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Hedge Funds Similar to BERNZOTT ADVISORS

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

BERNZOTT CAPITAL ADVISORS is an institutional investor managing $250M across 35 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 BERNZOTT ADVISORS are ABSOLUTE INVESTMENT ADVISERS, Uniplan Investment Counsel, A&I FINANCIAL SERVICES, with shared positions in $GVA, $HALO, $VSH, $KRG, $AMT, $TRNO. The full ranking of 18 similar funds is below.

#1ABSOLUTE INVESTMENT ADVISERS, LLCPassive
Some overlap · 3 shared positions
$GVA$HALO$VSH
$1.0B
112 positions
#2Uniplan Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$KRG$AMT$TRNO
$1.1B
175 positions
#3A&I FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$SLGN$SYY$LW
$230M
75 positions
#4Atlas FRM LLCActive
Some overlap · 3 shared positions
$RYN$SLGN$JBI
$2.3B
25 positions
#5Progeny 3, Inc.Active
Some overlap · 3 shared positions
$TIC$AROC$POOL
$1.9B
29 positions
#6Virtus Fixed Income Advisers, LLCActive
Some overlap · 3 shared positions
$GVA$HALO$ENOV
$158M
85 positions
#7RUSH ISLAND MANAGEMENT, LPActive
Some overlap · 3 shared positions
$NNN$AMT$POOL
$1.5B
22 positions
#8Verity Asset Management, Inc.Passive
Some overlap · 3 shared positions
$HALO$DVN$MP
$264M
223 positions
#9Koa Wealth Management, LLCActive
Some overlap · 3 shared positions
$HALO$AMT$DOV
$147M
54 positions
#10EQUITY INVESTMENT CORPActive
Some overlap · 3 shared positions
$DVN$NFG$NNN
$5.2B
76 positions
#11Palouse Capital Management, Inc.Passive
Some overlap · 3 shared positions
$DVN$AMT$BDX
$160M
124 positions
#12TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$BDX$SYY$AMT
$143M
104 positions
#13COHEN & STEERS, INC.Active
Some overlap · 3 shared positions
$AMT$KRG$RYN
$63.2B
442 positions
#14SYSTEMATIC FINANCIAL MANAGEMENT LPPassive
Some overlap · 3 shared positions
$GVA$VSH$EHC
$5.0B
243 positions
#15LASALLE INVESTMENT MANAGEMENT SECURITIES LLCActive
Some overlap · 3 shared positions
$AMT$NNN$KRG
$2.8B
44 positions
#16Clarkston Capital Partners, LLCActive
Some overlap · 3 shared positions
$LW$BDX$SYY
$1.2B
96 positions
#17Dean Capital ManagementPassive
Some overlap · 3 shared positions
$JJSF$EHC$DOV
$276M
112 positions
#18STONERIDGE INVESTMENT PARTNERS LLCPassive
Slight overlap · 3 shared positions
$SYY$AMT$DVN
$152M
146 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.