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Hedge Funds Similar to Boston Partners

13F Portfolio OverlapQ2 2026Boston Partners portfolio →
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Most similar hedge funds by 13F overlap

Boston Partners is an institutional investor managing $112.6B across 802 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 Boston Partners are DCM Advisors, Dynasty Wealth, EAGLE ROCK INVESTMENT COMPANY, with shared positions in $DELL, $PM, $DIS, $MS, $MPC, $WFC. The full ranking of 25 similar funds is below.

#1DCM Advisors, LLCActive
Some overlap · 8 shared positions
$DELL$PM$DIS$MS$MPC$WFC
$253M
38 positions
#2Dynasty Wealth Management, LLCActive
Some overlap · 13 shared positions
$DELL$FLEX$KGC$USFD$PM$URI
$13.5B
367 positions
#3EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 8 shared positions
$COR$DIS$URI$IQV$AXP$COF
$808M
156 positions
#4Asio Capital, LLCActive
Some overlap · 7 shared positions
$CRH$DELL$FANG$MS$UBER$COF
$781M
109 positions
#5Cunning Capital Partners, LPActive
Some overlap · 7 shared positions
$DELL$URI$MS$WFC$MCK$CPAY
$248M
55 positions
#6BRANT POINT INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$USFD$FLEX$CRH$NXPI$THC
$813M
120 positions
#7Oliver Luxxe Assets LLCPassive
Some overlap · 7 shared positions
$NXPI$PM$MS$WFC$RS$COF
$680M
199 positions
#8LEUTHOLD GROUP, LLCPassive
Some overlap · 6 shared positions
$FLEX$DELL$COR$KGC$MCK$GILD
$995M
237 positions
#9Independence Wealth Advisors, LLCActive
Some overlap · 6 shared positions
$COR$PM$DIS$COP$WFC$IQV
$199M
85 positions
#10Cornerstone Investment Partners, LLCActive
Some overlap · 7 shared positions
$COR$FANG$URI$MCK$IQV$AXP
$3.0B
312 positions
#11FORA Capital, LLCPassive
Some overlap · 6 shared positions
$DELL$FLEX$DIS$NXPI$MS$UBER
$1.5B
345 positions
#12Occidental Asset Management, LLCPassive
Some overlap · 6 shared positions
$DELL$COR$DGX$MS$RS$GILD
$1.0B
328 positions
#13Unique Wealth Strategies, LLCPassive
Some overlap · 7 shared positions
$PM$DELL$IQV$WFC$COP$MCK
$275M
223 positions
#14Stratos Investment Management, LLCPassive
Some overlap · 6 shared positions
$DELL$CRH$MS$UBER$WFC$AXP
$2.8B
382 positions
#15Trajan Wealth LLCActive
Some overlap · 6 shared positions
$COR$PM$WFC$IQV$UBER$AXP
$2.6B
152 positions
#16Coign Capital Advisors LLCActive
Some overlap · 6 shared positions
$PM$COP$MS$MCK$UBER$AXP
$222M
88 positions
#17CRUX WEALTH ADVISORSPassive
Some overlap · 6 shared positions
$PM$COP$WFC$DIS$IQV$MCK
$289M
192 positions
#18Hosking Partners LLPActive
Some overlap · 6 shared positions
$MCHP$MS$MPC$WFC$COF$AXP
$3.0B
98 positions
#19Aspire Private Capital, LLCPassive
Some overlap · 6 shared positions
$PM$DIS$WFC$IQV$UBER$AXP
$484M
175 positions
#20Dana Investment Advisors, Inc.Passive
Some overlap · 7 shared positions
$IQV$FANG$UBER$AXP$PM$WFC
$3.8B
572 positions
#21William B. Walkup & Associates, Inc.Passive
Some overlap · 6 shared positions
$COP$MS$MCK$LH$WFC$COF
$208M
258 positions
#22Steamboat Capital Partners, LLCPassive
Some overlap · 5 shared positions
$CRH$DELL$CPAY$THC$COF
$468M
59 positions
#23Oregon Pacific Wealth Management, LLCActive
Some overlap · 5 shared positions
$COR$PM$DIS$WFC$IQV
$107M
115 positions
#24Larry Mathis Financial Planning, LLCPassive
Some overlap · 5 shared positions
$CRH$DELL$WFC$THC$GILD
$131M
150 positions
#25PCB Capital LLCPassive
Some overlap · 5 shared positions
$FLEX$PM$URI$WFC$ODFL
$82M
114 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.