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Hedge Funds Similar to ANCHOR ADVISORS

13F Portfolio OverlapQ1 2026ANCHOR ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

ANCHOR CAPITAL ADVISORS LLC is an institutional investor managing $3.5B across 251 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 ANCHOR ADVISORS are Albar Partners LLP, Socorro Asset, Smith Group Asset ,, with shared positions in $ADI, $CRH, $APD, $FERG, $HUBB, $CTVA. The full ranking of 25 similar funds is below.

#1Albar Capital Partners LLPActive
Notable overlap · 6 shared positions
$ADI$CRH$APD$FERG$HUBB$CTVA
$618M
36 positions
#2Socorro Asset Management LPPassive
Notable overlap · 6 shared positions
$FERG$PNC$APD$ALC$HUBB$XEL
$221M
32 positions
#3Smith Group Asset Management, LLCActive
Notable overlap · 5 shared positions
$MCK$CBOE$ADI$HUBB$ACGL
$2.0B
162 positions
#4Aristotle Capital Management, LLCActive
Notable overlap · 5 shared positions
$PNC$APD$ALC$CTVA$XEL
$47.8B
191 positions
#5Lakewood Asset Management LLCPassive
Some overlap · 4 shared positions
$MCK$MTB$FANG$MKL
$156M
107 positions
#6STANSBERRY ASSET MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$MKL$CRH$CBOE$WRB$HSY
$973M
141 positions
#7Brookmont Capital ManagementActive
Some overlap · 5 shared positions
$ADI$PNC$Q$TEL$DD
$179M
59 positions
#8BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 5 shared positions
$MTB$PNC$HSY$TEL$MKL
$2.3B
264 positions
#9Night Squared LPPassive
Some overlap · 4 shared positions
$ADI$FERG$APD$CTVA
$681M
72 positions
#10Select Equity Group, L.P.Active
Some overlap · 5 shared positions
$CRH$MKL$ALC$CPAY$HUBB
$19.5B
179 positions
#11Nordwand Advisors, LLCPassive
Some overlap · 5 shared positions
$CASY$APD$HUBB$TEL$CTVA
$572M
150 positions
#12SCHARF INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$MCK$MKL$HSY$OTIS
$3.2B
70 positions
#13Elevate Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$WRB$PNC$HSY$ACGL
$155M
72 positions
#14BFI Infinity Ltd.Active
Some overlap · 4 shared positions
$MCK$ADI$DD$TECK
$178M
61 positions
#15Canoe Financial LPActive
Some overlap · 5 shared positions
$ADI$CTVA$MTB$OTIS$TECK
$7.3B
112 positions
#16CANTILLON CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$ADI$FERG$ALC$YUM
$15.1B
38 positions
#17OSTERWEIS CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$ADI$APD$FERG$LAMR
$1.9B
229 positions
#18Cornerstone Investment Partners, LLCActive
Some overlap · 3 shared positions
$MCK$WRB$FANG
$2.4B
291 positions
#19WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$FERG$MCK$CTVA$ACGL
$43.8B
263 positions
#20Perpetual LtdPassive
Some overlap · 5 shared positions
$CRH$CTVA$TEL$GEHC$FERG
$6.5B
424 positions
#21SOROS CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$ADI$CASY$ALC$CPAY
$230M
47 positions
#22First Pacific Advisors, LPActive
Some overlap · 4 shared positions
$ADI$FERG$TEL$CNH
$7.1B
86 positions
#23Monte Financial Group, LLCPassive
Some overlap · 4 shared positions
$MTB$APD$HSY$AVY
$282M
100 positions
#24Egerton Capital (UK) LLPActive
Some overlap · 4 shared positions
$CRH$FERG$LAMR$ACGL
$9.0B
24 positions
#25Midway Capital Research & ManagementPassive
Some overlap · 4 shared positions
$ADI$Q$EXPD$DD
$106M
117 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.