How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to SCHARF INVESTMENTS,

13F Portfolio OverlapQ1 2026SCHARF INVESTMENTS, portfolio →

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Most similar hedge funds by 13F overlap

SCHARF INVESTMENTS, LLC is an institutional investor managing $3.0B across 79 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 SCHARF INVESTMENTS, are INKWELL, America First Investment Advisors,, Longview Partners (Guernsey) LTD, with shared positions in $MKL, $OXY, $HSY, $DIS, $UHAL, $UNH. The full ranking of 25 similar funds is below.

#1INKWELL CAPITAL LLCActive

Notable overlap · 6 shared positions

$MKL $OXY $HSY $DIS $UHAL $UNH

$98M

31 positions

#2America First Investment Advisors, LLCActive

Notable overlap · 6 shared positions

$FNV $BN $CME $TMO $SLB $HSY

$536M

41 positions

#3Longview Partners (Guernsey) LTDActive

Notable overlap · 6 shared positions

$CME $AON $TMO $MRSH $BKNG $UNH

$7.1B

25 positions

#4Concorde Financial CorpActive

Notable overlap · 4 shared positions

$OXY $CB $HSY $CP

$127M

26 positions

#5Ironvine Capital Partners, LLCActive

Notable overlap · 6 shared positions

$UNP $AON $TMO $UNH $DIS $ADBE

$910M

56 positions

#6CHECK CAPITAL MANAGEMENT INC/CASmart money

Notable overlap · 5 shared positions

$MKL $BN $HSY $DIS $UNH

$3.4B

50 positions

#7LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive

Notable overlap · 7 shared positions

$CB $HSY $DIS $TMO $BN $CNI

$343M

59 positions

#8Adalta Capital Management LLCPassive

Notable overlap · 6 shared positions

$UNP $BN $MKL $FNV $CNI $SLB

$209M

97 positions

#9Foyston, Gordon, & Payne IncPassive

Notable overlap · 6 shared positions

$UNP $MRSH $OTIS $BKNG $UNH $CME

$434M

67 positions

#10Troy Asset Management LtdSmart money

Notable overlap · 6 shared positions

$CB $A $ADBE $CME $BKNG $CNI

$3.4B

30 positions

#11Sather Financial Group IncActive

Notable overlap · 5 shared positions

$BN $MKL $ADBE $UNP $UNH

$1.6B

109 positions

#12Philip James Wealth Mangement, LLCActive

Notable overlap · 3 shared positions

$OXY $CB $HSY

$870M

157 positions

#13Miramar Capital, LLCPassive

Notable overlap · 4 shared positions

$CME $UNP $HSY $LMT

$449M

56 positions

#14Walter Public Investments Inc.Passive

Notable overlap · 6 shared positions

$MCK $MRSH $DIS $CME $ZTS $CP

$418M

48 positions

#15MCRAE CAPITAL MANAGEMENT INCActive

Notable overlap · 5 shared positions

$CB $MRSH $TMO $ZTS $UNH

$482M

106 positions

#16Broad Run Investment Management, LLCSmart money

Notable overlap · 4 shared positions

$MKL $BN $AON $DIS

$568M

24 positions

#17EdgePoint Investment Group Inc.Active

Notable overlap · 4 shared positions

$FNV $UNP $TMO $BN

$12.5B

37 positions

#18DIAMOND HILL CAPITAL MANAGEMENT INCActive

Notable overlap · 6 shared positions

$AON $ZTS $DIS $ADBE $UNP $TMO

$16.0B

187 positions

#19GoodHaven Capital Management, LLCSmart money

Notable overlap · 4 shared positions

$BN $CB $OXY $MKL

$287M

26 positions

#20CANTILLON CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$CME $AON $TMO $A $ADBE $CP

$15.1B

38 positions

#21Glassy Mountain Advisors, Inc.Passive

Notable overlap · 6 shared positions

$NVS $HSY $BKNG $DIS $ADBE $UNH

$322M

77 positions

#22Marathon Asset Management LtdActive

Notable overlap · 6 shared positions

$BN $FNV $MKL $TMO $CME $CP

$2.6B

74 positions

#23MeadowBrook Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$MKL $OTIS $TMO $UNH $DIS $CVS

$113M

186 positions

#24VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.Active

Notable overlap · 5 shared positions

$MKL $BKNG $TMO $CB $ZTS

$11.4B

240 positions

#25Live Oak Private Wealth LLCPassive

Notable overlap · 8 shared positions

$BN $MKL $NVS $DIS $UNH $AON

$717M

207 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.