Hedge Funds Similar to Manuka Financial

13F Portfolio OverlapQ3 2026Manuka Financial portfolio →

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Most similar hedge funds by 13F overlap

Manuka Financial, LLC is an institutional investor managing $201M across 56 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Manuka Financial are Third Point, Avantyr Partners, PARTNERS INVESTMENT GROUP, LLP, with shared positions in $COF, $CRS, $UNP, $SCHW, $DOV, $PM. The full ranking of 25 similar funds is below.

#1Third Point LLCActive

Some overlap · 3 shared positions

$4.7B

43 positions

#2Avantyr Capital Partners, LPActive

Some overlap · 3 shared positions

$COF $SCHW $UNP

$2.7B

24 positions

#3PARTNERS CAPITAL INVESTMENT GROUP, LLPActive

Some overlap · 3 shared positions

$DOV $COF $SCHW

$2.8B

186 positions

#4Neumann Capital Management, LLCActive

Some overlap · 3 shared positions

$DOV $SCHW $UNP

$391M

105 positions

#5Wilson & Boucher Capital Management, LLCPassive

Some overlap · 3 shared positions

$DOV $SCHW $UNP

$170M

121 positions

#6Verus Financial Partners, Inc.Smart money

Some overlap · 3 shared positions

$1.2B

127 positions

#7Leonard Rickey Investment Advisors P.L.L.C.Active

Some overlap · 3 shared positions

$637M

125 positions

#8Wealth Management NebraskaSmart money

Some overlap · 3 shared positions

$1.1B

109 positions

#9Ruane, Cunniff & Goldfarb L.P.Active

Some overlap · 3 shared positions

$COF $SCHW $DOV

$6.4B

54 positions

#10American National Bank of TexasActive

Some overlap · 3 shared positions

$109M

52 positions

#11Permanent Capital Management, LPActive

Some overlap · 3 shared positions

$747M

211 positions

#12South Shore Capital AdvisorsPassive

Some overlap · 3 shared positions

$146M

157 positions

#13HFR Wealth Management, LLCActive

Some overlap · 3 shared positions

$DOV $SCHW $UNP

$410M

53 positions

#14Intelligent Financial StrategiesSmart money

Some overlap · 3 shared positions

$206M

77 positions

#15HARRIS ASSOCIATES L PActive

Some overlap · 3 shared positions

$COF $SCHW $UNP

$75.4B

162 positions

#16Blume Capital Management, Inc.Passive

Some overlap · 3 shared positions

$COF $SCHW $UNP

$678M

357 positions

#17DIAMOND HILL CAPITAL MANAGEMENT INCActive

Some overlap · 3 shared positions

$12.5B

186 positions

#18Stolper CoPassive

Some overlap · 3 shared positions

$387M

90 positions

#19PARTHENON LLCActive

Some overlap · 3 shared positions

$967M

129 positions

#20First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 3 shared positions

$529M

75 positions

#21GeoWealth Management, LLCPassive

Some overlap · 3 shared positions

$3.2B

882 positions

#22ASSOCIATED BANC-CORPPassive

Some overlap · 4 shared positions

$COF $SCHW $UNP $PM

$4.2B

381 positions

#23CLIENT 1ST ADVISORY GROUP, LLCActive

Slight overlap · 4 shared positions

$DOV $SCHW $UNP $PM

$391M

144 positions

#24LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive

Slight overlap · 3 shared positions

$2.5B

117 positions

#25BOWEN HANES & CO INCActive

Slight overlap · 3 shared positions

$CRS $SCHW $UNP

$4.1B

151 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.