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 Redmond Asset

13F Portfolio OverlapQ3 2026Redmond Asset portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Redmond Asset Management, LLC is an institutional investor managing $338M across 186 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Redmond Asset are DUDLEY & SHANLEY, CALEDONIA INVESTMENTS PLC, LONDON OF VIRGINIA, with shared positions in $WSO, $SCHW, $ECL, $FAST, $XYL, $TXN. The full ranking of 25 similar funds is below.

#1DUDLEY & SHANLEY, INC.Active

Notable overlap · 5 shared positions

$WSO $SCHW $ECL $FAST $XYL

$629M

36 positions

#2CALEDONIA INVESTMENTS PLCActive

Notable overlap · 4 shared positions

$WSO $SCHW $TXN $FAST

$890M

15 positions

#3LONDON CO OF VIRGINIAActive

Some overlap · 4 shared positions

$NSC $SCHW $TXN $FAST

$17.5B

169 positions

#4Lafayette Investments, Inc.Active

Some overlap · 4 shared positions

$MKL $NSC $SCHW $TXN

$542M

162 positions

#5INKWELL CAPITAL LLCActive

Some overlap · 3 shared positions

$MKL $NSC $SCHW

$96M

31 positions

#6Findlay Park Partners LLPActive

Some overlap · 4 shared positions

$XPO $SCHW $TXN $ECL

$7.4B

49 positions

#7DEARBORN PARTNERS LLCPassive

Some overlap · 5 shared positions

$WSO $TXN $ECL $CME $CASY

$1.8B

269 positions

#8BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$SCHW $TXN $ECL $FAST

$529M

72 positions

#9PYA Waltman Capital, LLCActive

Some overlap · 4 shared positions

$MKL $TXN $UPS $CME

$421M

67 positions

#10FENIMORE ASSET MANAGEMENT INCActive

Some overlap · 4 shared positions

$MKL $ZBRA $FAST $WSO

$4.6B

93 positions

#11Hamlin Capital Management, LLCActive

Some overlap · 3 shared positions

$WSO $TXN $CME

$4.0B

28 positions

#12Giverny Capital Inc.Active

Some overlap · 3 shared positions

$MKL $SCHW $WSO

$3.0B

51 positions

#13Gs Investments, Inc.Passive

Some overlap · 3 shared positions

$SCHW $TXN $ECL

$138M

133 positions

#14Capital Investment Services of America, Inc.Active

Some overlap · 4 shared positions

$TYL $ECL $ZBRA $FAST

$1.0B

83 positions

#15Lincoln Capital LLCActive

Some overlap · 4 shared positions

$MKL $SCHW $UPS $FAST

$570M

138 positions

#16Live Oak Private Wealth LLCPassive

Some overlap · 3 shared positions

$SCHW $MKL $UPS

$800M

211 positions

#17Skylands Capital, LLCPassive

Some overlap · 3 shared positions

$NSC $SCHW $ADEA

$762M

164 positions

#18Salvus Wealth Management, LLCPassive

Some overlap · 3 shared positions

$SCHW $MKL $NSC

$175M

132 positions

#19Heron Bay Capital ManagementPassive

Some overlap · 3 shared positions

$SCHW $TXN $ZBRA

$1.1B

97 positions

#20GARRISON BRADFORD & ASSOCIATES INCActive

Some overlap · 3 shared positions

$SCHW $TYL $NSC

$88M

31 positions

#21Monte Financial Group, LLCPassive

Some overlap · 4 shared positions

$TXN $WSO $UPS $CME

$312M

102 positions

#22MARKEL GROUP INC.Active

Some overlap · 3 shared positions

$WSO $TXN $SCHW

$13.1B

130 positions

#23DAVENPORT & Co LLCPassive

Some overlap · 3 shared positions

$MKL $WSO $NSC

$19.9B

1,389 positions

#24Harrington Investments, INCPassive

Some overlap · 3 shared positions

$SCHW $ECL $XYL

$209M

80 positions

#25Troy Asset Management LtdActive

Some overlap · 3 shared positions

$MKL $TXN $CME

$3.6B

29 positions

Compare Redmond Asset’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Redmond Asset’s holdings

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.