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Hedge Funds Similar to SCHWERIN BOYLE

13F Portfolio OverlapQ1 2026SCHWERIN BOYLE portfolio →
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Most similar hedge funds by 13F overlap

SCHWERIN BOYLE CAPITAL MANAGEMENT INC is an institutional investor managing $788M across 47 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 SCHWERIN BOYLE are DCM Advisors,, WILSEY ASSET, Kerusso, with shared positions in $WFC, $AXP, $PSX, $VZ, $PFE, $SLB. The full ranking of 25 similar funds is below.

#1DCM Advisors, LLCActive
Notable overlap · 5 shared positions
$WFC$AXP$PSX$VZ$PFE
$220M
38 positions
#2WILSEY ASSET MANAGEMENT INCActive
Notable overlap · 3 shared positions
$WFC$VZ$PFE
$638M
25 positions
#3Kerusso Capital Management LLCPassive
Notable overlap · 5 shared positions
$AXP$VZ$PFE$SLB$KO
$200M
53 positions
#4Holowesko Partners Ltd.Active
Notable overlap · 4 shared positions
$AXP$ACN$SLB$OXY
$357M
31 positions
#5Griffith & Werner, Inc.Active
Notable overlap · 5 shared positions
$VZ$WFC$PFE$KO$AXP
$202M
72 positions
#6BERKSHIRE HATHAWAY INCSmart money
Notable overlap · 3 shared positions
$AXP$OXY$KO
$263.1B
29 positions
#7Wolfstich Capital, LLCActive
Notable overlap · 5 shared positions
$VZ$ACN$PSX$KO$WT
$114M
45 positions
#8Financial Avengers, Inc.Active
Notable overlap · 3 shared positions
$AXP$VZ$PFE
$219M
151 positions
#9LETSON INVESTMENT MANAGEMENT, INC.Active
Notable overlap · 4 shared positions
$AXP$ACN$L$FISV
$260M
101 positions
#10Steigerwald, Gordon & Koch Inc.Passive
Notable overlap · 5 shared positions
$WFC$MCK$KO$PFE$ACN
$974M
782 positions
#11PRING TURNER CAPITAL GROUP INCPassive
Notable overlap · 4 shared positions
$AXP$WFC$MCK$OXY
$166M
72 positions
#12Drexel Morgan & Co.Active
Notable overlap · 4 shared positions
$AXP$KO$SLB$VZ
$682M
60 positions
#13Catherine Avery Investment Management LLCPassive
Notable overlap · 4 shared positions
$VZ$PSX$PFE$KO
$223M
109 positions
#14Unison Asset Management LLCActive
Notable overlap · 3 shared positions
$AXP$WFC$WT
$219M
32 positions
#15FOUNDATION RESOURCE MANAGEMENT INCActive
Notable overlap · 5 shared positions
$VZ$PFE$L$PSX$DG
$889M
55 positions
#16CFC Planning Co LLCPassive
Notable overlap · 3 shared positions
$AXP$VZ$KO
$140M
72 positions
#17Argyle Capital Management, LLCPassive
Notable overlap · 6 shared positions
$MCK$PFE$VZ$KO$PSX$WFC
$308M
137 positions
#18BIRCH FINANCIAL GROUP, LLCPassive
Notable overlap · 3 shared positions
$AXP$PSX$VZ
$171M
136 positions
#19Verity & Verity, LLCActive
Some overlap · 4 shared positions
$ACN$VZ$PFE$PSX
$1.3B
138 positions
#20Pavion Blue Capital, LLCPassive
Some overlap · 4 shared positions
$AXP$KO$WFC$PSX
$230M
108 positions
#21Capital Wealth Planning, LLCActive
Some overlap · 3 shared positions
$AXP$KO$VZ
$18.1B
151 positions
#22Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$VZ$KO$PFE$ACN
$139M
62 positions
#23LB Partners LLCActive
Some overlap · 4 shared positions
$AXP$FISV$PYPL$OXY
$112M
37 positions
#24Robinson Value Management, Ltd.Passive
Some overlap · 4 shared positions
$WFC$ACN$SLB$FISV
$180M
73 positions
#25Carmignac GestionActive
Some overlap · 5 shared positions
$ACN$MCK$SLB$COR$ICE
$6.5B
112 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.