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Hedge Funds Similar to LOUNTZIS ASSET

13F Portfolio OverlapQ2 2026LOUNTZIS ASSET portfolio →
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Most similar hedge funds by 13F overlap

LOUNTZIS ASSET MANAGEMENT, LLC is an institutional investor managing $316M across 55 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 LOUNTZIS ASSET are Global Frontier Investments, DMKC Advisory Services, Black Cypress, with shared positions in $PGR, $USB, $KKR, $AON, $SCHW, $WFC. The full ranking of 25 similar funds is below.

#1Global Frontier Investments LLCActive
Notable overlap · 6 shared positions
$PGR$USB$KKR$AON$SCHW$WFC
$581M
30 positions
#2DMKC Advisory Services, LLCActive
Notable overlap · 5 shared positions
$USB$WFC$PEP$LOW$ABT
$530M
92 positions
#3Black Cypress Capital Management, LLCActive
Notable overlap · 3 shared positions
$WFC$USB$LOW
$150M
29 positions
#4MCDONALD CAPITAL INVESTORS INC/CASmart money
Notable overlap · 3 shared positions
$PGR$WFC$MLM
$1.4B
20 positions
#5Flagstone Financial ManagementSmart money
Notable overlap · 4 shared positions
$USB$WFC$PEP$PM
$447M
77 positions
#6R.H. Investment Group, LLCActive
Notable overlap · 4 shared positions
$WFC$USB$PEP$PM
$133M
47 positions
#7MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 6 shared positions
$USB$WFC$PEP$LOW$BNY$ABT
$1.2B
106 positions
#8WEIK CAPITAL MANAGEMENTActive
Notable overlap · 3 shared positions
$PGR$WFC$MLM
$260M
93 positions
#9Allied Investment Advisors, LLCPassive
Notable overlap · 5 shared positions
$WFC$USB$PEP$LOW$ABT
$797M
110 positions
#10NZS Capital, LLCActive
Notable overlap · 3 shared positions
$CDNS$PGR$NET
$3.9B
61 positions
#11Giverny Capital Inc.Active
Notable overlap · 4 shared positions
$PGR$KNSL$BRO$SCHW
$3.0B
51 positions
#12Courant Investment Management LLCActive
Notable overlap · 4 shared positions
$PGR$BRO$LOW$SCHW
$103M
7 positions
#13TIMUCUAN ASSET MANAGEMENT INC/FLActive
Some overlap · 3 shared positions
$PGR$KNSL$SCHW
$2.7B
27 positions
#14Tarbox Group, Inc.Smart money
Some overlap · 6 shared positions
$USB$WFC$LOW$MLM$PEP$ABT
$698M
96 positions
#15Manchester Global Management (UK) LtdActive
Some overlap · 4 shared positions
$CDNS$NET$FWONA$SCHW
$906M
23 positions
#16HUTCHINSON CAPITAL MANAGEMENT/CAPassive
Some overlap · 3 shared positions
$PGR$WFC$ZTS
$584M
108 positions
#17St. Clair Advisors, LLCSmart money
Some overlap · 4 shared positions
$PGR$PEP$LOW$ABT
$389M
78 positions
#18PIER 88 INVESTMENT PARTNERS LLCPassive
Some overlap · 3 shared positions
$WFC$KKR$NET
$421M
110 positions
#19BWM Planning, LLCActive
Some overlap · 3 shared positions
$WFC$PEP$SCHW
$431M
99 positions
#20Financial Strategies Group, Inc.Active
Some overlap · 4 shared positions
$PGR$PEP$KNSL$PM
$628M
100 positions
#21Aristotle Capital Management, LLCActive
Some overlap · 4 shared positions
$USB$WFC$MLM$LOW
$47.7B
212 positions
#22SCHWERIN BOYLE CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$WFC$FWONA$ICE
$816M
49 positions
#23NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 3 shared positions
$WFC$USB$ABT
$863M
131 positions
#24Somerset Group LLCActive
Some overlap · 3 shared positions
$WFC$USB$PEP
$142M
58 positions
#25Mount Capital LtdSmart money
Some overlap · 3 shared positions
$WFC$SCHW$PM
$265M
17 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.