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Hedge Funds Similar to Bristlecone Value Partners

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

Bristlecone Value Partners, LLC is an institutional investor managing $124M across 70 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 Bristlecone Value Partners are INKWELL, Insight Inv, Ironwood Investment Counsel, with shared positions in $MKL, $AXP, $UHAL, $NKE, $DIS, $OXY. The full ranking of 25 similar funds is below.

#1INKWELL CAPITAL LLCActive
Notable overlap · 6 shared positions
$MKL$AXP$UHAL$NKE$DIS$OXY
$96M
31 positions
#2Insight Inv LLCPassive
Notable overlap · 6 shared positions
$AXP$GHC$AMGN$JCI$PEP$LOW
$210M
108 positions
#3Ironwood Investment Counsel, LLCPassive
Notable overlap · 8 shared positions
$AXP$BUD$AMGN$LOW$PEP$DIS
$762M
267 positions
#4Focused Investors LLCActive
Notable overlap · 4 shared positions
$AXP$LOW$PEP$DIS
$3.0B
23 positions
#5Shelter Mutual Insurance CoActive
Notable overlap · 4 shared positions
$AXP$LOW$PEP$MKL
$473M
58 positions
#6Bradyco, Inc.Active
Notable overlap · 5 shared positions
$MKL$PEP$AXP$DIS$LOW
$87M
33 positions
#7Pavion Blue Capital, LLCPassive
Notable overlap · 5 shared positions
$AXP$PEP$MKL$YUM$DIS
$248M
111 positions
#8PIONEER TRUST BANK N A/ORPassive
Notable overlap · 6 shared positions
$VMI$PEP$LOW$DIS$NKE$AMGN
$441M
87 positions
#9LATHROP INVESTMENT MANAGEMENT COActive
Notable overlap · 5 shared positions
$JCI$MKL$DIS$NKE$LH
$565M
89 positions
#10VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 5 shared positions
$MKL$PEP$AMGN$MDT$LOW
$203M
58 positions
#11Buttonwood Financial Advisors Inc.Active
Notable overlap · 6 shared positions
$MKL$BUD$AXP$DIS$PEP$LOW
$331M
110 positions
#12Kerusso Capital Management LLCPassive
Notable overlap · 4 shared positions
$AXP$PEP$AMGN$LOW
$274M
58 positions
#13Poehling Capital Management, INC.Passive
Notable overlap · 5 shared positions
$MKL$PEP$DIS$OXY$MDT
$486M
164 positions
#14Lincoln Capital LLCActive
Notable overlap · 6 shared positions
$MKL$HGTY$AXP$DIS$OXY$PEP
$570M
138 positions
#15Smead Capital Management, Inc.Active
Notable overlap · 5 shared positions
$AXP$AMGN$UHAL$OXY$NVR
$4.7B
31 positions
#16Citadel Investment Advisory, Inc.Active
Some overlap · 7 shared positions
$MKL$PEP$DIS$AXP$MDT$BUD
$218M
76 positions
#17LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$AXP$PEP$AMGN$YUM
$273M
104 positions
#18MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$PEP$AMGN$LOW$NKE$MDT
$1.2B
100 positions
#19Lafayette Investments, Inc.Active
Some overlap · 5 shared positions
$MKL$LOW$PEP$GHC$DIS
$542M
162 positions
#20Berkeley, IncPassive
Some overlap · 3 shared positions
$LOW$MKL$NVR
$324M
84 positions
#21FOUNDERS CAPITAL MANAGEMENT, LLCSmart money
Some overlap · 5 shared positions
$AXP$PEP$AMGN$DIS$LOW
$684M
81 positions
#22AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 5 shared positions
$LOW$GHC$DIS$NKE$PEP
$471M
78 positions
#23Holowesko Partners Ltd.Active
Some overlap · 4 shared positions
$AXP$PEP$DIS$OXY
$395M
34 positions
#24DLK Investment Management, LLCPassive
Some overlap · 5 shared positions
$PEP$AMGN$NKE$DIS$MDT
$275M
99 positions
#25Vertrix Wealth Management, LLCPassive
Some overlap · 3 shared positions
$AXP$LOW$AMGN
$292M
99 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.