13F Pro

Hedge Funds Similar to PRIVATE GROUP

13F Portfolio OverlapQ2 2026PRIVATE GROUP portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

PRIVATE MANAGEMENT GROUP INC is an institutional investor managing $3.8B across 320 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 PRIVATE GROUP are Friedenthal Financial, TT, Muzinich, with shared positions in $COLD, $OGN, $VZ, $DAR, $JEF, $OCSL. The full ranking of 25 similar funds is below.

#1Friedenthal FinancialPassive
Some overlap · 5 shared positions
$COLD$OGN$VZ$DAR$JEF
$217M
254 positions
#2TT Capital Management LLCActive
Some overlap · 5 shared positions
$OCSL$OBDC$CCZ$VZ$GSBD
$128M
77 positions
#3Muzinich & Co., Inc.Active
Some overlap · 4 shared positions
$GSBD$OCSL$OBDC$BBDC
$293M
38 positions
#4AMERICAN FINANCIAL GROUP INCActive
Some overlap · 4 shared positions
$GSBD$GPN$CCZ$ACI
$284M
73 positions
#5ARES MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$GSBD$OCSL$OBDC$BBDC
$2.3B
44 positions
#6CM Management, LLCPassive
Some overlap · 4 shared positions
$OGN$KDP$PK$BGC
$157M
71 positions
#7FOUNDATION RESOURCE MANAGEMENT INCActive
Some overlap · 4 shared positions
$CCZ$VZ$LKQ$ABEV
$860M
56 positions
#8Mork Capital Management, LLCPassive
Some overlap · 4 shared positions
$SON$CCZ$SIRI$BGC
$156M
104 positions
#9Tejara Capital LtdPassive
Some overlap · 4 shared positions
$GPN$CCZ$QDEL$FOUR
$243M
66 positions
#10Rock Point Advisors, LLCPassive
Some overlap · 3 shared positions
$COLD$GPN$JEF
$409M
123 positions
#11Avantax Planning Partners, Inc.Active
Some overlap · 3 shared positions
$STT$VLO$VZ
$4.0B
454 positions
#12L & S Advisors IncPassive
Some overlap · 3 shared positions
$STT$BNY$VLO
$967M
236 positions
#13Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$STT$BNY$UGI
$108M
52 positions
#14GraniteShares Advisors LLCPassive
Some overlap · 3 shared positions
$GSBD$PSEC$BBDC
$156M
90 positions
#15SUMMIT SECURITIES GROUP, LLCPassive
Some overlap · 4 shared positions
$STT$PB$WBD$CCZ
$1.0B
1,135 positions
#16SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive
Some overlap · 3 shared positions
$GSBD$OCSL$BBDC
$213M
91 positions
#17Applied Finance Capital Management, LLCPassive
Some overlap · 3 shared positions
$VLO$VZ$KDP
$1.3B
218 positions
#18CLIFFORD CAPITAL PARTNERS LLCActive
Some overlap · 3 shared positions
$KDP$GPN$LKQ
$727M
43 positions
#19HARRIS ASSOCIATES L PActive
Some overlap · 3 shared positions
$KDP$GPN$STT
$75.4B
162 positions
#20Manske Wealth ManagementPassive
Some overlap · 4 shared positions
$VZ$STT$CCZ$VLO
$403M
226 positions
#21Lalia Capital, LLCActive
Some overlap · 3 shared positions
$GSBD$OBDC$CG
$206M
15 positions
#22LETKO, BROSSEAU & ASSOCIATES INCActive
Some overlap · 3 shared positions
$STT$CCZ$VZ
$6.8B
112 positions
#23LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 4 shared positions
$CCZ$VZ$COLD$ABEV
$489M
244 positions
#24Center for Wealth Management AdvisoryActive
Some overlap · 3 shared positions
$BNY$CCZ$VZ
$159M
62 positions
#25Hudson Portfolio Management LLCPassive
Some overlap · 3 shared positions
$BNY$VZ$CCZ
$132M
117 positions

Compare PRIVATE GROUP’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 PRIVATE GROUP’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.