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 Giverny

13F Portfolio OverlapQ2 2026Giverny portfolio →

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Most similar hedge funds by 13F overlap

Giverny Capital Inc. is an institutional investor managing $3.0B across 51 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 Giverny are TIMUCUAN ASSET, Salvus Wealth, FENIMORE ASSET, with shared positions in $SCHW, $PGR, $BKNG, $IBP, $NVR, $KNSL. The full ranking of 25 similar funds is below.

#1TIMUCUAN ASSET MANAGEMENT INC/FLActive

Substantial overlap · 10 shared positions

$SCHW $PGR $BKNG $IBP $NVR $KNSL

$2.7B

27 positions

#2Salvus Wealth Management, LLCPassive

Notable overlap · 12 shared positions

$SCHW $PGR $BKNG $ANET $IBP $MKL

$175M

132 positions

#3FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 9 shared positions

$PGR $HEI $MKL $BKNG $AME $KEYS

$4.6B

93 positions

#4Alpine Peaks Capital, LPActive

Notable overlap · 4 shared positions

$HEI $MEDP $BFAM $LFUS

$85M

20 positions

#5Port Capital LLCActive

Notable overlap · 5 shared positions

$HEI $AME $PGR $KNSL $AXP

$2.5B

108 positions

#6Dundas Partners LLPActive

Notable overlap · 7 shared positions

$BKNG $AME $RMD $ADP $BRO $ADI

$1.4B

31 positions

#7Crown Oak Advisors, LLCSmart money

Notable overlap · 4 shared positions

$HEI $SCHW $KEYS $WSO

$212M

23 positions

#8Local Pensions Partnership Investment LtdActive

Notable overlap · 6 shared positions

$HEI $BKNG $ADP $VEEV $MEDP $BRO

$4.8B

33 positions

#9Quantum Capital Management, LLC / NJActive

Notable overlap · 5 shared positions

$HEI $NVR $BKNG $BRO $VEEV

$798M

35 positions

#10DUDLEY & SHANLEY, INC.Active

Notable overlap · 7 shared positions

$AME $SCHW $PGR $ADI $HEI $WSO

$629M

36 positions

#11Maren Capital LLCActive

Notable overlap · 3 shared positions

$HEI $AME $KNSL

$2.2B

17 positions

#12RIVERBRIDGE PARTNERS LLCActive

Notable overlap · 8 shared positions

$HEI $MEDP $FIVE $KNSL $ADI $WSO

$3.6B

198 positions

#13CENTRAL SECURITIES CORPActive

Notable overlap · 7 shared positions

$SCHW $PGR $KEYS $ADI $SUNB $AXP

$1.3B

29 positions

#14BLALOCK WILLIAMS, LLCPassive

Notable overlap · 11 shared positions

$SCHW $ANET $KNSL $MEDP $PGR $HEI

$154M

154 positions

#15INKWELL CAPITAL LLCActive

Notable overlap · 5 shared positions

$PGR $SCHW $MKL $DIS $AXP

$96M

31 positions

#16Smith Group Asset Management, LLCActive

Notable overlap · 8 shared positions

$MEDP $BKNG $ANET $SCHW $ADI $DIS

$1.5B

143 positions

#17Courant Investment Management LLCActive

Notable overlap · 3 shared positions

$SCHW $PGR $BRO

$87M

7 positions

#18Ironvine Capital Partners, LLCActive

Notable overlap · 6 shared positions

$HEI $ADI $BRO $WSO $SUNB $DIS

$1.1B

57 positions

#19JACOBSON & SCHMITT ADVISORS, LLCPassive

Notable overlap · 5 shared positions

$SCHW $KNSL $IBP $HEI $AAON

$612M

81 positions

#20Navera Investment Management Ltd.Active

Notable overlap · 4 shared positions

$AME $ADP $HEI $AXP

$3.7B

56 positions

#21PRENTISS SMITH & CO INCActive

Notable overlap · 5 shared positions

$PGR $SCHW $ADP $NYT $MSA

$177M

70 positions

#22Hingham Institution for SavingsActive

Notable overlap · 3 shared positions

$HEI $PGR $KNSL

$134M

15 positions

#23Madison Asset Management, LLCPassive

Notable overlap · 9 shared positions

$MEDP $KEYS $BRO $ADI $SCHW $PGR

$8.4B

347 positions

#24Strata Wealth Advisors, LLCActive

Notable overlap · 7 shared positions

$SCHW $BKNG $ANET $ADI $NVR $PGR

$426M

98 positions

#25Kinsale Capital Group, Inc.Active

Notable overlap · 4 shared positions

$SCHW $PGR $HEI $DIS

$754M

41 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.