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Hedge Funds Similar to Schubert

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

Schubert & Co is an institutional investor managing $145M across 82 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 Schubert are Nolet Wealth, RIPOSTE, WEITZ INVESTMENT, with shared positions in $DHR, $VLTO, $ASML, $KLAC, $MTZ, $PWR. The full ranking of 25 similar funds is below.

#1Nolet Wealth Management, LLCActive
Notable overlap · 4 shared positions
$DHR$VLTO$ASML$KLAC
$181M
112 positions
#2RIPOSTE CAPITAL LLCActive
Notable overlap · 3 shared positions
$DHR$MTZ$PWR
$451M
27 positions
#3WEITZ INVESTMENT MANAGEMENT, INC.Active
Notable overlap · 4 shared positions
$DHR$ASML$COF$VLTO
$1.4B
50 positions
#4CNA FINANCIAL CORPActive
Some overlap · 3 shared positions
$DHR$BN$COF
$239M
18 positions
#5Third Point LLCActive
Some overlap · 7 shared positions
$DHR$MTZ$UNP$COF$ASML$CRS
$4.7B
43 positions
#6EAGLE CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$DHR$COF$ASML
$32.7B
56 positions
#7MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive
Some overlap · 3 shared positions
$DHR$FISV$VLTO
$635M
146 positions
#8Triad Investment ManagementPassive
Some overlap · 3 shared positions
$FISV$AXP$ASML
$91M
34 positions
#9Warther Private Wealth, LLCActive
Some overlap · 4 shared positions
$FISV$BN$ASML$AXP
$456M
50 positions
#10Ravenstone Capital Management Inc.Active
Some overlap · 3 shared positions
$DHR$BN$PWR
$244M
54 positions
#11LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 4 shared positions
$DHR$FISV$UNP$ASML
$10.3B
565 positions
#12CORTLAND ASSOCIATES INC/MOActive
Some overlap · 3 shared positions
$DHR$COF$BN
$692M
62 positions
#13Delaney Dennis RActive
Some overlap · 4 shared positions
$DHR$FISV$AXP$ASML
$314M
61 positions
#14Lincoln Capital LLCActive
Some overlap · 3 shared positions
$DHR$UNP$AXP
$562M
137 positions
#15BANYAN CAPITAL MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$FISV$DHR$AXP
$230M
55 positions
#16ARTHUR M. COHEN & ASSOCIATES, LLCActive
Some overlap · 3 shared positions
$DHR$ASML$VLTO
$640M
139 positions
#17Minot DeBlois Advisors LLCPassive
Some overlap · 4 shared positions
$DHR$UNP$AXP$ASML
$116M
240 positions
#18Poehling Capital Management, INC.Passive
Some overlap · 3 shared positions
$FISV$AMG$DHR
$466M
166 positions
#19NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 3 shared positions
$DHR$UNP$KLAC
$1.7B
147 positions
#20BOWEN HANES & CO INCActive
Some overlap · 5 shared positions
$MTZ$UNP$AXP$ASML$CRS
$4.1B
151 positions
#21O'Brien Greene & Co. IncPassive
Some overlap · 3 shared positions
$DHR$VLTO$UNP
$362M
141 positions
#22BCV Asset Management Inc.Active
Some overlap · 4 shared positions
$DHR$UNP$BN$ASML
$3.3B
116 positions
#23Capital Investment Services of America, Inc.Active
Some overlap · 3 shared positions
$DHR$PWR$FISV
$1.0B
83 positions
#24Ironvine Capital Partners, LLCActive
Some overlap · 3 shared positions
$DHR$UNP$ASML
$1.1B
57 positions
#25Hemenway Trust Co LLCActive
Some overlap · 4 shared positions
$DHR$AXP$UNP$ASML
$1.4B
135 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.