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Hedge Funds Similar to LEVIN STRATEGIES

13F Portfolio OverlapQ2 2026LEVIN STRATEGIES portfolio →
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Most similar hedge funds by 13F overlap

LEVIN CAPITAL STRATEGIES, L.P. is an institutional investor managing $1.5B across 262 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 LEVIN STRATEGIES are Yoffe Investment, HAMEL ASSOCIATES, Walsky Investment, with shared positions in $BNY, $UNP, $VZ, $HON, $HONA, $BA. The full ranking of 25 similar funds is below.

#1Yoffe Investment Management, LLCPassive
Notable overlap · 7 shared positions
$BNY$UNP$VZ$HON$HONA$BA
$87M
113 positions
#2HAMEL ASSOCIATES, INC.Passive
Notable overlap · 5 shared positions
$BNY$UNP$HON$HONA$VZ
$363M
92 positions
#3Walsky Investment Management, Inc.Passive
Notable overlap · 4 shared positions
$BNY$UNP$HON$HONA
$108M
52 positions
#4Borer Denton & Associates, Inc.Passive
Some overlap · 6 shared positions
$UNP$BNY$BDX$HON$HONA$AIG
$305M
74 positions
#5Permanent Capital Management, LPActive
Some overlap · 15 shared positions
$UBS$BNY$EXE$KMB$CDZI$UNP
$747M
211 positions
#6Stolper CoPassive
Some overlap · 3 shared positions
$BNY$COF$UNP
$387M
91 positions
#7CORDA Investment Management, LLC.Active
Some overlap · 4 shared positions
$BNY$VZ$DE$HON
$1.6B
85 positions
#8DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$COF$KMB$UNP$DE$AIG
$12.5B
186 positions
#9Barbara Oil Co.Active
Some overlap · 4 shared positions
$BNY$UNP$BA$BWXT
$297M
73 positions
#10Networth Advisors, LLCActive
Some overlap · 4 shared positions
$BNY$COF$BA$VZ
$172M
383 positions
#11Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$UNP$HON$HONA$VZ$BNY$C
$739M
344 positions
#12ALLEN WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$BNY$KMB$C
$205M
60 positions
#13BCS Private Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$UNP$KMB$VZ$NTRS
$332M
187 positions
#14DELTA ASSET MANAGEMENT LLC/TNActive
Some overlap · 4 shared positions
$BNY$BDX$HON$HONA
$1.2B
599 positions
#15First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$COF$UNP$HON$HONA
$529M
75 positions
#16SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$UNP$VZ$BDX$AIG$C
$606M
79 positions
#17Matthew Goff Investment Advisor, LLCPassive
Some overlap · 3 shared positions
$BNY$UNP$C
$593M
91 positions
#18Westchester Capital Management, Inc.Active
Some overlap · 4 shared positions
$BNY$BDX$BA$VZ
$555M
46 positions
#19CONTINENTAL ADVISORS LLCActive
Some overlap · 4 shared positions
$COF$NTRS$VTRS$C
$237M
50 positions
#20Foyston, Gordon, & Payne IncPassive
Some overlap · 4 shared positions
$UNP$BDX$HON$HONA
$468M
68 positions
#21HARRIS ASSOCIATES L PActive
Some overlap · 4 shared positions
$COF$UNP$AIG$C
$75.4B
162 positions
#22MOORE CAPITAL MANAGEMENT, LPActive
Some overlap · 4 shared positions
$UBS$COF$RRX$GLNG
$6.7B
745 positions
#23PZENA INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$COF$UBS$C
$34.1B
161 positions
#24William B. Walkup & Associates, Inc.Passive
Some overlap · 4 shared positions
$COF$VZ$DE$BNY
$208M
258 positions
#25Good Harbor Advisors, Inc.Passive
Some overlap · 4 shared positions
$BDX$UNP$COF$VZ
$102M
87 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.