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Hedge Funds Similar to Neo Ivy

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

Neo Ivy Capital Management is an institutional investor managing $434M across 345 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 Neo Ivy are 6th Street Advisors, Ceredex Value Advisors, Friedenthal Financial, with shared positions in $VMC, $PLTR, $PFE, $NOW, $ELV, $IP. The full ranking of 25 similar funds is below.

#16th Street Advisors, LLCActive
Some overlap · 4 shared positions
$VMC$PLTR$PFE$NOW
$174M
61 positions
#2Ceredex Value Advisors LLCPassive
Some overlap · 4 shared positions
$VMC$ELV$IP$KNX
$3.6B
168 positions
#3Friedenthal FinancialPassive
Some overlap · 4 shared positions
$ADM$ELV$CC$FCX
$217M
254 positions
#4Bruce & Co., Inc.Active
Some overlap · 4 shared positions
$ADM$CC$PFE$VICR
$369M
41 positions
#5HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$ELV$AIG$CNH$GEHC
$34.3B
462 positions
#6STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Some overlap · 3 shared positions
$VMC$ADM$PFE
$146.1B
107 positions
#7Blume Capital Management, Inc.Passive
Some overlap · 4 shared positions
$ELV$CNH$PFE$FCX
$684M
359 positions
#8Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$IP$PFE$FCX$BMY
$229M
166 positions
#9LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Some overlap · 3 shared positions
$VMC$ELV$PFE
$361M
59 positions
#10True Vision MN LLC
Some overlap · 3 shared positions
$VMC$PLTR$FCX
$194M
98 positions
#11SECTOR GAMMA ASActive
Some overlap · 4 shared positions
$ELV$PFE$BMY$GEHC
$461M
40 positions
#12Brendel Financial Advisors LLCPassive
Some overlap · 3 shared positions
$ADM$PLTR$PFE
$216M
101 positions
#13FOUNDATION RESOURCE MANAGEMENT INCActive
Some overlap · 4 shared positions
$CNH$PFE$FCX$BMY
$860M
56 positions
#14CoreCommodity Management, LLCSmart money
Some overlap · 3 shared positions
$ADM$PTEN$CNH
$502M
124 positions
#15Tejara Capital LtdPassive
Some overlap · 4 shared positions
$CE$NOW$DNOW$PTEN
$243M
66 positions
#16Pingora Partners LLCActive
Some overlap · 4 shared positions
$PFE$FCX$PTEN$BMY
$171M
182 positions
#17Sage Capital Advisors,llcPassive
Some overlap · 3 shared positions
$PLTR$ADM$BMY
$482M
140 positions
#18CHIRON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$PFE$NOW$BMY$GEHC
$111M
136 positions
#19Munich Reinsurance Co Stock Corp in MunichActive
Slight overlap · 3 shared positions
$ADM$ELV$AIG
$4.6B
164 positions
#20Carrera Capital AdvisorsActive
Slight overlap · 3 shared positions
$ALKS$PTEN$FCX
$675M
210 positions
#21MASTERS CAPITAL MANAGEMENT LLCActive
Slight overlap · 4 shared positions
$NOW$FCX$BMY$IP
$3.9B
80 positions
#22Divisar Capital Management LLCActive
Slight overlap · 3 shared positions
$UCTT$PII$TTMI
$434M
28 positions
#23EMERALD ADVISERS, LLCPassive
Slight overlap · 3 shared positions
$ALGT$MIRM$TTMI
$4.2B
237 positions
#24EMERALD MUTUAL FUND ADVISERS TRUSTPassive
Slight overlap · 3 shared positions
$ALGT$MIRM$TTMI
$2.8B
197 positions
#25Harvest Portfolios Group Inc.Active
Slight overlap · 3 shared positions
$PLTR$ELV$BMY
$7.1B
267 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.