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Hedge Funds Similar to Broad Run Investment

13F Portfolio OverlapQ2 2026Broad Run Investment portfolio →
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Most similar hedge funds by 13F overlap

Broad Run Investment Management, LLC is an institutional investor managing $650M across 24 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 Broad Run Investment are AVENIR, Rockbridge, Obion, with shared positions in $MKL, $ORLY, $AMT, $AON, $HLT, $BN. The full ranking of 25 similar funds is below.

#1AVENIR CORPActive
Notable overlap · 3 shared positions
$MKL$ORLY$AMT
$821M
79 positions
#2Rockbridge Capital Management LLCActive
Notable overlap · 3 shared positions
$MKL$ORLY$AMT
$155M
31 positions
#3Obion Capital Management LPActive
Notable overlap · 3 shared positions
$ORLY$AON$HLT
$118M
16 positions
#4JACKSON HILL ADVISORS, LLCActive
Notable overlap · 3 shared positions
$BN$HLT$TDG
$197M
13 positions
#5CNA FINANCIAL CORPActive
Notable overlap · 3 shared positions
$BN$SUNB$DHR
$239M
18 positions
#6Partners Value Investments L.P.Smart money
Notable overlap · 3 shared positions
$BN$BAM$BNT
$9.8B
7 positions
#7Spinecap SASActive
Notable overlap · 3 shared positions
$SUNB$TDG$DHR
$335M
16 positions
#8SCHARF INVESTMENTS, LLCActive
Notable overlap · 4 shared positions
$MKL$BN$AON$DIS
$3.0B
79 positions
#9AKRE CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$BN$ORLY$AMT
$5.1B
20 positions
#10GFI Investment Counsel Ltd.Active
Notable overlap · 3 shared positions
$AON$BAM$HLT
$737M
30 positions
#11Ervin Investment Management, LLCActive
Notable overlap · 3 shared positions
$BN$MKL$BAM
$184M
47 positions
#12Redwood Family Wealth LLCPassive
Notable overlap · 3 shared positions
$ASTS$DIS$AON
$114M
110 positions
#13Salvus Wealth Management, LLCPassive
Notable overlap · 8 shared positions
$ASTS$BN$MKL$NVR$SUNB$ORLY
$178M
125 positions
#14Sather Financial Group IncActive
Notable overlap · 3 shared positions
$BN$MKL$BAM
$1.7B
121 positions
#15Shelter Rock Management, LLCActive
Notable overlap · 3 shared positions
$ORLY$HLT$TDG
$103M
37 positions
#16Tacita Capital IncPassive
Notable overlap · 3 shared positions
$BN$BAM$AMT
$184M
214 positions
#17PYA Waltman Capital, LLCActive
Notable overlap · 4 shared positions
$MKL$TDG$DHR$NVR
$421M
67 positions
#18Burkett Asset Management LtdPassive
Notable overlap · 3 shared positions
$BN$AON$SUNB
$107M
59 positions
#19Daniel Investment Group, Inc.Active
Notable overlap · 3 shared positions
$BN$MKL$DIS
$169M
33 positions
#20Mraz, Amerine & Associates, Inc.Active
Notable overlap · 3 shared positions
$MKL$BN$NVR
$697M
199 positions
#21BANYAN CAPITAL MANAGEMENT, INC.Active
Notable overlap · 3 shared positions
$MKL$KMX$DHR
$230M
55 positions
#22Douglass Winthrop Advisors, LLCActive
Notable overlap · 5 shared positions
$MKL$AON$TDG$BAM$AMT
$5.8B
308 positions
#23CHECK CAPITAL MANAGEMENT INC/CASmart money
Notable overlap · 4 shared positions
$BN$MKL$DIS$BAM
$3.8B
53 positions
#24Ironvine Capital Partners, LLCActive
Notable overlap · 5 shared positions
$AON$ORLY$DHR$SUNB$DIS
$1.1B
57 positions
#25FENIMORE ASSET MANAGEMENT INCActive
Notable overlap · 4 shared positions
$MKL$BN$CDW$BAM
$4.8B
92 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.