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Hedge Funds Similar to Intrinsic Value Partners

13F Portfolio OverlapQ2 2026Intrinsic Value Partners portfolio →
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Most similar hedge funds by 13F overlap

Intrinsic Value Partners, LLC is an institutional investor managing $146M across 73 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 Intrinsic Value Partners are INKWELL, Artisan Partners Limited Partnership, TIMUCUAN ASSET, with shared positions in $SCHW, $AXP, $BLDR, $OXY, $MKL, $WFC. The full ranking of 25 similar funds is below.

#1INKWELL CAPITAL LLCActive
Notable overlap · 6 shared positions
$SCHW$AXP$BLDR$OXY$MKL$WFC
$96M
31 positions
#2Artisan Partners Limited PartnershipActive
Notable overlap · 6 shared positions
$SCHW$BNY$AXP$ACGL$SHOP$C
$63.1B
341 positions
#3TIMUCUAN ASSET MANAGEMENT INC/FLActive
Notable overlap · 4 shared positions
$SCHW$AXP$KNSL$BKNG
$2.7B
27 positions
#4DODGE & COXActive
Notable overlap · 6 shared positions
$SCHW$OXY$BNY$WFC$BKNG$GEHC
$191.0B
222 positions
#5Giverny Capital Inc.Active
Notable overlap · 6 shared positions
$SCHW$KNSL$BKNG$WSO$MKL$AXP
$3.0B
51 positions
#6Salvus Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$SCHW$AXP$KNSL$BKNG$MKL
$178M
125 positions
#7Poehling Capital Management, INC.Passive
Some overlap · 6 shared positions
$SCHW$JEF$OXY$WFC$C$MKL
$466M
166 positions
#8BECK MACK & OLIVER LLCActive
Some overlap · 4 shared positions
$SCHW$AXP$JEF$MKL
$5.1B
201 positions
#9Diversified Investment Strategies, LLCActive
Some overlap · 3 shared positions
$JOE$BLDR$SCHW
$155M
52 positions
#10GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 4 shared positions
$SCHW$AXP$BLDR$BKNG
$906M
153 positions
#11Oregon Pacific Wealth Management, LLCActive
Some overlap · 5 shared positions
$SCHW$ABNB$BNY$WFC$BKNG
$107M
115 positions
#12Financial Avengers, Inc.Active
Some overlap · 5 shared positions
$SCHW$AXP$SHOP$ACGL$ASML
$241M
155 positions
#13Kearns & Associates LLCSmart money
Some overlap · 4 shared positions
$SCHW$AXP$OXY$WFC
$214M
41 positions
#14Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$SCHW$BNY$ACGL$CPRT
$754M
41 positions
#15CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$SCHW$BNY$ASML
$1.6B
85 positions
#16PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$SCHW$AXP$WFC
$175M
73 positions
#17BARR E S & COActive
Some overlap · 4 shared positions
$SCHW$AXP$MKL$WFC
$1.8B
112 positions
#18RMR Capital Management, LLCActive
Some overlap · 4 shared positions
$JOE$AXP$SCHW$MKL
$145M
76 positions
#19Allen Investment Management, LLCActive
Some overlap · 5 shared positions
$SCHW$ASML$SHOP$CRWD$BA
$8.4B
227 positions
#20Keystone Financial ServicesActive
Some overlap · 4 shared positions
$SCHW$BNY$WFC$BKNG
$388M
131 positions
#21JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$SCHW$KNSL$ASML
$612M
81 positions
#22Elgethun Capital ManagementActive
Some overlap · 4 shared positions
$SCHW$OXY$AXP$C
$718M
174 positions
#23HARRIS ASSOCIATES L PActive
Some overlap · 5 shared positions
$SCHW$ABNB$WFC$GEHC$C
$75.4B
162 positions
#24Wynn Capital, LLCPassive
Some overlap · 4 shared positions
$AXP$BNY$SCHW$WFC
$224M
116 positions
#25Chemistry Wealth Management LLCPassive
Some overlap · 6 shared positions
$AXP$ABNB$BKNG$SCHW$MKL$OXY
$625M
210 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.