What hedge funds are most similar to Brandywine Global Investment Management, LLC?

The funds with the most similar 13F portfolios to Brandywine Global Investment Management, LLC are EDGAR LOMAX /VA, DCM Advisors,, Griffith & Werner,, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Brandywine Global Investment ,

13F Portfolio OverlapQ4 2025Brandywine Global Investment , portfolio →

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Most similar hedge funds by 13F overlap

Brandywine Global Investment Management, LLC is an institutional investor managing $14.9B across 601 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Brandywine Global Investment , are EDGAR LOMAX /VA, DCM Advisors,, Griffith & Werner,, with shared positions in $T, $CVS, $BAC, $CCZ, $WFC, $FDX. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive

Notable overlap · 11 shared positions

$T $CVS $BAC $CCZ $WFC $FDX

$1.4B

56 positions

#2DCM Advisors, LLCActive

Notable overlap · 8 shared positions

$BAC $WFC $CVS $CCZ $DIS $T

$220M

38 positions

#3Griffith & Werner, Inc.Active

Notable overlap · 8 shared positions

$BAC $WFC $C $T $VZ $LMT

$202M

72 positions

#4Estabrook Capital ManagementPassive

Notable overlap · 9 shared positions

$C $BAC $WFC $VZ $T $MDT

$685M

380 positions

#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$WFC $C $T $VZ $MDT $LMT

$220M

148 positions

#6PZENA INVESTMENT MANAGEMENT LLCActive

Notable overlap · 8 shared positions

$WFC $C $CVS $GPN $DG $BAC

$30.8B

158 positions

#7SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 8 shared positions

$C $T $WFC $VZ $MDT $AMGN

$728M

79 positions

#8Blume Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$BAC $WFC $C $CCZ $DIS $FDX

$588M

337 positions

#9Cullen Capital Management, LLCActive

Notable overlap · 7 shared positions

$BAC $C $T $CCZ $MS $MDT

$9.8B

213 positions

#10American Assets Investment Management, LLCActive

Notable overlap · 8 shared positions

$BAC $WFC $C $MS $KR $FDX

$1.5B

146 positions

#11Te Ahumairangi Investment Management LtdActive

Notable overlap · 9 shared positions

$T $C $KR $VZ $DIS $MDT

$597M

86 positions

#12Cetera Trust Company, N.APassive

Notable overlap · 11 shared positions

$BAC $FDX $AMGN $WFC $DAL $DIS

$177M

351 positions

#13SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 6 shared positions

$BAC $WFC $C $DIS $MDT $GM

$3.0B

40 positions

#14Round Hill Asset ManagementPassive

Notable overlap · 7 shared positions

$C $T $CCZ $DIS $MDT $AMGN

$153M

62 positions

#15NEW ENGLAND ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

$BAC $WFC $T $VZ $CVS $AMGN

$786M

99 positions

#16AFFINITY INVESTMENT ADVISORS, LLCPassive

Notable overlap · 9 shared positions

$BAC $VZ $T $CVS $DG $MS

$160M

137 positions

#17HARRIS ASSOCIATES L PActive

Notable overlap · 10 shared positions

$C $BAC $WFC $GPN $DAL $AER

$75.0B

158 positions

#18MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 9 shared positions

$WFC $CCZ $FDX $MS $MDT $AMGN

$1.1B

105 positions

#19Huber Capital Management LLCPassive

Notable overlap · 6 shared positions

$BAC $C $T $DG $FDX $GM

$647M

99 positions

#20Adams Asset Advisors, LLCActive

Notable overlap · 7 shared positions

$C $WFC $T $BAC $VZ $AMGN

$891M

88 positions

#21Rayburn West Financial Services LLCPassive

Notable overlap · 8 shared positions

$BAC $C $AMGN $WFC $VZ $LMT

$170M

82 positions

#22BRANDES INVESTMENT PARTNERS, LPActive

Notable overlap · 7 shared positions

$C $BAC $WFC $CCZ $FDX $CVS

$14.1B

186 positions

#23Teewinot Capital Advisers, L.L.C.Active

Notable overlap · 7 shared positions

$BAC $WFC $C $MS $GM $EOG

$1.3B

33 positions

#24LETKO, BROSSEAU & ASSOCIATES INCActive

Notable overlap · 8 shared positions

$T $CVS $VZ $C $FDX $CCZ

$6.2B

101 positions

#25DMKC Advisory Services, LLCPassive

Notable overlap · 7 shared positions

$BAC $WFC $C $FDX $MDT $LMT

$240M

84 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.