How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Blume

13F Portfolio OverlapQ3 2026Blume portfolio →

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Most similar hedge funds by 13F overlap

Blume Capital Management, Inc. is an institutional investor managing $678M across 357 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 Blume are CONTINENTAL ADVISORS, Regal Partners Ltd, Parkside Investments, with shared positions in $C, $COF, $UBER, $WFC, $FISV, $PFE. The full ranking of 25 similar funds is below.

#1CONTINENTAL ADVISORS LLCActive

Notable overlap · 6 shared positions

$C $COF $UBER $WFC $FISV $PFE

$233M

52 positions

#2Regal Partners LtdActive

Notable overlap · 6 shared positions

$SCHW $FCX $WFC $DIS $UNP $UBER

$1.8B

122 positions

#3Parkside Investments, LLCActive

Notable overlap · 6 shared positions

$C $FCX $DIS $FDX $CVS $UNP

$879M

95 positions

#4DODGE & COXActive

Notable overlap · 8 shared positions

$SCHW $CCZ $WFC $FISV $FDX $BKR

$191.0B

222 positions

#5HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive

Notable overlap · 8 shared positions

$CCZ $C $WFC $FISV $CNH $FDX

$34.3B

462 positions

#6HARRIS ASSOCIATES L PActive

Notable overlap · 7 shared positions

$SCHW $COF $C $FISV $WFC $ELV

$75.4B

162 positions

#7Hosking Partners LLPActive

Notable overlap · 5 shared positions

$C $FCX $COF $WFC $ELV

$2.8B

102 positions

#8MASTERS CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$C $UBER $FCX $CVS $SLB

$3.9B

80 positions

#9Intermede Investment Partners LtdActive

Notable overlap · 4 shared positions

$SCHW $COF $UBER $BKR

$2.4B

30 positions

#10CapitalatWork S.A.Active

Notable overlap · 6 shared positions

$SCHW $UBER $CCZ $DE $DIS $TMUS

$4.0B

93 positions

#11Teewinot Capital Advisers, L.L.C.Active

Notable overlap · 4 shared positions

$C $COF $UBER $WFC

$1.4B

31 positions

#12EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$CCZ $DIS $WFC $FISV $CNH $IFF

$842M

118 positions

#13AMERICAN FINANCIAL GROUP INCActive

Notable overlap · 4 shared positions

$C $UBER $CCZ $FISV

$284M

73 positions

#14Neumann Capital Management, LLCActive

Notable overlap · 6 shared positions

$SCHW $WFC $DIS $PFE $CVS $UNP

$391M

105 positions

#15First Pacific Advisors, LPActive

Notable overlap · 6 shared positions

$C $CCZ $CNH $UBER $IFF $WFC

$8.1B

75 positions

#16Peloton Wealth StrategistsPassive

Notable overlap · 5 shared positions

$FCX $COF $C $UBER $SLB

$271M

91 positions

#17Poehling Capital Management, INC.Passive

Notable overlap · 5 shared positions

$SCHW $WFC $C $FISV $DIS

$486M

164 positions

#18HOURGLASS CAPITAL, LLCPassive

Notable overlap · 6 shared positions

$C $UBER $FCX $PFE $SLB $UNP

$488M

125 positions

#19Lombard Odier Asset Management (USA) CorpPassive

Notable overlap · 6 shared positions

$CCZ $FDX $DIS $FCX $PFE $SLB

$727M

142 positions

#20SALZHAUER MICHAELSmart money

Notable overlap · 3 shared positions

$C $COF $WFC

$292M

89 positions

#21Massachusetts Wealth ManagementPassive

Notable overlap · 6 shared positions

$C $FCX $WFC $PFE $DE $SLB

$248M

96 positions

#22Oliver Luxxe Assets LLCPassive

Notable overlap · 7 shared positions

$C $FCX $COF $BKR $WFC $SCHW

$638M

194 positions

#23Palouse Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$C $BKR $DIS $PFE $CVS $ELV

$160M

124 positions

#24Boothe Investment Group, Inc.Active

Notable overlap · 4 shared positions

$C $UBER $PFE $SLB

$351M

39 positions

#25EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$FDX $CCZ $SCHW $WFC $PFE $CVS

$1.3B

58 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.