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Hedge Funds Similar to XXEC

13F Portfolio OverlapQ2 2026XXEC portfolio →
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Most similar hedge funds by 13F overlap

XXEC, Inc. is an institutional investor managing $2.7B across 23 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 XXEC are Triodos Investment BV, Taylor Hoffman, NORTHSTAR ASSET, with shared positions in $GNTX, $OLED, $XYL, $BMI, $PAYX, $CSX. The full ranking of 25 similar funds is below.

#1Triodos Investment Management BVActive
Slight overlap · 4 shared positions
$GNTX$OLED$XYL$BMI
$1.6B
50 positions
#2Taylor Hoffman Capital Management LLCActive
Slight overlap · 5 shared positions
$GNTX$PAYX$CSX$MCO$FICO
$412M
122 positions
#3NORTHSTAR ASSET MANAGEMENT INCActive
Slight overlap · 4 shared positions
$NVO$XYL$BMI$INTU
$341M
91 positions
#4M. Kulyk & Associates, LLCActive
Slight overlap · 3 shared positions
$NVO$XYL$CSX
$613M
113 positions
#5Longaeva Partners L.P.Passive
Slight overlap · 4 shared positions
$NVO$VRSK$MCO$MTD
$4.6B
339 positions
#6Borer Denton & Associates, Inc.Passive
Slight overlap · 3 shared positions
$NVO$PAYX$MKC
$305M
74 positions
#7Martin Capital Partners, LLCPassive
Slight overlap · 3 shared positions
$NVO$PAYX$MKC
$279M
73 positions
#8Lakeside Advisors, INC.Active
Slight overlap · 3 shared positions
$NVO$CSX$CB
$171M
66 positions
#9Bond & Devick Financial Network, Inc.Passive
Slight overlap · 3 shared positions
$NVO$NDSN$FICO
$414M
201 positions
#10Hikari Power LtdSmart money
Slight overlap · 3 shared positions
$NVO$MCO$MTD
$855M
43 positions
#11HARVEY INVESTMENT CO LLCActive
Slight overlap · 5 shared positions
$PAYX$VRSK$NDSN$WCN$MTD
$926M
100 positions
#12Quinn Opportunity Partners LLCPassive
Slight overlap · 3 shared positions
$NVO$MKC$FICO
$2.2B
359 positions
#13Seneca Financial Advisors LLCActive
Slight overlap · 3 shared positions
$PAYX$NDSN$XYL
$385M
66 positions
#14MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive
Slight overlap · 3 shared positions
$VRSK$NDSN$XYL
$635M
146 positions
#15CRAWFORD INVESTMENT COUNSEL INCActive
Slight overlap · 3 shared positions
$PAYX$XYL$CSX
$6.0B
306 positions
#16Weil Company, Inc.Passive
Slight overlap · 4 shared positions
$VRSK$CSX$INTU$CB
$580M
134 positions
#17GRANDFIELD & DODD, LLCActive
Slight overlap · 4 shared positions
$PAYX$VRSK$CB$MTD
$1.9B
217 positions
#18ALESCO ADVISORS LLCActive
Slight overlap · 3 shared positions
$PAYX$XYL$MCO
$4.4B
230 positions
#19Godshalk Welsh Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$PAYX$CSX$INTU
$186M
137 positions
#20NORRIS PERNE & FRENCH LLP/MIActive
Slight overlap · 3 shared positions
$VRSK$NDSN$MCO
$2.3B
156 positions
#21CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$PAYX$NDSN$CB
$6.0B
294 positions
#22Troy Asset Management LtdActive
Slight overlap · 4 shared positions
$PAYX$INTU$MCO$CB
$3.6B
29 positions
#23RMR Capital Management, LLCActive
Slight overlap · 3 shared positions
$PAYX$CSX$CB
$143M
74 positions
#24GHP Investment Advisors, Inc.Passive
Slight overlap · 3 shared positions
$NDSN$CSX$MCO
$2.7B
1,321 positions
#25MIDDLETON & CO INC/MAActive
Slight overlap · 3 shared positions
$VRSK$XYL$WCN
$943M
163 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.