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Hedge Funds Similar to SOUTHEASTERN ASSET

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

SOUTHEASTERN ASSET MANAGEMENT INC/TN/ is an institutional investor managing $1.9B across 47 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 SOUTHEASTERN ASSET are Oakum Bay, SECTOR GAMMA AS, DME, with shared positions in $RYN, $ACMR, $MSGS, $ABT, $REGN, $AVTR. The full ranking of 25 similar funds is below.

#1Oakum Bay Capital LLC
Notable overlap · 3 shared positions
$RYN$ACMR$MSGS
$187M
88 positions
#2SECTOR GAMMA ASActive
Some overlap · 4 shared positions
$ABT$REGN$AVTR$CAH
$461M
40 positions
#3DME Capital Management, LPActive
Some overlap · 5 shared positions
$FBIN$CNH$PVH$TRIP$HSIC
$3.9B
46 positions
#4SHAPIRO CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$ACI$BATRA$AVTR$MSGS
$1.6B
50 positions
#5Wallace Capital Management Inc.Smart money
Some overlap · 5 shared positions
$WTM$CNX$GHC$TRIP$AMG
$912M
77 positions
#6SERENITY CAPITAL MANAGEMENT PTE. LTD.Active
Some overlap · 3 shared positions
$MAT$EDU$HTHT
$332M
11 positions
#7Invenomic Capital Management LPPassive
Some overlap · 3 shared positions
$PVH$FIS$DOLE
$1.7B
116 positions
#8Sivik Global Healthcare LLCActive
Some overlap · 3 shared positions
$REGN$ABT$CAH
$132M
34 positions
#9First Pacific Advisors, LPActive
Some overlap · 4 shared positions
$FBIN$AVTR$CNH$MICC
$8.1B
75 positions
#10FOUNDERS CAPITAL MANAGEMENT, LLCSmart money
Some overlap · 4 shared positions
$FDX$REGN$ABT$KHC
$670M
79 positions
#11Ranmore Fund Management LtdActive
Some overlap · 3 shared positions
$REGN$TME$KSPI
$903M
23 positions
#12Clarkston Capital Partners, LLCActive
Some overlap · 4 shared positions
$AVTR$FIS$AMG$HSIC
$1.2B
96 positions
#13HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$CNH$FDX$KHC
$34.3B
462 positions
#14DODGE & COXActive
Some overlap · 3 shared positions
$REGN$FDX$FIS
$191.0B
222 positions
#15VELA Investment Management, LLCPassive
Some overlap · 3 shared positions
$BATRA$ABT$GHC
$468M
165 positions
#16FIDUCIARY MANAGEMENT INC /WI/Active
Some overlap · 3 shared positions
$WTM$FBIN$HSIC
$7.0B
56 positions
#17Distillate Capital Partners LLCPassive
Some overlap · 3 shared positions
$ABT$REGN$FDX
$1.9B
118 positions
#18Beverly Hills Private Wealth, LLCPassive
Some overlap · 3 shared positions
$ALX$MGM$ACI
$525M
255 positions
#19Orvieto Partners, L.P.Passive
Some overlap · 3 shared positions
$MGM$H$MSGS
$154M
46 positions
#20BOYAR ASSET MANAGEMENT INC.Active
Some overlap · 4 shared positions
$BATRA$MGM$TRIP$MSGS
$174M
77 positions
#21Tabor Asset Management, LPPassive
Some overlap · 4 shared positions
$MGM$BATRA$SN$MSGS
$328M
47 positions
#22WOODSTOCK CORPActive
Some overlap · 3 shared positions
$ABT$REGN$FDX
$1.2B
163 positions
#23WEXFORD CAPITAL LPActive
Some overlap · 3 shared positions
$FDX$ACMR$KSPI
$782M
223 positions
#24DELPHI MANAGEMENT INC /MA/Passive
Slight overlap · 3 shared positions
$BATRA$GHC$AMG
$102M
83 positions
#25Value Investment Professionals, LLCPassive
Slight overlap · 3 shared positions
$ACI$REGN$ABT
$119M
97 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.