Hedge Funds Similar to DAILY JOURNAL

13F Portfolio OverlapQ1 2026DAILY JOURNAL portfolio →

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Most similar hedge funds by 13F overlap

DAILY JOURNAL CORP is an institutional investor managing $257M across 4 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 DAILY JOURNAL are Teewinot Advisers, L.L.C., American Assets Investment ,, DMKC Advisory Services,, with shared positions in $WFC, $BABA, $BAC, $USB. The full ranking of 25 similar funds is below.

#1Teewinot Capital Advisers, L.L.C.Active

Notable overlap · 3 shared positions

$WFC $BABA $BAC

$1.3B

33 positions

#2American Assets Investment Management, LLCActive

Notable overlap · 3 shared positions

$1.5B

146 positions

#3DMKC Advisory Services, LLCPassive

Notable overlap · 3 shared positions

$240M

84 positions

#4DCM Advisors, LLCActive

Notable overlap · 3 shared positions

$220M

38 positions

#5BlueCrest Capital Management LtdPassive

Notable overlap · 4 shared positions

$BAC $WFC $BABA $USB

$1.7B

231 positions

#6BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active

Notable overlap · 3 shared positions

$2.1B

108 positions

#7First Washington CORPActive

Notable overlap · 3 shared positions

$BABA $USB $BAC

$353M

50 positions

#8Phraction Management LLCActive

Some overlap · 3 shared positions

$483M

65 positions

#9Marathon Trading Investment Management LLCActive

Some overlap · 3 shared positions

$BABA $USB $BAC

$3.7B

294 positions

#10Allied Investment Advisors, LLCActive

Some overlap · 3 shared positions

$697M

100 positions

#11NEW ENGLAND ASSET MANAGEMENT INCActive

Some overlap · 3 shared positions

$786M

99 positions

#12RATIONAL ADVISORS, INC.Active

Some overlap · 3 shared positions

$980M

179 positions

#13DCF Advisers, LLCActive

Some overlap · 3 shared positions

$BAC $USB $BABA

$375M

86 positions

#14Blume Capital Management, Inc.Passive

Some overlap · 3 shared positions

$588M

337 positions

#15Chou Associates Management Inc.Smart money

Some overlap · 3 shared positions

$BABA $WFC $BAC

$210M

31 positions

#16Brookmont Capital ManagementActive

Some overlap · 3 shared positions

$179M

59 positions

#17Limestone Investment Advisors LPActive

Some overlap · 3 shared positions

$BABA $WFC $BAC

$1.2B

399 positions

#18Tweedy, Browne Co LLCActive

Some overlap · 3 shared positions

$1.3B

93 positions

#19EDGAR LOMAX CO/VAActive

Some overlap · 3 shared positions

$1.4B

56 positions

#20Black Maple Capital Management LPActive

Some overlap · 3 shared positions

$179M

98 positions

#21North Forty Two & Co.Passive

Some overlap · 3 shared positions

$108M

97 positions

#22Great Lakes Retirement, Inc.Passive

Some overlap · 3 shared positions

$967M

219 positions

#23CALIFORNIA FIRST LEASING CORPActive

Some overlap · 3 shared positions

$WFC $BAC $BABA

$312M

39 positions

#24OneAscent Wealth Management LLCActive

Some overlap · 3 shared positions

$302M

157 positions

#25Slagle Financial, LLCPassive

Some overlap · 3 shared positions

$303M

121 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.