13F Pro

Hedge Funds Similar to Diversified Investment Strategies

13F Portfolio OverlapQ2 2026Diversified Investment Strategies portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Diversified Investment Strategies, LLC is an institutional investor managing $155M across 52 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 Diversified Investment Strategies are INKWELL, YACKTMAN ASSET, MARSHFIELD ASSOCIATES, with shared positions in $UHAL, $DIS, $BLDR, $SCHW, $PYPL, $FAST. The full ranking of 25 similar funds is below.

#1INKWELL CAPITAL LLCActive
Notable overlap · 4 shared positions
$UHAL$DIS$BLDR$SCHW
$96M
31 positions
#2YACKTMAN ASSET MANAGEMENT LPActive
Some overlap · 4 shared positions
$UHAL$DIS$SCHW$PYPL
$8.1B
74 positions
#3MARSHFIELD ASSOCIATESActive
Some overlap · 4 shared positions
$FAST$DIS$EXPD$NVR
$4.3B
17 positions
#4Intrinsic Value Partners, LLCActive
Some overlap · 3 shared positions
$JOE$BLDR$SCHW
$146M
73 positions
#5Townsend & Associates, IncActive
Some overlap · 4 shared positions
$NTR$DIS$GNRC$NVR
$1.2B
115 positions
#6DISCIPLINED GROWTH INVESTORS INC /MNActive
Some overlap · 4 shared positions
$GRMN$DV$DLB$GNRC
$5.9B
58 positions
#7DUDLEY & SHANLEY, INC.Active
Some overlap · 3 shared positions
$FAST$SCHW$GNRC
$662M
37 positions
#8Round Hill Asset ManagementActive
Some overlap · 3 shared positions
$DIS$GRMN$ATKR
$159M
62 positions
#9PARTHENON LLCActive
Some overlap · 3 shared positions
$FAST$SCHW$DIS
$962M
133 positions
#10Blume Capital Management, Inc.Passive
Some overlap · 5 shared positions
$DIS$SCHW$NTR$COF$WY
$684M
359 positions
#11Zuckerman Investment Group, LLCActive
Some overlap · 3 shared positions
$DKS$DIS$ULTA
$1.2B
139 positions
#12THOR INVESTMENT MANAGEMENT INC /OH/ /ADVActive
Some overlap · 3 shared positions
$GDDY$SCHW$GNRC
$176M
56 positions
#13GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 3 shared positions
$PYPL$SCHW$BLDR
$906M
153 positions
#14Baird Financial Group, Inc.Passive
Some overlap · 4 shared positions
$FAST$SCHW$DIS$EXPD
$72.7B
1,924 positions
#15Bristlecone Value Partners, LLCActive
Some overlap · 4 shared positions
$UHAL$NTR$DIS$NVR
$124M
70 positions
#16Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$DIS$PYPL$ULTA$COF
$330M
73 positions
#17Vision Capital Management, Inc.Active
Some overlap · 3 shared positions
$UHAL$DIS$COF
$876M
156 positions
#18Lakewood Asset Management LLCPassive
Some overlap · 4 shared positions
$UHAL$DKS$NVR$EPD
$182M
107 positions
#19Quinn Opportunity Partners LLCPassive
Some overlap · 3 shared positions
$PYPL$SCHW$WBD
$2.2B
359 positions
#20DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$DIS$BLDR$COF$NVR
$12.5B
186 positions
#21Saber Capital Managment, LLCActive
Some overlap · 3 shared positions
$DIS$DOUG$NVR
$147M
38 positions
#22Parkside Investments, LLCActive
Some overlap · 3 shared positions
$DIS$GNRC$WBD
$902M
91 positions
#23Unified Investment ManagementPassive
Some overlap · 4 shared positions
$PYPL$SCHW$GNRC$COF
$108M
145 positions
#24Giverny Capital Inc.Active
Some overlap · 3 shared positions
$DIS$SCHW$NVR
$3.0B
51 positions
#25Smead Capital Management, Inc.Active
Some overlap · 3 shared positions
$UHAL$ULTA$NVR
$4.7B
32 positions

Compare Diversified Investment Strategies’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 Diversified Investment Strategies’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.