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Hedge Funds Similar to Sather Financial Group

13F Portfolio OverlapQ2 2026Sather Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Sather Financial Group Inc is an institutional investor managing $1.7B across 121 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 Sather Financial Group are Adalta, Taylor Hoffman, SCHARF INVESTMENTS, with shared positions in $BN, $QCOM, $MKL, $UNP, $BA, $BAM. The full ranking of 25 similar funds is below.

#1Adalta Capital Management LLCPassive
Notable overlap · 6 shared positions
$BN$QCOM$MKL$UNP$BA$BAM
$228M
103 positions
#2Taylor Hoffman Capital Management LLCActive
Notable overlap · 6 shared positions
$ANET$UNP$MNST$SPGI$ADBE$BN
$412M
122 positions
#3SCHARF INVESTMENTS, LLCActive
Notable overlap · 4 shared positions
$BN$MKL$ADBE$UNP
$3.0B
79 positions
#4Broad Run Investment Management, LLCSmart money
Notable overlap · 3 shared positions
$BN$MKL$BAM
$650M
24 positions
#5BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 9 shared positions
$SPGI$UNP$NKE$ANET$ACN$INTU
$499M
73 positions
#6Berkeley, IncPassive
Notable overlap · 6 shared positions
$MKL$PAYC$SPGI$ROST$INTU$TJX
$319M
86 positions
#7MCDONALD CAPITAL INVESTORS INC/CASmart money
Notable overlap · 5 shared positions
$BN$NKE$UNP$BAM$WFC
$1.4B
20 positions
#8Evergreen Private Wealth LLCPassive
Notable overlap · 5 shared positions
$ANET$ADBE$ROST$INTU$AMGN
$270M
89 positions
#9FENIMORE ASSET MANAGEMENT INCActive
Notable overlap · 6 shared positions
$MKL$BN$ROST$SPGI$BAM$AZO
$4.8B
92 positions
#10Ervin Investment Management, LLCActive
Notable overlap · 4 shared positions
$BN$MKL$BAM$BA
$184M
47 positions
#11Robinson Value Management, Ltd.Passive
Notable overlap · 6 shared positions
$QCOM$ADBE$ACN$INTU$NKE$WFC
$187M
75 positions
#12INKWELL CAPITAL LLCActive
Notable overlap · 4 shared positions
$DG$MKL$NKE$WFC
$96M
31 positions
#13Axecap Investments, LLCPassive
Notable overlap · 6 shared positions
$MNST$ANET$QCOM$ROST$MS$VLO
$181M
73 positions
#14Douglass Winthrop Advisors, LLCActive
Notable overlap · 4 shared positions
$MKL$MNST$SPGI$BAM
$5.8B
308 positions
#15Bellecapital International Ltd.Passive
Notable overlap · 3 shared positions
$ANET$BN$SPGI
$625M
123 positions
#16Watchman Group, Inc.Active
Notable overlap · 4 shared positions
$MKL$NXPI$ACN$INTU
$447M
73 positions
#17BRISTOL JOHN W & CO INC /NY/Active
Notable overlap · 3 shared positions
$ANET$UNP$SPGI
$6.8B
62 positions
#18CIM, LLCPassive
Notable overlap · 3 shared positions
$ANET$MNST$INTU
$773M
171 positions
#19Hillman Capital Management, Inc.Passive
Notable overlap · 3 shared positions
$BA$ADBE$NKE
$138M
54 positions
#20Guardian Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$ANET$BN$AZO
$204M
66 positions
#21CHECK CAPITAL MANAGEMENT INC/CASmart money
Notable overlap · 6 shared positions
$BN$MKL$AMGN$BAM$WFC$BA
$3.8B
53 positions
#22SOUND SHORE MANAGEMENT INC /CT/Active
Notable overlap · 4 shared positions
$QCOM$BA$NXPI$WFC
$3.2B
40 positions
#23NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Notable overlap · 4 shared positions
$ANET$BA$ROST$ACN
$606M
79 positions
#24Blue Sky Capital Consultants Group, Inc.Active
Notable overlap · 3 shared positions
$BN$BAM$QCOM
$234M
74 positions
#25Seascape Capital ManagementPassive
Notable overlap · 4 shared positions
$MNST$ANET$QCOM$NXPI
$417M
96 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.