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Hedge Funds Similar to Allen Group

13F Portfolio OverlapQ3 2026Allen Group portfolio →
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Most similar hedge funds by 13F overlap

Allen Capital Group, LLC is an institutional investor managing $1.2B across 316 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Allen Group are CORDA Investment, Lafayette Investments, TORRAY, with shared positions in $SCHW, $DE, $ASML, $PEP, $VZ, $PFE. The full ranking of 25 similar funds is below.

#1CORDA Investment Management, LLC.Active
Notable overlap · 7 shared positions
$SCHW$DE$ASML$PEP$VZ$PFE
$1.5B
78 positions
#2Lafayette Investments, Inc.Active
Notable overlap · 6 shared positions
$KLAC$SCHW$PEP$GPC$ASML$NVO
$542M
162 positions
#3TORRAY LLCActive
Notable overlap · 7 shared positions
$BX$KLAC$APH$PEP$PFE$OKE
$741M
91 positions
#4Optimist Retirement Group LLCActive
Some overlap · 6 shared positions
$KLAC$PEP$VZ$UL$PFE$NVO
$259M
118 positions
#5PCB Capital LLCPassive
Some overlap · 5 shared positions
$KLAC$APH$PEP$VZ$PFE
$82M
114 positions
#6OAK ASSOCIATES LTD /OH/Active
Some overlap · 4 shared positions
$KLAC$SCHW$APH$ASML
$1.8B
139 positions
#7American TrustActive
Some overlap · 6 shared positions
$KLAC$APH$DE$GLDM$SCHW$PEP
$1.3B
334 positions
#8Timber Creek Capital Management LLCPassive
Some overlap · 5 shared positions
$SCHW$GLDM$SGOL$ASML$UL
$490M
80 positions
#9Fjell Capital, LLCPassive
Some overlap · 5 shared positions
$KLAC$DE$BX$ASML$KMI
$178M
84 positions
#10Mirador Capital Partners LPPassive
Some overlap · 4 shared positions
$KLAC$KMI$BX$SNOW
$859M
224 positions
#11JLB & ASSOCIATES INCPassive
Some overlap · 5 shared positions
$KLAC$APH$PEP$ORLY$NVO
$740M
68 positions
#12McKinney Capital Management, LLCActive
Some overlap · 5 shared positions
$KLAC$GPC$VZ$SWK$OKE
$254M
87 positions
#13CONTRAVISORY INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$KLAC$ASML$APH$PFE
$552M
449 positions
#14BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 4 shared positions
$KLAC$BX$ASML$SCHW
$1.5B
234 positions
#15CABOT WEALTH MANAGEMENT INCPassive
Some overlap · 5 shared positions
$KLAC$APH$GLDM$ASML$VZ
$982M
142 positions
#16CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 5 shared positions
$SCHW$DE$PEP$VZ$PFE
$1.1B
157 positions
#17KAVAR CAPITAL PARTNERS GROUP, LLCPassive
Some overlap · 6 shared positions
$SCHW$BX$DE$UL$ASML$ORLY
$812M
204 positions
#18STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Some overlap · 4 shared positions
$KLAC$ASML$DE$PFE
$146.1B
107 positions
#19Progressive Investment Management CorpActive
Some overlap · 4 shared positions
$KLAC$ASML$APH$DE
$452M
56 positions
#20Martin Capital Partners, LLCPassive
Some overlap · 6 shared positions
$ASML$PEP$VZ$UL$PFE$NVO
$279M
73 positions
#21JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$SCHW$BX$ASML$APH
$612M
81 positions
#22Cornerstone Capital, Inc.Active
Some overlap · 6 shared positions
$APH$SCHW$VZ$PEP$KMI$PFE
$1.1B
120 positions
#23CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 3 shared positions
$KLAC$SCHW$PEP
$195M
67 positions
#24BOWEN HANES & CO INCActive
Some overlap · 4 shared positions
$SCHW$DE$ASML$BX
$4.1B
151 positions
#25BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$SCHW$KMI$DE$PEP
$2.5B
270 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.