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Hedge Funds Similar to EASTERLY INVESTMENT PARTNERS

13F Portfolio OverlapQ2 2026EASTERLY INVESTMENT PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

EASTERLY INVESTMENT PARTNERS LLC is an institutional investor managing $2.0B across 252 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 EASTERLY INVESTMENT PARTNERS are Poehling, Access Investment, Mandatum Life Insurance Ltd, with shared positions in $CNC, $C, $TGT, $JXN, $DIS, $ANF. The full ranking of 25 similar funds is below.

#1Poehling Capital Management, INC.Passive
Some overlap · 5 shared positions
$CNC$C$TGT$JXN$DIS
$466M
166 positions
#2Access Investment Management LLCPassive
Some overlap · 5 shared positions
$C$ANF$OTEX$COLB$FITB
$391M
144 positions
#3Mandatum Life Insurance Co LtdSmart money
Some overlap · 4 shared positions
$C$DIS$FLS$TGT
$540M
90 positions
#4WealthBridge Investment Counsel Inc.Active
Some overlap · 4 shared positions
$C$DIS$MET$COP
$375M
44 positions
#5CLIFFORD CAPITAL PARTNERS LLCActive
Some overlap · 4 shared positions
$COLB$DIS$DK$PLAB
$727M
43 positions
#6Murphy Pohlad Asset Management LLCPassive
Some overlap · 4 shared positions
$C$FLS$TGT$COP
$287M
135 positions
#7Lombard Odier Asset Management (USA) CorpActive
Some overlap · 4 shared positions
$DIS$TGT$MET$CLF
$727M
142 positions
#8Applied Finance Capital Management, LLCPassive
Some overlap · 4 shared positions
$DIS$TGT$MET$COP
$1.3B
218 positions
#9SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 4 shared positions
$C$DIS$ELV$ZBH
$3.2B
40 positions
#10PINKERTON WEALTH, LLCActive
Some overlap · 4 shared positions
$C$MET$COP$ELV
$1.2B
103 positions
#11SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 4 shared positions
$C$MET$COP$ELV
$1.3B
97 positions
#12Expect Equity LLCPassive
Some overlap · 3 shared positions
$COLB$CMC$FLS
$155M
65 positions
#13LVZ, Inc.Smart money
Some overlap · 4 shared positions
$C$JXN$COP$PLAB
$984M
177 positions
#14Palouse Capital Management, Inc.Passive
Some overlap · 4 shared positions
$C$DIS$ELV$SNY
$160M
124 positions
#15SECTOR GAMMA ASActive
Some overlap · 4 shared positions
$CNC$BMRN$ELV$ZBH
$461M
40 positions
#16Daytona Street Capital LLCPassive
Some overlap · 3 shared positions
$CNC$C$DIS
$137M
277 positions
#17Friedenthal FinancialPassive
Some overlap · 4 shared positions
$CLF$FLS$ELV$PLD
$217M
254 positions
#18WETZEL INVESTMENT ADVISORS, INC.Active
Some overlap · 4 shared positions
$C$JXN$COP$FITB
$289M
139 positions
#19HARRIS ASSOCIATES L PActive
Some overlap · 4 shared positions
$C$COP$ELV$ZBH
$75.4B
162 positions
#20Phocas Financial Corp.Passive
Some overlap · 4 shared positions
$COLB$TEX$RAL$FNB
$721M
153 positions
#21Brucke Financial, Inc.Passive
Some overlap · 5 shared positions
$DIS$C$PLD$FNB$WELL
$225M
175 positions
#22Collar Capital Management, LLCPassive
Some overlap · 3 shared positions
$C$CLF$TGT
$170M
73 positions
#23CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 4 shared positions
$TGT$MET$COP$FITB
$1.5B
184 positions
#24Focused Investors LLCActive
Some overlap · 3 shared positions
$CNC$DIS$ELV
$3.0B
23 positions
#25Kennondale Capital Management LLCPassive
Some overlap · 3 shared positions
$CNC$C$DK
$150M
80 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.