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Hedge Funds Similar to Capco Asset ,

13F Portfolio OverlapQ1 2026Capco Asset , portfolio →
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Most similar hedge funds by 13F overlap

Capco Asset Management, LLC is an institutional investor managing $367M across 27 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 Capco Asset , are BANYAN ,, OF OKLAHOMA, Van Cleef Asset ,, with shared positions in $MKL, $ROP, $CHTR, $DHR, $LBRDA, $MAR. The full ranking of 25 similar funds is below.

#1BANYAN CAPITAL MANAGEMENT, INC.Active
Notable overlap · 5 shared positions
$MKL$ROP$CHTR$DHR$LBRDA
$232M
55 positions
#2TRUST CO OF OKLAHOMAPassive
Notable overlap · 3 shared positions
$MAR$DHR$LRCX
$343M
139 positions
#3Van Cleef Asset Management,IncActive
Notable overlap · 3 shared positions
$PGR$MKL$DHR
$929M
118 positions
#4Glassman Wealth ServicesSmart money
Notable overlap · 3 shared positions
$MKL$MAR$LRCX
$736M
187 positions
#5PYA Waltman Capital, LLCActive
Notable overlap · 3 shared positions
$MKL$ROP$DHR
$361M
67 positions
#6NZS Capital, LLCActive
Notable overlap · 4 shared positions
$ROP$PGR$LRCX$DHR
$3.0B
58 positions
#7VERITY Wealth AdvisorsActive
Notable overlap · 3 shared positions
$MKL$DHR$MAR
$150M
81 positions
#8Lincoln Capital LLCActive
Notable overlap · 3 shared positions
$MKL$DHR$MAR
$528M
135 positions
#9ESG Planning DBA Harper InvestingPassive
Notable overlap · 3 shared positions
$MAR$MKL$DHR
$229M
75 positions
#10SNOWWATER INVESTMENT PARTNERS, LLCPassive
Notable overlap · 4 shared positions
$MAR$LRCX$PGR$DHR
$106M
89 positions
#11Manitou Investment Management Ltd.Smart money
Notable overlap · 3 shared positions
$ROP$MKL$DHR
$506M
52 positions
#12St. Louis Trust CoActive
Notable overlap · 3 shared positions
$MKL$DHR$PGR
$856M
145 positions
#13Guinness Atkinson Asset Management IncPassive
Notable overlap · 3 shared positions
$ROP$LRCX$DHR
$200M
123 positions
#14Baker Ellis Asset Management LLCPassive
Notable overlap · 3 shared positions
$MAR$LRCX$DHR
$842M
254 positions
#15ETF Portfolio Partners, Inc.Active
Some overlap · 3 shared positions
$MKL$DHR$ADSK
$381M
68 positions
#16Clear Harbor Asset Management, LLCPassive
Some overlap · 3 shared positions
$ROP$MKL$DHR
$1.4B
450 positions
#17FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$MKL$DHR$MAR
$133M
121 positions
#18WBH ADVISORY INCPassive
Some overlap · 3 shared positions
$MAR$MKL$DHR
$1.3B
350 positions
#19Hi-Line Capital Management, LLCPassive
Some overlap · 3 shared positions
$LBRDA$MKL$CHTR
$318M
32 positions
#20White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$MAR$DHR$MKL
$721M
145 positions
#21F/m Investments LLCPassive
Some overlap · 3 shared positions
$MKL$ADSK$MAR
$1.5B
333 positions
#22MontVue Capital Management, Inc.Active
Some overlap · 3 shared positions
$MAR$DHR$MKL
$147M
67 positions
#23FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$MKL$PGR$LSTR
$4.5B
92 positions
#24CATALYST PRIVATE WEALTH, LLCActive
Some overlap · 3 shared positions
$TEAM$DHR$LRCX
$185M
76 positions
#25BALANCED WEALTH GROUP LLCActive
Some overlap · 3 shared positions
$MKL$MAR$PGR
$279M
73 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.