How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to SCHWARTZ INVESTMENT COUNSEL

13F Portfolio OverlapQ1 2026SCHWARTZ INVESTMENT COUNSEL portfolio →

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Most similar hedge funds by 13F overlap

SCHWARTZ INVESTMENT COUNSEL INC is an institutional investor managing $2.8B across 129 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 SCHWARTZ INVESTMENT COUNSEL are EagleClaw Managment,, MAD RIVER INVESTORS, HORIZON KINETICS ASSET, with shared positions in $TPL, $LB, $TJX, $LOW, $WPM, $LMT. The full ranking of 25 similar funds is below.

#1EagleClaw Capital Managment, LLCActive

Notable overlap · 8 shared positions

$TPL $LB $TJX $LOW $WPM $LMT

$714M

145 positions

#2MAD RIVER INVESTORSSmart money

Notable overlap · 5 shared positions

$TPL $WBI $LB $WPM $FNV

$278M

32 positions

#3HORIZON KINETICS ASSET MANAGEMENT LLCSmart money

Notable overlap · 5 shared positions

$TPL $WBI $LB $WPM $FNV

$9.2B

353 positions

#4Atlas Wealth Partners, LLCActive

Notable overlap · 5 shared positions

$TPL $LB $WPM $FNV $WBI

$97M

65 positions

#5Ironvine Capital Partners, LLCActive

Notable overlap · 5 shared positions

$HEI $MCO $LOW $ORLY $BRO

$910M

56 positions

#6DIVIDEND ASSETS CAPITAL, LLCPassive

Notable overlap · 6 shared positions

$TXN $HEI $LOW $LHX $ZTS $TJX

$501M

138 positions

#7SOROS CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$VRSN $TXN $LOW $ZTS $TJX $ALC

$230M

47 positions

#8RIHO Partners, LLCActive

Notable overlap · 3 shared positions

$TPL $HEI $ORLY

$157M

14 positions

#9Local Pensions Partnership Investment LtdActive

Notable overlap · 4 shared positions

$TXN $HEI $MCO $BRO

$4.6B

32 positions

#10PROMETHIUM ADVISORS,LLCPassive

Notable overlap · 4 shared positions

$TPL $LB $TJX $WBI

$193M

112 positions

#11Dixon Mitchell Investment Counsel Inc.Active

Notable overlap · 6 shared positions

$HEI $ROP $LOW $TXN $WPM $CSL

$2.9B

140 positions

#12Vantage Investment Partners, LLCActive

Notable overlap · 7 shared positions

$ORLY $HEI $FANG $FAST $LMT $LOW

$1.4B

64 positions

#13NZS Capital, LLCActive

Notable overlap · 3 shared positions

$TXN $HEI $ROP

$3.0B

58 positions

#14MCRAE CAPITAL MANAGEMENT INCActive

Notable overlap · 5 shared positions

$LOW $ACN $BR $TFC $ZTS

$482M

106 positions

#15BONTEMPO OHLY CAPITAL MGMT LLCActive

Notable overlap · 5 shared positions

$TXN $LOW $BR $ACN $FAST

$222M

34 positions

#16MSRH, LLCActive

Notable overlap · 4 shared positions

$TPL $LB $WBI $WPM

$113M

29 positions

#17Quantum Capital Management, LLC / NJActive

Notable overlap · 4 shared positions

$HEI $MCO $FAST $BRO

$781M

34 positions

#18Watchman Group, Inc.Active

Notable overlap · 4 shared positions

$TPL $LOW $ACN $CSL

$413M

73 positions

#19Redwood Family Wealth LLCPassive

Notable overlap · 3 shared positions

$TPL $TXN $LMT

$102M

102 positions

#20Lansing Management LPActive

Notable overlap · 3 shared positions

$HEI $APG $MCO

$151M

14 positions

#21PYA Waltman Capital, LLCActive

Notable overlap · 4 shared positions

$HEI $ROP $TXN $LMT

$361M

67 positions

#22PRING TURNER CAPITAL GROUP INCPassive

Notable overlap · 4 shared positions

$TXN $TPL $WPM $FNV

$166M

72 positions

#23BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 5 shared positions

$LOW $TXN $BR $TJX $ACN

$321M

110 positions

#24Sierra Legacy GroupPassive

Notable overlap · 6 shared positions

$ACN $TJX $LMT $AOS $BR $ZTS

$131M

77 positions

#25Canoe Financial LPActive

Some overlap · 5 shared positions

$MCO $EXE $TJX $LMT $TXN

$7.3B

112 positions

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View SCHWARTZ INVESTMENT COUNSEL’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.