13F Pro

Hedge Funds Similar to Adalta

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

Most similar hedge funds by 13F overlap

Adalta Capital Management LLC is an institutional investor managing $209M across 97 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 Adalta are SCHARF INVESTMENTS,, Sather Financial Group, MCDONALD INVESTORS /CA, with shared positions in $UNP, $BN, $MKL, $FNV, $CNI, $SLB. The full ranking of 25 similar funds is below.

#1SCHARF INVESTMENTS, LLCActive
Notable overlap · 6 shared positions
$UNP$BN$MKL$FNV$CNI$SLB
$3.2B
70 positions
#2Sather Financial Group IncActive
Notable overlap · 5 shared positions
$BN$MKL$UNP$BA$BAM
$1.6B
109 positions
#3MCDONALD CAPITAL INVESTORS INC/CASmart money
Notable overlap · 3 shared positions
$BN$UNP$BAM
$1.5B
21 positions
#4Ervin Investment Management, LLCActive
Notable overlap · 5 shared positions
$BN$MKL$AXP$BAM$BA
$171M
47 positions
#5DE BURLO GROUP INCPassive
Notable overlap · 6 shared positions
$BN$WY$MELI$DHR$MU$EQT
$441M
88 positions
#6Broad Run Investment Management, LLCSmart money
Notable overlap · 4 shared positions
$BN$MKL$DHR$BAM
$568M
24 positions
#7Partners Group Holding AGActive
Notable overlap · 4 shared positions
$BN$UNP$NU$BAM
$1.4B
50 positions
#8BCV Asset Management Inc.Active
Notable overlap · 4 shared positions
$BN$UNP$DHR$CNI
$2.9B
120 positions
#9Chemistry Wealth Management LLCPassive
Notable overlap · 4 shared positions
$BN$AXP$MKL$MU
$569M
204 positions
#10America First Investment Advisors, LLCActive
Notable overlap · 5 shared positions
$BN$FNV$SLB$BAM$MU
$536M
41 positions
#11Tacita Capital IncPassive
Notable overlap · 5 shared positions
$BN$FNV$CNI$BAM$BEPC
$169M
238 positions
#12Chapman Investment Management, LLCActive
Notable overlap · 3 shared positions
$AXP$MKL$MELI
$121M
26 positions
#13MARKEL GROUP INC.Active
Some overlap · 4 shared positions
$BN$FNV$AXP$BAM
$11.9B
129 positions
#14CHECK CAPITAL MANAGEMENT INC/CASmart money
Some overlap · 4 shared positions
$BN$MKL$BAM$BA
$3.4B
50 positions
#15CAMBIAR INVESTORS LLCActive
Some overlap · 5 shared positions
$UNP$AXP$WY$SLB$BMY
$2.2B
145 positions
#16Scheer, Rowlett & Associates Investment Management Ltd.Active
Some overlap · 3 shared positions
$BN$FNV$CNI
$1.4B
33 positions
#17Burkett Asset Management LtdPassive
Some overlap · 3 shared positions
$BN$FNV$CNI
$101M
61 positions
#18DAVENPORT & Co LLCPassive
Some overlap · 5 shared positions
$BN$MKL$UNP$DHR$BAM
$18.4B
1,302 positions
#19BARR E S & COActive
Some overlap · 3 shared positions
$MKL$AXP$BN
$1.7B
108 positions
#20PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$AXP$UNP$FNV
$166M
72 positions
#21Saraza Management, LPActive
Some overlap · 3 shared positions
$BN$NU$CPNG
$239M
20 positions
#22Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$MKL$UNP$AXP$SLB$DHR
$110M
226 positions
#23Marathon Asset Management LtdActive
Some overlap · 4 shared positions
$BN$MKL$FNV$MU
$2.6B
74 positions
#24Norman Fields, Gottscho Capital Management, LLCActive
Some overlap · 3 shared positions
$AXP$UNP$MU
$302M
65 positions
#25GoodHaven Capital Management, LLCSmart money
Some overlap · 3 shared positions
$BN$MKL$BAM
$287M
26 positions

Compare Adalta’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 Adalta’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.