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Hedge Funds Similar to MAGNOLIA GROUP

13F Portfolio OverlapQ2 2026MAGNOLIA GROUP portfolio →
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Most similar hedge funds by 13F overlap

MAGNOLIA GROUP, LLC is an institutional investor managing $476M across 16 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 MAGNOLIA GROUP are GoodHaven, Berkeley, PYA Waltman, with shared positions in $ABG, $LEN, $MKL, $SPGI, $NVR, $CCOI. The full ranking of 7 similar funds is below.

#1GoodHaven Capital Management, LLCSmart money
Some overlap · 3 shared positions
$ABG$LEN$MKL
$318M
26 positions
#2Berkeley, IncPassive
Some overlap · 3 shared positions
$SPGI$NVR$MKL
$319M
86 positions
#3PYA Waltman Capital, LLCActive
Some overlap · 3 shared positions
$SPGI$MKL$NVR
$421M
67 positions
#4Broad Run Investment Management, LLCSmart money
Some overlap · 3 shared positions
$NVR$CCOI$MKL
$650M
24 positions
#5VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.Active
Some overlap · 3 shared positions
$LEN$NVR$MKL
$13.1B
241 positions
#6Salvus Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ABG$NVR$MKL
$178M
125 positions
#7Mraz, Amerine & Associates, Inc.Active
Slight overlap · 3 shared positions
$MKL$NVR$LEN
$697M
199 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.