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Hedge Funds Similar to Broyhill Asset ,

13F Portfolio OverlapQ1 2026Broyhill Asset , portfolio →
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Most similar hedge funds by 13F overlap

Broyhill Asset Management, LLC is an institutional investor managing $108M across 74 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 Broyhill Asset , are LAKEWOOD ,, Dash Acquisitions, Foyston, Gordon, & Payne, with shared positions in $SHC, $IQV, $SW, $CRL, $PM, $TMO. The full ranking of 25 similar funds is below.

#1LAKEWOOD CAPITAL MANAGEMENT, LPActive
Notable overlap · 4 shared positions
$SHC$IQV$SW$CRL
$1.6B
69 positions
#2Dash Acquisitions Inc.Active
Notable overlap · 5 shared positions
$PM$TMO$ACN$CACI$HON
$480M
68 positions
#3Foyston, Gordon, & Payne IncPassive
Notable overlap · 4 shared positions
$PM$HON$IQV$UBER
$434M
67 positions
#4CINCINNATI FINANCIAL CORPActive
Notable overlap · 4 shared positions
$PM$HON$ACN$TMO
$5.0B
55 positions
#5Redwood Grove Capital, LLCActive
Notable overlap · 3 shared positions
$IQV$SW$HUM
$310M
22 positions
#6WATERS PARKERSON & CO., LLCActive
Notable overlap · 4 shared positions
$TMO$PM$ACN$CACI
$1.9B
188 positions
#7R.H. Investment Group, LLCPassive
Some overlap · 3 shared positions
$PM$TMO$SO
$130M
45 positions
#8Phraction Management LLCActive
Some overlap · 3 shared positions
$TMO$HON$PM
$483M
65 positions
#9CINCINNATI CASUALTY COActive
Some overlap · 4 shared positions
$HON$TMO$ACN$DUK
$191M
24 positions
#10Gs Investments, Inc.Passive
Some overlap · 5 shared positions
$TMO$HON$ACN$UBER$NEE
$175M
134 positions
#11Freshford Capital Management, LLCActive
Some overlap · 3 shared positions
$IQV$UBER$CACI
$200M
19 positions
#12Integrity Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$TMO$SLV$BBN$NEA$UBER
$111M
99 positions
#13Orca Wealth Management, LLCActive
Some overlap · 4 shared positions
$PM$HON$NUV$DUK
$141M
67 positions
#14FIDUCIARY MANAGEMENT INC /WI/Active
Some overlap · 4 shared positions
$VVV$MAS$DLTR$ACN
$8.1B
62 positions
#15Mendel Money ManagementPassive
Some overlap · 5 shared positions
$TMO$ACN$UBER$DUK$MS
$239M
137 positions
#16Haverford Trust CoActive
Some overlap · 6 shared positions
$HON$ACN$TMO$HUM$NEE$PM
$10.9B
419 positions
#17BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$TMO$HON$NEE$MS
$506M
75 positions
#18NICHOLS & PRATT ADVISERS LLP /MAActive
Some overlap · 5 shared positions
$RTO$TMO$IQV$SO$ACN
$1.5B
105 positions
#19Haverford Financial Services, Inc.Active
Some overlap · 4 shared positions
$HON$TMO$ACN$NEE
$336M
46 positions
#20Sky Investment Group LLCPassive
Some overlap · 5 shared positions
$PM$TMO$HON$DUK$SO
$583M
140 positions
#21Two Point Capital Management, Inc.Active
Some overlap · 3 shared positions
$HON$TMO$ACN
$229M
28 positions
#22GLENVIEW CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$TMO$HUM$UBER
$4.0B
44 positions
#23INVESTMENT MANAGEMENT ASSOCIATES INC /ADVActive
Some overlap · 3 shared positions
$PM$UBER$CACI
$420M
30 positions
#24PRIMORIS WEALTH ADVISORS, LLCPassive
Some overlap · 6 shared positions
$PM$BBN$NEE$SO$HON$MS
$143M
96 positions
#25Vigil Wealth Management, LLCActive
Some overlap · 4 shared positions
$PM$UBER$MS$HUM
$124M
75 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.