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 BERKSHIRE HATHAWAY

13F Portfolio OverlapQ2 2026BERKSHIRE HATHAWAY portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

BERKSHIRE HATHAWAY INC is an institutional investor managing $299.3B across 29 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 BERKSHIRE HATHAWAY are GFI Investment Counsel Ltd., UNIO, Long Corridor Asset Ltd, with shared positions in $AXP, $MCO, $VRSN, $CB, $NYT, $OXY. The full ranking of 25 similar funds is below.

#1GFI Investment Counsel Ltd.Active

Notable overlap · 3 shared positions

$AXP $MCO $VRSN

$737M

30 positions

#2UNIO CAPITAL LLCActive

Notable overlap · 3 shared positions

$AXP $CB $MCO

$526M

19 positions

#3Long Corridor Asset Management LtdActive

Notable overlap · 3 shared positions

$AXP $MCO $NYT

$331M

35 positions

#4Philip James Wealth Mangement, LLCActive

Notable overlap · 4 shared positions

$OXY $CB $KHC $ALLY

$888M

151 positions

#5INKWELL CAPITAL LLCActive

Notable overlap · 3 shared positions

$MCO $OXY $AXP

$96M

31 positions

#6Bretton Capital Management, LLCActive

Notable overlap · 3 shared positions

$AXP $MCO $NVR

$125M

20 positions

#7Hi-Line Capital Management, LLCActive

Notable overlap · 4 shared positions

$CB $AXP $SIRI $KR

$355M

32 positions

#8Concorde Financial CorpActive

Notable overlap · 3 shared positions

$OXY $CB $LPX

$124M

26 positions

#9Castlefield Investment Partners LLPActive

Notable overlap · 3 shared positions

$CB $MCO $LEN

$147M

35 positions

#10Holowesko Partners Ltd.Active

Some overlap · 3 shared positions

$AXP $OXY $KHC

$395M

34 positions

#11Smead Capital Management, Inc.Active

Some overlap · 5 shared positions

$AXP $OXY $LEN $NVR $DHI

$4.7B

32 positions

#12Chou Associates Management Inc.Smart money

Some overlap · 7 shared positions

$OXY $SIRI $KHC $ALLY $MCO $LPX

$217M

31 positions

#13Fogel Capital Management, Inc.Active

Some overlap · 3 shared positions

$CB $MCO $AXP

$249M

57 positions

#14Maj Invest Holding A/SActive

Some overlap · 3 shared positions

$AXP $KR $MCO

$2.2B

40 positions

#15CAMBIAR INVESTORS LLCActive

Some overlap · 3 shared positions

$AXP $DAL $CB

$2.3B

150 positions

#16GoodHaven Capital Management, LLCSmart money

Some overlap · 4 shared positions

$CB $OXY $LEN $JEF

$318M

26 positions

#17swisspartners Advisors LtdActive

Some overlap · 3 shared positions

$OXY $SIRI $DHI

$148M

23 positions

#18GHE, LLCSmart money

Some overlap · 4 shared positions

$MCO $AXP $CB $DHI

$265M

57 positions

#19NWF Advisory Services Inc.Passive

Some overlap · 3 shared positions

$AXP $OXY $CB

$1.1B

456 positions

#20EAGLE ROCK INVESTMENT COMPANY, LLCActive

Some overlap · 3 shared positions

$CB $AXP $COF

$808M

156 positions

#21Troy Asset Management LtdActive

Some overlap · 3 shared positions

$CB $VRSN $MCO

$3.6B

29 positions

#22Kearns & Associates LLCSmart money

Some overlap · 3 shared positions

$AXP $OXY $COF

$214M

41 positions

#23HUTNER CAPITAL MANAGEMENT INCActive

Some overlap · 3 shared positions

$AXP $CB $MCO

$252M

43 positions

#24Financial Strategies Group, Inc.Active

Some overlap · 3 shared positions

$CB $DVA $COF

$628M

100 positions

#25Asset Management Advisors, LLCActive

Some overlap · 4 shared positions

$OXY $VRSN $ALLY $LEN

$181M

17 positions

Compare BERKSHIRE HATHAWAY’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View BERKSHIRE HATHAWAY’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.