13F Pro

Hedge Funds Similar to SCHWERIN BOYLE

13F Portfolio OverlapQ2 2026SCHWERIN BOYLE portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

SCHWERIN BOYLE CAPITAL MANAGEMENT INC is an institutional investor managing $816M across 49 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 SCHWERIN BOYLE are DCM Advisors, WILSEY ASSET, Carlson, with shared positions in $WFC, $AXP, $PFE, $PSX, $VZ, $FISV. The full ranking of 25 similar funds is below.

#1DCM Advisors, LLCActive
Notable overlap · 5 shared positions
$WFC$AXP$PFE$PSX$VZ
$253M
38 positions
#2WILSEY ASSET MANAGEMENT INCActive
Notable overlap · 3 shared positions
$WFC$VZ$PFE
$681M
28 positions
#3Carlson Capital, L.P.Passive
Notable overlap · 4 shared positions
$WFC$PSX$FISV$ICE
$494M
74 positions
#4EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INCPassive
Notable overlap · 6 shared positions
$L$GNTX$WFC$SLB$FISV$PYPL
$842M
118 positions
#5Financial Avengers, Inc.Active
Notable overlap · 3 shared positions
$AXP$VZ$PFE
$241M
155 positions
#6BIRCH FINANCIAL GROUP, LLCPassive
Notable overlap · 3 shared positions
$AXP$PSX$VZ
$195M
135 positions
#7LETSON INVESTMENT MANAGEMENT, INC.Passive
Notable overlap · 4 shared positions
$AXP$L$ACN$FISV
$273M
104 positions
#8Holowesko Partners Ltd.Active
Notable overlap · 3 shared positions
$AXP$SLB$OXY
$395M
34 positions
#9Griffith & Werner, Inc.Passive
Some overlap · 4 shared positions
$WFC$VZ$AXP$PFE
$213M
71 positions
#10Alpha Omega Wealth Management LLCPassive
Some overlap · 7 shared positions
$VZ$GNTX$PSX$PFE$ACN$SLB
$657M
208 positions
#11VESTOR CAPITAL, LLCActive
Some overlap · 3 shared positions
$AXP$SLB$WFC
$486M
276 positions
#12FOUNDATION RESOURCE MANAGEMENT INCActive
Some overlap · 5 shared positions
$VZ$L$PFE$PSX$DG
$860M
56 positions
#13Global Frontier Investments LLCActive
Some overlap · 3 shared positions
$AXP$ACN$WFC
$581M
30 positions
#14Stockman Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$AXP$PFE$SLB$VZ
$968M
178 positions
#15PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$AXP$WFC$MCK
$175M
73 positions
#16Cairn Investment Group, Inc.Active
Some overlap · 5 shared positions
$AYI$MCK$FISV$CTSH$AXP
$227M
65 positions
#17SEIZERT CAPITAL PARTNERS, LLCPassive
Some overlap · 4 shared positions
$AYI$WFC$GNTX$PYPL
$2.4B
181 positions
#18S&G FoundationSmart money
Some overlap · 3 shared positions
$AXP$WFC$ACN
$2.1B
21 positions
#19InvesTrustPassive
Some overlap · 5 shared positions
$WFC$VZ$SLB$PFE$AXP
$260M
95 positions
#20SHAYNE & JACOBS, LLCActive
Some overlap · 3 shared positions
$AXP$WFC$AGCO
$337M
101 positions
#21LOUNTZIS ASSET MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$WFC$FWONA$ICE
$316M
55 positions
#22Drexel Morgan & Co.Active
Some overlap · 3 shared positions
$AXP$SLB$VZ
$719M
60 positions
#23SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$WFC$VZ$PFE$PSX
$606M
79 positions
#24OFS Enterprise LLCActive
Some overlap · 3 shared positions
$WFC$AXP$VZ
$392M
106 positions
#25Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$AXP$ACN$VZ$SLB$PFE
$116M
240 positions

Compare SCHWERIN BOYLE’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 SCHWERIN BOYLE’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.