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Hedge Funds Similar to Midway Research &amp

13F Portfolio OverlapQ3 2026Midway Research &amp portfolio →
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Most similar hedge funds by 13F overlap

Midway Capital Research & Management is an institutional investor managing $118M across 50 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Midway Research &amp are Tandem Investment Advisors, FENIMORE ASSET, Saraza, with shared positions in $APH, $SYK, $EXPD, $NEE, $VRSK, $MCD. The full ranking of 25 similar funds is below.

#1Tandem Investment Advisors, Inc.Passive
Notable overlap · 7 shared positions
$APH$SYK$EXPD$NEE$VRSK$MCD
$1.5B
68 positions
#2FENIMORE ASSET MANAGEMENT INCActive
Notable overlap · 7 shared positions
$APH$ADI$BN$SYK$VRSK$BAM
$4.6B
93 positions
#3Saraza Management, LPActive
Notable overlap · 3 shared positions
$APH$BN$ADI
$251M
19 positions
#4NOESIS CAPITAL MANGEMENT CORPActive
Notable overlap · 7 shared positions
$APH$SYK$NEE$DIS$AXP$EWBC
$843M
131 positions
#5RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Notable overlap · 7 shared positions
$APH$NEE$MCD$BLK$SYK$ITW
$794M
188 positions
#6Dundas Partners LLPActive
Notable overlap · 5 shared positions
$APH$ADI$SYK$AXP$EWBC
$1.4B
31 positions
#7Stonehage Fleming Financial Services Holdings LtdActive
Notable overlap · 5 shared positions
$APH$SYK$VRSK$MCD$ADI
$2.9B
215 positions
#8Baer Investment Advisory LLCActive
Notable overlap · 4 shared positions
$APH$ADI$SHOP$NEE
$126M
65 positions
#9MARKEL GROUP INC.Active
Notable overlap · 6 shared positions
$BN$ADI$BLK$DIS$BAM$AXP
$13.1B
130 positions
#10EDGEWOOD MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$APH$SNPS$MSCI$SHOP
$9.7B
90 positions
#11PROFESSIONAL ADVISORY SERVICES INCActive
Notable overlap · 4 shared positions
$APH$SYK$ADI$ADBE
$837M
90 positions
#12First Long Island Investors, LLCActive
Notable overlap · 6 shared positions
$APH$BLK$NEE$MCD$SNPS$ITW
$1.4B
73 positions
#13Birch Hill Investment Advisors LLCPassive
Notable overlap · 4 shared positions
$APH$LECO$ADI$NEE
$2.4B
219 positions
#14MAR VISTA INVESTMENT PARTNERS LLCActive
Notable overlap · 3 shared positions
$APH$SYK$ADI
$1.0B
33 positions
#15GRANDFIELD & DODD, LLCActive
Notable overlap · 6 shared positions
$ADI$SNPS$SYK$VRSK$DIS$ITW
$1.9B
217 positions
#16Baker Chad RActive
Notable overlap · 4 shared positions
$APH$ADI$SYK$WM
$612M
52 positions
#17DUDLEY & SHANLEY, INC.Active
Notable overlap · 3 shared positions
$APH$ADI$PFE
$629M
36 positions
#18BRADY FAMILY WEALTH, LLCPassive
Notable overlap · 7 shared positions
$ADI$SYK$BLK$APH$MCD$ITW
$346M
113 positions
#19Cartenna Capital, LPActive
Notable overlap · 4 shared positions
$ADI$APH$LECO$SBUX
$4.2B
49 positions
#20SCHMIDT P J INVESTMENT MANAGEMENT INCPassive
Notable overlap · 6 shared positions
$ADI$NEE$BLK$SYK$MCD$ITW
$643M
215 positions
#21Ravenstone Capital Management Inc.Active
Notable overlap · 3 shared positions
$APH$BN$DIS
$244M
54 positions
#22NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Notable overlap · 3 shared positions
$APH$SNPS$BLK
$595M
264 positions
#23GPM Growth Investors, Inc.Active
Notable overlap · 5 shared positions
$ADI$SYK$MCD$ADBE$WM
$239M
43 positions
#24Sandhill Capital Partners LLCActive
Notable overlap · 5 shared positions
$APH$SYK$BLK$AXP$WM
$1.2B
98 positions
#25Manitou Investment Management Ltd.Smart money
Notable overlap · 3 shared positions
$APH$SYK$BN
$532M
50 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.