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Hedge Funds Similar to Bowie

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

Bowie Capital Management, LLC is an institutional investor managing $2.4B across 37 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 Bowie are YCG, GCQ FUNDS PTY Ltd, Valley Forge, with shared positions in $FICO, $AON, $SPGI, $CPRT, $MSCI, $CME. The full ranking of 25 similar funds is below.

#1YCG, LLCActive
Notable overlap · 7 shared positions
$FICO$AON$SPGI$CPRT$MSCI$CME
$1.1B
41 positions
#2GCQ FUNDS MANAGEMENT PTY LtdSmart money
Notable overlap · 5 shared positions
$FICO$SPGI$INTU$MSCI$CME
$721M
14 positions
#3Valley Forge Capital Management, LPSmart money
Notable overlap · 4 shared positions
$ASML$FICO$SPGI$INTU
$3.1B
7 positions
#4Longview Partners (Guernsey) LTDActive
Notable overlap · 6 shared positions
$AON$BKNG$MSCI$SPGI$TMO$CME
$6.2B
23 positions
#5Coalescence Partners Investment Management, LPActive
Notable overlap · 3 shared positions
$ASML$FICO$SPGI
$341M
12 positions
#6Ironvine Capital Partners, LLCActive
Notable overlap · 5 shared positions
$SPGI$AON$ORLY$ASML$TMO
$1.1B
57 positions
#7EAGLE CAPITAL MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$SPGI$AJG$INTU$ASML$AON
$32.7B
56 positions
#8EDGEWOOD MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$ASML$FICO$MSCI$SPGI$CME
$9.7B
90 positions
#9PROFESSIONAL ADVISORY SERVICES INCActive
Notable overlap · 5 shared positions
$AJG$SPGI$BKNG$ASML$TMO
$836M
93 positions
#10Clio Asset Management LLCActive
Notable overlap · 4 shared positions
$SPGI$CPRT$AJG$ORLY
$126M
15 positions
#11Dorsey Asset Management, LLCSmart money
Notable overlap · 3 shared positions
$ASML$SPGI$BKNG
$1.6B
11 positions
#12Thomasville National BankPassive
Notable overlap · 5 shared positions
$ASML$BKNG$AJG$TMO$NOW
$1.8B
241 positions
#13WEDGEWOOD PARTNERS INCActive
Notable overlap · 4 shared positions
$BKNG$SPGI$CPRT$ORLY
$484M
18 positions
#14Solidarity Wealth, LLCPassive
Notable overlap · 5 shared positions
$ASML$BKNG$ORLY$FICO$CME
$574M
93 positions
#15AKRE CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 4 shared positions
$FICO$CPRT$ORLY$NOW
$5.1B
20 positions
#16Investidor Profissional Gestao de Recursos Ltda.Active
Notable overlap · 3 shared positions
$SPGI$FICO$BKNG
$172M
23 positions
#17Dash Acquisitions Inc.Active
Notable overlap · 6 shared positions
$SPGI$MSCI$AON$TMO$NOW$INTU
$494M
72 positions
#18Triad Investment ManagementPassive
Notable overlap · 3 shared positions
$ASML$SPGI$INTU
$91M
34 positions
#19Petrus Trust Company, LTASmart money
Notable overlap · 4 shared positions
$AON$FICO$MSCI$TMO
$1.1B
27 positions
#20Gillson Capital LPActive
Notable overlap · 3 shared positions
$AJG$AON$MSCI
$1.7B
80 positions
#21JACKSON HILL ADVISORS, LLCActive
Notable overlap · 3 shared positions
$SPGI$BKNG$CPRT
$197M
13 positions
#22Meritage Group LPSmart money
Notable overlap · 3 shared positions
$SPGI$AON$MSCI
$2.6B
12 positions
#23NEW VERNON INVESTMENT MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$AJG$AON$ORLY
$82M
37 positions
#24Karani Asset Management LLCPassive
Notable overlap · 4 shared positions
$ASML$SPGI$INTU$NOW
$139M
57 positions
#25Unisphere EstablishmentActive
Notable overlap · 4 shared positions
$SPGI$INTU$AJG$TMO
$11.7B
56 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.