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Hedge Funds Similar to FIDUCIARY

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

FIDUCIARY MANAGEMENT INC /WI/ is an institutional investor managing $7.0B across 56 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 FIDUCIARY are COOKE & BIELER, Sunriver, SPEECE THORSON GROUP, with shared positions in $WTM, $BDX, $ACGL, $SUNB, $VVV, $ARMK. The full ranking of 25 similar funds is below.

#1COOKE & BIELER LPActive
Notable overlap · 10 shared positions
$WTM$BDX$ACGL$SUNB$VVV$ARMK
$8.6B
100 positions
#2Sunriver Management LLCActive
Notable overlap · 4 shared positions
$ARMK$BKNG$HURN$CNM
$637M
21 positions
#3SPEECE THORSON CAPITAL GROUP INCActive
Notable overlap · 5 shared positions
$NSIT$ATR$MWA$WTM$MSA
$468M
37 positions
#4Foyston, Gordon, & Payne IncPassive
Notable overlap · 6 shared positions
$BKNG$CDW$BDX$ALLE$HSIC$SUNB
$468M
68 positions
#5Madison Asset Management, LLCPassive
Notable overlap · 7 shared positions
$CSL$CDW$ACGL$MSA$FERG$SCHW
$8.4B
347 positions
#6Longview Partners (Guernsey) LTDActive
Notable overlap · 4 shared positions
$BKNG$CDW$BDX$PGR
$6.2B
23 positions
#7Keystone Financial ServicesActive
Notable overlap · 5 shared positions
$BKNG$SCHW$BDX$UL$FERG
$388M
131 positions
#8Ruane, Cunniff & Goldfarb L.P.Active
Notable overlap · 6 shared positions
$SCHW$COF$MSA$SUNB$ACN$FERG
$6.4B
54 positions
#9ENGLISH CAPITAL MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$BKNG$FERG$COF$MAS
$217M
36 positions
#10BloombergSen Inc.Smart money
Notable overlap · 4 shared positions
$BKNG$HURN$SUNB$PGR
$1.3B
31 positions
#11Giverny Capital Inc.Active
Notable overlap · 6 shared positions
$BKNG$SCHW$PGR$MSA$SUNB$FERG
$3.0B
51 positions
#12Tranquilli Financial Advisor LLCPassive
Notable overlap · 6 shared positions
$BKNG$SCHW$BDX$UL$ALLE$ACN
$186M
135 positions
#13TIMUCUAN ASSET MANAGEMENT INC/FLActive
Notable overlap · 3 shared positions
$BKNG$SCHW$PGR
$2.7B
27 positions
#14DUDLEY & SHANLEY, INC.Active
Notable overlap · 4 shared positions
$SCHW$FERG$DCI$PGR
$662M
37 positions
#15Oregon Pacific Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$BKNG$SCHW$MAS$BDX
$107M
115 positions
#16NUANCE INVESTMENTS, LLCActive
Notable overlap · 5 shared positions
$ATR$HSIC$BDX$ACN$DGX
$588M
52 positions
#1759 North Capital Management, LPActive
Notable overlap · 4 shared positions
$FERG$COF$LPX$SUNB
$4.5B
19 positions
#18Liontrust Investment Partners LLP
Notable overlap · 6 shared positions
$SCHW$BKNG$BDX$CNM$PGR$FERG
$6.8B
194 positions
#19CENTRAL SECURITIES CORPActive
Notable overlap · 4 shared positions
$SCHW$COF$SUNB$PGR
$1.3B
29 positions
#20CORTLAND ASSOCIATES INC/MOActive
Notable overlap · 3 shared positions
$BKNG$COF$BDX
$692M
62 positions
#21Westbourne Investment Advisors, Inc.Passive
Notable overlap · 4 shared positions
$SCHW$CVCO$FERG$ACN
$363M
120 positions
#22DODGE & COXActive
Notable overlap · 4 shared positions
$SCHW$BKNG$SUNB$CARR
$191.0B
222 positions
#23Monte Financial Group, LLCPassive
Notable overlap · 4 shared positions
$CDW$AVY$BDX$ACN
$312M
102 positions
#24Salvus Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$SCHW$BKNG$PGR$SUNB
$178M
125 positions
#25CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$SCHW$CARR$PNC$BDX
$1.1B
157 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.