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Hedge Funds Similar to Courant Investment

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

Courant Investment Management LLC is an institutional investor managing $103M across 7 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 Courant Investment are Warther Private Wealth, Giverny, SUMMITRY, with shared positions in $SCHW, $FISV, $ULTA, $PGR, $BRO, $LOW. The full ranking of 18 similar funds is below.

#1Warther Private Wealth, LLCActive
Notable overlap · 3 shared positions
$SCHW$FISV$ULTA
$456M
50 positions
#2Giverny Capital Inc.Active
Notable overlap · 3 shared positions
$SCHW$PGR$BRO
$3.0B
51 positions
#3SUMMITRY LLCPassive
Notable overlap · 4 shared positions
$LOW$ULTA$SCHW$FISV
$3.0B
340 positions
#4Heron Bay Capital ManagementActive
Notable overlap · 3 shared positions
$SCHW$ULTA$BRO
$1.1B
97 positions
#5LOUNTZIS ASSET MANAGEMENT, LLCSmart money
Notable overlap · 4 shared positions
$PGR$BRO$LOW$SCHW
$316M
55 positions
#6Lafayette Investments, Inc.Active
Some overlap · 3 shared positions
$PGR$LOW$SCHW
$542M
162 positions
#7DUDLEY & SHANLEY, INC.Active
Some overlap · 3 shared positions
$SCHW$PGR$FISV
$662M
37 positions
#8LONDON CO OF VIRGINIAActive
Some overlap · 3 shared positions
$PGR$SCHW$LOW
$17.5B
169 positions
#9CLOVERFIELDS CAPITAL GROUP, LPPassive
Some overlap · 3 shared positions
$SCHW$FISV$PGR
$331M
90 positions
#10Madison Asset Management, LLCPassive
Some overlap · 4 shared positions
$BRO$SCHW$PGR$LOW
$8.4B
347 positions
#11NORTH STAR ASSET MANAGEMENT INCPassive
Some overlap · 3 shared positions
$SCHW$LOW$FISV
$2.5B
372 positions
#12Hixon Zuercher, LLCPassive
Some overlap · 3 shared positions
$LOW$SCHW$PGR
$341M
88 positions
#13GHE, LLCSmart money
Some overlap · 3 shared positions
$PGR$LOW$ULTA
$265M
57 positions
#14Buttonwood Financial Advisors Inc.Active
Some overlap · 3 shared positions
$SCHW$FISV$LOW
$329M
110 positions
#15MARKEL GROUP INC.Active
Some overlap · 3 shared positions
$LOW$PGR$SCHW
$13.1B
130 positions
#16TAGStone Capital, Inc.Passive
Some overlap · 3 shared positions
$PGR$SCHW$ULTA
$315M
139 positions
#17Aviance Capital Partners, LLCPassive
Slight overlap · 3 shared positions
$SCHW$LOW$PGR
$963M
388 positions
#18Arcataur Capital Management LLCSmart money
Slight overlap · 3 shared positions
$LOW$SCHW$FISV
$403M
105 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.