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Hedge Funds Similar to Ervin Investment ,

13F Portfolio OverlapQ1 2026Ervin Investment , portfolio →
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Most similar hedge funds by 13F overlap

Ervin Investment Management, LLC is an institutional investor managing $184M across 47 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 Ervin Investment , are Mraz, Amerine & Associates,, Walleye Partners,, CHECK /CA, with shared positions in $L, $BN, $MKL, $JEF, $BRZE, $UNIT. The full ranking of 25 similar funds is below.

#1Mraz, Amerine & Associates, Inc.Active
Notable overlap · 4 shared positions
$L$BN$MKL$JEF
$678M
190 positions
#2Walleye Partners, LLCActive
Notable overlap · 4 shared positions
$BN$L$BRZE$UNIT
$81M
54 positions
#3CHECK CAPITAL MANAGEMENT INC/CASmart money
Notable overlap · 7 shared positions
$BN$MKL$JEF$GE$GEV$BAM
$3.4B
50 positions
#4Tacita Capital IncPassive
Notable overlap · 4 shared positions
$BN$UNIT$BAM$SU
$169M
238 positions
#5Sather Financial Group IncActive
Notable overlap · 5 shared positions
$BN$MKL$BAM$GE$BA
$1.6B
109 positions
#6Wrenne Financial Planning LLCSmart money
Notable overlap · 4 shared positions
$UNIT$MKL$GMM$BRZE
$255M
49 positions
#7Broad Run Investment Management, LLCSmart money
Notable overlap · 3 shared positions
$BN$MKL$BAM
$568M
24 positions
#8Adalta Capital Management LLCPassive
Notable overlap · 5 shared positions
$BN$MKL$AXP$BAM$BA
$209M
97 positions
#9GoodHaven Capital Management, LLCSmart money
Notable overlap · 5 shared positions
$BN$JEF$MKL$CB$BAM
$287M
26 positions
#10Fee-Only Financial Planning, L.C.Smart money
Notable overlap · 7 shared positions
$UNIT$MKL$PM$GE$GEV$MO
$166M
43 positions
#11Verus Financial Partners, Inc.Smart money
Notable overlap · 6 shared positions
$UNIT$MKL$BRZE$PM$MO$GE
$1.1B
121 positions
#12Northwest Financial AdvisorsPassive
Some overlap · 5 shared positions
$BN$BAM$BRZE$GE$GEV
$52M
66 positions
#13Clear Retirement Advice LLCActive
Some overlap · 4 shared positions
$SGOL$UNIT$GMM$CB
$127M
54 positions
#14Burkett Asset Management LtdPassive
Some overlap · 3 shared positions
$BN$ASML$DEO
$101M
61 positions
#15Gladwyn Financial Advisors, Inc.Active
Some overlap · 5 shared positions
$UNIT$MKL$GE$GEV$KO
$160M
82 positions
#16Cherry Tree Wealth Management, LLCPassive
Some overlap · 4 shared positions
$UNIT$MKL$BRZE$AXP
$473M
582 positions
#17Pinnacle Financial Group, LLC / ILPassive
Some overlap · 4 shared positions
$UNIT$MKL$BRZE$AFRM
$365M
111 positions
#18Buttonwood Financial Advisors Inc.Active
Some overlap · 4 shared positions
$MKL$ASML$BN$AXP
$299M
108 positions
#19Creekside PartnersPassive
Some overlap · 3 shared positions
$UNIT$MKL$BRZE
$243M
183 positions
#20Valpey Financial Services, LLCPassive
Some overlap · 3 shared positions
$UNIT$MKL$BRZE
$154M
75 positions
#21Efficient Advisors, LLCActive
Some overlap · 3 shared positions
$UNIT$MKL$BRZE
$1.4B
58 positions
#22Grove Street Fiduciary, LLCActive
Some overlap · 5 shared positions
$UNIT$MKL$GE$GEV$PM
$227M
74 positions
#23BCV Asset Management Inc.Active
Some overlap · 3 shared positions
$BN$ASML$SU
$2.9B
120 positions
#24FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$BN$MKL$BAM
$4.5B
92 positions
#25Chemistry Wealth Management LLCPassive
Some overlap · 4 shared positions
$BN$MKL$UNIT$AXP
$569M
204 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.