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Hedge Funds Similar to Petrus Company, LTA

13F Portfolio OverlapQ2 2026Petrus Company, LTA portfolio →
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Most similar hedge funds by 13F overlap

Petrus Trust Company, LTA is an institutional investor managing $1.1B across 27 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 Petrus Company, LTA are BloombergSen, Longview Partners (Guernsey) LTD, YCG, with shared positions in $CPAY, $AON, $PGR, $MSCI, $TMO, $FICO. The full ranking of 25 similar funds is below.

#1BloombergSen Inc.Smart money
Notable overlap · 3 shared positions
$CPAY$AON$PGR
$1.3B
31 positions
#2Longview Partners (Guernsey) LTDActive
Notable overlap · 4 shared positions
$AON$MSCI$TMO$PGR
$6.2B
23 positions
#3YCG, LLCActive
Notable overlap · 3 shared positions
$AON$MSCI$FICO
$1.1B
41 positions
#4Meritage Group LPSmart money
Notable overlap · 3 shared positions
$AON$MSCI$CSGP
$2.6B
12 positions
#5Bowie Capital Management, LLCActive
Notable overlap · 4 shared positions
$AON$FICO$MSCI$TMO
$2.4B
37 positions
#6Gillson Capital LPActive
Notable overlap · 3 shared positions
$AON$MSCI$PGR
$1.7B
80 positions
#7WEITZ INVESTMENT MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$AON$TMO$CSGP
$1.4B
50 positions
#8PineStone Asset Management Inc.Active
Some overlap · 3 shared positions
$AZO$MSCI$AON
$16.2B
44 positions
#9Ironvine Capital Partners, LLCActive
Some overlap · 4 shared positions
$AON$TMO$HONA$CSGP
$1.1B
57 positions
#10NUANCE INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$KMB$TMO$HSIC
$588M
52 positions
#11Dash Acquisitions Inc.Active
Some overlap · 4 shared positions
$TMO$MSCI$AON$CSGP
$494M
72 positions
#12Osprey Private Wealth LLCPassive
Some overlap · 3 shared positions
$TMO$PGR$AZO
$387M
88 positions
#13Local Pensions Partnership Investment LtdActive
Some overlap · 3 shared positions
$AZO$TMO$MSCI
$4.8B
32 positions
#14FinArc Investments, Inc.Active
Some overlap · 3 shared positions
$AZO$TMO$KMB
$110M
43 positions
#15Pacific Capital Partners LtdPassive
Some overlap · 3 shared positions
$AZO$PGR$CSGP
$116M
40 positions
#16North Growth Management Ltd.Active
Some overlap · 4 shared positions
$TMO$WBD$AZO$FBIN
$780M
48 positions
#17POLEN CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$MSCI$CSGP$AON
$11.6B
219 positions
#18Evercore Wealth Management, LLCActive
Some overlap · 3 shared positions
$AZO$TMO$PGR
$7.1B
433 positions
#19C WorldWide Group Holding A/SActive
Some overlap · 3 shared positions
$AON$PGR$TMO
$4.1B
97 positions
#20VIKING GLOBAL INVESTORS LPActive
Some overlap · 3 shared positions
$TMO$MSCI$AON
$35.1B
90 positions
#21DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$AON$KMB$TMO
$12.5B
186 positions
#22Nutshell Asset Management LtdActive
Some overlap · 3 shared positions
$MSCI$AZO$FICO
$300M
45 positions
#23Avalon Trust CoActive
Some overlap · 4 shared positions
$PGR$AON$AZO$TMO
$1.6B
462 positions
#24Peloton Wealth StrategistsPassive
Some overlap · 3 shared positions
$TMO$KMB$PGR
$271M
91 positions
#25Zuckerman Investment Group, LLCActive
Some overlap · 3 shared positions
$HSIC$PGR$TMO
$1.2B
139 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.