How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to INKWELL

13F Portfolio OverlapQ2 2026INKWELL portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

INKWELL CAPITAL LLC is an institutional investor managing $96M across 31 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 INKWELL are BARR E S, SCHARF INVESTMENTS, MARSHFIELD ASSOCIATES, with shared positions in $MKL, $SCHW, $MCO, $AXP, $WFC, $OXY. The full ranking of 25 similar funds is below.

#1BARR E S & COActive

Notable overlap · 5 shared positions

$MKL $SCHW $MCO $AXP $WFC

$1.8B

112 positions

#2SCHARF INVESTMENTS, LLCActive

Notable overlap · 5 shared positions

$MKL $OXY $UHAL $HSY $DIS

$3.0B

79 positions

#3MARSHFIELD ASSOCIATESActive

Notable overlap · 5 shared positions

$PGR $MCO $DIS $DPZ $NKE

$4.3B

17 positions

#4Lafayette Investments, Inc.Active

Notable overlap · 6 shared positions

$MKL $PGR $NSC $SCHW $SBUX $DIS

$542M

162 positions

#5Poehling Capital Management, INC.Passive

Notable overlap · 6 shared positions

$MKL $SCHW $HSY $OXY $DIS $WFC

$466M

166 positions

#6Lincoln Capital LLCActive

Notable overlap · 7 shared positions

$MKL $SBUX $DIS $AXP $SCHW $MCO

$562M

137 positions

#7William Allan CorpActive

Notable overlap · 8 shared positions

$SCHW $SBUX $HSY $NKE $DPZ $DIS

$204M

62 positions

#8BANYAN CAPITAL MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$MKL $DG $AXP

$230M

55 positions

#9HS Management Partners, LLCActive

Notable overlap · 5 shared positions

$DIS $DPZ $AXP $SBUX $NKE

$291M

24 positions

#10Giverny Capital Inc.Active

Notable overlap · 5 shared positions

$PGR $SCHW $MKL $DIS $AXP

$3.0B

51 positions

#11CENTRAL SECURITIES CORPActive

Notable overlap · 4 shared positions

$PGR $SCHW $AXP $NKE

$1.3B

29 positions

#12Salvus Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$SCHW $PGR $AXP $MKL $NSC

$178M

125 positions

#13Global Frontier Investments LLCActive

Notable overlap · 5 shared positions

$MKL $PGR $AXP $SCHW $WFC

$581M

30 positions

#14Intrinsic Value Partners, LLCActive

Notable overlap · 6 shared positions

$SCHW $AXP $BLDR $OXY $MKL $WFC

$146M

73 positions

#15Financial Avengers, Inc.Active

Notable overlap · 4 shared positions

$SCHW $AXP $DIS $SBUX

$241M

155 positions

#16Bristlecone Value Partners, LLCActive

Notable overlap · 6 shared positions

$MKL $AXP $UHAL $NKE $DIS $OXY

$124M

70 positions

#17Kiltearn Partners LLPActive

Notable overlap · 4 shared positions

$DG $HCA $NKE $QSR

$412M

29 positions

#18TIMUCUAN ASSET MANAGEMENT INC/FLActive

Notable overlap · 3 shared positions

$PGR $SCHW $AXP

$2.7B

27 positions

#19YACKTMAN ASSET MANAGEMENT LPActive

Notable overlap · 4 shared positions

$SCHW $UHAL $DIS $ELV

$8.1B

74 positions

#20Bradyco, Inc.Active

Notable overlap · 4 shared positions

$MKL $DIS $AXP $WFC

$87M

33 positions

#21SEMPER AUGUSTUS INVESTMENTS GROUP LLCActive

Notable overlap · 5 shared positions

$DG $BLDR $DIS $SBUX $AXP

$885M

50 positions

#22Diversified Investment Strategies, LLCActive

Notable overlap · 4 shared positions

$UHAL $DIS $BLDR $SCHW

$155M

52 positions

#23LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive

Notable overlap · 4 shared positions

$HCA $DIS $HSY $ELV

$361M

59 positions

#24Sather Financial Group IncActive

Notable overlap · 4 shared positions

$DG $MKL $NKE $WFC

$1.7B

121 positions

#25Evergreen Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$MKL $DIS $ELV

$213M

55 positions

Compare INKWELL’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 INKWELL’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.