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Hedge Funds Similar to Moerus

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

Moerus Capital Management LLC is an institutional investor managing $224M across 14 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 Moerus are PORTLAND INVESTMENT COUNSEL, GoodHaven, Mraz, Amerine & Associates, with shared positions in $SOBO, $BN, $BAM, $JEF, $BNT, $TDW. The full ranking of 14 similar funds is below.

#1PORTLAND INVESTMENT COUNSEL INC.Active
Notable overlap · 3 shared positions
$SOBO$BN$BAM
$358M
58 positions
#2GoodHaven Capital Management, LLCSmart money
Notable overlap · 4 shared positions
$JEF$BN$BAM$BNT
$318M
26 positions
#3Mraz, Amerine & Associates, Inc.Active
Notable overlap · 3 shared positions
$JEF$BN$TDW
$697M
199 positions
#4Ervin Investment Management, LLCActive
Notable overlap · 3 shared positions
$BN$JEF$BAM
$184M
47 positions
#5SPX Gestao de Recursos LtdaActive
Notable overlap · 3 shared positions
$ARCO$SOBO$GGAL
$898M
79 positions
#6MUFG SECURITIES (CANADA), LTD.Active
Some overlap · 3 shared positions
$BN$WPM$BAM
$3.7B
43 positions
#7CHECK CAPITAL MANAGEMENT INC/CASmart money
Some overlap · 3 shared positions
$BN$JEF$BAM
$3.8B
53 positions
#8Partners Value Investments L.P.Smart money
Some overlap · 3 shared positions
$BN$BAM$BNT
$9.8B
7 positions
#9BRUNI J V & CO /COActive
Some overlap · 3 shared positions
$BN$BAM$BNT
$1.1B
33 positions
#10Broad Run Investment Management, LLCSmart money
Some overlap · 3 shared positions
$BN$BAM$BNT
$650M
24 positions
#11BROOKFIELD Corp /ON/Smart money
Some overlap · 3 shared positions
$BN$BAM$BNT
$77.0B
139 positions
#12MACKENZIE FINANCIAL CORPPassive
Slight overlap · 3 shared positions
$BN$WPM$BAM
$101.2B
1,554 positions
#13CIBC Asset Management IncPassive
Slight overlap · 3 shared positions
$BN$WPM$BAM
$45.6B
1,428 positions
#14Murchinson Ltd.Passive
Slight overlap · 3 shared positions
$BN$BAM$WPM
$725M
125 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.