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Hedge Funds Similar to Palogic Value

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

Palogic Value Management, L.P. is an institutional investor managing $304M across 194 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 Palogic Value are TriCert Investment Counsel, VPR, Integras Partners, with shared positions in $BHP, $SHEL, $AMGN, $ARCC, $OBDC, $FCX. The full ranking of 25 similar funds is below.

#1TriCert Investment Counsel Inc.Active
Some overlap · 3 shared positions
$BHP$SHEL$AMGN
$1.1B
88 positions
#2VPR Management LLCActive
Some overlap · 5 shared positions
$BHP$ARCC$OBDC$FCX$SHEL
$249M
66 positions
#3Integras Partners LLCPassive
Some overlap · 3 shared positions
$BHP$AMGN$ARCC
$181M
100 positions
#4P.A.W. CAPITAL CORPPassive
Some overlap · 4 shared positions
$SHEL$AMGN$ARCC$EEFT
$133M
66 positions
#5AUGUSTINE ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$SHEL$BHP$FCX$AMGN
$494M
121 positions
#6Cornerstone Advisory, LLCPassive
Some overlap · 3 shared positions
$NAD$NVG$ARCC
$1.2B
278 positions
#7Congress Park Capital LLCPassive
Some overlap · 3 shared positions
$NAD$NVG$AMGN
$370M
134 positions
#8Villanova Investment Management Co LLCPassive
Some overlap · 4 shared positions
$TRIP$VYX$EEFT$OZK
$105M
56 positions
#9Melone Private Wealth, LLCActive
Some overlap · 3 shared positions
$NAD$NVG$NMZ
$263M
58 positions
#10SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$BHP$SLB$FCX
$296M
134 positions
#11Converium Capital Inc.Active
Some overlap · 3 shared positions
$TRIP$GPN$FCX
$783M
44 positions
#12BEARING POINT CAPITAL, LLCPassive
Some overlap · 3 shared positions
$BHP$AGX$FCX
$740M
203 positions
#13McGowan Group Asset Management, Inc.Active
Some overlap · 3 shared positions
$NAD$NVG$TXN
$823M
154 positions
#14Regatta Research & Money ManagementPassive
Some overlap · 3 shared positions
$NAD$AMGN$OBDC
$106M
495 positions
#15apricus wealth, LLCPassive
Some overlap · 3 shared positions
$SHEL$AMGN$SLB
$210M
129 positions
#16NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 3 shared positions
$SHEL$AMGN$TXN
$863M
131 positions
#17HOURGLASS CAPITAL, LLCPassive
Slight overlap · 3 shared positions
$BHP$SLB$FCX
$508M
127 positions
#18Parrish Capital LLC
Slight overlap · 3 shared positions
$SHEL$SLB$OZK
$104M
87 positions
#19Drum Hill Capital, LLCActive
Slight overlap · 3 shared positions
$SHEL$EEFT$TXN
$98M
45 positions
#20PENN DAVIS MCFARLAND INCActive
Slight overlap · 3 shared positions
$SHEL$AMGN$TXN
$1.1B
79 positions
#21PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$BHP$AMGN$FCX
$3.2B
77 positions
#22PRIVATE MANAGEMENT GROUP INCPassive
Slight overlap · 3 shared positions
$GPN$VYX$OBDC
$3.8B
320 positions
#23EIGHT 31 FINANCIAL, LLCActive
Slight overlap · 4 shared positions
$SHEL$ARCC$TXN$OBDC
$168M
66 positions
#24WEITZ INVESTMENT MANAGEMENT, INC.Active
Slight overlap · 3 shared positions
$GPN$EEFT$TXN
$1.4B
50 positions
#25Willis Johnson & Associates, Inc.Smart money
Slight overlap · 3 shared positions
$SHEL$FCX$SLB
$1.8B
102 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.