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Hedge Funds Similar to LEE DANNER & BASS

13F Portfolio OverlapQ1 2026LEE DANNER & BASS portfolio →
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Most similar hedge funds by 13F overlap

LEE DANNER & BASS INC is an institutional investor managing $1.6B across 246 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 LEE DANNER & BASS are SHAYNE & JACOBS,, Jefferson Bridge ,, WINMILL &, with shared positions in $HCA, $SYY, $PM, $DIS, $PNFP, $UPS. The full ranking of 25 similar funds is below.

#1SHAYNE & JACOBS, LLCActive
Notable overlap · 4 shared positions
$HCA$SYY$PM$DIS
$324M
94 positions
#2Jefferson Bridge Capital, LLCPassive
Some overlap · 3 shared positions
$HCA$PNFP$UPS
$101M
53 positions
#3WINMILL & CO. INCActive
Some overlap · 3 shared positions
$HCA$URI$AEM
$347M
54 positions
#4Kiltearn Partners LLPActive
Some overlap · 3 shared positions
$HCA$FDX$UPS
$372M
25 positions
#5HATCH COVE CAPITAL, LLCActive
Some overlap · 3 shared positions
$AEM$CXW$AGI
$262M
19 positions
#6ARGENT CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$HCA$URI$RSG
$3.2B
158 positions
#7Live Oak Private Wealth LLCPassive
Some overlap · 4 shared positions
$HCA$LOW$UPS$DIS
$717M
207 positions
#8Glassy Mountain Advisors, Inc.Passive
Some overlap · 4 shared positions
$HCA$URI$LOW$DIS
$322M
77 positions
#9Tevis Investment ManagementPassive
Some overlap · 5 shared positions
$AEM$L$FDX$PM$DIS
$176M
99 positions
#10St. James Investment Company, LLCSmart money
Some overlap · 3 shared positions
$AEM$L$SYY
$638M
22 positions
#11FOUNDATION RESOURCE MANAGEMENT INCActive
Some overlap · 3 shared positions
$AEM$L$TRC
$889M
55 positions
#12Eversept Partners, LPActive
Some overlap · 3 shared positions
$HCA$BKD$EHC
$1.9B
120 positions
#13Ironwood Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$ACN$LOW$SYY$UPS$DIS
$694M
263 positions
#14CAPITAL MANAGEMENT CORP /VAPassive
Some overlap · 3 shared positions
$AEM$LOW$UPS
$585M
71 positions
#15ANTIPODES PARTNERS LtdActive
Some overlap · 3 shared positions
$HCA$BKD$DIS
$5.2B
126 positions
#16Oppenheimer & Close, LLCPassive
Some overlap · 3 shared positions
$AEM$TRC$AGI
$159M
56 positions
#17ISTHMUS PARTNERS, LLCPassive
Some overlap · 4 shared positions
$HCA$LOW$SYY$UPS
$953M
217 positions
#18EVEXIA WEALTH LLCActive
Some overlap · 3 shared positions
$HCA$LOW$RSG
$364M
84 positions
#19Murphy Pohlad Asset Management LLCPassive
Some overlap · 3 shared positions
$AEM$UPS$AGI
$279M
134 positions
#20Knoll Capital Management, LLCActive
Some overlap · 3 shared positions
$AEM$PM$AGI
$180M
37 positions
#21KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$AEM$PM$AGI
$181M
93 positions
#22Parvin Asset Management, LLCPassive
Some overlap · 3 shared positions
$AEM$UPS$AGI
$139M
310 positions
#23Pinnacle Wealth Management Group, Inc.Passive
Some overlap · 3 shared positions
$AEM$RSG$AGI
$204M
120 positions
#24BLI - Banque de Luxembourg InvestmentsActive
Some overlap · 4 shared positions
$AEM$ACN$AGI$MDLZ
$3.3B
175 positions
#25First Eagle Investment Management, LLCActive
Some overlap · 3 shared positions
$HCA$AEM$PM
$75.6B
425 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.