13F Pro

Hedge Funds Similar to Midway Research &

13F Portfolio OverlapQ1 2026Midway Research & portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Midway Capital Research & Management is an institutional investor managing $126M across 114 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 Midway Research & are Dundas Partners LLP, FENIMORE ASSET, Broad Run Investment ,, with shared positions in $AMAT, $APH, $ADI, $SYK, $MSCI, $AXP. The full ranking of 25 similar funds is below.

#1Dundas Partners LLPActive
Substantial overlap · 6 shared positions
$AMAT$APH$ADI$SYK$MSCI$AXP
$1.3B
49 positions
#2FENIMORE ASSET MANAGEMENT INCActive
Notable overlap · 7 shared positions
$APH$SYK$ADI$BN$VRSK$BAM
$4.5B
92 positions
#3Broad Run Investment Management, LLCSmart money
Notable overlap · 5 shared positions
$AMAT$BN$KMX$BAM$DIS
$568M
24 positions
#4Tandem Investment Advisors, Inc.Active
Notable overlap · 7 shared positions
$APH$SYK$NEE$EXPD$VRSK$MCD
$2.0B
83 positions
#5GRANDFIELD & DODD, LLCActive
Notable overlap · 7 shared positions
$AMAT$ADI$SYK$SNPS$VRSK$DIS
$1.8B
209 positions
#6Evergreen Private Wealth LLCPassive
Notable overlap · 5 shared positions
$AMAT$WT$VRSK$ADBE$WM
$247M
86 positions
#7Carmel Capital Management L.L.C.Active
Notable overlap · 3 shared positions
$AMAT$EWBC$WT
$349M
25 positions
#8Bristol Gate Capital Partners Inc.Active
Notable overlap · 5 shared positions
$AMAT$APH$VRSK$MSCI$BN
$1.6B
31 positions
#9Saraza Management, LPActive
Notable overlap · 3 shared positions
$APH$BN$ADI
$239M
20 positions
#10McGuire Investment Group, LLCActive
Notable overlap · 5 shared positions
$AMAT$ADI$WT$SYK$ITW
$885M
121 positions
#11NOESIS CAPITAL MANGEMENT CORPActive
Notable overlap · 6 shared positions
$APH$SYK$NEE$DIS$AXP$EWBC
$676M
125 positions
#12HALL LAURIE J TRUSTEEActive
Notable overlap · 5 shared positions
$AMAT$SYK$APH$ADI$WM
$283M
104 positions
#13CALIFORNIA FIRST LEASING CORPActive
Notable overlap · 4 shared positions
$AMAT$Q$MTN$DD
$312M
39 positions
#14Stonehage Fleming Financial Services Holdings LtdActive
Notable overlap · 4 shared positions
$APH$SYK$VRSK$MCD
$2.7B
226 positions
#15William Allan CorpActive
Notable overlap · 4 shared positions
$AMAT$DIS$SYK$AXP
$169M
59 positions
#16Cohen Capital Management, Inc.Active
Notable overlap · 4 shared positions
$AMAT$SYK$NEE$SNPS
$644M
154 positions
#17DAVIS-REA LTD.Active
Notable overlap · 6 shared positions
$SYK$SNPS$MCD$BN$SHOP$DIS
$384M
54 positions
#18TRUSTCO BANK CORP N YActive
Notable overlap · 4 shared positions
$AMAT$MCD$DIS$AXP
$113M
71 positions
#19Callahan Advisors, LLCActive
Notable overlap · 6 shared positions
$BN$NEE$AMAT$MCD$SYK$PFE
$1.2B
177 positions
#20GPM Growth Investors, Inc.Active
Notable overlap · 6 shared positions
$ADI$SYK$MCD$ADBE$WM$DIS
$238M
42 positions
#21MAR VISTA INVESTMENT PARTNERS LLCActive
Notable overlap · 3 shared positions
$ADI$APH$SYK
$1000M
35 positions
#22Paradiem, LLCActive
Notable overlap · 4 shared positions
$ADI$SYK$ORI$NEE
$454M
70 positions
#23Baker Chad RActive
Notable overlap · 5 shared positions
$APH$ADI$SYK$AMAT$WM
$530M
56 positions
#24MARKEL GROUP INC.Active
Notable overlap · 6 shared positions
$BN$ADI$DIS$BAM$ITW$AXP
$11.9B
129 positions
#25BCV Asset Management Inc.Active
Notable overlap · 4 shared positions
$BN$AMAT$NEE$HUM
$2.9B
120 positions

Compare Midway Research &’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Midway Research &’s holdings

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.