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Hedge Funds Similar to PB INVESTMENT PARTNERS

13F Portfolio OverlapQ2 2026PB INVESTMENT PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

PB INVESTMENT PARTNERS, L.P. is an institutional investor managing $150M across 9 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 PB INVESTMENT PARTNERS are COOPERMAN LEON G, BASSWOOD , L.L.C., Wellington Shields, with shared positions in $APO, $OMF, $COF, $BLK. The full ranking of 3 similar funds is below.

#1COOPERMAN LEON GActive
Notable overlap · 3 shared positions
$APO$OMF$COF
$3.5B
39 positions
#2BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active
Some overlap · 3 shared positions
$COF$OMF$BLK
$2.5B
111 positions
#3Wellington Shields Capital Management, LLCPassive
Slight overlap · 3 shared positions
$COF$APO$BLK
$788M
334 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.