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Hedge Funds Similar to MARSHFIELD ASSOCIATES

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

MARSHFIELD ASSOCIATES is an institutional investor managing $4.3B across 17 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 MARSHFIELD ASSOCIATES are Bretton, Obion, INKWELL, with shared positions in $PGR, $AZO, $NVR, $TJX, $ROST, $MCO. The full ranking of 25 similar funds is below.

#1Bretton Capital Management, LLCActive
Substantial overlap · 6 shared positions
$PGR$AZO$NVR$TJX$ROST$MCO
$125M
20 positions
#2Obion Capital Management LPActive
Notable overlap · 3 shared positions
$AZO$ORLY$MCO
$118M
16 positions
#3INKWELL CAPITAL LLCActive
Notable overlap · 5 shared positions
$PGR$MCO$DIS$DPZ$NKE
$96M
31 positions
#4WEIK CAPITAL MANAGEMENTActive
Notable overlap · 4 shared positions
$PGR$TJX$ORLY$DIS
$260M
93 positions
#5MCDONALD CAPITAL INVESTORS INC/CAActive
Notable overlap · 3 shared positions
$PGR$NKE$FAST
$1.4B
20 positions
#6JLB & ASSOCIATES INCPassive
Notable overlap · 5 shared positions
$TJX$ROST$ORLY$EXPD$PGR
$748M
68 positions
#7PineStone Asset Management Inc.Active
Notable overlap · 3 shared positions
$AZO$MCO$TJX
$16.2B
44 positions
#8HARVEY INVESTMENT CO LLCActive
Notable overlap · 3 shared positions
$ORLY$TJX$FAST
$918M
99 positions
#9Long Road Investment Counsel, LLCActive
Notable overlap · 4 shared positions
$ORLY$FAST$EXPD$MCO
$271M
80 positions
#10Quantum Capital Management, LLC / NJActive
Notable overlap · 3 shared positions
$MCO$NVR$FAST
$798M
35 positions
#11FENIMORE ASSET MANAGEMENT INCActive
Notable overlap · 4 shared positions
$ROST$FAST$PGR$AZO
$4.8B
92 positions
#12NEW VERNON INVESTMENT MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$ACGL$ORLY$TJX$PGR
$82M
37 positions
#13Alapocas Investment Partners, Inc.Active
Notable overlap · 3 shared positions
$MCO$TJX$DPZ
$102M
25 positions
#14Madison Asset Management, LLCPassive
Notable overlap · 4 shared positions
$ACGL$ROST$PGR$EXPD
$8.4B
347 positions
#15Shelter Rock Management, LLCActive
Notable overlap · 3 shared positions
$ORLY$TJX$AZO
$103M
37 positions
#16Kinsale Capital Group, Inc.Active
Notable overlap · 4 shared positions
$PGR$ACGL$DIS$AZO
$754M
41 positions
#17Meadowbrook Advisors Group, LLCPassive
Notable overlap · 7 shared positions
$PGR$AZO$ORLY$TJX$ACGL$EXPD
$187M
169 positions
#18Giverny Capital Inc.Active
Notable overlap · 3 shared positions
$PGR$NVR$DIS
$3.0B
51 positions
#19Broad Run Investment Management, LLCSmart money
Notable overlap · 3 shared positions
$ORLY$NVR$DIS
$650M
24 positions
#20Local Pensions Partnership Investment LtdActive
Notable overlap · 3 shared positions
$MCO$AZO$NKE
$4.8B
32 positions
#21Osprey Private Wealth LLCPassive
Notable overlap · 4 shared positions
$TJX$PGR$AZO$DIS
$387M
88 positions
#22Junto Capital Management LPActive
Notable overlap · 3 shared positions
$ORLY$TJX$MCO
$5.7B
81 positions
#23Fiera Capital CorpActive
Notable overlap · 3 shared positions
$MCO$AZO$TJX
$27.6B
401 positions
#24Diversified Investment Strategies, LLCActive
Some overlap · 4 shared positions
$FAST$DIS$EXPD$NVR
$155M
52 positions
#25Asset Management Group, Inc.Passive
Some overlap · 3 shared positions
$DPZ$DIS$MCO
$683M
137 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.