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 Sather Financial Group

13F Portfolio OverlapQ1 2026Sather Financial Group portfolio →

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Most similar hedge funds by 13F overlap

Sather Financial Group Inc is an institutional investor managing $1.6B across 109 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 Sather Financial Group are FENIMORE ASSET, Evergreen Private Wealth, SCHARF INVESTMENTS,, with shared positions in $ROST, $MKL, $BN, $BAM, $AZO, $ANET. The full ranking of 25 similar funds is below.

#1FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$ROST $MKL $BN $BAM $AZO

$4.5B

92 positions

#2Evergreen Private Wealth LLCPassive

Notable overlap · 5 shared positions

$ROST $ANET $ADBE $INTU $AMGN

$247M

86 positions

#3SCHARF INVESTMENTS, LLCActive

Notable overlap · 5 shared positions

$BN $MKL $ADBE $UNP $UNH

$3.2B

70 positions

#4MCDONALD CAPITAL INVESTORS INC/CASmart money

Notable overlap · 5 shared positions

$BN $NKE $UNP $BAM $WFC

$1.5B

21 positions

#5Adalta Capital Management LLCPassive

Notable overlap · 5 shared positions

$BN $MKL $UNP $BA $BAM

$209M

97 positions

#6INKWELL CAPITAL LLCActive

Notable overlap · 5 shared positions

$DG $MKL $NKE $UNH $WFC

$98M

31 positions

#7NORTH POINT PORTFOLIO MANAGERS CORP/OHActive

Notable overlap · 5 shared positions

$ROST $ANET $BA $ACN $UNH

$561M

76 positions

#8Broad Run Investment Management, LLCSmart money

Notable overlap · 3 shared positions

$BN $MKL $BAM

$568M

24 positions

#9Nexus Investment Management ULCActive

Notable overlap · 4 shared positions

$ROST $DG $UNP $MS

$715M

70 positions

#10Nutshell Asset Management LtdActive

Notable overlap · 4 shared positions

$ANET $ADBE $INTU $AZO

$184M

35 positions

#11Ervin Investment Management, LLCActive

Notable overlap · 5 shared positions

$BN $MKL $BAM $GE $BA

$171M

47 positions

#12Taylor Hoffman Capital Management LLCPassive

Notable overlap · 5 shared positions

$ANET $UNP $ADBE $MNST $BN

$325M

116 positions

#13DSM CAPITAL PARTNERS LLCActive

Notable overlap · 3 shared positions

$ANET $GE $INTU

$5.7B

44 positions

#14Hillman Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$BA $NKE $ADBE $UNH $INTU

$144M

56 positions

#15HUTCHINSON CAPITAL MANAGEMENT/CAPassive

Notable overlap · 7 shared positions

$MKL $ADBE $ACN $BA $UNP $VLO

$544M

97 positions

#16Sierra Legacy GroupPassive

Notable overlap · 4 shared positions

$ROST $ACN $INTU $TJX

$131M

77 positions

#17Mraz, Amerine & Associates, Inc.Active

Notable overlap · 4 shared positions

$MKL $BN $NKE $AMGN

$678M

190 positions

#18CHECK CAPITAL MANAGEMENT INC/CASmart money

Notable overlap · 8 shared positions

$BN $MKL $AMGN $GE $BAM $WFC

$3.4B

50 positions

#19BCV Asset Management Inc.Active

Notable overlap · 5 shared positions

$BN $UNP $ACN $TJX $UNH

$2.9B

120 positions

#20Watchman Group, Inc.Active

Notable overlap · 4 shared positions

$MKL $NXPI $ACN $INTU

$413M

73 positions

#21DAVENPORT & Co LLCPassive

Notable overlap · 7 shared positions

$BN $MKL $UNP $ACN $BAM $TJX

$18.4B

1,302 positions

#22GUARDCAP ASSET MANAGEMENT LtdSmart money

Notable overlap · 4 shared positions

$NKE $ADBE $ACN $UNH

$1.7B

27 positions

#23Berkeley, IncActive

Notable overlap · 5 shared positions

$MKL $PAYC $ROST $INTU $TJX

$298M

81 positions

#24CIM, LLCPassive

Notable overlap · 3 shared positions

$ANET $MNST $INTU

$692M

168 positions

#25Eurizon SLJ Capital LtdPassive

Some overlap · 3 shared positions

$ADBE $ANET $ACN

$210M

167 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.