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 OverlapQ1 2026YACKTMAN ASSET portfolio →

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Most similar hedge funds by 13F overlap

YACKTMAN ASSET MANAGEMENT LP is an institutional investor managing $7.5B across 76 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 YACKTMAN ASSET are Turas, Center for Wealth Advisory, Independent Franchise Partners LLP, with shared positions in $CNQ, $COP, $FANG, $EOG, $KO, $LMT. The full ranking of 25 similar funds is below.

#1Turas Capital Management LPActive

Notable overlap · 4 shared positions

$CNQ $COP $FANG $EOG

$392M

37 positions

#2Center for Wealth Management AdvisoryActive

Notable overlap · 9 shared positions

$COP $EOG $KO $LMT $ELV $CL

$139M

62 positions

#3Independent Franchise Partners LLPActive

Notable overlap · 4 shared positions

$FOX $NWS $EBAY $KVUE

$14.3B

26 positions

#4Smead Capital Management, Inc.Active

Notable overlap · 5 shared positions

$COP $FANG $UHAL $EBAY $UNH

$4.6B

32 positions

#5DIAMOND HILL CAPITAL MANAGEMENT INCActive

Notable overlap · 6 shared positions

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

$16.0B

187 positions

#6CFC Planning Co LLCPassive

Notable overlap · 5 shared positions

$COP $EOG $KO $DIS $UNH

$140M

72 positions

#7Stack Financial Management, IncActive

Notable overlap · 5 shared positions

$EOG $LHX $KO $COP $LMT

$1.4B

52 positions

#8Deltroit Asset Management (UK) LLPActive

Notable overlap · 4 shared positions

$FOX $NWS $TLN $UHAL

$623M

42 positions

#9Focused Investors LLCActive

Notable overlap · 6 shared positions

$LHX $NOC $DIS $LMT $ELV $UNH

$3.1B

22 positions

#10INKWELL CAPITAL LLCActive

Notable overlap · 5 shared positions

$SCHW $UHAL $DIS $ELV $UNH

$98M

31 positions

#11CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 4 shared positions

$SCHW $COP $LMT $UNH

$363M

102 positions

#12Tranquilli Financial Advisor LLCPassive

Notable overlap · 4 shared positions

$SCHW $COP $ELV $CCZ

$171M

132 positions

#13GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 4 shared positions

$SCHW $KO $PYPL $ELV

$854M

145 positions

#14Allen Mooney & Barnes Investment Advisors LLCPassive

Notable overlap · 5 shared positions

$EOG $SCHW $LHX $ELV $UNH

$695M

159 positions

#15Hurlow Wealth Management Group, Inc.Active

Notable overlap · 3 shared positions

$SCHW $COP $LHX

$420M

120 positions

#16Lakewood Asset Management LLCPassive

Notable overlap · 4 shared positions

$COP $FANG $EBAY $UHAL

$156M

107 positions

#17CoreCommodity Management, LLCSmart money

Some overlap · 5 shared positions

$EOG $COP $CNQ $DAR $INGR

$538M

119 positions

#18HARRIS ASSOCIATES L PActive

Some overlap · 4 shared positions

$COP $SCHW $ELV $SYY

$75.0B

158 positions

#19RE ADVISERS CORPActive

Some overlap · 5 shared positions

$COP $NOC $DIS $FANG $UNH

$3.7B

111 positions

#20Goodman Financial CorpPassive

Some overlap · 3 shared positions

$COP $SCHW $TSN

$582M

77 positions

#21Cordant, Inc.Active

Some overlap · 3 shared positions

$SCHW $COP $DIS

$246M

75 positions

#22EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$KO $COP $LMT $SCHW $UNH $CCZ

$1.4B

56 positions

#23Campion Asset ManagementActive

Some overlap · 4 shared positions

$SCHW $LMT $COP $NOC

$147M

82 positions

#24Firestone Capital ManagementPassive

Some overlap · 3 shared positions

$SCHW $COP $KO

$480M

160 positions

#25Financial Avengers, Inc.Active

Some overlap · 4 shared positions

$SCHW $DIS $KVUE $UNH

$219M

151 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.