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Hedge Funds Similar to LOCUST WOOD ADVISERS

13F Portfolio OverlapQ2 2026LOCUST WOOD ADVISERS portfolio →
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Most similar hedge funds by 13F overlap

LOCUST WOOD CAPITAL ADVISERS, LLC is an institutional investor managing $4.1B across 33 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 LOCUST WOOD ADVISERS are Bleichroeder, CORSAIR, COOPERMAN LEON G, with shared positions in $GPGI, $LIN, $RHLD, $SPGI, $VRT, $GEHC. The full ranking of 25 similar funds is below.

#1Bleichroeder LPSmart money
Notable overlap · 4 shared positions
$GPGI$LIN$RHLD$SPGI
$559M
78 positions
#2CORSAIR CAPITAL MANAGEMENT, L.P.Active
Notable overlap · 4 shared positions
$GPGI$VRT$RHLD$SPGI
$800M
165 positions
#3COOPERMAN LEON GActive
Notable overlap · 4 shared positions
$GPGI$VRT$GEHC$AMRZ
$3.5B
39 positions
#4Clio Asset Management LLCActive
Notable overlap · 3 shared positions
$SPGI$LIN$SHW
$126M
15 positions
#5Unisphere EstablishmentActive
Notable overlap · 4 shared positions
$SPGI$LIN$HON$HONA
$11.7B
56 positions
#6YCG, LLCActive
Notable overlap · 4 shared positions
$LIN$SPGI$WM$CP
$1.1B
41 positions
#7Gates Capital Management, Inc.Active
Notable overlap · 3 shared positions
$SPGI$ESI$AMRZ
$4.2B
35 positions
#8Zuckerman Investment Group, LLCActive
Notable overlap · 4 shared positions
$VRT$GPGI$RHLD$ABT
$1.2B
139 positions
#9FLOSSBACH VON STORCH SEActive
Notable overlap · 4 shared positions
$ABT$SPGI$LIN$SHW
$22.1B
106 positions
#10COMPASS CAPITAL MANAGEMENT, INCActive
Notable overlap · 3 shared positions
$LIN$SPGI$SHW
$1.7B
91 positions
#11Walsky Investment Management, Inc.Passive
Notable overlap · 6 shared positions
$SPGI$ABT$HON$HONA$CSX$SHW
$108M
52 positions
#12Financial & Tax Architects, LLCPassive
Notable overlap · 3 shared positions
$ABT$SPGI$SHW
$474M
110 positions
#13Signet Investment Advisory Group, Inc.Passive
Notable overlap · 4 shared positions
$CSX$WM$HON$HONA
$227M
73 positions
#14PENINSULA ASSET MANAGEMENT INCActive
Notable overlap · 3 shared positions
$SPGI$SHW$ABT
$209M
54 positions
#15HENDLEY & CO INCActive
Notable overlap · 4 shared positions
$ABT$LIN$HON$HONA
$283M
47 positions
#16Aureus Asset Management, LLCPassive
Notable overlap · 4 shared positions
$LIN$SPGI$ABT$STE
$1.6B
239 positions
#17Phraction Management LLCActive
Some overlap · 4 shared positions
$LIN$SPGI$HON$HONA
$596M
66 positions
#18Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$VRT$SPGI$ABT
$2.8B
151 positions
#19S.E.E.D. Planning Group LLCPassive
Some overlap · 3 shared positions
$LIN$SHW$SPGI
$379M
88 positions
#20Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$LIN$WM$ABT$HON$HONA
$297M
103 positions
#21NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 4 shared positions
$LIN$WM$ABT$SHW
$1.7B
147 positions
#22Ravenstone Capital Management Inc.Active
Some overlap · 4 shared positions
$SPGI$SHW$CP$VRT
$244M
54 positions
#23DELTA ASSET MANAGEMENT LLC/TNActive
Some overlap · 3 shared positions
$SPGI$HON$HONA
$1.2B
599 positions
#24Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$LIN$WM$HON$HONA
$358M
74 positions
#25Blue Whale Capital LLPActive
Some overlap · 4 shared positions
$VRT$HON$HONA$WM
$3.2B
27 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.