13F Pro

Hedge Funds Similar to Triad Investment

13F Portfolio OverlapQ1 2026Triad Investment portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Triad Investment Management is an institutional investor managing $271M across 51 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 Triad Investment are L1 International Pty Ltd, PYA Waltman ,, Quantum , / NJ, with shared positions in $DHR, $INTU, $CDW, $AXP, $HEI, $ROP. The full ranking of 25 similar funds is below.

#1L1 Capital International Pty LtdActive
Notable overlap · 4 shared positions
$DHR$INTU$CDW$AXP
$1.7B
23 positions
#2PYA Waltman Capital, LLCActive
Notable overlap · 6 shared positions
$DHR$HEI$ROP$UPST$AMGN$ALL
$361M
67 positions
#3Quantum Capital Management, LLC / NJActive
Notable overlap · 3 shared positions
$BRO$HEI$IT
$781M
34 positions
#4Tandem Investment Advisors, Inc.Active
Notable overlap · 3 shared positions
$BRO$ROP$INTU
$2.0B
83 positions
#5R.P. Boggs & Co.Active
Notable overlap · 3 shared positions
$DHR$HEI$ROP
$208M
24 positions
#6LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Notable overlap · 6 shared positions
$DHR$INTU$NXPI$FISV$ASML$LOW
$10.0B
560 positions
#7NZS Capital, LLCActive
Notable overlap · 3 shared positions
$DHR$ROP$HEI
$3.0B
58 positions
#8Karani Asset Management LLCPassive
Notable overlap · 4 shared positions
$ASML$INTU$AXP$ROP
$122M
54 positions
#9INTREPID FAMILY OFFICE LLCActive
Notable overlap · 3 shared positions
$ASML$NXPI$SLRC
$124M
38 positions
#10EAGLE CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$DHR$INTU$ASML$CCZ
$29.8B
60 positions
#11MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive
Notable overlap · 4 shared positions
$DHR$ROP$FISV$FTV
$584M
141 positions
#12NORTH POINT PORTFOLIO MANAGERS CORP/OHActive
Notable overlap · 4 shared positions
$ASML$DHR$FISV$ROP
$561M
76 positions
#13WEITZ INVESTMENT MANAGEMENT, INC.Active
Notable overlap · 5 shared positions
$DHR$HEI$ASML$SIRI$CDW
$1.4B
49 positions
#14American Money Management, LLCActive
Notable overlap · 3 shared positions
$UPST$ASML$INTU
$632M
168 positions
#15BANYAN CAPITAL MANAGEMENT, INC.Active
Notable overlap · 5 shared positions
$ROP$FISV$DHR$AXP$ALL
$232M
55 positions
#16Schubert & CoActive
Notable overlap · 3 shared positions
$DHR$FISV$AXP
$123M
69 positions
#17Courant Investment Management LLCActive
Notable overlap · 3 shared positions
$BRO$FISV$LOW
$102M
7 positions
#18FENIMORE ASSET MANAGEMENT INCActive
Notable overlap · 4 shared positions
$BRO$CDW$HEI$WSO
$4.5B
92 positions
#19Guinness Atkinson Asset Management IncPassive
Notable overlap · 3 shared positions
$ROP$DHR$INTU
$200M
123 positions
#20Longview Partners (Guernsey) LTDActive
Notable overlap · 3 shared positions
$CDW$FISV$AXP
$7.1B
25 positions
#21Capital Investment Services of America, Inc.Active
Some overlap · 4 shared positions
$DHR$UPST$ROP$FISV
$958M
80 positions
#22Ironvine Capital Partners, LLCActive
Some overlap · 7 shared positions
$HEI$DHR$ASML$WSO$BRO$LOW
$910M
56 positions
#23Clarkston Capital Partners, LLCActive
Some overlap · 4 shared positions
$IT$ROP$BRO$FTV
$1.3B
98 positions
#24Sustainable Growth Advisers, LPActive
Some overlap · 3 shared positions
$DHR$INTU$AXP
$10.6B
51 positions
#25SCHWARTZ INVESTMENT COUNSEL INCActive
Some overlap · 4 shared positions
$HEI$ROP$BRO$LOW
$2.8B
129 positions

Compare Triad 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 Triad 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.