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Hedge Funds Similar to WESTPORT ASSET

13F Portfolio OverlapQ1 2026WESTPORT ASSET portfolio →
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Most similar hedge funds by 13F overlap

WESTPORT ASSET MANAGEMENT INC is an institutional investor managing $226M across 78 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 WESTPORT ASSET are Capstone Ltd, Monolith Ltd, NORTH POINT PORTFOLIO MANAGERS /OH, with shared positions in $SNPS, $LITE, $COHR, $URI, $UBER, $ROST. The full ranking of 25 similar funds is below.

#1Capstone Capital Management LtdActive
Notable overlap · 3 shared positions
$SNPS$LITE$COHR
$99M
51 positions
#2Monolith Management LtdActive
Notable overlap · 3 shared positions
$SNPS$LITE$COHR
$332M
33 positions
#3NORTH POINT PORTFOLIO MANAGERS CORP/OHActive
Notable overlap · 5 shared positions
$URI$SNPS$UBER$ROST$ZBRA
$561M
76 positions
#4ALTRINSIC GLOBAL ADVISORS LLCSmart money
Notable overlap · 4 shared positions
$WTW$CHKP$EOG$CHTR
$2.8B
43 positions
#5Ardmore Road Asset Management LPPassive
Notable overlap · 5 shared positions
$LITE$UBER$SNPS$COHR$WBD
$1.5B
64 positions
#6London & Capital Asset Management LtdActive
Some overlap · 4 shared positions
$SNPS$URI$IBM$EXP
$9.2B
223 positions
#7Marotta Asset ManagementActive
Some overlap · 3 shared positions
$SNPS$AZN$IBM
$543M
103 positions
#8M. Kraus & CoActive
Some overlap · 6 shared positions
$LIN$ROK$CARR$RSG$NSC$IBM
$343M
81 positions
#9NZS Capital, LLCActive
Some overlap · 4 shared positions
$URI$LIN$UBER$SNPS
$3.0B
58 positions
#10Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 5 shared positions
$LIN$CHKP$CARR$CACI$IBM
$974M
782 positions
#11Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$SNPS$LIN$IBM
$353M
78 positions
#12Atreides Management, LPActive
Some overlap · 4 shared positions
$LITE$COHR$AKAM$SNPS
$5.0B
54 positions
#13WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 4 shared positions
$DRI$EOG$CARR$AZN
$2.1B
122 positions
#14NEW VERNON INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$WTW$RDN$UBER$UNP
$94M
39 positions
#15Hurlow Wealth Management Group, Inc.Active
Some overlap · 3 shared positions
$SNPS$LIN$NSC
$420M
120 positions
#16JACKSON SQUARE CAPITAL, LLCPassive
Some overlap · 4 shared positions
$LITE$LIN$COHR$VRT
$477M
129 positions
#17Evergreen Private Wealth LLCPassive
Some overlap · 5 shared positions
$EOG$CHKP$ROST$VRSK$IBM
$247M
86 positions
#18Taikang Asset Management (Hong Kong) Co LtdPassive
Some overlap · 4 shared positions
$LITE$SNPS$UBER$PTC
$1.0B
75 positions
#19Retail Employees Superannuation Pty Ltd as trustee for RetaiActive
Some overlap · 4 shared positions
$SNPS$LIN$UBER$VRSK
$672M
27 positions
#20KEYSTONE INVESTORS PTE LTD
Some overlap · 5 shared positions
$LITE$COHR$URI$GILD$ROST
$1.1B
77 positions
#21Yeomans Consulting Group, Inc.
Some overlap · 6 shared positions
$SNPS$NSC$DRI$WBD$IBM$COHR
$341M
113 positions
#22Arnhold LLCActive
Some overlap · 4 shared positions
$LITE$UBER$COHR$VRT
$1.4B
118 positions
#23Rivermont Capital Management LPActive
Some overlap · 3 shared positions
$LITE$LIN$ROST
$475M
20 positions
#24Vertrix Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SNPS$LIN$IBM
$272M
95 positions
#25Pekao Towarzystwo Funduszy Inwestycyjnych S.A.Passive
Some overlap · 4 shared positions
$EOG$UBER$CARR$SNPS
$134M
80 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.