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Hedge Funds Similar to Troy Asset Ltd

13F Portfolio OverlapQ2 2026Troy Asset Ltd portfolio →
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Most similar hedge funds by 13F overlap

Troy Asset Management Ltd is an institutional investor managing $3.6B across 29 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 Troy Asset Ltd are SCHARF INVESTMENTS, Regency \DE, HUTCHINSON, with shared positions in $A, $MKL, $CB, $ADBE, $CME, $CNI. The full ranking of 25 similar funds is below.

#1SCHARF INVESTMENTS, LLCActive
Notable overlap · 7 shared positions
$A$MKL$CB$ADBE$CME$CNI
$3.0B
79 positions
#2Regency Capital Management Inc.\DEPassive
Notable overlap · 5 shared positions
$CB$HUBB$MKL$CP$ADBE
$251M
64 positions
#3HUTCHINSON CAPITAL MANAGEMENT/CAPassive
Notable overlap · 4 shared positions
$HUBB$VRSN$MKL$ADBE
$584M
108 positions
#4Franklin, Parlapiano, Turner & Welch, LLCActive
Notable overlap · 3 shared positions
$HUBB$CNI$PEP
$442M
55 positions
#5DKRT Investments Corp.Active
Notable overlap · 3 shared positions
$A$ALC$NKE
$409M
50 positions
#6Templeton & Phillips Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$CNI$PEP$NKE
$137M
52 positions
#7Positano Wealth Management LtdSmart money
Notable overlap · 5 shared positions
$CB$MKL$INTU$ADBE$SPGI
$185M
24 positions
#8UNITED BANKActive
Notable overlap · 4 shared positions
$HUBB$TXN$CME$PEP
$853M
130 positions
#9Canoe Financial LPActive
Notable overlap · 6 shared positions
$CNI$CME$TXN$PM$CP$MCO
$8.1B
110 positions
#10Concorde Financial CorpActive
Notable overlap · 3 shared positions
$CB$HUBB$CP
$124M
26 positions
#11Select Equity Group, L.P.Active
Notable overlap · 5 shared positions
$MKL$HUBB$ALC$PAYX$CP
$20.2B
157 positions
#12WestEnd Advisors, LLCActive
Some overlap · 5 shared positions
$CB$TXN$PEP$SPGI$INTU
$4.5B
408 positions
#13Sterling Wealth Management, Inc.Active
Some overlap · 3 shared positions
$HUBB$CB$PEP
$402M
116 positions
#14Findlay Park Partners LLPActive
Some overlap · 5 shared positions
$CNI$A$TXN$SPGI$CP
$7.4B
49 positions
#15EVEXIA WEALTH LLCPassive
Some overlap · 3 shared positions
$HUBB$CB$INTU
$369M
77 positions
#16Sather Financial Group IncActive
Some overlap · 5 shared positions
$MKL$ADBE$NKE$SPGI$INTU
$1.7B
121 positions
#17Socorro Asset Management LPActive
Some overlap · 4 shared positions
$HUBB$ALC$TXN$SPGI
$223M
33 positions
#18VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 3 shared positions
$CB$MKL$PEP
$201M
57 positions
#19Ninety One North America, Inc.Active
Some overlap · 9 shared positions
$VRSN$ALC$BKNG$PM$SPGI$CP
$2.1B
106 positions
#20Eurizon SLJ Capital LtdPassive
Some overlap · 3 shared positions
$A$CME$ADBE
$271M
172 positions
#21AKO CAPITAL LLPActive
Some overlap · 3 shared positions
$ALC$CP$MCO
$4.3B
22 positions
#22Financial Strategies Group, Inc.Active
Some overlap · 3 shared positions
$CB$PEP$PM
$628M
100 positions
#23Citadel Investment Advisory, Inc.Active
Some overlap · 6 shared positions
$MKL$BKNG$PEP$PM$CNI$MCO
$220M
76 positions
#24FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$MKL$A$BKNG$SPGI
$4.8B
92 positions
#25QV Investors Inc.Active
Some overlap · 3 shared positions
$CNI$PEP$CP
$1.3B
68 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.