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Hedge Funds Similar to BANYAN ,

13F Portfolio OverlapQ1 2026BANYAN , portfolio →
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Most similar hedge funds by 13F overlap

BANYAN CAPITAL MANAGEMENT, INC. is an institutional investor managing $232M across 55 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 BANYAN , are Capco Asset ,, Kiltearn Partners LLP, INKWELL, with shared positions in $MKL, $ROP, $CHTR, $DHR, $LBRDA, $DG. The full ranking of 25 similar funds is below.

#1Capco Asset Management, LLCSmart money
Notable overlap · 5 shared positions
$MKL$ROP$CHTR$DHR$LBRDA
$367M
27 positions
#2Kiltearn Partners LLPActive
Notable overlap · 3 shared positions
$DG$CI$KMX
$372M
25 positions
#3INKWELL CAPITAL LLCActive
Notable overlap · 4 shared positions
$MKL$DG$KMX$AXP
$98M
31 positions
#4TAM Capital Management Inc.Active
Notable overlap · 3 shared positions
$CI$CHTR$FISV
$205M
7 positions
#5Forvis Mazars Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$MKL$DHR$IBM
$5.3B
399 positions
#6PYA Waltman Capital, LLCActive
Notable overlap · 4 shared positions
$MKL$ROP$DHR$ALL
$361M
67 positions
#7Triune Financial Partners, LLCSmart money
Notable overlap · 3 shared positions
$MKL$DHR$IBM
$421M
47 positions
#8Broad Run Investment Management, LLCSmart money
Notable overlap · 3 shared positions
$MKL$KMX$DHR
$568M
24 positions
#9MB, LEVIS & ASSOCIATES, LLCPassive
Notable overlap · 3 shared positions
$MKL$IBM$EMR
$240M
234 positions
#10Newton One Investments LLCActive
Notable overlap · 4 shared positions
$MKL$DHR$MCD$IBM
$368M
121 positions
#11Diversified Trust CoActive
Notable overlap · 3 shared positions
$MKL$AXP$KO
$5.4B
1,049 positions
#12HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 5 shared positions
$MKL$AXP$MCD$KO$EMR
$280M
107 positions
#13Flower City CapitalSmart money
Notable overlap · 3 shared positions
$MKL$IBM$WPM
$199M
46 positions
#14TL Private WealthSmart money
Notable overlap · 3 shared positions
$MKL$PH$EMR
$253M
44 positions
#15Lincoln Capital LLCActive
Notable overlap · 5 shared positions
$MKL$DHR$AXP$MCD$KO
$528M
135 positions
#16Sage Financial Management Group, Inc.Active
Notable overlap · 3 shared positions
$MKL$IBM$KO
$325M
57 positions
#17Verus Financial Partners, Inc.Smart money
Notable overlap · 4 shared positions
$MKL$DHR$IBM$GWW
$1.1B
121 positions
#18Lafayette Investments, Inc.Active
Notable overlap · 4 shared positions
$MKL$PH$B$KO
$494M
158 positions
#19Clear Harbor Asset Management, LLCPassive
Notable overlap · 4 shared positions
$PH$ROP$MKL$DHR
$1.4B
450 positions
#20WEALTHCARE CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$MKL$DHR$IBM
$1000M
94 positions
#21Triad Investment ManagementPassive
Notable overlap · 5 shared positions
$ROP$FISV$DHR$AXP$ALL
$271M
51 positions
#22Hi-Line Capital Management, LLCPassive
Notable overlap · 5 shared positions
$CI$MKL$LBRDA$AXP$CHTR
$318M
32 positions
#23Seven Springs Wealth Group, LLCActive
Notable overlap · 3 shared positions
$CI$MKL$KO
$432M
81 positions
#24Sandy Cove Advisors, LLCPassive
Notable overlap · 4 shared positions
$MKL$DHR$KO$IBM
$334M
144 positions
#25ETF Portfolio Partners, Inc.Active
Notable overlap · 4 shared positions
$MKL$DHR$AXP$KO
$381M
68 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.