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Hedge Funds Similar to Crown Oak Advisors,

13F Portfolio OverlapQ1 2026Crown Oak Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Crown Oak Advisors, LLC is an institutional investor managing $215M across 23 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 Crown Oak Advisors, are WEYBOSSET RESEARCH &, CALEDONIA INVESTMENTS PLC, Giverny, with shared positions in $KEYS, $DE, $CPRT, $SCHW, $WSO, $MCO. The full ranking of 25 similar funds is below.

#1WEYBOSSET RESEARCH & MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$KEYS$DE$CPRT
$347M
33 positions
#2CALEDONIA INVESTMENTS PLCSmart money
Notable overlap · 3 shared positions
$SCHW$WSO$MCO
$856M
15 positions
#3Giverny Capital Inc.Active
Notable overlap · 3 shared positions
$HEI$SCHW$KEYS
$2.7B
51 positions
#4Quantum Capital Management, LLC / NJActive
Notable overlap · 4 shared positions
$HEI$MCO$CPRT$IT
$781M
34 positions
#5Alpine Peaks Capital, LPActive
Notable overlap · 3 shared positions
$HEI$ROL$DSGX
$99M
21 positions
#6Obion Capital Management LPActive
Notable overlap · 3 shared positions
$HEI$MCO$GE
$101M
15 positions
#7DUDLEY & SHANLEY, INC.Active
Notable overlap · 4 shared positions
$ROL$SCHW$WSO$HEI
$611M
37 positions
#8Ironvine Capital Partners, LLCActive
Notable overlap · 5 shared positions
$HEI$MCO$WSO$CPRT$DE
$910M
56 positions
#9XXEC, Inc.Active
Notable overlap · 3 shared positions
$NDSN$MCO$MTD
$571M
23 positions
#10Spectrum Financial Alliance Ltd LLCActive
Notable overlap · 3 shared positions
$DE$GE$SCHW
$520M
30 positions
#11FIRETRAIL INVESTMENTS PTY LTDActive
Notable overlap · 3 shared positions
$DE$KEYS$MCO
$293M
28 positions
#12Local Pensions Partnership Investment LtdActive
Notable overlap · 3 shared positions
$HEI$MCO$ROL
$4.6B
32 positions
#13BARR E S & COActive
Notable overlap · 3 shared positions
$SCHW$MCO$MTD
$1.7B
108 positions
#14MAR VISTA INVESTMENT PARTNERS LLCActive
Notable overlap · 4 shared positions
$MCO$MTD$GE$HEI
$1000M
35 positions
#15Fundsmith LLPActive
Notable overlap · 3 shared positions
$CHD$MTD$ROL
$12.8B
34 positions
#16PineStone Asset Management Inc.Smart money
Notable overlap · 3 shared positions
$MCO$MTD$CPRT
$14.2B
44 positions
#17MARKEL GROUP INC.Active
Some overlap · 4 shared positions
$DE$WSO$SCHW$MCO
$11.9B
129 positions
#18Pembroke Management, LTDPassive
Some overlap · 3 shared positions
$SITE$WSO$DSGX
$691M
97 positions
#19SCHWARTZ INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$HEI$MCO$BR
$2.8B
129 positions
#20FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$KEYS$HEI$BR$WSO
$4.5B
92 positions
#21Intrinsic Value Partners, LLCActive
Some overlap · 4 shared positions
$SCHW$GE$CPRT$WSO
$130M
69 positions
#22Conestoga Capital Advisors, LLCActive
Some overlap · 4 shared positions
$SITE$DSGX$ROL$WSO
$5.0B
114 positions
#23Triad Investment ManagementPassive
Some overlap · 3 shared positions
$HEI$IT$WSO
$271M
51 positions
#24Redmond Asset Management, LLCPassive
Some overlap · 3 shared positions
$WSO$SCHW$CPRT
$366M
197 positions
#25TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive
Some overlap · 3 shared positions
$SCHW$GE$MCO
$671M
59 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.