13F Pro

Hedge Funds Similar to Dean

13F Portfolio OverlapQ2 2026Dean portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Dean Capital Management is an institutional investor managing $276M across 112 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 Dean are DEAN INVESTMENT ASSOCIATES, Tributary, Two Point, with shared positions in $JAZZ, $BNY, $KNX, $HSY, $AWR, $HTLD. The full ranking of 25 similar funds is below.

#1DEAN INVESTMENT ASSOCIATES, LLCPassive
Notable overlap · 20 shared positions
$JAZZ$BNY$KNX$HSY$AWR$HTLD
$761M
193 positions
#2Tributary Capital Management, LLCPassive
Some overlap · 5 shared positions
$SIGI$ADUS$KFRC$LFUS$COHU
$1.2B
135 positions
#3Two Point Capital Management, Inc.Active
Some overlap · 5 shared positions
$KNX$ARW$HSY$DOV$BNL
$248M
30 positions
#4Shellback Capital, LPPassive
Some overlap · 4 shared positions
$ARW$KNX$YETI$DOV
$1.1B
89 positions
#5NUANCE INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$POR$WERN$DGX
$588M
52 positions
#6SYSTEMATIC FINANCIAL MANAGEMENT LPPassive
Some overlap · 3 shared positions
$JAZZ$COHU$EHC
$5.0B
243 positions
#7Aristotle Capital Boston, LLCPassive
Some overlap · 3 shared positions
$LFUS$KNX$HAE
$1.5B
119 positions
#8EVR Research LPActive
Some overlap · 3 shared positions
$HTLD$WKC$KFRC
$203M
28 positions
#9Hunter Perkins Capital Management, LLCPassive
Some overlap · 3 shared positions
$JBSS$HIG$PB
$446M
149 positions
#10Copeland Capital Management, LLCPassive
Some overlap · 3 shared positions
$LFUS$CPK$EHC
$4.9B
265 positions
#11MorganRosel Wealth Management, LLCActive
Some overlap · 3 shared positions
$BNY$USFD$DOV
$296M
104 positions
#12JOHN G ULLMAN & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$POR$JAZZ$OGE
$824M
181 positions
#13Massar Capital Management, LPActive
Some overlap · 3 shared positions
$JAZZ$DGX$ARW
$1.0B
265 positions
#14Fox Hill Wealth ManagementPassive
Some overlap · 3 shared positions
$AEE$POR$DG
$249M
120 positions
#15iSAM Funds (UK) LtdPassive
Some overlap · 4 shared positions
$HIG$DOV$PB$AIZ
$142M
241 positions
#16DC Investments Management, LLCActive
Some overlap · 4 shared positions
$DOV$AEE$POR$OGE
$293M
55 positions
#17BERNZOTT CAPITAL ADVISORSActive
Some overlap · 3 shared positions
$JJSF$EHC$DOV
$250M
35 positions
#18EQUITY INVESTMENT CORPActive
Slight overlap · 3 shared positions
$HSY$HIG$DG
$5.2B
76 positions
#19Harvest Investment Advisors, LLCActive
Slight overlap · 3 shared positions
$HSY$HIG$DG
$202M
58 positions
#20HUDSON EDGE INVESTMENT PARTNERS INC.Active
Slight overlap · 3 shared positions
$RPM$DG$DOV
$732M
123 positions
#21HUSSMAN STRATEGIC ADVISORS, INC.Passive
Slight overlap · 3 shared positions
$HSY$DG$YETI
$434M
231 positions
#22PARTHENON LLCActive
Slight overlap · 3 shared positions
$YETI$DOV$HSY
$962M
133 positions
#23Tweedy, Browne Co LLCActive
Slight overlap · 3 shared positions
$BNY$JAZZ$ARW
$1.3B
91 positions
#24Permanent Capital Management, LPActive
Slight overlap · 3 shared positions
$DOV$BNY$DGX
$747M
211 positions
#25FULLER & THALER ASSET MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$JAZZ$EHC$AIZ
$36.7B
504 positions

Compare Dean’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Dean’s holdings

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.