KLAC$AMGN$UAL$AZN$GLW
$163M
301 positions
#12Railway Pension Investments LtdActive
Some overlap · 5 shared positions
$KLAC$TXN$NTAP$BMY$ADI
$8.0B
102 positions
#13Venturi Wealth Management, LLCPassive
Some overlap · 5 shared positions
$KLAC$TXN$SCHW$TJX$COP
$2.6B
632 positions
#14EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$FDX$TXN$SCHW$AMGN$BMY$COP
$1.3B
58 positions
#15Jones Kertz & Associates, Inc.Active
Some overlap · 5 shared positions
$KLAC$AMGN$ADI$JBL$GLW
$217M
66 positions
#16JLB & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$KLAC$AMGN$ROST$TJX
$740M
68 positions
#17COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$KLAC$AMGN$SCHW$TJX
$427M
162 positions
#18Ifrah Financial Services, Inc.Passive
Some overlap · 5 shared positions
$KLAC$TXN$JBL$FLEX$GLW
$396M
205 positions
#19Gs Investments, Inc.Passive
Some overlap · 5 shared positions
$TXN$AMGN$SCHW$KLAC$ROST
$138M
133 positions
#20CHAPIN DAVIS, INC.Passive
Some overlap · 3 shared positions
$KLAC$FLEX$JBL
$520M
258 positions
#21Leelyn Smith, LLCActive
Some overlap · 4 shared positions
$KLAC$SCHW$TXN$ADI
$822M
157 positions
#22Madson Wealth Advisors IncActive
Some overlap · 4 shared positions
$KLAC$AZN$TXN$ROST
$144M
93 positions
#23RENAISSANCE GROUP LLCPassive
Some overlap · 5 shared positions
$KLAC$AMGN$SCHW$TJX$JBL
$2.5B
234 positions
#24Gibraltar Capital Management, Inc.Active
Some overlap · 4 shared positions
$KLAC$TXN$BMY$ADBE
$664M
130 positions
#25Lafayette Investments, Inc.Active
Some overlap · 4 shared positions
$KLAC$SCHW$TXN$GLW
$542M
162 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.