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Hedge Funds Similar to MANAGED ASSET PORTFOLIOS

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

MANAGED ASSET PORTFOLIOS, LLC is an institutional investor managing $875M across 51 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 MANAGED ASSET PORTFOLIOS are St. James Investment Company, EQUITY INVESTMENT, Keystone Financial Planning, with shared positions in $VZ, $MDT, $UL, $HON, $HONA, $CEF. The full ranking of 25 similar funds is below.

#1St. James Investment Company, LLCActive
Notable overlap · 6 shared positions
$VZ$MDT$UL$HON$HONA$CEF
$630M
24 positions
#2EQUITY INVESTMENT CORPActive
Notable overlap · 5 shared positions
$VZ$MDT$UL$SNY$NFG
$5.2B
76 positions
#3Keystone Financial Planning, Inc.Smart money
Notable overlap · 5 shared positions
$VZ$MDT$UL$CME$SNY
$388M
39 positions
#4TriCert Investment Counsel Inc.Active
Notable overlap · 5 shared positions
$NVS$VZ$UL$ETN$MDT
$1.1B
88 positions
#5Martin Capital Partners, LLCPassive
Notable overlap · 4 shared positions
$UL$MDT$VZ$CME
$272M
72 positions
#6CAMBIAR INVESTORS LLCActive
Notable overlap · 5 shared positions
$MDT$CME$UBER$HON$HONA
$2.3B
150 positions
#7Saratoga Research & Investment ManagementActive
Some overlap · 5 shared positions
$MDT$UL$HON$HONA$NVS
$1.8B
46 positions
#8FOUNDATION RESOURCE MANAGEMENT INCActive
Some overlap · 5 shared positions
$VZ$MOS$FCX$SNY$CPB
$860M
56 positions
#9COLRAIN CAPITAL LLCActive
Some overlap · 5 shared positions
$MDT$MOS$BG$HON$HONA
$295M
25 positions
#10apricus wealth, LLCPassive
Some overlap · 4 shared positions
$BG$NVS$UL$MDT
$210M
129 positions
#11Two Point Capital Management, Inc.Active
Some overlap · 4 shared positions
$MDT$HON$HONA$ETN
$248M
30 positions
#12Haverford Financial Services, Inc.Active
Some overlap · 5 shared positions
$HON$HONA$ETN$AON$MDT
$339M
49 positions
#13Coston, McIsaac & PartnersPassive
Some overlap · 3 shared positions
$UL$VZ$MDT
$497M
948 positions
#14Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 5 shared positions
$NVS$FCX$SOLS$HON$HONA
$362M
116 positions
#15Cullen Capital Management, LLCActive
Some overlap · 3 shared positions
$NVS$MDT$UL
$10.2B
208 positions
#16Tevis Investment ManagementPassive
Some overlap · 3 shared positions
$UL$MDT$VZ
$183M
104 positions
#17Monte Financial Group, LLCPassive
Some overlap · 3 shared positions
$MDT$NVS$CME
$312M
102 positions
#18Center for Wealth Management AdvisoryActive
Some overlap · 3 shared positions
$VZ$MDT$CME
$159M
62 positions
#19SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MDT$CME$VZ
$606M
79 positions
#20Financial Planning Navigators CORPActive
Some overlap · 3 shared positions
$CEF$GLDM$NVS
$267M
70 positions
#21ProVise Management Group, LLCPassive
Some overlap · 4 shared positions
$NVS$MDT$UL$AON
$1.5B
282 positions
#22First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$NVS$HON$HONA
$529M
75 positions
#23Guinness Asset Management LTDActive
Some overlap · 3 shared positions
$MDT$CME$ETN
$5.9B
141 positions
#24Marshall Financial Group, LLCPassive
Some overlap · 3 shared positions
$CEF$VZ$NVS
$686M
311 positions
#25CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 4 shared positions
$NVS$UL$VZ$GLDM
$191M
102 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.