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Hedge Funds Similar to Newport Company

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

Newport Trust Company, LLC is an institutional investor managing $41.5B across 63 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 Newport Company are Drexel Morgan, Pentwater, Owlhouse, with shared positions in $T, $DIS, $EMR, $MMM, $BA, $WBD. The full ranking of 25 similar funds is below.

#1Drexel Morgan & Co.Active
Notable overlap · 4 shared positions
$T$DIS$EMR$MMM
$719M
60 positions
#2Pentwater Capital Management LPActive
Notable overlap · 3 shared positions
$BA$WBD$HUM
$16.4B
90 positions
#3Owlhouse Capital LPPassive
Notable overlap · 4 shared positions
$BA$F$HON$UAL
$65M
40 positions
#4Holowesko Partners Ltd.Active
Notable overlap · 3 shared positions
$GD$DIS$KHC
$395M
34 positions
#5Themes Management Co LLCPassive
Notable overlap · 3 shared positions
$BA$GD$HON
$151M
120 positions
#6Senator Investment Group LPActive
Notable overlap · 4 shared positions
$BA$WWD$COF$UAL
$2.7B
58 positions
#7Financial Sense Advisors, Inc.Passive
Notable overlap · 3 shared positions
$BA$NKE$WHR
$508M
137 positions
#8CMG Global Holdings, LLCPassive
Notable overlap · 3 shared positions
$BA$BTI$PM
$236M
100 positions
#9Arbor Wealth Advisors LLCSmart money
Notable overlap · 6 shared positions
$GD$BA$F$T$DAL$SRE
$164M
60 positions
#10CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Notable overlap · 3 shared positions
$BA$DIS$GD
$200M
76 positions
#11Socorro Asset Management LPActive
Some overlap · 5 shared positions
$SRE$DIS$JCI$SPGI$XEL
$223M
33 positions
#12Econ Financial Services CorpPassive
Some overlap · 4 shared positions
$BA$F$STT$DAL
$214M
72 positions
#13WAYCROSS PARTNERS, LLCActive
Some overlap · 5 shared positions
$BA$EMR$HON$DAL$ETR
$1.2B
72 positions
#14Unifi Asset Management LPActive
Some overlap · 5 shared positions
$F$BA$T$DIS$WHR
$251M
62 positions
#15PROFESSIONAL ADVISORY SERVICES INCActive
Some overlap · 4 shared positions
$GD$T$SPGI$ELV
$836M
93 positions
#16Unison Advisors LLCActive
Some overlap · 6 shared positions
$GD$DAL$DDS$COF$HUM$ELV
$1.4B
173 positions
#17Saratoga Research & Investment ManagementActive
Some overlap · 4 shared positions
$GD$DIS$HON$EMR
$1.8B
46 positions
#18WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 5 shared positions
$DIS$HON$SRE$DRI$HIG
$2.1B
131 positions
#19Edge Wealth Management LLCActive
Some overlap · 4 shared positions
$GD$DIS$HON$BA
$594M
87 positions
#20MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$GD$T$ETR$PM
$233M
122 positions
#21ANTIPODES PARTNERS LtdActive
Some overlap · 5 shared positions
$SRE$ETR$DIS$COF$NI
$5.5B
130 positions
#22RNC CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$SRE$T$EMR$COF
$2.4B
181 positions
#23Symmetry Investments LPActive
Some overlap · 3 shared positions
$BA$F$WBD
$1.5B
152 positions
#24Xcel Wealth Management, LLCPassive
Some overlap · 3 shared positions
$F$BA$COF
$419M
140 positions
#25Randolph Co IncActive
Some overlap · 3 shared positions
$GD$HON$HBAN
$1.2B
47 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.