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 Adalta

13F Portfolio OverlapQ2 2026Adalta portfolio →

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Most similar hedge funds by 13F overlap

Adalta Capital Management LLC is an institutional investor managing $228M across 103 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 Adalta are Sather Financial Group, SCHARF INVESTMENTS, Maj Invest Holding A/S, with shared positions in $BN, $QCOM, $MKL, $UNP, $BA, $BAM. The full ranking of 25 similar funds is below.

#1Sather Financial Group IncActive

Notable overlap · 6 shared positions

$BN $QCOM $MKL $UNP $BA $BAM

$1.7B

121 positions

#2SCHARF INVESTMENTS, LLCActive

Notable overlap · 7 shared positions

$BN $UNP $MKL $FNV $MELI $CNI

$3.0B

79 positions

#3Maj Invest Holding A/SActive

Notable overlap · 3 shared positions

$QCOM $UNP $AXP

$2.2B

40 positions

#4VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 5 shared positions

$QCOM $BX $MKL $SO $DUK

$201M

57 positions

#5Partners Group Holding AGActive

Notable overlap · 5 shared positions

$BN $BX $UNP $NU $BAM

$1.5B

52 positions

#6Parkside Investments, LLCActive

Notable overlap · 4 shared positions

$UNP $BN $BX $SO

$902M

91 positions

#7BARR E S & COActive

Notable overlap · 4 shared positions

$BX $AXP $MKL $BN

$1.8B

112 positions

#8BECK MACK & OLIVER LLCActive

Notable overlap · 6 shared positions

$BX $AXP $QCOM $MKL $BN $UNP

$5.1B

201 positions

#9Shelter Mutual Insurance CoActive

Notable overlap · 5 shared positions

$AXP $UNP $QCOM $BN $MKL

$473M

58 positions

#10Ervin Investment Management, LLCActive

Notable overlap · 6 shared positions

$BN $MKL $MELI $AXP $BAM $BA

$184M

47 positions

#11BAXTER BROS INCPassive

Notable overlap · 5 shared positions

$AXP $UNP $QCOM $BX $MKL

$864M

172 positions

#12Saraza Management, LPActive

Notable overlap · 4 shared positions

$BN $UNP $NU $CPNG

$251M

19 positions

#13Beutel, Goodman & Co Ltd.Active

Notable overlap · 7 shared positions

$UNP $BN $AXP $QCOM $FNV $CNI

$13.6B

163 positions

#14MCDONALD CAPITAL INVESTORS INC/CASmart money

Notable overlap · 3 shared positions

$BN $UNP $BAM

$1.4B

20 positions

#15Chemistry Wealth Management LLCPassive

Notable overlap · 3 shared positions

$BN $AXP $MKL

$625M

210 positions

#16Broad Run Investment Management, LLCSmart money

Notable overlap · 4 shared positions

$BN $MKL $DHR $BAM

$650M

24 positions

#17BCV Asset Management Inc.Active

Notable overlap · 4 shared positions

$BN $UNP $DHR $CNI

$3.3B

116 positions

#18MARKEL GROUP INC.Active

Notable overlap · 5 shared positions

$BN $AXP $FNV $BX $BAM

$13.1B

130 positions

#19O'Keefe Stevens Advisory, Inc.Active

Notable overlap · 4 shared positions

$QCOM $UNP $WY $DUK

$488M

81 positions

#20WULFF, HANSEN & CO.Passive

Notable overlap · 4 shared positions

$BX $BN $DUK $BA

$130M

109 positions

#21PRING TURNER CAPITAL GROUP INCPassive

Notable overlap · 4 shared positions

$UNP $AXP $FNV $TPL

$175M

73 positions

#22Constitution Capital LLCActive

Notable overlap · 5 shared positions

$UNP $AXP $DUK $SO $CNI

$195M

62 positions

#23Minot DeBlois Advisors LLCPassive

Notable overlap · 6 shared positions

$AXP $UNP $BX $SLB $DHR $CNI

$116M

240 positions

#24Blue Sky Capital Consultants Group, Inc.Active

Notable overlap · 4 shared positions

$BN $MELI $BAM $QCOM

$234M

74 positions

#25VAN DEN BERG MANAGEMENT I, INCPassive

Notable overlap · 5 shared positions

$QCOM $BN $ACGL $SLB $DHR

$473M

120 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.