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 KEMPNER

13F Portfolio OverlapQ4 2025KEMPNER portfolio →

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Most similar hedge funds by 13F overlap

KEMPNER CAPITAL MANAGEMENT INC. is an institutional investor managing $106M across 43 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 KEMPNER are Algebris (UK) Ltd, SOUND SHORE /CT/, Spectrum Financial Alliance Ltd, with shared positions in $CFG, $LNC, $GPN, $BAC, $EQH, $EG. The full ranking of 25 similar funds is below.

#1Algebris (UK) LtdActive

Notable overlap · 6 shared positions

$CFG $LNC $GPN $BAC $EQH $EG

$1.4B

70 positions

#2SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 6 shared positions

$DIS $C $ZBH $BAC $BP $KMI

$3.0B

40 positions

#3Spectrum Financial Alliance Ltd LLCActive

Notable overlap · 3 shared positions

$MU $C $BAC

$520M

30 positions

#4Blume Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$MU $C $BAC $DIS $RIO $IFF

$588M

337 positions

#5DCF Advisers, LLCActive

Notable overlap · 4 shared positions

$MU $BAC $C $ZBH

$375M

86 positions

#6SHAPIRO CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$DIS $ZBH $TFC $BAC $MU

$1.6B

50 positions

#7Palouse Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$TSN $C $UNH $MU $DIS $EG

$151M

135 positions

#8Collar Capital Management, LLCPassive

Notable overlap · 4 shared positions

$MU $C $UNH $LNC

$155M

72 positions

#9Saber Capital Managment, LLCActive

Notable overlap · 3 shared positions

$BSM $DIS $UNH

$135M

34 positions

#10RE ADVISERS CORPActive

Notable overlap · 6 shared positions

$C $BAC $UNH $DIS $CB $FANG

$3.7B

111 positions

#11CERTUITY, LLCPassive

Notable overlap · 3 shared positions

$MU $C $BAC

$1.5B

659 positions

#12apricus wealth, LLCPassive

Notable overlap · 7 shared positions

$C $TSN $BAC $CB $SHEL $KMI

$205M

120 positions

#13Cullen Capital Management, LLCActive

Notable overlap · 5 shared positions

$C $BAC $TFC $CB $UNH

$9.8B

213 positions

#14Huber Capital Management LLCPassive

Notable overlap · 6 shared positions

$C $BAC $SHEL $BP $TFC $UNH

$647M

99 positions

#15CALIFORNIA FIRST LEASING CORPActive

Notable overlap · 4 shared positions

$MU $BAC $SLB $UNH

$312M

39 positions

#16PZENA INVESTMENT MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$C $GPN $TSN $BAC $SHEL

$30.8B

158 positions

#17Griffith & Werner, Inc.Active

Notable overlap · 4 shared positions

$C $TFC $BAC $UNH

$202M

72 positions

#18Tairen Capital LtdActive

Notable overlap · 3 shared positions

$MU $TER $SLB

$924M

44 positions

#19Optiver Holding B.V.Active

Notable overlap · 4 shared positions

$MU $SHEL $BAC $BHP

$289.5B

2,301 positions

#20Access Investment Management LLCPassive

Notable overlap · 4 shared positions

$C $BAC $SON $LNC

$376M

157 positions

#21Spartan Wealth Advisory Services LLCPassive

Notable overlap · 3 shared positions

$MU $UNH $C

$1.1B

311 positions

#22MILFORD FUNDS LTDActive

Notable overlap · 5 shared positions

$SHEL $BAC $MU $RIO $BP

$4.8B

75 positions

#23Round Hill Asset ManagementPassive

Notable overlap · 4 shared positions

$DIS $C $ZBH $KVUE

$153M

62 positions

#24PENN DAVIS MCFARLAND INCActive

Notable overlap · 4 shared positions

$BSM $SHEL $UNH $KMI

$1.0B

75 positions

#25Employees Provident Fund BoardActive

Notable overlap · 5 shared positions

$MU $BAC $DIS $UNH $SLB

$13.2B

70 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.