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Hedge Funds Similar to Heron Bay

13F Portfolio OverlapQ1 2026Heron Bay portfolio →
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Most similar hedge funds by 13F overlap

Heron Bay Capital Management is an institutional investor managing $1.1B across 78 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 Heron Bay are LYNWOOD PRICE, Zuckerman Investment Group,, LRZ, with shared positions in $LPLA, $KKR, $MCK, $ULTA, $CRM, $ADBE. The full ranking of 25 similar funds is below.

#1LYNWOOD PRICE CAPITAL MANAGEMENT LPActive
Notable overlap · 3 shared positions
$LPLA$KKR$MCK
$186M
14 positions
#2Zuckerman Investment Group, LLCActive
Notable overlap · 6 shared positions
$MCK$ULTA$KKR$CRM$ADBE$CSW
$1.1B
135 positions
#3LRZ CAPITAL LLCActive
Notable overlap · 3 shared positions
$LPLA$KKR$BRO
$200M
16 positions
#4FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$LPLA$CRM$LH$ADBE
$1.8B
190 positions
#5SUMMITRY LLCPassive
Notable overlap · 4 shared positions
$ULTA$SCHW$CRM$ZBRA
$2.3B
266 positions
#6Giverny Capital Inc.Active
Notable overlap · 4 shared positions
$SCHW$MEDP$BRO$IBP
$2.7B
51 positions
#7Courant Investment Management LLCActive
Notable overlap · 3 shared positions
$SCHW$ULTA$BRO
$102M
7 positions
#8Drystone LLCActive
Notable overlap · 4 shared positions
$SCHW$ROK$ADBE$TXN
$111M
18 positions
#9ACT WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$SCHW$KKR$CRM
$298M
62 positions
#101248 Management, LLCActive
Notable overlap · 3 shared positions
$SCHW$LPLA$CRM
$216M
146 positions
#11Ariston Services GroupActive
Notable overlap · 3 shared positions
$SCHW$KKR$MCK
$167M
71 positions
#12Stanley Capital Management, LLCActive
Notable overlap · 3 shared positions
$CPAY$MCK$ULTA
$598M
40 positions
#13Cander Asset Management LPActive
Notable overlap · 3 shared positions
$LPLA$KKR$MSCI
$557M
43 positions
#14AMI ASSET MANAGEMENT CORPActive
Notable overlap · 4 shared positions
$ULTA$SCHW$LH$ZTS
$1.6B
96 positions
#15Cetera Trust Company, N.APassive
Notable overlap · 4 shared positions
$LRCX$MCK$SCHW$CRM
$177M
351 positions
#16PRING TURNER CAPITAL GROUP INCPassive
Notable overlap · 3 shared positions
$SCHW$MCK$TXN
$166M
72 positions
#17VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.Active
Notable overlap · 4 shared positions
$KKR$CPAY$BRO$ZTS
$11.4B
240 positions
#18Fulcrum Capital LLCActive
Some overlap · 6 shared positions
$LRCX$ULTA$ADBE$ZTS$KKR$PINS
$461M
101 positions
#19OAK ASSOCIATES LTD /OH/Active
Some overlap · 7 shared positions
$SCHW$ADBE$LH$ROK$MCK$LRCX
$1.5B
140 positions
#20RENAISSANCE GROUP LLCPassive
Some overlap · 6 shared positions
$LRCX$MCK$SCHW$ROK$ZTS$ULTA
$2.4B
234 positions
#21LONE PINE CAPITAL LLCActive
Some overlap · 3 shared positions
$LPLA$MCK$KKR
$12.5B
36 positions
#22RIVERPARK CAPITAL MANAGEMENT LLC
Some overlap · 5 shared positions
$SCHW$KKR$ADBE$ZTS$PINS
$52M
36 positions
#23AA Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$SCHW$KKR$CRM
$710M
221 positions
#24Meridiem Capital Partners LPPassive
Some overlap · 4 shared positions
$TRU$CRM$CPAY$MSCI
$1.5B
64 positions
#25CAMBRIDGE CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SCHW$KKR$TXN
$232M
44 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.