13F Pro

Hedge Funds Similar to Berkeley

13F Portfolio OverlapQ2 2026Berkeley portfolio →
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Most similar hedge funds by 13F overlap

Berkeley, Inc is an institutional investor managing $319M across 86 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 Berkeley are Sather Financial Group, Bretton, PYA Waltman, with shared positions in $MKL, $PAYC, $SPGI, $ROST, $INTU, $TJX. The full ranking of 25 similar funds is below.

#1Sather Financial Group IncActive
Notable overlap · 6 shared positions
$MKL$PAYC$SPGI$ROST$INTU$TJX
$1.7B
121 positions
#2Bretton Capital Management, LLCActive
Notable overlap · 4 shared positions
$NVR$SPGI$ROST$TJX
$125M
20 positions
#3PYA Waltman Capital, LLCActive
Notable overlap · 3 shared positions
$MKL$SPGI$NVR
$421M
67 positions
#4Triad Investment ManagementPassive
Notable overlap · 3 shared positions
$NVR$SPGI$INTU
$91M
34 positions
#5Lafayette Investments, Inc.Active
Notable overlap · 4 shared positions
$MKL$LOW$PAYC$PAYX
$542M
162 positions
#6Womack Financial LLCActive
Notable overlap · 3 shared positions
$MKL$MEDP$NVR
$151M
70 positions
#7Evergreen Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MKL$CPRT$NVR
$213M
55 positions
#8Watchman Group, Inc.Active
Some overlap · 4 shared positions
$MKL$LOW$NVR$INTU
$447M
73 positions
#9Bristlecone Value Partners, LLCActive
Some overlap · 3 shared positions
$LOW$MKL$NVR
$124M
70 positions
#10Unisphere EstablishmentActive
Some overlap · 4 shared positions
$SPGI$INTU$ZTS$TJX
$11.7B
56 positions
#11Buttonwood Financial Advisors Inc.Active
Some overlap · 4 shared positions
$MKL$SPGI$CPRT$LOW
$329M
110 positions
#12Venator Management LLCActive
Some overlap · 3 shared positions
$NVR$INTU$SPGI
$444M
27 positions
#13Giverny Capital Inc.Active
Some overlap · 3 shared positions
$NVR$MKL$MEDP
$3.0B
51 positions
#14FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$MKL$ROST$SPGI
$4.8B
92 positions
#15Bradyco, Inc.Active
Some overlap · 4 shared positions
$MKL$MORN$LOW$PAYX
$87M
33 positions
#16Regency Capital Management Inc.\DEPassive
Some overlap · 3 shared positions
$MKL$NVR$CP
$251M
64 positions
#17Bowie Capital Management, LLCActive
Some overlap · 3 shared positions
$SPGI$INTU$CPRT
$2.4B
37 positions
#18Madison Asset Management, LLCPassive
Some overlap · 4 shared positions
$ROST$MEDP$CPRT$LOW
$8.4B
347 positions
#19MARSHFIELD ASSOCIATESActive
Some overlap · 3 shared positions
$NVR$ROST$TJX
$4.3B
17 positions
#20Archon Partners LLCActive
Some overlap · 3 shared positions
$LOW$NVR$PLTR
$937M
37 positions
#21Douglass Winthrop Advisors, LLCActive
Some overlap · 3 shared positions
$MKL$SPGI$CPRT
$5.8B
308 positions
#22Maren Capital LLCActive
Some overlap · 4 shared positions
$SSD$CPRT$CP$MDY
$2.2B
17 positions
#23WestEnd Advisors, LLCActive
Some overlap · 3 shared positions
$SPGI$INTU$TJX
$4.5B
408 positions
#24Live Oak Private Wealth LLCPassive
Some overlap · 4 shared positions
$LOW$MKL$CPRT$TJX
$800M
211 positions
#25MAGNOLIA GROUP, LLCActive
Some overlap · 3 shared positions
$SPGI$NVR$MKL
$476M
16 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.