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Hedge Funds Similar to SANTA MONICA PARTNERS

13F Portfolio OverlapQ2 2026SANTA MONICA PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

SANTA MONICA PARTNERS LP is an institutional investor managing $185M across 13 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SANTA MONICA PARTNERS are HORIZON KINETICS ASSET, MAD RIVER INVESTORS, MSRH, with shared positions in $TPL, $GBTC, $LB, $BTC, $BELFA, $BCPC. The full ranking of 11 similar funds is below.

#1HORIZON KINETICS ASSET MANAGEMENT LLCSmart money
Highly similar · 4 shared positions
$TPL$GBTC$LB$BTC
$8.8B
351 positions
#2MAD RIVER INVESTORSSmart money
Highly similar · 4 shared positions
$TPL$GBTC$LB$BTC
$268M
30 positions
#3MSRH, LLC
Highly similar · 4 shared positions
$TPL$GBTC$LB$BTC
$113M
29 positions
#4Atlas Wealth Partners, LLCActive
Substantial overlap · 3 shared positions
$TPL$GBTC$LB
$92M
64 positions
#5One Charles Private Wealth Services, LLCPassive
Notable overlap · 4 shared positions
$TPL$GBTC$LB$BTC
$434M
176 positions
#6EagleClaw Capital Managment, LLCPassive
Notable overlap · 4 shared positions
$TPL$GBTC$LB$BTC
$745M
145 positions
#7Nitor Capital Management LLCSmart money
Notable overlap · 3 shared positions
$BELFA$TPL$BCPC
$148M
24 positions
#8SCHWARTZ INVESTMENT COUNSEL INCActive
Notable overlap · 3 shared positions
$TPL$BR$LB
$3.0B
138 positions
#9Moors & Cabot, Inc.Passive
Some overlap · 3 shared positions
$TPL$LB$GBTC
$2.6B
961 positions
#10Foundation Wealth Management, LLCSmart money
Slight overlap · 3 shared positions
$GBTC$GRMN$BTC
$169M
51 positions
#11Guild Investment Management, Inc.Passive
Slight overlap · 3 shared positions
$GBTC$TPL$BTC
$146M
59 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.