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Hedge Funds Similar to ALLEN HOLDING /NY

13F Portfolio OverlapQ1 2026ALLEN HOLDING /NY portfolio →
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Most similar hedge funds by 13F overlap

ALLEN HOLDING INC /NY is an institutional investor managing $1.0B across 9 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 ALLEN HOLDING /NY are ALLEN OPERATIONS, Cypress Point Wealth ,, Sargent Investment Group,, with shared positions in $PLTR, $PPLI, $KO, $AFRM, $BAC, $PFE. The full ranking of 25 similar funds is below.

#1ALLEN OPERATIONS LLCSmart money
Substantial overlap · 4 shared positions
$PLTR$PPLI$KO$AFRM
$670M
35 positions
#2Cypress Point Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$PLTR$KO$BAC
$464M
123 positions
#3Sargent Investment Group, LLCPassive
Notable overlap · 3 shared positions
$PLTR$BAC$KO
$759M
269 positions
#4Socorro Asset Management LPPassive
Notable overlap · 3 shared positions
$KO$PFE$BAC
$221M
32 positions
#5Z3 Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$PLTR$BAC$KO
$395M
187 positions
#6Griffith & Werner, Inc.Active
Notable overlap · 3 shared positions
$KO$PFE$BAC
$202M
72 positions
#7DB&C Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$KO$PFE
$77M
67 positions
#8GABLES CAPITAL MANAGEMENT INC.Passive
Some overlap · 3 shared positions
$PLTR$BAC$KO
$236M
472 positions
#9Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$KO$PFE$BAC
$223M
109 positions
#10Torrey Growth & Income AdvisorsActive
Some overlap · 3 shared positions
$PFE$PLTR$BAC
$239M
110 positions
#11EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$PFE$KO$BAC
$1.4B
56 positions
#12Cherry Creek Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$PLTR$KO$BAC
$230M
124 positions
#13BROOKTREE CAPITAL MANAGEMENTActive
Some overlap · 3 shared positions
$PPLI$PFE$KO
$126M
44 positions
#14Cohen Investment Advisors LLCPassive
Some overlap · 3 shared positions
$KO$PFE$BAC
$210M
79 positions
#15CONTRAVISORY INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$PFE$PLTR$BAC
$488M
366 positions
#16CapWealth Advisors, LLCActive
Some overlap · 3 shared positions
$PLTR$BAC$KO
$1.3B
118 positions
#17Baugh & Associates, LLCActive
Some overlap · 3 shared positions
$PFE$BAC$KO
$232M
44 positions
#18R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$KO$BAC$PFE
$172M
38 positions
#19Lexington Hill Partners, LLCActive
Some overlap · 3 shared positions
$KO$PLTR$BAC
$177M
78 positions
#20Massachusetts Wealth ManagementPassive
Some overlap · 3 shared positions
$BAC$PFE$KO
$231M
98 positions
#21Argyle Capital Management, LLCPassive
Some overlap · 3 shared positions
$BAC$PFE$KO
$308M
137 positions
#22BOYAR ASSET MANAGEMENT INC.Passive
Some overlap · 3 shared positions
$PFE$BAC$KO
$176M
78 positions
#23McMillan Office, Inc.Active
Some overlap · 3 shared positions
$BAC$PFE$KO
$782M
500 positions
#24WORLD EQUITY GROUP, INC.Passive
Some overlap · 3 shared positions
$PLTR$KO$BAC
$386M
368 positions
#25Wealth Management Associates, Inc.Passive
Some overlap · 3 shared positions
$PLTR$PFE$BAC
$290M
234 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.