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Hedge Funds Similar to MCDONALD INVESTORS /CA

13F Portfolio OverlapQ1 2026MCDONALD INVESTORS /CA portfolio →
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Most similar hedge funds by 13F overlap

MCDONALD CAPITAL INVESTORS INC/CA is an institutional investor managing $1.5B across 21 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MCDONALD INVESTORS /CA are WEIK, Sather Financial Group, LOUNTZIS ASSET ,, with shared positions in $PGR, $MLM, $WFC, $BN, $NKE, $UNP. The full ranking of 25 similar funds is below.

#1WEIK CAPITAL MANAGEMENTActive
Notable overlap · 3 shared positions
$PGR$MLM$WFC
$251M
90 positions
#2Sather Financial Group IncActive
Notable overlap · 5 shared positions
$BN$NKE$UNP$BAM$WFC
$1.6B
109 positions
#3LOUNTZIS ASSET MANAGEMENT, LLCSmart money
Notable overlap · 3 shared positions
$PGR$WFC$MLM
$273M
52 positions
#4MARSHFIELD ASSOCIATESActive
Notable overlap · 3 shared positions
$PGR$FAST$EXPD
$5.0B
17 positions
#5Adalta Capital Management LLCActive
Notable overlap · 3 shared positions
$BN$UNP$BAM
$209M
97 positions
#6Rather & Kittrell, Inc.Active
Notable overlap · 3 shared positions
$MLM$NKE$PGR
$648M
113 positions
#7GoodHaven Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$BN$PGR$BAM
$287M
26 positions
#8Quantum Capital Management, LLC / NJActive
Notable overlap · 3 shared positions
$MLM$CPRT$FAST
$781M
34 positions
#9Partners Group Holding AGActive
Notable overlap · 3 shared positions
$BN$UNP$BAM
$1.4B
50 positions
#10FENIMORE ASSET MANAGEMENT INCActive
Notable overlap · 5 shared positions
$BN$PGR$MLM$BAM$FAST
$4.5B
92 positions
#11SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 5 shared positions
$WFC$UNP$PAYX$REGN$ECL
$1.3B
158 positions
#12CHECK CAPITAL MANAGEMENT INC/CASmart money
Some overlap · 4 shared positions
$BN$BAM$FAST$WFC
$3.4B
50 positions
#13SIRIOS CAPITAL MANAGEMENT L PActive
Some overlap · 4 shared positions
$WFC$UNP$NKE$MLM
$825M
81 positions
#14DUDLEY & SHANLEY, INC.Active
Some overlap · 3 shared positions
$ECL$PGR$FAST
$611M
37 positions
#15SAYBROOK CAPITAL /NCActive
Some overlap · 3 shared positions
$NKE$FDS$UNP
$371M
42 positions
#16Kimelman & Baird, LLCActive
Some overlap · 4 shared positions
$CPRT$UNP$NKE$REGN
$1.2B
263 positions
#17Osprey Private Wealth LLCActive
Some overlap · 3 shared positions
$ECL$REGN$PGR
$345M
77 positions
#18PRENTISS SMITH & CO INCActive
Some overlap · 3 shared positions
$UNP$PGR$REGN
$172M
65 positions
#19Aristotle Capital Management, LLCActive
Some overlap · 3 shared positions
$MLM$ECL$WFC
$47.8B
191 positions
#20BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$UNP$NKE$CPRT
$506M
75 positions
#21Windsor Advisory Group, LLCActive
Some overlap · 3 shared positions
$PAYX$REGN$FAST
$120M
82 positions
#22MARKEL GROUP INC.Active
Some overlap · 3 shared positions
$BN$PGR$BAM
$11.9B
129 positions
#23HUTCHINSON CAPITAL MANAGEMENT/CAActive
Some overlap · 3 shared positions
$PGR$WFC$UNP
$544M
97 positions
#24NOESIS CAPITAL MANGEMENT CORPActive
Some overlap · 3 shared positions
$ECL$REGN$NKE
$676M
125 positions
#25SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$NKE$WFC$UNP
$728M
79 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.