How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Poehling

13F Portfolio OverlapQ3 2026Poehling portfolio →

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Most similar hedge funds by 13F overlap

Poehling Capital Management, INC. is an institutional investor managing $486M across 164 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Poehling are INKWELL, Citadel Investment Advisory, DMKC Advisory Services, with shared positions in $MKL, $SCHW, $HSY, $OXY, $DIS, $WFC. The full ranking of 25 similar funds is below.

#1INKWELL CAPITAL LLCActive

Notable overlap · 6 shared positions

$MKL $SCHW $HSY $OXY $DIS $WFC

$96M

31 positions

#2Citadel Investment Advisory, Inc.Active

Notable overlap · 8 shared positions

$MKL $AMG $PEP $DIS $WFC $MDT

$218M

76 positions

#3DMKC Advisory Services, LLCActive

Notable overlap · 7 shared positions

$WFC $PEP $DEO $C $MMM $TGT

$530M

92 positions

#4Lafayette Investments, Inc.Active

Notable overlap · 5 shared positions

$MKL $SCHW $JEF $PEP $DIS

$542M

162 positions

#5HARRIS ASSOCIATES L PActive

Notable overlap · 7 shared positions

$SCHW $C $CRM $FISV $WFC $AIG

$75.4B

162 positions

#6BARR E S & COActive

Notable overlap · 4 shared positions

$MKL $SCHW $PEP $WFC

$1.8B

112 positions

#7Mondrian Investment Partners LTDActive

Notable overlap · 7 shared positions

$SCHW $BTI $WFC $CRM $PEP $FISV

$5.4B

136 positions

#8Blume Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$SCHW $WFC $C $FISV $DIS

$678M

357 positions

#9SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$C $WFC $DEO $HSY $MMM $MDT

$606M

79 positions

#10Kennondale Capital Management LLCPassive

Notable overlap · 7 shared positions

$MKL $C $CNC $MPC $AMG $MMM

$150M

80 positions

#11CORDA Investment Management, LLC.Active

Notable overlap · 6 shared positions

$SCHW $PEP $HSY $MDT $STZ $DEO

$1.5B

78 positions

#12Lincoln Capital LLCActive

Notable overlap · 6 shared positions

$MKL $SCHW $DIS $DHR $OXY $PEP

$570M

138 positions

#13HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$C $WFC $FISV $CRM $MDT $AIG

$34.3B

462 positions

#14Allied Investment Advisors, LLCPassive

Notable overlap · 6 shared positions

$WFC $PEP $DEO $MMM $TGT $MDT

$1.1B

112 positions

#15CONTINENTAL ADVISORS LLCActive

Notable overlap · 4 shared positions

$FISV $WFC $VTRS $C

$233M

52 positions

#16Hillman Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$FISV $DEO $CRM $HSY $DIS $STZ

$138M

54 positions

#17BANYAN CAPITAL MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$MKL $FISV $DHR

$230M

55 positions

#18SCHARF INVESTMENTS, LLCActive

Notable overlap · 5 shared positions

$MKL $CNC $HSY $OXY $DIS

$3.0B

79 positions

#19EQUITY INVESTMENT CORPActive

Notable overlap · 6 shared positions

$WFC $DEO $SCHW $HSY $TGT $MDT

$5.2B

76 positions

#20Bradyco, Inc.Active

Notable overlap · 5 shared positions

$MKL $PEP $DIS $DEO $WFC

$87M

33 positions

#21Buttonwood Financial Advisors Inc.Active

Notable overlap · 6 shared positions

$MKL $SCHW $FISV $DIS $PEP $HSY

$331M

110 positions

#22SUMMITRY LLCPassive

Notable overlap · 5 shared positions

$WFC $SCHW $FISV $CRM $MDT

$3.0B

340 positions

#23Mraz, Amerine & Associates, Inc.Active

Notable overlap · 4 shared positions

$MKL $JEF $OXY $SCHW

$697M

199 positions

#24VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 5 shared positions

$MKL $PEP $HSY $TGT $MDT

$203M

58 positions

#25DAVIS SELECTED ADVISERSActive

Notable overlap · 3 shared positions

$MKL $WFC $VTRS

$23.3B

112 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.