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Hedge Funds Similar to R.P. Boggs &

13F Portfolio OverlapQ1 2026R.P. Boggs & portfolio →
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Most similar hedge funds by 13F overlap

R.P. Boggs & Co. is an institutional investor managing $208M across 24 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 R.P. Boggs & are AGMAN, Conestoga Advisors,, PYA Waltman ,, with shared positions in $GHM, $CDRE, $DSGR, $QXO, $CWST, $FSV. The full ranking of 25 similar funds is below.

#1AGMAN CAPITAL LLCActive
Notable overlap · 4 shared positions
$GHM$CDRE$DSGR$QXO
$126M
18 positions
#2Conestoga Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$CWST$FSV$ROAD$SPXC
$5.0B
114 positions
#3PYA Waltman Capital, LLCActive
Notable overlap · 3 shared positions
$DHR$HEI$ROP
$361M
67 positions
#4Triad Investment ManagementPassive
Notable overlap · 3 shared positions
$DHR$HEI$ROP
$271M
51 positions
#5DUDLEY & SHANLEY, INC.Active
Notable overlap · 4 shared positions
$SCI$DHR$HEI$ROP
$611M
37 positions
#6NZS Capital, LLCActive
Notable overlap · 3 shared positions
$DHR$ROP$HEI
$3.0B
58 positions
#7Highlander Partners, L.P.Active
Notable overlap · 4 shared positions
$DHR$SPXC$DSGR$CWST
$256M
45 positions
#8Summit Creek Advisors LLCPassive
Notable overlap · 3 shared positions
$CWST$ROAD$FSV
$487M
65 positions
#9GENEVA CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$ROAD$CWST$SPXC$FSV
$4.7B
120 positions
#10WEITZ INVESTMENT MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$DHR$HEI$PRM
$1.4B
49 positions
#11DF DENT & CO INCPassive
Some overlap · 3 shared positions
$HEI$PRM$DHR
$5.2B
262 positions
#12NORTH POINT PORTFOLIO MANAGERS CORP/OHActive
Some overlap · 3 shared positions
$REGN$DHR$ROP
$561M
76 positions
#13LifeWealth Investments, LLCPassive
Some overlap · 4 shared positions
$REGN$PDI$HEI$IAU
$335M
141 positions
#14Clear Harbor Asset Management, LLCPassive
Some overlap · 5 shared positions
$ROP$DHR$REGN$HEI$IAU
$1.4B
450 positions
#15EULAV Asset ManagementActive
Some overlap · 3 shared positions
$HEI$ROP$SPXC
$3.1B
133 positions
#16Dixon Mitchell Investment Counsel Inc.Active
Some overlap · 3 shared positions
$HEI$ROP$DHR
$2.9B
140 positions
#17Benchmark Financial Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$REGN$IAU$DHR
$361M
133 positions
#18MAR VISTA INVESTMENT PARTNERS LLCActive
Some overlap · 3 shared positions
$DHR$HEI$QXO
$1000M
35 positions
#19EQUITABLE TRUST COPassive
Some overlap · 3 shared positions
$DHR$PRM$IAU
$2.2B
463 positions
#20Osprey Private Wealth LLCActive
Some overlap · 3 shared positions
$REGN$DHR$ROP
$345M
77 positions
#21Magnolia Wealth Management, LLCActive
Some overlap · 3 shared positions
$DHR$ROAD$IAU
$172M
212 positions
#22Wealthstar Advisors, LLCActive
Some overlap · 3 shared positions
$DHR$PDI$IAU
$213M
111 positions
#23Lakeridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$DHR$HEI$IAU
$233M
169 positions
#24Van Hulzen Asset Management, LLCPassive
Slight overlap · 3 shared positions
$DHR$ROP$IAU
$1.3B
361 positions
#25First Growth Capital LLCActive
Slight overlap · 3 shared positions
$GPGI$PDI$IAU
$111M
129 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.