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Hedge Funds Similar to Ervin Investment

13F Portfolio OverlapQ2 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 Q2 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, Broad Run Investment, Adalta, with shared positions in $L, $MKL, $BN, $JEF, $BAM, $MELI. The full ranking of 25 similar funds is below.

#1Mraz, Amerine & Associates, Inc.Active
Notable overlap · 4 shared positions
$L$MKL$BN$JEF
$697M
199 positions
#2Broad Run Investment Management, LLCSmart money
Notable overlap · 3 shared positions
$BN$MKL$BAM
$650M
24 positions
#3Adalta Capital Management LLCPassive
Notable overlap · 6 shared positions
$BN$MKL$MELI$AXP$BAM$BA
$228M
103 positions
#4GoodHaven Capital Management, LLCSmart money
Notable overlap · 5 shared positions
$BN$JEF$MKL$CB$BAM
$318M
26 positions
#5Sather Financial Group IncActive
Notable overlap · 4 shared positions
$BN$MKL$BAM$BA
$1.7B
121 positions
#6Burkett Asset Management LtdPassive
Notable overlap · 4 shared positions
$BN$ASML$GM$DEO
$107M
59 positions
#7Warther Private Wealth, LLCActive
Notable overlap · 4 shared positions
$BN$ASML$MELI$AXP
$456M
50 positions
#8CHECK CAPITAL MANAGEMENT INC/CASmart money
Notable overlap · 5 shared positions
$BN$MKL$JEF$BAM$BA
$3.8B
53 positions
#9Buttonwood Financial Advisors Inc.Active
Notable overlap · 4 shared positions
$MKL$ASML$BN$AXP
$329M
110 positions
#10Blue Sky Capital Consultants Group, Inc.Active
Notable overlap · 3 shared positions
$BN$MELI$BAM
$234M
74 positions
#11SCHARF INVESTMENTS, LLCActive
Notable overlap · 4 shared positions
$BN$MKL$MELI$CB
$3.0B
79 positions
#12Moerus Capital Management LLCActive
Notable overlap · 3 shared positions
$BN$JEF$BAM
$224M
14 positions
#13Partners Value Investments L.P.Smart money
Notable overlap · 3 shared positions
$BN$BAM$DEO
$9.8B
7 positions
#14EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INCPassive
Some overlap · 3 shared positions
$BN$L$CNX
$842M
118 positions
#15FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$MKL$BN$BAM
$4.8B
92 positions
#16Lafayette Investments, Inc.Active
Some overlap · 4 shared positions
$MKL$L$JEF$ASML
$542M
162 positions
#17Timber Creek Capital Management LLCPassive
Some overlap · 4 shared positions
$BN$SGOL$ASML$MELI
$490M
80 positions
#18Regency Capital Management Inc.\DEPassive
Some overlap · 3 shared positions
$MKL$ASML$CB
$251M
64 positions
#19Templeton & Phillips Capital Management, LLCSmart money
Some overlap · 3 shared positions
$BN$DEO$SFM
$137M
52 positions
#20FIRST MANHATTAN CO. LLC.Active
Some overlap · 4 shared positions
$ASML$BN$PM$AXP
$39.2B
742 positions
#21Chemistry Wealth Management LLCPassive
Some overlap · 3 shared positions
$BN$MKL$AXP
$625M
210 positions
#22Davidson Kahn Capital Management, LLCActive
Some overlap · 4 shared positions
$BN$MKL$ASML$BAM
$233M
72 positions
#23LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$L$AXP$PM$YUM$CB
$273M
104 positions
#24BARR E S & COActive
Some overlap · 3 shared positions
$MKL$BN$AXP
$1.8B
112 positions
#25KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$ASML$BN$MELI
$351M
166 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.