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Hedge Funds Similar to Insight Inv

13F Portfolio OverlapQ2 2026Insight Inv portfolio →
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Most similar hedge funds by 13F overlap

Insight Inv LLC is an institutional investor managing $212M across 109 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 Insight Inv are HARTLINE INVESTMENT, Tairen Ltd, Kerusso, with shared positions in $MRVL, $GLW, $MS, $C, $LOW, $AXP. The full ranking of 25 similar funds is below.

#1HARTLINE INVESTMENT CORP/Active
Notable overlap · 6 shared positions
$MRVL$GLW$MS$C$LOW$AXP
$1.1B
115 positions
#2Tairen Capital LtdActive
Notable overlap · 3 shared positions
$MRVL$GLW$QCOM
$1.1B
44 positions
#3Kerusso Capital Management LLCPassive
Notable overlap · 8 shared positions
$WSM$AXP$AMGN$EOG$QCOM$TJX
$274M
58 positions
#4Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 6 shared positions
$GLW$GD$AMGN$EOG$PCAR$PEP
$214M
33 positions
#5UNITED BANKActive
Notable overlap · 5 shared positions
$GLW$AMGN$GD$EOG$PEP
$853M
130 positions
#6CHEMUNG CANAL TRUST COActive
Notable overlap · 6 shared positions
$GLW$AXP$PEP$EMR$JCI$AMGN
$541M
111 positions
#7BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Notable overlap · 7 shared positions
$ALL$AMGN$EOG$QCOM$JCI$WRB
$404M
99 positions
#8Rayburn West Financial Services LLCPassive
Notable overlap · 6 shared positions
$AXP$C$PNC$AMGN$PEP$GD
$181M
81 positions
#9TRUST CO OF VIRGINIA /VAPassive
Notable overlap · 5 shared positions
$GLW$AMGN$TJX$PEP$LOW
$1.3B
226 positions
#10Harvest Investment Advisors, LLCActive
Notable overlap · 6 shared positions
$MS$QCOM$GD$PNC$ALL$AMGN
$202M
58 positions
#11Tufton Capital ManagementPassive
Notable overlap · 4 shared positions
$GLW$QCOM$TJX$EMR
$596M
127 positions
#12Evergreen Quality Fund GP, Ltd.Active
Notable overlap · 3 shared positions
$GLW$MRVL$QCOM
$6.2B
43 positions
#13Aristotle Capital Management, LLCActive
Notable overlap · 6 shared positions
$WSM$GD$PNC$AMGN$QCOM$LOW
$47.7B
212 positions
#14Telos Capital Management, Inc.Passive
Notable overlap · 7 shared positions
$MS$EOG$QCOM$PEP$AMGN$WSM
$1.1B
201 positions
#15Cullen Capital Management, LLCActive
Notable overlap · 6 shared positions
$MS$C$GD$QCOM$JCI$LOW
$10.2B
208 positions
#16Vertrix Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$MS$AXP$AMGN$TJX$EMR$LOW
$297M
103 positions
#17Barnes Dennig Private Wealth Management LLCPassive
Notable overlap · 4 shared positions
$MRVL$AMGN$PEP$TJX
$125M
365 positions
#18SHUFRO ROSE & CO LLCActive
Notable overlap · 5 shared positions
$GLW$QCOM$JCI$AMGN$PEP
$1.7B
315 positions
#19PARTHENON LLCActive
Notable overlap · 4 shared positions
$GLW$AXP$PEP$PNC
$962M
133 positions
#20MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 6 shared positions
$MS$PNC$AMGN$QCOM$PEP$LOW
$1.2B
106 positions
#21Bristlecone Value Partners, LLCActive
Notable overlap · 6 shared positions
$AXP$GHC$AMGN$JCI$PEP$LOW
$124M
70 positions
#22DELTA CAPITAL MANAGEMENT LLCPassive
Notable overlap · 7 shared positions
$GD$QCOM$PNC$AMGN$PEP$PCAR
$217M
108 positions
#23Spectrum Financial Alliance Ltd LLCActive
Notable overlap · 3 shared positions
$MRVL$C$QCOM
$679M
31 positions
#24NovaPoint Capital, LLCPassive
Notable overlap · 4 shared positions
$GLW$GD$PEP$EOG
$481M
161 positions
#25Riggs Asset Managment Co. Inc.Passive
Notable overlap · 4 shared positions
$GLW$AXP$C$MRVL
$560M
132 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.