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Hedge Funds Similar to Valley Forge ,

13F Portfolio OverlapQ1 2026Valley Forge , portfolio →
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Most similar hedge funds by 13F overlap

Valley Forge Capital Management, LP is an institutional investor managing $3.4B across 7 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 Valley Forge , are Square Wave ,, 11 Partners, Bowie ,, with shared positions in $MCO, $ASML, $FICO, $INTU. The full ranking of 16 similar funds is below.

#1Square Wave Capital, LLCActive
Notable overlap · 3 shared positions
$MCO$ASML$FICO
$413M
12 positions
#211 Capital Partners LPActive
Notable overlap · 3 shared positions
$MCO$ASML$FICO
$348M
20 positions
#3Bowie Capital Management, LLCActive
Notable overlap · 4 shared positions
$FICO$ASML$INTU$MCO
$2.7B
36 positions
#4YCG, LLCActive
Notable overlap · 3 shared positions
$MCO$FICO$INTU
$1.1B
42 positions
#5EDGEWOOD MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$ASML$FICO$INTU
$15.5B
87 positions
#6XXEC, Inc.Active
Notable overlap · 3 shared positions
$MCO$INTU$FICO
$571M
23 positions
#7Nutshell Asset Management LtdActive
Some overlap · 3 shared positions
$FICO$INTU$MCO
$184M
35 positions
#8BARLOW WEALTH PARTNERS, INC.Active
Some overlap · 3 shared positions
$ASML$FICO$INTU
$900M
137 positions
#9Chicago Capital, LLCActive
Some overlap · 3 shared positions
$ASML$INTU$FICO
$3.7B
355 positions
#10MAR VISTA INVESTMENT PARTNERS LLCActive
Some overlap · 3 shared positions
$MCO$INTU$ASML
$1000M
35 positions
#11Stanley Capital Management, LLCActive
Some overlap · 3 shared positions
$ASML$INTU$MCO
$598M
40 positions
#12Altrafin AGActive
Some overlap · 4 shared positions
$MCO$INTU$FICO$ASML
$290M
52 positions
#13AdvisorShares Investments LLCPassive
Slight overlap · 3 shared positions
$MCO$INTU$FICO
$549M
280 positions
#14DSM CAPITAL PARTNERS LLCActive
Slight overlap · 3 shared positions
$INTU$FICO$ASML
$5.7B
44 positions
#15William Allan CorpPassive
Slight overlap · 3 shared positions
$INTU$FICO$MCO
$169M
59 positions
#16Generate Investment Management LtdActive
Slight overlap · 3 shared positions
$MCO$ASML$INTU
$2.0B
70 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.