13F Pro

Hedge Funds Similar to Occidental Asset

13F Portfolio OverlapQ2 2026Occidental Asset portfolio →
Institutional-grade research for retail investors

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
$1.7B
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
$2.7B
54 positions
#7PLIMOTH TRUST CO LLCPassive
Some overlap · 5 shared positions
$DELL$QCOM$DUK$AMGN$CRM
$501M
175 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
$262M
58 positions
#11Capital Investment Counsel, LLCPassive
Some overlap · 6 shared positions
$MS$D$AMGN$DUK$EMR$GILD
$808M
156 positions
#12Verity & Verity, LLCActive
Some overlap · 4 shared positions
$DELL$CMI$AMGN$GILD
$1.5B
138 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
$665M
122 positions
#15Counterpoint Mutual Funds LLCActive
Some overlap · 5 shared positions
$DELL$NTAP$CAH$COR$ALB
$1.0B
295 positions
#16DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$DELL$MS$RS
$2.4B
174 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
$181M
73 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
280 positions
#24FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$DELL$CMI$CAH
$490M
188 positions
#25Crescent Sterling, Ltd.Passive
Some overlap · 5 shared positions
$CMI$QCOM$AMGN$DUK$CRM
$112M
85 positions

Compare Occidental Asset’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Occidental Asset’s holdings

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.