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Hedge Funds Similar to Congruence

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

Congruence Capital, LLC is an institutional investor managing $383M across 28 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 Congruence are Pembroke , LTD, Montanaro Asset Ltd, Tributary, with shared positions in $FSS, $MDA, $TKR, $BCPC, $ESE, $NPO. The full ranking of 13 similar funds is below.

#1Pembroke Management, LTDActive
Notable overlap · 3 shared positions
$FSS$MDA$TKR
$637M
78 positions
#2Montanaro Asset Management LtdPassive
Notable overlap · 4 shared positions
$FSS$BCPC$MDA$ESE
$317M
42 positions
#3Tributary Capital Management, LLCPassive
Notable overlap · 3 shared positions
$NPO$ESE$BCPC
$1.2B
135 positions
#4Conestoga Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$ESE$BCPC$FSS
$4.6B
109 positions
#5Waratah Capital Advisors Ltd.Active
Some overlap · 3 shared positions
$TDY$FSS$CR
$2.9B
142 positions
#6Channing Capital Management, LLCActive
Some overlap · 3 shared positions
$TKR$GTES$BDC
$4.3B
106 positions
#7VAN DEN BERG MANAGEMENT I, INCPassive
Some overlap · 3 shared positions
$TKR$VNT$ST
$473M
120 positions
#8WASATCH ADVISORS LPActive
Some overlap · 4 shared positions
$BCPC$FSS$NPO$ESE
$15.3B
219 positions
#9IRONWOOD INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$GFF$TPC$ATRO
$289M
177 positions
#10Illumine Investment Management, LLCPassive
Some overlap · 3 shared positions
$MPTI$NWPX$ESE
$154M
95 positions
#11SEGALL BRYANT & HAMILL, LLCPassive
Some overlap · 4 shared positions
$TKR$BDC$NPO$IPGP
$8.4B
590 positions
#12HEARTLAND ADVISORS INCPassive
Some overlap · 3 shared positions
$TDY$GTES$NWPX
$2.2B
244 positions
#13SummerHaven Investment Management, LLCPassive
Some overlap · 3 shared positions
$NWPX$MEI$MEC
$187M
192 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.