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Hedge Funds Similar to Occidental Asset

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

Occidental Asset Management, LLC is an institutional investor managing $1.0B across 328 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 Occidental Asset are VALLEY WEALTH MANAGERS, L2 Asset, Palouse, with shared positions in $DELL, $MS, $HUBB, $AMGN, $COR, $CRM. The full ranking of 25 similar funds is below.

#1VALLEY WEALTH MANAGERS, INC.Passive
Notable overlap · 6 shared positions
$DELL$MS$HUBB$AMGN$COR$CRM
$1.8B
345 positions
#2L2 Asset Management, LLCPassive
Notable overlap · 6 shared positions
$DELL$NTAP$QCOM$CAH$AMGN$GILD
$963M
411 positions
#3Palouse Capital Management, Inc.Passive
Some overlap · 6 shared positions
$DELL$NTAP$QCOM$BKR$MRSH$J
$160M
124 positions
#4Lifeworks Advisors, LLCPassive
Some overlap · 5 shared positions
$DELL$CMI$NTAP$QCOM$GILD
$955M
337 positions
#5PAYDEN & RYGELPassive
Some overlap · 6 shared positions
$MS$CMI$D$DGX$DUK$GILD
$1.3B
131 positions
#6OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 6 shared positions
$CMI$QCOM$HUBB$CAH$DUK$EMR
$2.2B
70 positions
#7PLIMOTH TRUST CO LLCPassive
Some overlap · 5 shared positions
$DELL$QCOM$DUK$AMGN$CRM
$537M
178 positions
#8Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$DELL$CMI$HUBB$AMGN
$710M
193 positions
#9TODD ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$DELL$MS$CMI$QCOM
$5.6B
182 positions
#10Werlinich Asset Management, LLCActive
Some overlap · 4 shared positions
$DELL$MS$HUBB$J
$258M
57 positions
#11Capital Investment Counsel, LLCPassive
Some overlap · 6 shared positions
$MS$D$AMGN$DUK$EMR$GILD
$805M
155 positions
#12Verity & Verity, LLCActive
Some overlap · 4 shared positions
$DELL$CMI$AMGN$GILD
$1.5B
139 positions
#13Red Door Wealth Management, LLCPassive
Some overlap · 4 shared positions
$DELL$QCOM$AMGN$DUK
$1.1B
320 positions
#14ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$MS$CMI$D$DUK$EMR
$646M
122 positions
#15Counterpoint Mutual Funds LLCActive
Some overlap · 5 shared positions
$DELL$NTAP$CAH$COR$ALB
$1.2B
323 positions
#16DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$DELL$MS$RS
$2.3B
170 positions
#17CONNING INC.Passive
Some overlap · 5 shared positions
$CMI$MS$AMGN$DGX$GILD
$3.3B
327 positions
#18Cunning Capital Partners, LPActive
Some overlap · 3 shared positions
$DELL$MS$CAH
$248M
55 positions
#19LEUTHOLD GROUP, LLCPassive
Some overlap · 5 shared positions
$DELL$CAH$AMGN$COR$GILD
$995M
237 positions
#20Hudson Canyon Capital ManagementPassive
Some overlap · 3 shared positions
$DELL$MS$AMGN
$187M
50 positions
#21Axecap Investments, LLCPassive
Some overlap · 3 shared positions
$DELL$MS$QCOM
$169M
77 positions
#22Boston PartnersPassive
Some overlap · 6 shared positions
$DELL$COR$DGX$MS$RS$GILD
$112.6B
802 positions
#23JB Capital LLCActive
Some overlap · 6 shared positions
$QCOM$DELL$EMR$NTAP$MRSH$J
$2.9B
269 positions
#24FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$DELL$CMI$CAH
$487M
190 positions
#25Crescent Sterling, Ltd.Passive
Some overlap · 5 shared positions
$CMI$QCOM$AMGN$DUK$CRM
$122M
92 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.