Hedge Funds Similar to FIDUCIARY /WI/

13F Portfolio OverlapQ1 2026FIDUCIARY /WI/ portfolio →
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Most similar hedge funds by 13F overlap

FIDUCIARY MANAGEMENT INC /WI/ is an institutional investor managing $8.1B across 62 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 FIDUCIARY /WI/ are COOKE & BIELER, Foyston, Gordon, & Payne, ENGLISH, with shared positions in $WTM, $BDX, $ACGL, $ARMK, $VVV, $SUNB. The full ranking of 25 similar funds is below.

Notable overlap · 7 shared positions
$8.8B
103 positions
Notable overlap · 6 shared positions
$434M
67 positions
Notable overlap · 4 shared positions
$171M
36 positions
Notable overlap · 4 shared positions
$7.1B
25 positions
Notable overlap · 4 shared positions
$611M
37 positions
Notable overlap · 3 shared positions
$2.7B
28 positions
Notable overlap · 5 shared positions
$2.7B
51 positions
Notable overlap · 3 shared positions
$4.8B
195 positions
#9BloombergSen Inc.Smart money
Notable overlap · 4 shared positions
$1.3B
30 positions
Notable overlap · 3 shared positions
$591M
18 positions
Notable overlap · 6 shared positions
$6.7B
204 positions
Notable overlap · 3 shared positions
$1.0B
82 positions
Notable overlap · 5 shared positions
$6.7B
103 positions
Notable overlap · 4 shared positions
$343M
115 positions
Notable overlap · 3 shared positions
$484M
22 positions
Notable overlap · 5 shared positions
$1.1B
596 positions
#17PROVIDENT TRUST COSmart money
Notable overlap · 3 shared positions
$4.8B
22 positions
Some overlap · 4 shared positions
$6.0B
50 positions
Some overlap · 3 shared positions
$101M
38 positions
Some overlap · 4 shared positions
$132M
96 positions
#21DODGE & COXActive
Some overlap · 3 shared positions
$182.0B
222 positions
Some overlap · 3 shared positions
$172M
126 positions
Some overlap · 5 shared positions
$8.1B
349 positions
Some overlap · 6 shared positions
$436M
174 positions
Some overlap · 4 shared positions
$98M
32 positions

Compare FIDUCIARY /WI/’s portfolio side by side

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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.