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 YACKTMAN ASSET

13F Portfolio OverlapQ2 2026YACKTMAN ASSET portfolio →

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Most similar hedge funds by 13F overlap

YACKTMAN ASSET MANAGEMENT LP is an institutional investor managing $8.1B across 74 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 YACKTMAN ASSET are Focused Investors, Cairn Investment Group, Independent Franchise Partners LLP, with shared positions in $PEP, $DIS, $ELV, $LHX, $LMT, $NOC. The full ranking of 25 similar funds is below.

#1Focused Investors LLCActive

Notable overlap · 6 shared positions

$PEP $DIS $ELV $LHX $LMT $NOC

$3.0B

23 positions

#2Cairn Investment Group, Inc.Active

Notable overlap · 5 shared positions

$PEP $EOG $INGR $CTSH $SYY

$227M

65 positions

#3Independent Franchise Partners LLPActive

Notable overlap · 4 shared positions

$FOX $NWS $KVUE $EBAY

$15.2B

26 positions

#4Lindsell Train LtdSmart money

Notable overlap · 5 shared positions

$PEP $EBAY $DIS $INTU $PYPL

$2.6B

28 positions

#5INKWELL CAPITAL LLCActive

Notable overlap · 4 shared positions

$SCHW $UHAL $DIS $ELV

$96M

31 positions

#6Holowesko Partners Ltd.Active

Notable overlap · 5 shared positions

$PEP $FANG $KVUE $DIS $LHX

$395M

34 positions

#7HATCH COVE CAPITAL, LLCActive

Notable overlap · 3 shared positions

$CNQ $COP $OLN

$225M

24 positions

#8Allen Mooney & Barnes Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$SCHW $ELV $LHX $EOG $INTU $PEP

$658M

152 positions

#9BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$SCHW $PEP $ELV $INTU $EOG $CL

$499M

73 positions

#10Deltroit Asset Management (UK) LLPActive

Notable overlap · 4 shared positions

$FOX $UHAL $NWS $TLN

$695M

34 positions

#11HARRIS ASSOCIATES L PActive

Notable overlap · 5 shared positions

$SCHW $COP $ELV $SYY $STT

$75.4B

162 positions

#12Delaney Capital Management Ltd.Active

Notable overlap · 3 shared positions

$CNQ $DIS $LHX

$632M

53 positions

#13ROCKLAND TRUST COPassive

Notable overlap · 6 shared positions

$PEP $SCHW $EOG $ELV $INTU $CL

$2.5B

317 positions

#14DIAMOND HILL CAPITAL MANAGEMENT INCActive

Notable overlap · 6 shared positions

$FANG $DIS $COP $SYY $LHX $CL

$12.5B

186 positions

#15Smead Capital Management, Inc.Active

Notable overlap · 4 shared positions

$UHAL $FANG $COP $EBAY

$4.7B

32 positions

#16Talon Private Wealth, LLC

Notable overlap · 6 shared positions

$STT $LHX $LMT $FOX $NOC $FANG

$753M

187 positions

#17Kennon-Green & Company, LLCActive

Notable overlap · 5 shared positions

$PEP $KVUE $DIS $CL $INTU

$128M

41 positions

#18Juno Financial Group LLCActive

Notable overlap · 3 shared positions

$SCHW $PEP $LMT

$282M

73 positions

#19Horizon Advisory Services, Inc.Smart money

Notable overlap · 4 shared positions

$FANG $COP $EOG $FOX

$238M

50 positions

#20CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 5 shared positions

$SCHW $PEP $EOG $INGR $SYY

$195M

67 positions

#21RBO & CO LLCActive

Notable overlap · 4 shared positions

$PEP $KVUE $DIS $LMT

$628M

56 positions

#22Diversified Investment Strategies, LLCActive

Some overlap · 4 shared positions

$UHAL $DIS $SCHW $PYPL

$155M

52 positions

#23Stack Financial Management, IncActive

Some overlap · 5 shared positions

$EOG $COP $LHX $LMT $PEP

$1.3B

54 positions

#24Board of the Pension Protection FundPassive

Some overlap · 4 shared positions

$FOX $NWS $KVUE $TSN

$105M

110 positions

#25Independence Wealth Advisors, LLCActive

Some overlap · 5 shared positions

$SCHW $STT $ELV $COP $DIS

$199M

85 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.