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Hedge Funds Similar to Daniel Investment Group

13F Portfolio OverlapQ2 2026Daniel Investment Group portfolio →
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Most similar hedge funds by 13F overlap

Daniel Investment Group, Inc. is an institutional investor managing $169M across 33 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 Daniel Investment Group are Broad Run Investment, CHECK, SCHARF INVESTMENTS, with shared positions in $BN, $MKL, $DIS, $PGR, $DOV, $FLG. The full ranking of 25 similar funds is below.

#1Broad Run Investment Management, LLCSmart money
Notable overlap · 3 shared positions
$BN$MKL$DIS
$650M
24 positions
#2CHECK CAPITAL MANAGEMENT INC/CASmart money
Notable overlap · 3 shared positions
$BN$MKL$DIS
$3.8B
53 positions
#3SCHARF INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$BN$MKL$DIS
$3.0B
79 positions
#4GoodHaven Capital Management, LLCSmart money
Some overlap · 3 shared positions
$BN$MKL$PGR
$318M
26 positions
#5FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$BN$MKL$PGR
$4.8B
92 positions
#6Marathon Asset Management LtdActive
Some overlap · 3 shared positions
$BN$MKL$PGR
$2.5B
74 positions
#7MARKEL GROUP INC.Active
Some overlap · 3 shared positions
$BN$PGR$DIS
$13.1B
130 positions
#8Buttonwood Financial Advisors Inc.Active
Some overlap · 3 shared positions
$MKL$BN$DIS
$329M
110 positions
#9Heritage Wealth AdvisorsActive
Some overlap · 4 shared positions
$BN$MKL$PGR$DOV
$2.9B
703 positions
#10Rinkey InvestmentsActive
Some overlap · 3 shared positions
$BN$PGR$DOV
$425M
128 positions
#11Live Oak Private Wealth LLCPassive
Some overlap · 3 shared positions
$BN$MKL$DIS
$800M
211 positions
#12Lafayette Investments, Inc.Active
Some overlap · 3 shared positions
$MKL$PGR$DIS
$542M
162 positions
#13INKWELL CAPITAL LLCActive
Some overlap · 3 shared positions
$MKL$PGR$DIS
$96M
31 positions
#14Salvus Wealth Management, LLCPassive
Some overlap · 3 shared positions
$BN$MKL$PGR
$178M
125 positions
#15Sage Investment Counsel LLCPassive
Some overlap · 3 shared positions
$BN$FLG$DOV
$100M
126 positions
#16Ridgewood Investments LLCPassive
Slight overlap · 4 shared positions
$MKL$PGR$DIS$DOV
$267M
208 positions
#17Giverny Capital Inc.Active
Slight overlap · 3 shared positions
$MKL$PGR$DIS
$3.0B
51 positions
#18Providence Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$BN$PGR$DIS
$660M
385 positions
#19Lorne Steinberg Wealth Management Inc.Passive
Slight overlap · 3 shared positions
$BN$ALL$DIS
$487M
72 positions
#20NWF Advisory Services Inc.Passive
Slight overlap · 3 shared positions
$MKL$DIS$DOV
$1.1B
456 positions
#21Northstar Group, Inc.Active
Slight overlap · 3 shared positions
$MKL$DIS$DOV
$777M
168 positions
#22Lakewood Asset Management LLCPassive
Slight overlap · 3 shared positions
$MKL$BN$DOV
$182M
107 positions
#23ASHTON THOMAS SECURITIES, LLCPassive
Slight overlap · 3 shared positions
$MKL$BN$DIS
$677M
378 positions
#24GQG Partners LLCActive
Slight overlap · 3 shared positions
$ALL$PGR$CMS
$53.8B
102 positions
#25BEACON FINANCIAL PLANNING, INCActive
Slight overlap · 3 shared positions
$BN$MKL$DIS
$295M
85 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.