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Hedge Funds Similar to LSV ASSET

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

LSV ASSET MANAGEMENT is an institutional investor managing $55.1B across 889 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 LSV ASSET are Argyle, Pacer Advisors, Palouse, with shared positions in $DELL, $HPE, $BMY, $VZ, $GM, $WFC. The full ranking of 25 similar funds is below.

#1Argyle Capital Management, LLCPassive
Notable overlap · 11 shared positions
$DELL$HPE$BMY$VZ$GM$WFC
$347M
138 positions
#2Pacer Advisors, Inc.Passive
Notable overlap · 13 shared positions
$QCOM$BMY$VZ$T$MO$PFE
$39.3B
2,614 positions
#3Palouse Capital Management, Inc.Passive
Notable overlap · 9 shared positions
$DELL$C$QCOM$HPE$VZ$T
$160M
124 positions
#4United Super Pty Ltd in its capacity as Trustee for the ConsActive
Notable overlap · 10 shared positions
$C$QCOM$DELL$BMY$VZ$T
$5.6B
184 positions
#5VIKING FUND MANAGEMENT LLCPassive
Notable overlap · 8 shared positions
$DELL$C$QCOM$HPE$BMY$VZ
$1.1B
146 positions
#6Traub Capital Management LLCPassive
Notable overlap · 9 shared positions
$DELL$C$BMY$PFE$CVS$ARW
$112M
132 positions
#71834 INVESTMENT ADVISORS COPassive
Notable overlap · 9 shared positions
$QCOM$BMY$VZ$C$T$CVS
$883M
211 positions
#8DCM Advisors, LLCActive
Notable overlap · 9 shared positions
$DELL$WFC$CVS$PFE$DIS$T
$253M
38 positions
#9LETKO, BROSSEAU & ASSOCIATES INCActive
Notable overlap · 9 shared positions
$C$STT$VZ$T$CVS$PFE
$6.8B
112 positions
#10AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 8 shared positions
$DELL$C$VZ$T$CVS$MO
$197M
140 positions
#11Nykredit A/SPassive
Some overlap · 10 shared positions
$C$CVS$T$HPE$WFC$QCOM
$31.8B
1,945 positions
#12McKinney Capital Management, LLCActive
Some overlap · 8 shared positions
$DELL$HPE$BMY$VZ$T$MO
$254M
87 positions
#13Lifeworks Advisors, LLCPassive
Some overlap · 8 shared positions
$DELL$QCOM$HPE$MO$PFE$EBAY
$955M
337 positions
#14Te Ahumairangi Investment Management LtdActive
Some overlap · 9 shared positions
$C$VZ$T$GM$PFE$DIS
$620M
86 positions
#15Adams Asset Advisors, LLCActive
Some overlap · 8 shared positions
$C$VZ$WFC$BMY$T$MO
$882M
88 positions
#16RHS Financial, LLCPassive
Some overlap · 9 shared positions
$HPE$BMY$GM$EXEL$EXPE$EBAY
$248M
165 positions
#17KEYNOTE FINANCIAL SERVICES LLCPassive
Some overlap · 8 shared positions
$VZ$QCOM$BMY$T$CVS$MO
$214M
185 positions
#18Manske Wealth ManagementPassive
Some overlap · 8 shared positions
$C$STT$VZ$T$CVS$CCZ
$403M
226 positions
#19Hudson Capital Management LLCPassive
Some overlap · 8 shared positions
$QCOM$BMY$GM$WFC$T$EBAY
$414M
74 positions
#20ADAPT Investment Managers SAActive
Some overlap · 8 shared positions
$DELL$WFC$VZ$PFE$EBAY$CRM
$12.6B
133 positions
#21SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 7 shared positions
$C$QCOM$GM$WFC$INCY$PFE
$3.2B
40 positions
#22THOMPSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 7 shared positions
$C$QCOM$STT$CVS$PFE$CFG
$872M
504 positions
#23WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 7 shared positions
$C$QCOM$DELL$T$PFE$VZ
$245M
149 positions
#24WEST MICHIGAN ADVISORS, LLCPassive
Some overlap · 8 shared positions
$QCOM$BMY$VZ$MO$MPC$CRM
$455M
298 positions
#25CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 7 shared positions
$STT$HPE$BMY$WFC$CVS$PFE
$1.5B
184 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.