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Hedge Funds Similar to ANCHOR ADVISORS

13F Portfolio OverlapQ2 2026ANCHOR ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

ANCHOR CAPITAL ADVISORS LLC is an institutional investor managing $3.6B across 244 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 ANCHOR ADVISORS are Socorro Asset, Brookmont, Smith Group Asset, with shared positions in $PNC, $FERG, $APD, $HUBB, $XEL, $ALC. The full ranking of 25 similar funds is below.

#1Socorro Asset Management LPActive
Notable overlap · 6 shared positions
$PNC$FERG$APD$HUBB$XEL$ALC
$223M
33 positions
#2Brookmont Capital ManagementActive
Notable overlap · 6 shared positions
$ADI$Q$PNC$SOLS$TEL$DD
$186M
61 positions
#3Smith Group Asset Management, LLCActive
Notable overlap · 5 shared positions
$ADI$MCK$CBOE$HUBB$ACGL
$2.5B
166 positions
#4Lakewood Asset Management LLCPassive
Notable overlap · 5 shared positions
$MTB$MCK$FANG$MKL$ADI
$182M
107 positions
#5Aristotle Capital Management, LLCActive
Some overlap · 5 shared positions
$PNC$APD$XEL$CTVA$ALC
$47.7B
212 positions
#6FIDUCIARY MANAGEMENT INC /WI/Active
Some overlap · 5 shared positions
$FERG$PNC$SUNB$AVY$ACGL
$7.0B
56 positions
#7Elevate Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$PNC$WRB$ACGL$HSY$Q
$182M
77 positions
#8Select Equity Group, L.P.Active
Some overlap · 5 shared positions
$CRH$HUBB$MKL$CPAY$ALC
$20.2B
157 positions
#9Varenne Capital PartnersActive
Some overlap · 4 shared positions
$ADI$CBOE$GMED$HSY
$603M
30 positions
#10Perpetual LtdPassive
Some overlap · 6 shared positions
$CRH$CTVA$TEL$FERG$KDP$XEL
$7.0B
419 positions
#11Albar Capital Partners LLPActive
Some overlap · 5 shared positions
$ADI$CRH$CTVA$APD$AVY
$767M
38 positions
#12Midway Capital Research & ManagementActive
Some overlap · 4 shared positions
$ADI$Q$EXPD$DD
$126M
114 positions
#13First Pacific Advisors, LPActive
Some overlap · 4 shared positions
$ADI$FERG$TEL$CNH
$8.1B
75 positions
#14AKO CAPITAL LLPActive
Some overlap · 4 shared positions
$ADI$APD$SUNB$ALC
$4.3B
22 positions
#15BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$MTB$PNC$TEL$HSY
$2.5B
270 positions
#16Manchester Global Management (UK) LtdActive
Some overlap · 3 shared positions
$ADI$FERG$CRH
$906M
23 positions
#17Nordwand Advisors, LLCPassive
Some overlap · 5 shared positions
$CASY$APD$HUBB$TEL$CTVA
$652M
146 positions
#18JGP Wealth Management, LLCActive
Some overlap · 3 shared positions
$ADI$PNC$APD
$1.1B
231 positions
#19M.D. Sass, LLCActive
Some overlap · 3 shared positions
$ADI$SNX$Q
$1.5B
39 positions
#20OSTERWEIS CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$ADI$LAMR$FERG$APD
$2.1B
231 positions
#21Madison Asset Management, LLCPassive
Some overlap · 5 shared positions
$ADI$WRB$ACGL$FERG$EXPD
$8.4B
347 positions
#22Regents Gate Capital LLPActive
Some overlap · 4 shared positions
$CRH$APD$AVY$WSO
$75M
37 positions
#23Durable Capital Partners LPActive
Some overlap · 3 shared positions
$FERG$CRH$Q
$10.3B
36 positions
#24CANTILLON CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$ADI$FERG$YUM
$665M
27 positions
#25CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$PNC$MTB$Q$DD
$1.1B
157 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.