13F Pro

Hedge Funds Similar to S&G Foundation

13F Portfolio OverlapQ2 2026S&G Foundation portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

S&G Foundation is an institutional investor managing $2.1B across 21 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 S&G Foundation are Global Frontier Investments, TIMUCUAN ASSET, Holowesko Partners Ltd., with shared positions in $AXP, $INFQ, $USB, $WAL, $PGR, $BABA. The full ranking of 25 similar funds is below.

#1Global Frontier Investments LLCActive
Notable overlap · 9 shared positions
$AXP$INFQ$USB$WAL$PGR$BABA
$581M
30 positions
#2TIMUCUAN ASSET MANAGEMENT INC/FLActive
Some overlap · 3 shared positions
$AXP$PGR$SCHW
$2.7B
27 positions
#3Holowesko Partners Ltd.Active
Some overlap · 3 shared positions
$AXP$PGR$BABA
$395M
34 positions
#4Davis Asset Management, L.P.Active
Some overlap · 10 shared positions
$VMRK$WAL$USB$PGR$WFC$INFQ
$3.9B
85 positions
#5SHAYNE & JACOBS, LLCActive
Some overlap · 4 shared positions
$AXP$BNY$WFC$AIG
$337M
101 positions
#6SCHWERIN BOYLE CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$AXP$WFC$ACN
$816M
49 positions
#7PROVIDENT TRUST COSmart money
Some overlap · 3 shared positions
$AXP$SCHW$ACN
$4.8B
22 positions
#8Maj Invest Holding A/SActive
Some overlap · 3 shared positions
$AXP$USB$BABA
$2.2B
40 positions
#9ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$AXP$USB$SCHW
$807M
209 positions
#10Artisan Partners Limited PartnershipActive
Some overlap · 4 shared positions
$AXP$BNY$PGR$SCHW
$63.1B
341 positions
#11Wynn Capital, LLCPassive
Some overlap · 5 shared positions
$AXP$BNY$WFC$SCHW$BABA
$224M
116 positions
#12Intrinsic Value Partners, LLCActive
Some overlap · 4 shared positions
$AXP$BNY$WFC$SCHW
$146M
73 positions
#13SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 4 shared positions
$AXP$USB$WFC$ECL
$1.5B
160 positions
#14Pavion Blue Capital, LLCPassive
Some overlap · 3 shared positions
$AXP$WFC$AIG
$248M
111 positions
#15NBZ Investment Advisors LLCActive
Some overlap · 3 shared positions
$AXP$WFC$SCHW
$256M
86 positions
#16Tweedy, Browne Co LLCActive
Some overlap · 5 shared positions
$AXP$BNY$WFC$USB$PGR
$1.3B
91 positions
#17Galvin, Gaustad & Stein, LLCPassive
Some overlap · 4 shared positions
$AXP$WFC$PGR$BNY
$1.4B
262 positions
#18PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$AXP$WFC$SCHW
$175M
73 positions
#19DCM Advisors, LLCActive
Some overlap · 3 shared positions
$AXP$WFC$AIG
$253M
38 positions
#20Strata Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$AXP$PGR$SCHW
$410M
97 positions
#21CENTRAL SECURITIES CORPActive
Some overlap · 3 shared positions
$AXP$PGR$SCHW
$1.3B
29 positions
#22BAXTER BROS INCPassive
Some overlap · 4 shared positions
$AXP$WFC$SCHW$WRB
$864M
172 positions
#23MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$BNY$USB$WFC
$1.2B
106 positions
#24CHILTON INVESTMENT CO INC.Active
Some overlap · 4 shared positions
$AXP$PGR$BNY$WRB
$4.2B
299 positions
#25Longbow Finance SAPassive
Some overlap · 3 shared positions
$AXP$BNY$STT
$782M
59 positions

Compare S&G Foundation’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 S&G Foundation’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.