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 LB Partners

13F Portfolio OverlapQ2 2026LB Partners portfolio →

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Most similar hedge funds by 13F overlap

LB Partners LLC is an institutional investor managing $147M across 34 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 LB Partners are Meritage Group, Triveni Investments, Cander Asset, with shared positions in $COF, $TOST, $SPGI, $KKR, $FOUR, $AXP. The full ranking of 25 similar funds is below.

#1Meritage Group LPSmart money

Notable overlap · 3 shared positions

$COF $TOST $SPGI

$2.6B

12 positions

#2Triveni Capital Investments LPActive

Notable overlap · 3 shared positions

$COF $KKR $SPGI

$84M

15 positions

#3Cander Asset Management LPActive

Notable overlap · 5 shared positions

$COF $TOST $KKR $FOUR $SPGI

$540M

48 positions

#4DAVIS SELECTED ADVISERSActive

Some overlap · 3 shared positions

$COF $AXP $DVN

$23.3B

112 positions

#5Rothschild & Co Wealth Management UK LtdSmart money

Some overlap · 4 shared positions

$AXP $LBRDA $SPGI $CABO

$6.9B

25 positions

#6Long Corridor Asset Management LtdActive

Some overlap · 3 shared positions

$AXP $SPGI $BSM

$331M

35 positions

#7Ruane, Cunniff & Goldfarb L.P.Active

Some overlap · 3 shared positions

$COF $LBRDA $AXP

$6.4B

54 positions

#8Estuary Capital Management LPActive

Some overlap · 3 shared positions

$RELY $KKR $TBBB

$589M

21 positions

#9NFC Investments, LLCActive

Some overlap · 3 shared positions

$AXP $COF $KKR

$389M

43 positions

#10GREATMARK INVESTMENT PARTNERS, INC.Active

Some overlap · 3 shared positions

$AXP $PYPL $DVN

$906M

153 positions

#11CAMPBELL CAPITAL MANAGEMENT INCActive

Some overlap · 3 shared positions

$TOST $AXP $FSK

$279M

37 positions

#12CEERA INVESTMENTS, LLCPassive

Some overlap · 3 shared positions

$AXP $PYPL $SPGI

$236M

101 positions

#13Hosking Partners LLPActive

Some overlap · 3 shared positions

$AXP $COF $TIGO

$3.0B

98 positions

#14EAGLE CAPITAL MANAGEMENT LLCActive

Some overlap · 3 shared positions

$COF $LBRDA $SPGI

$32.7B

56 positions

#15Triavera Capital LLCActive

Some overlap · 3 shared positions

$TOST $KKR $SPGI

$184M

15 positions

#16Capco Asset Management, LLCSmart money

Some overlap · 3 shared positions

$LBRDA $GOGO $FRPH

$366M

26 positions

#17London & Capital Asset Management LtdActive

Some overlap · 3 shared positions

$COF $AXP $SGOL

$10.9B

203 positions

#18McMillan Office, Inc.Active

Some overlap · 3 shared positions

$AXP $COF $PYPL

$871M

507 positions

#19Arkfeld Wealth Strategies, L.L.C.Active

Some overlap · 3 shared positions

$TOST $PYPL $DVN

$334M

119 positions

#20Bell & Brown Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$AXP $COF $PYPL

$330M

73 positions

#21Unified Investment ManagementPassive

Slight overlap · 3 shared positions

$COF $AXP $PYPL

$108M

145 positions

#22GREENWOOD GEARHART INCActive

Slight overlap · 3 shared positions

$AXP $KKR $TOST

$2.1B

168 positions

#23GHE, LLCSmart money

Slight overlap · 3 shared positions

$AXP $PYPL $SPGI

$265M

57 positions

#24ClearAlpha Technologies LPPassive

Slight overlap · 3 shared positions

$COF $PDD $SPGI

$58M

79 positions

#25Maniro LtdSmart money

Slight overlap · 3 shared positions

$COF $PDD $KKR

$446M

29 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.