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Hedge Funds Similar to Samjo

13F Portfolio OverlapQ2 2026Samjo portfolio →
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Most similar hedge funds by 13F overlap

Samjo Management, LLC is an institutional investor managing $293M across 58 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 Samjo are Silverberg Bernstein, NEEDHAM INVESTMENT, IFC Advisors, with shared positions in $PDFS, $KMI, $EPD, $CGNT, $KRNT, $AIP. The full ranking of 25 similar funds is below.

#1Silverberg Bernstein Capital Management LLCActive
Notable overlap · 5 shared positions
$PDFS$KMI$EPD$CGNT$KRNT
$261M
70 positions
#2NEEDHAM INVESTMENT MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$AIP$PDFS$GENI
$3.3B
176 positions
#3IFC Advisors LLCActive
Notable overlap · 3 shared positions
$GENI$KKR$DE
$788M
179 positions
#4BROOKTREE CAPITAL MANAGEMENTActive
Notable overlap · 4 shared positions
$PAR$RMNI$PFE$EMR
$153M
44 positions
#5Goodman Financial CorpPassive
Some overlap · 6 shared positions
$SLB$FLR$SBUX$WM$PFE$EPD
$647M
73 positions
#6MASTERS CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$SLB$FLR$FTK
$3.9B
80 positions
#7Canoe Financial LPActive
Some overlap · 3 shared positions
$SLB$EMR$DE
$8.1B
110 positions
#8Manatuck Hill Partners, LLCPassive
Some overlap · 3 shared positions
$ZETA$FLR$FTK
$302M
129 positions
#9ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 3 shared positions
$SLB$KMI$WMB
$763M
51 positions
#10Capital Innovations LLCPassive
Some overlap · 5 shared positions
$SLB$WM$WMB$CEG$EXC
$385M
51 positions
#11Massachusetts Wealth ManagementPassive
Some overlap · 4 shared positions
$SLB$EMR$DE$PFE
$262M
98 positions
#12BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$KMI$EMR$DE$WM
$2.5B
270 positions
#13Bullseye Asset Management LLCPassive
Some overlap · 3 shared positions
$ZETA$CYRX$PRMB
$197M
56 positions
#14WILKINS INVESTMENT COUNSEL INCActive
Some overlap · 4 shared positions
$SLB$EMR$Q$WMB
$742M
119 positions
#15Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 4 shared positions
$KMI$DE$Q$PFE
$1.0B
765 positions
#16NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$KMI$EMR$DE
$381M
144 positions
#17Bastion Asset Management Inc.Passive
Some overlap · 3 shared positions
$ZETA$AIOT$FLR
$295M
54 positions
#181492 Capital Management LLCPassive
Some overlap · 3 shared positions
$ZETA$AIOT$GENI
$339M
133 positions
#19WealthTrust Axiom LLCPassive
Some overlap · 4 shared positions
$KMI$SLB$CEG$PFE
$448M
302 positions
#20ALLEN WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$SLB$EPD$WM$PFE$SBUX
$205M
60 positions
#21Sterling Investment Advisors, Ltd.Passive
Some overlap · 4 shared positions
$KMI$DE$KKR$PFE
$599M
225 positions
#22Providence Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$SLB$EMR$DE$WM
$660M
385 positions
#23STRATEGY ASSET MANAGERS LLCPassive
Some overlap · 4 shared positions
$KMI$EMR$WM$CEG
$670M
265 positions
#24WESTERLY CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$FLR$AMBA$CGNT
$542M
46 positions
#25Guardian Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$RPC$APO$KKR$WM
$204M
66 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.