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Hedge Funds Similar to AEGIS FINANCIAL

13F Portfolio OverlapQ2 2026AEGIS FINANCIAL portfolio →
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Most similar hedge funds by 13F overlap

AEGIS FINANCIAL CORP is an institutional investor managing $633M across 39 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 AEGIS FINANCIAL are DONALD SMITH, Lloyd Harbor, THIRD AVENUE, with shared positions in $HOG, $PK, $SM, $RDN, $MOS, $RLJ. The full ranking of 25 similar funds is below.

#1DONALD SMITH & CO., INC.Active
Substantial overlap · 12 shared positions
$HOG$PK$SM$RDN$MOS$RLJ
$5.6B
66 positions
#2Lloyd Harbor Capital Management, LLCActive
Notable overlap · 4 shared positions
$CVE$TDW$MOS$WFG
$97M
18 positions
#3THIRD AVENUE MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$HOG$TDW$PBF
$625M
55 positions
#4Spark Investment Management LLCActive
Notable overlap · 4 shared positions
$VET$EFXT$PDS$CVE
$51M
72 positions
#5H/2 CREDIT MANAGER LPSmart money
Notable overlap · 3 shared positions
$RLJ$PK$CLDT
$526M
16 positions
#6TOWLE & COPassive
Notable overlap · 4 shared positions
$HOG$PBF$RYZ$ASIX
$295M
59 positions
#7Corigliano Investment Advisers, LLC
Some overlap · 3 shared positions
$SM$CVE$PBF
$256M
37 positions
#8Equinox Partners Investment Management LLCSmart money
Some overlap · 3 shared positions
$GAU$PDS$IAUX
$212M
12 positions
#9NewGen Asset Management LtdActive
Some overlap · 3 shared positions
$PDS$EFXT$SLV
$243M
34 positions
#10Maple Rock Capital Partners Inc.Active
Some overlap · 3 shared positions
$EQX$ASTL$MOS
$5.1B
51 positions
#11SPROTT INC.Active
Some overlap · 4 shared positions
$EQX$EGO$IAUX$CEF
$3.2B
268 positions
#12JB CAPITAL PARTNERS LPActive
Some overlap · 3 shared positions
$RYZ$ASTL$HNRG
$646M
87 positions
#13Timelo Investment Management Inc.Active
Some overlap · 3 shared positions
$CVE$EFXT$VET
$349M
49 positions
#14Orion Resource Partners LPActive
Some overlap · 3 shared positions
$PDS$EGO$MOS
$219M
24 positions
#15Truffle Hound Capital, LLCActive
Some overlap · 3 shared positions
$SM$BSET$HNNA
$468M
52 positions
#16ROBOTTI ROBERTSmart money
Some overlap · 3 shared positions
$TDW$RYZ$WFG
$620M
61 positions
#17Hillsdale Investment Management Inc.Passive
Some overlap · 3 shared positions
$EFXT$CVE$PDS
$4.4B
647 positions
#18Hartree Partners, LPActive
Some overlap · 3 shared positions
$PDS$CVE$ASC
$469M
118 positions
#19Simcoe Capital LLCPassive
Some overlap · 3 shared positions
$NOA$INBK$EQX
$164M
36 positions
#20Condire Management, LPSmart money
Some overlap · 3 shared positions
$TDW$CVE$IAUX
$855M
20 positions
#21SIR Capital Management, L.P.Active
Some overlap · 3 shared positions
$CVE$PBF$PDS
$870M
79 positions
#22Caldwell Investment Management Ltd.Active
Some overlap · 3 shared positions
$EFXT$CVE$EQX
$152M
33 positions
#23Sourcerock Group LLCActive
Some overlap · 4 shared positions
$TDW$ASTL$PBF$HNRG
$1.9B
36 positions
#24Nokomis Capital, L.L.C.Active
Some overlap · 4 shared positions
$CVE$HNRG$GFR$IAUX
$298M
57 positions
#25Peapod Lane Capital LLCPassive
Some overlap · 3 shared positions
$BSET$CLDT$ACTG
$148M
61 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.