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Hedge Funds Similar to Heron Bay

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

Heron Bay Capital Management is an institutional investor managing $1.1B across 97 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 Heron Bay are Zuckerman Investment Group, LRZ, Cander Asset, with shared positions in $KKR, $ULTA, $MCK, $CRM, $CSW, $ADBE. The full ranking of 25 similar funds is below.

#1Zuckerman Investment Group, LLCActive
Notable overlap · 6 shared positions
$KKR$ULTA$MCK$CRM$CSW$ADBE
$1.2B
139 positions
#2LRZ CAPITAL LLCActive
Notable overlap · 4 shared positions
$LPLA$KKR$SPGI$BRO
$197M
18 positions
#3Cander Asset Management LPActive
Notable overlap · 4 shared positions
$LPLA$KKR$SPGI$MSCI
$540M
48 positions
#4BANYAN CAPITAL MANAGEMENT, INC.Active
Notable overlap · 4 shared positions
$VNT$FDS$LH$TXN
$230M
55 positions
#5Stanley Capital Management, LLCActive
Notable overlap · 5 shared positions
$CPAY$MCK$VNT$ULTA$POOL
$754M
37 positions
#6CapitalatWork S.A.Active
Notable overlap · 6 shared positions
$SCHW$LH$CRM$SPGI$ADBE$ZTS
$4.0B
93 positions
#7Deane Retirement Strategies, Inc.Passive
Notable overlap · 6 shared positions
$MCK$FDS$CRM$TXN$ADBE$ZTS
$236M
52 positions
#8Hudson Way Capital Management LLCActive
Notable overlap · 4 shared positions
$KKR$SSNC$SPGI$TXN
$1.1B
18 positions
#9SUMMITRY LLCPassive
Notable overlap · 5 shared positions
$ULTA$SCHW$ZBRA$CRM$TXN
$3.0B
340 positions
#10MERIDIAN MANAGEMENT COActive
Notable overlap · 4 shared positions
$CPAY$ULTA$SPGI$CRM
$446M
84 positions
#11PRING TURNER CAPITAL GROUP INCPassive
Notable overlap · 3 shared positions
$SCHW$MCK$TXN
$175M
73 positions
#12FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$LPLA$LH$CRM
$1.9B
205 positions
#13Capricorn Fund Managers LtdPassive
Notable overlap · 3 shared positions
$LPLA$KKR$FDS
$1.3B
178 positions
#14Courant Investment Management LLCActive
Notable overlap · 3 shared positions
$SCHW$ULTA$BRO
$103M
7 positions
#15Birch Capital Management, LLCPassive
Notable overlap · 4 shared positions
$SCHW$FDS$SPGI$CPAY
$205M
79 positions
#16Turtle Creek Asset Management Inc.Active
Notable overlap · 3 shared positions
$VNT$SSNC$MEDP
$2.6B
38 positions
#17Giverny Capital Inc.Active
Notable overlap · 4 shared positions
$SCHW$MEDP$BRO$IBP
$3.0B
51 positions
#18Warther Private Wealth, LLCActive
Notable overlap · 3 shared positions
$SCHW$MCK$ULTA
$456M
50 positions
#19Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$SCHW$MCK$TXN$POOL
$754M
41 positions
#20BARLOW WEALTH PARTNERS, INC.Active
Some overlap · 4 shared positions
$MCK$SCHW$CRM$ADBE
$926M
149 positions
#21FLOSSBACH VON STORCH SEActive
Some overlap · 4 shared positions
$SCHW$SPGI$ZTS$MSCI
$22.1B
106 positions
#22Capital Investment Services of America, Inc.Active
Some overlap · 4 shared positions
$CPAY$SSNC$ZBRA$ADBE
$1.0B
83 positions
#23Gibraltar Capital Management, Inc.Active
Some overlap · 5 shared positions
$CPAY$KKR$CRM$TXN$ADBE
$650M
125 positions
#24TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive
Some overlap · 3 shared positions
$SCHW$SPGI$TXN
$785M
68 positions
#25AMI ASSET MANAGEMENT CORPActive
Some overlap · 4 shared positions
$ULTA$SCHW$LH$ZTS
$1.7B
99 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.