13F Pro

Hedge Funds Similar to HARVEY INVESTMENT

13F Portfolio OverlapQ2 2026HARVEY INVESTMENT portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

HARVEY INVESTMENT CO LLC is an institutional investor managing $918M across 99 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 HARVEY INVESTMENT are Long Road Investment Counsel, FENIMORE ASSET, JLB & ASSOCIATES, with shared positions in $ORLY, $FAST, $IDXX, $PEP, $ITW, $APH. The full ranking of 25 similar funds is below.

#1Long Road Investment Counsel, LLCActive
Notable overlap · 5 shared positions
$ORLY$FAST$IDXX$PEP$ITW
$271M
80 positions
#2FENIMORE ASSET MANAGEMENT INCActive
Notable overlap · 8 shared positions
$APH$FAST$IEX$STE$A$AME
$4.8B
92 positions
#3JLB & ASSOCIATES INCPassive
Notable overlap · 6 shared positions
$TJX$APH$ORLY$PEP$CPRT$AME
$748M
68 positions
#4CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 8 shared positions
$APH$ORLY$IDXX$STE$WCN$TJX
$456M
67 positions
#5Clark & Stuart, IncPassive
Notable overlap · 8 shared positions
$FAST$NDSN$ABT$PEP$MMM$ITW
$159M
57 positions
#6MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive
Notable overlap · 7 shared positions
$APH$IEX$NDSN$VRSK$FAST$AME
$635M
146 positions
#7Sierra Legacy GroupPassive
Notable overlap · 9 shared positions
$TJX$APH$NDSN$A$ULTA$AME
$129M
79 positions
#8Tandem Investment Advisors, Inc.Passive
Notable overlap · 7 shared positions
$APH$WCN$ABT$VRSK$PEP$IDXX
$1.5B
68 positions
#9MARSHFIELD ASSOCIATESActive
Notable overlap · 3 shared positions
$ORLY$TJX$FAST
$4.3B
17 positions
#10DUDLEY & SHANLEY, INC.Active
Notable overlap · 6 shared positions
$APH$FAST$A$WAT$AME$DCI
$662M
37 positions
#11Ravenstone Capital Management Inc.Active
Notable overlap · 3 shared positions
$FAST$APH$WCN
$244M
54 positions
#12THOMAS STORY & SON LLCActive
Notable overlap · 5 shared positions
$ORLY$FAST$ABT$ITW$PAYX
$283M
53 positions
#13JENSEN INVESTMENT MANAGEMENT INCActive
Notable overlap · 9 shared positions
$APH$ABT$TJX$VRSK$IDXX$CPRT
$4.1B
83 positions
#14PROVIDENT TRUST COSmart money
Notable overlap · 3 shared positions
$TJX$FAST$PNC
$4.8B
22 positions
#15HFR Wealth Management, LLCActive
Notable overlap · 3 shared positions
$TJX$APH$STE
$410M
53 positions
#16Port Capital LLCActive
Notable overlap · 5 shared positions
$APH$ORLY$CPRT$IEX$AME
$2.5B
108 positions
#17Missouri Trust & Investment CoActive
Notable overlap · 3 shared positions
$ORLY$PEP$TJX
$368M
146 positions
#18RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Notable overlap · 6 shared positions
$APH$TJX$PEP$ORLY$ITW$ABT
$794M
188 positions
#19Bath Savings Trust CoActive
Notable overlap · 5 shared positions
$TJX$ABT$APH$IDXX$PEP
$965M
177 positions
#20WENDELL DAVID ASSOCIATES INCActive
Notable overlap · 5 shared positions
$TJX$ABT$APH$PEP$IDXX
$947M
155 positions
#21ROFFMAN MILLER ASSOCIATES INC /PA/Active
Notable overlap · 5 shared positions
$APH$NDSN$TJX$PEP$AME
$1.9B
88 positions
#22DAVIS R M INCActive
Notable overlap · 6 shared positions
$APH$TJX$WCN$AME$IDXX$MTD
$6.3B
280 positions
#23HOWLAND CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$APH$TJX$ORLY$IDXX
$2.8B
278 positions
#24HALL LAURIE J TRUSTEEPassive
Notable overlap · 5 shared positions
$APH$TJX$ABT$MMM$PEP
$322M
103 positions
#25AVENIR CORPActive
Notable overlap · 3 shared positions
$ORLY$CPRT$ADBE
$821M
79 positions

Compare HARVEY INVESTMENT’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View HARVEY INVESTMENT’s holdings

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.