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Hedge Funds Similar to Petrus Company, LTA

13F Portfolio OverlapQ1 2026Petrus Company, LTA portfolio →
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Most similar hedge funds by 13F overlap

Petrus Trust Company, LTA is an institutional investor managing $915M across 27 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 Petrus Company, LTA are BloombergSen, Meritage Group, Longview Partners (Guernsey) LTD, with shared positions in $CPAY, $AON, $PGR, $MSCI, $CSGP, $CRM. The full ranking of 25 similar funds is below.

#1BloombergSen Inc.Smart money
Notable overlap · 3 shared positions
$CPAY$AON$PGR
$1.3B
30 positions
#2Meritage Group LPSmart money
Notable overlap · 3 shared positions
$AON$MSCI$CSGP
$2.7B
13 positions
#3Longview Partners (Guernsey) LTDActive
Notable overlap · 4 shared positions
$AON$MSCI$CRM$TMO
$7.1B
25 positions
#4YCG, LLCActive
Notable overlap · 5 shared positions
$AON$MSCI$FICO$CSGP$PGR
$1.1B
42 positions
#5Dash Acquisitions Inc.Active
Notable overlap · 6 shared positions
$SAP$MSCI$CRM$TMO$AON$CSGP
$480M
68 positions
#6Bowie Capital Management, LLCActive
Notable overlap · 3 shared positions
$AON$MSCI$FICO
$2.7B
36 positions
#7POLEN CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$MSCI$CSGP$AON$SAP
$14.5B
221 positions
#8Veritas Asset Management LLPActive
Notable overlap · 3 shared positions
$AON$CRM$TMO
$5.9B
21 positions
#9WEITZ INVESTMENT MANAGEMENT, INC.Active
Notable overlap · 4 shared positions
$AON$TMO$CSGP$CRM
$1.4B
49 positions
#10Independent Franchise Partners LLPActive
Notable overlap · 3 shared positions
$AON$CRM$WBD
$14.3B
26 positions
#11Pacific Capital Partners LtdPassive
Some overlap · 4 shared positions
$AZO$PGR$SAP$CSGP
$101M
38 positions
#12AKRE CAPITAL MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$CSGP$FICO$CRM
$6.1B
20 positions
#13DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$AON$CRM$KMB$TMO
$16.0B
187 positions
#14Night Owl Capital Management, LLCActive
Some overlap · 3 shared positions
$AON$SAP$CSGP
$858M
30 positions
#15M.D. Sass, LLCActive
Some overlap · 3 shared positions
$AON$FICO$HSIC
$1.3B
36 positions
#16Ironvine Capital Partners, LLCActive
Some overlap · 3 shared positions
$AON$TMO$CSGP
$910M
56 positions
#17Heron Bay Capital ManagementActive
Some overlap · 3 shared positions
$CPAY$CRM$MSCI
$1.1B
78 positions
#18CEERA INVESTMENTS, LLCPassive
Some overlap · 3 shared positions
$CPAY$CRM$FICO
$228M
93 positions
#19Southpoint Capital Advisors LPActive
Some overlap · 3 shared positions
$AON$TMO$HSIC
$4.9B
41 positions
#20Local Pensions Partnership Investment LtdActive
Some overlap · 3 shared positions
$AZO$TMO$MSCI
$4.6B
32 positions
#21Osprey Private Wealth LLCActive
Some overlap · 3 shared positions
$AZO$PGR$TMO
$345M
77 positions
#22Sustainable Growth Advisers, LPActive
Some overlap · 3 shared positions
$AON$CRM$SAP
$10.6B
51 positions
#23Avalon Trust CoActive
Some overlap · 4 shared positions
$PGR$AZO$AON$TMO
$1.5B
460 positions
#24Zuckerman Investment Group, LLCActive
Some overlap · 4 shared positions
$CRM$PGR$HSIC$TMO
$1.1B
135 positions
#25NUANCE INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$KMB$TMO$HSIC
$717M
43 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.