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Hedge Funds Similar to DRH Investments

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

DRH Investments, Inc. is an institutional investor managing $126M across 20 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 DRH Investments are SCHARF INVESTMENTS, Saratoga Research & Investment, Maj Invest Holding A/S, with shared positions in $UNP, $HSY, $DIS, $ADBE, $GD, $DEO. The full ranking of 25 similar funds is below.

#1SCHARF INVESTMENTS, LLCActive
Notable overlap · 4 shared positions
$UNP$HSY$DIS$ADBE
$3.0B
79 positions
#2Saratoga Research & Investment ManagementActive
Notable overlap · 3 shared positions
$DIS$GD$DEO
$1.8B
46 positions
#3Maj Invest Holding A/SActive
Notable overlap · 3 shared positions
$CSX$UNP$GD
$2.2B
40 positions
#4Miramar Capital, LLCPassive
Notable overlap · 3 shared positions
$UNP$HSY$GD
$455M
57 positions
#5Glassy Mountain Advisors, Inc.Passive
Notable overlap · 6 shared positions
$GD$CSX$HSY$DIS$ADBE$CRM
$366M
76 positions
#6Kennon-Green & Company, LLCActive
Notable overlap · 4 shared positions
$HSY$DIS$ADBE$INTU
$128M
41 positions
#7Skylands Capital, LLCPassive
Notable overlap · 3 shared positions
$UNP$CSX$ADBE
$814M
166 positions
#8Marotta Asset ManagementActive
Some overlap · 3 shared positions
$GD$DIS$UNP
$601M
103 positions
#9FOUNDERS CAPITAL MANAGEMENT, LLCSmart money
Some overlap · 4 shared positions
$CSX$UNP$GD$DIS
$670M
79 positions
#10Lindsell Train LtdSmart money
Some overlap · 3 shared positions
$DIS$INTU$ADBE
$2.6B
28 positions
#11AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$UNP$DIS$HSY
$471M
78 positions
#12STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$GD$DIS$UNP$HSY$CSX
$592M
181 positions
#13Ahara Advisors LLCActive
Some overlap · 4 shared positions
$ABNB$DIS$INTU$CRM
$152M
56 positions
#14Edge Wealth Management LLCActive
Some overlap · 3 shared positions
$GD$DIS$UNP
$594M
87 positions
#15MASTER'S WEALTH MANAGEMENT INC.Smart money
Some overlap · 4 shared positions
$UNP$HSY$GD$CSX
$332M
91 positions
#16CLIFFORD CAPITAL PARTNERS LLCActive
Some overlap · 3 shared positions
$DIS$CHE$CRM
$727M
43 positions
#17Sicart Associates LLCActive
Some overlap · 3 shared positions
$ABNB$DIS$ADBE
$408M
74 positions
#18Ironvine Capital Partners, LLCActive
Some overlap · 3 shared positions
$UNP$DIS$GD
$1.1B
57 positions
#19GCQ FUNDS MANAGEMENT PTY LtdActive
Some overlap · 3 shared positions
$ABNB$WDFC$INTU
$721M
14 positions
#20HARRIS ASSOCIATES L PActive
Some overlap · 3 shared positions
$ABNB$UNP$CRM
$75.4B
162 positions
#21SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$HSY$UNP$DEO
$606M
79 positions
#22Michael Brady & Co., LLCActive
Some overlap · 3 shared positions
$UNP$GD$CSX
$113M
58 positions
#23McClarren Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$HSY$DIS$UNP
$193M
85 positions
#24William Allan CorpActive
Some overlap · 4 shared positions
$HSY$GD$DIS$INTU
$204M
62 positions
#25Orion Investment CoActive
Some overlap · 3 shared positions
$GD$HSY$UNP
$343M
73 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.