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Hedge Funds Similar to TIMUCUAN ASSET

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

TIMUCUAN ASSET MANAGEMENT INC/FL is an institutional investor managing $2.7B across 27 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 TIMUCUAN ASSET are Salvus Wealth, Giverny, Strata Wealth Advisors, with shared positions in $SCHW, $PGR, $SGI, $BKNG, $AXP, $THO. The full ranking of 25 similar funds is below.

#1Salvus Wealth Management, LLCPassive
Substantial overlap · 15 shared positions
$SCHW$PGR$SGI$BKNG$AXP$THO
$175M
132 positions
#2Giverny Capital Inc.Active
Substantial overlap · 10 shared positions
$SCHW$PGR$BKNG$IBP$NVR$KNSL
$3.0B
51 positions
#3Strata Wealth Advisors, LLCActive
Substantial overlap · 10 shared positions
$ANET$AXP$ADI$SCHW$BKNG$AWI
$426M
98 positions
#4CENTRAL SECURITIES CORPActive
Notable overlap · 4 shared positions
$PGR$SCHW$AXP$ADI
$1.3B
29 positions
#5Bretton Capital Management, LLCActive
Notable overlap · 3 shared positions
$AXP$PGR$NVR
$119M
20 positions
#6Global Frontier Investments LLCActive
Notable overlap · 3 shared positions
$AXP$PGR$SCHW
$581M
30 positions
#7Longview Partners (Guernsey) LTDActive
Notable overlap · 3 shared positions
$AXP$PGR$BKNG
$6.2B
23 positions
#8Smith Group Asset Management, LLCActive
Notable overlap · 5 shared positions
$ANET$ADI$AXP$BKNG$SCHW
$2.5B
166 positions
#9Luma Capital S.A. - SPFActive
Notable overlap · 3 shared positions
$BKNG$FND$NVR
$122M
13 positions
#10Van Cleef Asset Management,IncActive
Notable overlap · 3 shared positions
$PGR$AXP$SCHW
$1.0B
120 positions
#11Dundas Partners LLPActive
Notable overlap · 3 shared positions
$AXP$ADI$BKNG
$1.4B
31 positions
#12Holowesko Partners Ltd.Active
Notable overlap · 4 shared positions
$AXP$PGR$SW$KMB
$395M
34 positions
#13BECK MACK & OLIVER LLCActive
Notable overlap · 3 shared positions
$SGI$SCHW$AXP
$5.1B
201 positions
#14INKWELL CAPITAL LLCActive
Notable overlap · 3 shared positions
$PGR$SCHW$AXP
$96M
31 positions
#15Varenne Capital PartnersActive
Notable overlap · 3 shared positions
$ANET$ADI$SCHW
$603M
30 positions
#16BENNETT SELBY INVESTMENTS LPActive
Notable overlap · 4 shared positions
$BKNG$FND$KNSL$NVR
$327M
85 positions
#17FIDUCIARY MANAGEMENT INC /WI/Active
Notable overlap · 3 shared positions
$BKNG$SCHW$PGR
$7.0B
56 positions
#18Turtle Creek Asset Management Inc.Active
Notable overlap · 3 shared positions
$FND$KNSL$PATK
$2.6B
38 positions
#19MONIMUS CAPITAL MANAGEMENT, LPPassive
Notable overlap · 3 shared positions
$BKNG$SGI$IBP
$432M
56 positions
#20Intrinsic Value Partners, LLCActive
Notable overlap · 4 shared positions
$SCHW$AXP$KNSL$BKNG
$146M
73 positions
#21Triad Investment ManagementActive
Notable overlap · 3 shared positions
$THO$NVR$AXP
$75M
32 positions
#22GREATMARK INVESTMENT PARTNERS, INC.Active
Notable overlap · 3 shared positions
$AXP$SCHW$BKNG
$906M
153 positions
#23BLALOCK WILLIAMS, LLCPassive
Notable overlap · 6 shared positions
$ANET$SCHW$KNSL$PGR$AXP$IBP
$154M
154 positions
#24HS Management Partners, LLCActive
Notable overlap · 3 shared positions
$AXP$BKNG$KMB
$291M
24 positions
#25Sava Infond d.o.o.Passive
Notable overlap · 3 shared positions
$ANET$ADI$BKNG
$1.4B
242 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.