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 PYA Waltman ,

13F Portfolio OverlapQ1 2026PYA Waltman , portfolio →

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Most similar hedge funds by 13F overlap

PYA Waltman Capital, LLC is an institutional investor managing $361M across 67 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 PYA Waltman , are Broad Run Investment ,, Triad Investment, Capco Asset ,, with shared positions in $MKL, $DHR, $TDG, $NVR, $AMT, $HEI. The full ranking of 25 similar funds is below.

#1Broad Run Investment Management, LLCSmart money

Notable overlap · 5 shared positions

$MKL $DHR $TDG $NVR $AMT

$568M

24 positions

#2Triad Investment ManagementPassive

Notable overlap · 6 shared positions

$DHR $HEI $ROP $UPST $AMGN $ALL

$271M

51 positions

#3Capco Asset Management, LLCSmart money

Notable overlap · 3 shared positions

$MKL $ROP $DHR

$367M

27 positions

#4BANYAN CAPITAL MANAGEMENT, INC.Active

Notable overlap · 4 shared positions

$MKL $ROP $DHR $ALL

$232M

55 positions

#5NZS Capital, LLCActive

Notable overlap · 4 shared positions

$DHR $ROP $HEI $TXN

$3.0B

58 positions

#6R.P. Boggs & Co.Active

Notable overlap · 3 shared positions

$DHR $HEI $ROP

$208M

24 positions

#7Lincoln Capital LLCActive

Notable overlap · 4 shared positions

$MKL $DHR $UPS $TRV

$528M

135 positions

#8Hartmann Taylor Wealth Management, LLCActive

Notable overlap · 3 shared positions

$MKL $BAH $GBTC

$151M

54 positions

#9CERTIOR FINANCIAL GROUP, LLCPassive

Notable overlap · 5 shared positions

$BAH $TXN $LMT $GBTC $VZ

$157M

130 positions

#10ADE, LLCActive

Notable overlap · 3 shared positions

$BAH $DHR $AMGN

$209M

86 positions

#11TrueWealth Advisors, LLCPassive

Notable overlap · 4 shared positions

$BAH $HEI $UPST $VZ

$398M

233 positions

#12Consolidated Planning CorpActive

Notable overlap · 3 shared positions

$BAH $HEI $VZ

$617M

144 positions

#13REGATTA CAPITAL GROUP, LLCPassive

Notable overlap · 4 shared positions

$BAH $DHR $AMGN $VZ

$661M

215 positions

#14Skyline Advisors, Inc.Passive

Notable overlap · 3 shared positions

$BAH $DHR $MKL

$287M

120 positions

#15HOWLAND CAPITAL MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$MKL $DHR $TDG

$2.5B

262 positions

#16Zeno Equity Partners LLPActive

Notable overlap · 3 shared positions

$DHR $HEI $TXN

$247M

11 positions

#17CORA CAPITAL ADVISORS LLCActive

Notable overlap · 3 shared positions

$BAH $TXN $UPS

$302M

134 positions

#18Oslo Pensjonsforsikring ASPassive

Notable overlap · 3 shared positions

$MKL $DHR $ALL

$643M

451 positions

#19Verus Financial Partners, Inc.Smart money

Notable overlap · 4 shared positions

$MKL $DHR $UPST $FBTC

$1.1B

121 positions

#20DF DENT & CO INCPassive

Notable overlap · 4 shared positions

$HEI $TDG $DHR $MKL

$5.2B

262 positions

#21MAR VISTA INVESTMENT PARTNERS LLCActive

Notable overlap · 4 shared positions

$TDG $DHR $HEI $AMT

$1000M

35 positions

#22MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 5 shared positions

$MKL $AMGN $CEF $TRV $LMT

$240M

234 positions

#23Watershed Asset Management, L.L.C.Passive

Notable overlap · 3 shared positions

$MKL $DHR $VZ

$96M

118 positions

#24SCHWARTZ INVESTMENT COUNSEL INCActive

Notable overlap · 4 shared positions

$HEI $ROP $TXN $LMT

$2.8B

129 positions

#25Lafayette Investments, Inc.Active

Notable overlap · 4 shared positions

$MKL $LMT $TXN $TROW

$494M

158 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.