13F Pro

Hedge Funds Similar to XXEC,

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

Most similar hedge funds by 13F overlap

XXEC, Inc. is an institutional investor managing $571M across 23 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 XXEC, are GCQ FUNDS PTY Ltd, YCG,, Bristol Gate Partners, with shared positions in $INTU, $VRSK, $FICO, $MCO, $NDSN, $MTD. The full ranking of 25 similar funds is below.

#1GCQ FUNDS MANAGEMENT PTY LtdActive
Notable overlap · 3 shared positions
$INTU$VRSK$FICO
$753M
11 positions
#2YCG, LLCActive
Notable overlap · 4 shared positions
$MCO$VRSK$INTU$FICO
$1.1B
42 positions
#3Bristol Gate Capital Partners Inc.Active
Notable overlap · 3 shared positions
$VRSK$MCO$INTU
$1.6B
31 positions
#4Crown Oak Advisors, LLCSmart money
Notable overlap · 3 shared positions
$NDSN$MCO$MTD
$199M
23 positions
#5Valley Forge Capital Management, LPSmart money
Notable overlap · 3 shared positions
$MCO$INTU$FICO
$3.4B
7 positions
#6Lindsell Train LtdSmart money
Notable overlap · 3 shared positions
$INTU$FICO$VRSK
$3.1B
27 positions
#7Bowie Capital Management, LLCActive
Some overlap · 3 shared positions
$INTU$MCO$FICO
$2.7B
36 positions
#8Battery Global Advisors, LLCActive
Some overlap · 3 shared positions
$INTU$VRSK$FICO
$186M
154 positions
#9MAR VISTA INVESTMENT PARTNERS LLCActive
Some overlap · 3 shared positions
$MCO$MTD$INTU
$1000M
35 positions
#10NORTHSTAR ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$XYL$INTU$VRSK$NVO$BMI
$326M
86 positions
#11Castlefield Investment Partners LLPActive
Some overlap · 3 shared positions
$MCO$CB$INTU
$131M
35 positions
#12Raub Brock Capital Management LPActive
Some overlap · 3 shared positions
$INTU$MCO$NVO
$395M
43 positions
#13MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive
Some overlap · 3 shared positions
$XYL$VRSK$NDSN
$584M
141 positions
#14Navera Investment Management Ltd.Active
Some overlap · 3 shared positions
$INTU$VRSK$XYL
$3.9B
56 positions
#15GRANDFIELD & DODD, LLCPassive
Some overlap · 4 shared positions
$CB$VRSK$MTD$PAYX
$1.8B
209 positions
#16Taylor Hoffman Capital Management LLCPassive
Some overlap · 5 shared positions
$MCO$GNTX$FICO$CSX$PAYX
$325M
116 positions
#17Altrafin AGActive
Some overlap · 4 shared positions
$NVO$MCO$INTU$FICO
$290M
52 positions
#18Triodos Investment Management BVActive
Some overlap · 4 shared positions
$XYL$GNTX$OLED$BMI
$1.3B
49 positions
#19Nutshell Asset Management LtdActive
Some overlap · 4 shared positions
$INTU$FICO$MCO$VRSK
$184M
35 positions
#20CEERA INVESTMENTS, LLCPassive
Some overlap · 3 shared positions
$INTU$FICO$PAYX
$228M
93 positions
#21Troy Asset Management LtdSmart money
Some overlap · 4 shared positions
$CB$INTU$PAYX$MCO
$3.4B
30 positions
#22Weil Company, Inc.Passive
Some overlap · 4 shared positions
$CB$INTU$VRSK$CSX
$445M
115 positions
#23CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$CB$NDSN$PAYX
$6.4B
290 positions
#24KEMPNER CAPITAL MANAGEMENT INC.
Some overlap · 3 shared positions
$TER$CB$SLB
$106M
43 positions
#25BAXTER BROS INCPassive
Some overlap · 3 shared positions
$INTU$CB$PAYX
$810M
166 positions

Compare XXEC,’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 XXEC,’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.