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Hedge Funds Similar to Crown Oak Advisors

13F Portfolio OverlapQ2 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 Q2 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 Quantum , / NJ, CALEDONIA INVESTMENTS PLC, WEYBOSSET RESEARCH, with shared positions in $HEI, $MCO, $CPRT, $IDXX, $IT, $SCHW. The full ranking of 25 similar funds is below.

#1Quantum Capital Management, LLC / NJActive
Notable overlap · 5 shared positions
$HEI$MCO$CPRT$IDXX$IT
$798M
35 positions
#2CALEDONIA INVESTMENTS PLCSmart money
Notable overlap · 3 shared positions
$SCHW$WSO$MCO
$883M
15 positions
#3WEYBOSSET RESEARCH & MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$DE$KEYS$CPRT
$381M
32 positions
#4Giverny Capital Inc.Active
Notable overlap · 4 shared positions
$HEI$SCHW$KEYS$WSO
$3.0B
51 positions
#5Alpine Peaks Capital, LPActive
Notable overlap · 3 shared positions
$HEI$ROL$DSGX
$85M
20 positions
#6DUDLEY & SHANLEY, INC.Active
Notable overlap · 4 shared positions
$WSO$SCHW$ROL$HEI
$662M
37 positions
#7Ironvine Capital Partners, LLCActive
Notable overlap · 4 shared positions
$HEI$MCO$WSO$DE
$1.1B
57 positions
#8Local Pensions Partnership Investment LtdActive
Notable overlap · 4 shared positions
$HEI$MCO$IDXX$ROL
$4.8B
32 positions
#9BARR E S & COActive
Notable overlap · 3 shared positions
$SCHW$MCO$MTD
$1.8B
112 positions
#10MARKEL GROUP INC.Active
Notable overlap · 5 shared positions
$DE$WSO$SCHW$HEI$MCO
$13.1B
130 positions
#11FIRETRAIL INVESTMENTS PTY LTDActive
Notable overlap · 3 shared positions
$DE$KEYS$MCO
$355M
32 positions
#12Seilern Investment Management LtdActive
Notable overlap · 4 shared positions
$MTD$CPRT$IDXX$MCO
$794M
24 positions
#13Vantage Investment Partners, LLC
Notable overlap · 3 shared positions
$WSO$IDXX$HEI
$1.4B
64 positions
#14Pembroke Management, LTDActive
Some overlap · 3 shared positions
$WSO$SITE$DSGX
$637M
78 positions
#15SCHWARTZ INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$HEI$MCO$BR
$3.0B
138 positions
#16HARVEY INVESTMENT CO LLCActive
Some overlap · 4 shared positions
$NDSN$IDXX$MTD$CPRT
$918M
99 positions
#17RIVERBRIDGE PARTNERS LLCActive
Some overlap · 4 shared positions
$HEI$WSO$ROL$IDXX
$3.6B
198 positions
#18PineStone Asset Management Inc.Active
Some overlap · 3 shared positions
$MCO$MTD$CPRT
$16.2B
44 positions
#19Bath Savings Trust CoActive
Some overlap · 5 shared positions
$HEI$WSO$BR$CHD$IDXX
$965M
177 positions
#20FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$KEYS$HEI$BR$WSO
$4.8B
92 positions
#21Kinsale Capital Group, Inc.Active
Some overlap · 3 shared positions
$SCHW$HEI$CPRT
$754M
41 positions
#22Tandem Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$CHD$ROL$BR$IDXX
$1.5B
68 positions
#23MAR VISTA INVESTMENT PARTNERS LLCActive
Some overlap · 3 shared positions
$MCO$MTD$HEI
$1.0B
33 positions
#24WINSLOW ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$NDSN$SCHW$DE
$575M
82 positions
#25Nutshell Asset Management LtdActive
Some overlap · 3 shared positions
$ROL$IDXX$MCO
$300M
45 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.