13F Pro

Hedge Funds Similar to Broad Run Investment ,

13F Portfolio OverlapQ1 2026Broad Run Investment , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Broad Run Investment Management, LLC is an institutional investor managing $568M across 24 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 Broad Run Investment , are Midway Research &, AVENIR, Rockbridge, with shared positions in $AMAT, $BN, $KMX, $BAM, $DIS, $MKL. The full ranking of 25 similar funds is below.

#1Midway Capital Research & ManagementPassive
Notable overlap · 5 shared positions
$AMAT$BN$KMX$BAM$DIS
$106M
117 positions
#2AVENIR CORPActive
Notable overlap · 4 shared positions
$MKL$ORLY$AMT$BN
$820M
72 positions
#3Rockbridge Capital Management LLCActive
Notable overlap · 3 shared positions
$MKL$ORLY$AMT
$149M
27 positions
#4CHECK CAPITAL MANAGEMENT INC/CASmart money
Notable overlap · 4 shared positions
$BN$MKL$DIS$BAM
$3.4B
50 positions
#5Obion Capital Management LPActive
Notable overlap · 3 shared positions
$ORLY$AON$HLT
$101M
15 positions
#6AKRE CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$BN$ORLY$AMT
$6.1B
20 positions
#7Salvus Wealth Management, LLCPassive
Notable overlap · 9 shared positions
$ASTS$BN$AMAT$MKL$NVR$AON
$172M
126 positions
#8Partners Value Investments L.P.Smart money
Notable overlap · 3 shared positions
$BN$BAM$BNT
$9.3B
6 positions
#9HOWLAND CAPITAL MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$MKL$DHR$ORLY$TDG$HLT
$2.5B
262 positions
#10GFI Investment Counsel Ltd.Active
Notable overlap · 3 shared positions
$AON$HLT$BAM
$731M
24 positions
#11PYA Waltman Capital, LLCActive
Notable overlap · 5 shared positions
$MKL$DHR$TDG$NVR$AMT
$361M
67 positions
#12Shelter Rock Management, LLCActive
Notable overlap · 3 shared positions
$ORLY$HLT$TDG
$94M
35 positions
#13BARR E S & COActive
Notable overlap · 4 shared positions
$MKL$BN$AMT$ORLY
$1.7B
108 positions
#14SCHARF INVESTMENTS, LLCActive
Notable overlap · 4 shared positions
$MKL$BN$AON$DIS
$3.2B
70 positions
#15Redwood Family Wealth LLCPassive
Notable overlap · 3 shared positions
$ASTS$MKL$DIS
$102M
102 positions
#16Douglass Winthrop Advisors, LLCActive
Notable overlap · 5 shared positions
$MKL$AON$TDG$BAM$AMT
$5.5B
303 positions
#17Watershed Asset Management, L.L.C.Passive
Notable overlap · 3 shared positions
$MKL$AMAT$DHR
$96M
118 positions
#18BANYAN CAPITAL MANAGEMENT, INC.Active
Notable overlap · 3 shared positions
$MKL$KMX$DHR
$232M
55 positions
#19Ironvine Capital Partners, LLCActive
Notable overlap · 5 shared positions
$AON$ORLY$DHR$AMAT$DIS
$910M
56 positions
#20Luma Capital S.A. - SPFSmart money
Notable overlap · 3 shared positions
$MKL$NVR$FND
$104M
12 positions
#21Sather Financial Group IncActive
Notable overlap · 3 shared positions
$BN$MKL$BAM
$1.6B
109 positions
#22FENIMORE ASSET MANAGEMENT INCActive
Notable overlap · 4 shared positions
$MKL$BN$CDW$BAM
$4.5B
92 positions
#23Burkett Asset Management LtdPassive
Notable overlap · 3 shared positions
$BN$AON$SUNB
$101M
61 positions
#24BRUNI J V & CO /COActive
Notable overlap · 3 shared positions
$BN$BAM$BNT
$958M
31 positions
#25Mraz, Amerine & Associates, Inc.Active
Notable overlap · 3 shared positions
$MKL$BN$NVR
$678M
190 positions

Compare Broad Run Investment ,’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 Broad Run Investment ,’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.