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Hedge Funds Similar to PUNCH & ASSOCIATES INVESTMENT

13F Portfolio OverlapQ2 2026PUNCH & ASSOCIATES INVESTMENT portfolio →
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Most similar hedge funds by 13F overlap

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. is an institutional investor managing $2.0B across 164 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 PUNCH & ASSOCIATES INVESTMENT are CROWN ADVISORS, Van Berkom & Associates, Aubrey Ltd, with shared positions in $LAUR, $ENVA, $CVCO, $VTS, $GRBK, $NPKI. The full ranking of 19 similar funds is below.

#1CROWN ADVISORS MANAGEMENT, INC.Active
Notable overlap · 6 shared positions
$LAUR$ENVA$CVCO$VTS$GRBK$NPKI
$182M
43 positions
#2Van Berkom & Associates Inc.Active
Some overlap · 4 shared positions
$SNEX$LAUR$RDNT$BV
$3.1B
67 positions
#3Aubrey Capital Management LtdPassive
Some overlap · 3 shared positions
$SNEX$LAUR$PSMT
$160M
39 positions
#4FIRST SABREPOINT CAPITAL MANAGEMENT LPActive
Some overlap · 4 shared positions
$LAUR$CVCO$NPKI$SFM
$304M
27 positions
#5AltraVue Capital, LLCActive
Some overlap · 3 shared positions
$SNEX$IIIV$AGYS
$1.4B
26 positions
#6Orchard Capital Management, LLCPassive
Some overlap · 4 shared positions
$ACA$ENVA$TDW$GRBK
$103M
44 positions
#7Pillsbury Lake Capital LLCPassive
Some overlap · 3 shared positions
$UTI$CVCO$BV
$366M
43 positions
#8Bridge City Capital, LLCPassive
Some overlap · 3 shared positions
$ATEN$WTTR$ADUS
$438M
114 positions
#9Philadelphia Financial Management of San Francisco, LLCActive
Some overlap · 3 shared positions
$ENVA$CVCO$JCAP
$496M
45 positions
#10Harvest Investment Services, LLCPassive
Some overlap · 3 shared positions
$SNEX$LAUR$SPNT
$647M
383 positions
#11Guardian Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$UTI$SFM$KKR
$204M
66 positions
#12ROBOTTI ROBERTSmart money
Some overlap · 3 shared positions
$CVCO$RDNT$TDW
$620M
61 positions
#13MCMORGAN & CO LLCSmart money
Some overlap · 3 shared positions
$PLOW$IIIV$BV
$664M
37 positions
#14HARBOR CAPITAL ADVISORS, INC.Passive
Some overlap · 6 shared positions
$MRVL$FIBK$SNEX$RDNT$LAUR$ACA
$1.5B
1,213 positions
#15ISLAY CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$CNS$KKR$PARR
$216M
231 positions
#16Legato Capital Management LLCPassive
Slight overlap · 3 shared positions
$SNEX$AGYS$IIIV
$1.2B
678 positions
#17Boston Trust Walden CorpActive
Slight overlap · 3 shared positions
$CVCO$SFM$ATEN
$13.1B
396 positions
#18Informed Momentum Co LLCPassive
Slight overlap · 3 shared positions
$ENVA$PSMT$ATEN
$1.1B
268 positions
#19Mraz, Amerine & Associates, Inc.Active
Slight overlap · 3 shared positions
$TDW$JOE$VTS
$697M
199 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.