What hedge funds are most similar to DODGE & COX?

The funds with the most similar 13F portfolios to DODGE & COX are Blume, TWIN CITY PRIVATE WEALTH, EDGAR LOMAX, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to DODGE & COX

13F Portfolio OverlapQ2 2026DODGE & COX portfolio →

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Most similar hedge funds by 13F overlap

DODGE & COX is an institutional investor managing $191.0B across 222 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 DODGE & COX are Blume, TWIN CITY PRIVATE WEALTH, EDGAR LOMAX, with shared positions in $SCHW, $CCZ, $WFC, $FISV, $FDX, $BKR. The full ranking of 25 similar funds is below.

#1Blume Capital Management, Inc.Passive

Notable overlap · 8 shared positions

$SCHW $CCZ $WFC $FISV $FDX $BKR

$684M

359 positions

#2TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 7 shared positions

$BKNG $SCHW $CCZ $APD $WFC $GSK

$143M

104 positions

#3EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$CVS $CCZ $SCHW $GILD $MET $WFC

$1.3B

58 positions

#4VIKING GLOBAL INVESTORS LPActive

Notable overlap · 7 shared positions

$SCHW $JCI $APD $FTV $FDX $AON

$35.1B

90 positions

#5BARROW HANLEY MEWHINNEY & STRAUSS LLCPassive

Notable overlap · 8 shared positions

$SCHW $JCI $APD $FTV $TEL $GEHC

$33.0B

369 positions

#6Neumann Capital Management, LLCActive

Notable overlap · 5 shared positions

$SCHW $CVS $GILD $WFC $ROP

$151M

58 positions

#7Oregon Pacific Wealth Management, LLCActive

Notable overlap · 6 shared positions

$SCHW $BKNG $AJG $APD $WFC $BNY

$107M

115 positions

#8Keystone Financial ServicesActive

Notable overlap · 6 shared positions

$SCHW $BKNG $WFC $CCZ $BNY $AON

$388M

131 positions

#9Salvus Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$SCHW $BKNG $BN $SUNB $AON $APD

$178M

125 positions

#10HARRIS ASSOCIATES L PActive

Notable overlap · 7 shared positions

$SCHW $FISV $GEHC $WFC $WTW $ZBH

$75.4B

162 positions

#11Kiltearn Partners LLPActive

Notable overlap · 6 shared positions

$CVS $CI $GILD $CCZ $FDX $BKNG

$412M

29 positions

#12CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 6 shared positions

$CVS $MET $IFF $CCZ $WFC $FIS

$1.5B

184 positions

#13Hillman Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$CVS $IFF $CCZ $GSK $FISV $ZBH

$138M

54 positions

#14Tranquilli Financial Advisor LLCPassive

Notable overlap · 6 shared positions

$BKNG $SCHW $WFC $BNY $CCZ $GSK

$186M

135 positions

#15ProVise Management Group, LLCPassive

Notable overlap · 7 shared positions

$SCHW $BKNG $WFC $CCZ $BNY $AON

$1.5B

282 positions

#16HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$CI $CCZ $WFC $FISV $GEHC $FDX

$34.3B

462 positions

#17FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Notable overlap · 6 shared positions

$BKNG $SCHW $WFC $BNY $CCZ $AON

$355M

257 positions

#18Distillate Capital Partners LLCPassive

Notable overlap · 7 shared positions

$BKNG $CI $CCZ $REGN $AON $FDX

$1.9B

118 positions

#19Intrinsic Value Partners, LLCActive

Notable overlap · 6 shared positions

$SCHW $OXY $BNY $WFC $BKNG $GEHC

$146M

73 positions

#20First Pacific Advisors, LPActive

Notable overlap · 7 shared positions

$TEL $IFF $AON $CCZ $AJG $WFC

$8.1B

75 positions

#21BECK MACK & OLIVER LLCActive

Notable overlap · 5 shared positions

$SCHW $SUNB $AJG $ROP $BN

$5.1B

201 positions

#22Persium Advisors, LLCSmart money

Notable overlap · 5 shared positions

$CVS $MET $BKNG $AON $BUD

$153M

69 positions

#23Cairn Investment Group, Inc.Active

Notable overlap · 5 shared positions

$BKNG $CI $GILD $CCZ $FISV

$227M

65 positions

#24PZENA INVESTMENT MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$CVS $HUM $MET $WFC

$34.1B

161 positions

#25Unison Advisors LLCActive

Notable overlap · 7 shared positions

$CVS $MET $HUM $REGN $CI $CCZ

$1.4B

173 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.