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Hedge Funds Similar to Concentric Strategies

13F Portfolio OverlapQ2 2026Concentric Strategies portfolio →
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Most similar hedge funds by 13F overlap

Concentric Capital Strategies, LP is an institutional investor managing $1.8B across 313 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 Concentric Strategies are DENDUR, Iyo Bank, Ltd., Bronte Pty Ltd., with shared positions in $DIS, $DPC, $MKSI, $FWONA, $LIN, $ECL. The full ranking of 25 similar funds is below.

#1DENDUR CAPITAL LPActive
Notable overlap · 4 shared positions
$DIS$DPC$MKSI$FWONA
$1.9B
24 positions
#2Iyo Bank, Ltd.Active
Some overlap · 5 shared positions
$DIS$LIN$ECL$SHW$TXN
$329M
32 positions
#3Bronte Capital Management Pty Ltd.Active
Some overlap · 3 shared positions
$DIS$CTVA$COF
$931M
57 positions
#4SHAPIRO CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$DIS$MSGS$TENB
$1.6B
50 positions
#5Wilkinson Global Asset Management LLCActive
Some overlap · 5 shared positions
$DIS$LIN$SHW$SPOT$TXN
$1.3B
62 positions
#6Bradyco, Inc.Active
Some overlap · 3 shared positions
$DIS$LIN$ECL
$87M
33 positions
#7D1 Capital Partners L.P.Smart money
Some overlap · 7 shared positions
$DIS$SHW$LIN$SPOT$CLH$COF
$34.8B
55 positions
#8Roberts Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$DIS$TTWO$LIN
$440M
111 positions
#9MANE GLOBAL CAPITAL MANAGEMENT LPActive
Some overlap · 5 shared positions
$DIS$TTWO$SHW$SPOT$TXN
$1.2B
54 positions
#10VAN STRUM & TOWNE INC.Passive
Some overlap · 4 shared positions
$DIS$ECL$TXN$COF
$367M
111 positions
#11First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$DIS$TXN$COF
$529M
75 positions
#12Summit Place Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$DIS$TTWO$CTVA
$228M
110 positions
#13INTREPID CAPITAL MANAGEMENT INCPassive
Slight overlap · 5 shared positions
$TTWO$MSGS$SPOT$SJM$FWONA
$282M
109 positions
#14Kinsale Capital Group, Inc.Active
Slight overlap · 3 shared positions
$DIS$SHW$TXN
$754M
41 positions
#15PBU - The Pension Fund of Early Childhood & Youth EducatorsActive
Slight overlap · 6 shared positions
$CTVA$ECL$SHW$SNDK$TXN$COF
$4.4B
124 positions
#16LS Investment Advisors, LLCActive
Slight overlap · 4 shared positions
$DIS$LIN$ECL$COF
$738M
127 positions
#17STALEY CAPITAL ADVISERS INCActive
Slight overlap · 3 shared positions
$DIS$CTVA$SJM
$2.6B
193 positions
#18Night Squared LPPassive
Slight overlap · 5 shared positions
$TTWO$ECL$SPOT$SNDK$TXN
$930M
69 positions
#19Robbins FarleyPassive
Slight overlap · 3 shared positions
$DIS$ECL$SHW
$260M
157 positions
#20MARKEL GROUP INC.Active
Slight overlap · 3 shared positions
$DIS$LIN$TXN
$13.1B
130 positions
#21Benchstone Capital Management LPActive
Slight overlap · 5 shared positions
$TTWO$SPOT$SNDK$FWONA$TXN
$828M
37 positions
#22Ridge Creek Global, IncPassive
Slight overlap · 3 shared positions
$DIS$LIN$SHW
$129M
94 positions
#23DIAMOND HILL CAPITAL MANAGEMENT INCActive
Slight overlap · 3 shared positions
$DIS$TXN$COF
$12.5B
186 positions
#24VISTA INVESTMENT MANAGEMENTPassive
Slight overlap · 4 shared positions
$DIS$CSX$TXN$COF
$333M
178 positions
#25DLK Investment Management, LLCPassive
Slight overlap · 3 shared positions
$DIS$LIN$TXN
$235M
96 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.