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 PYA Waltman

13F Portfolio OverlapQ2 2026PYA Waltman portfolio →

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Most similar hedge funds by 13F overlap

PYA Waltman Capital, LLC is an institutional investor managing $421M across 67 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 PYA Waltman are SCHWARTZ INVESTMENT COUNSEL, Lincoln, CERTIOR FINANCIAL GROUP, with shared positions in $HEI, $SPGI, $ROP, $TXN, $LMT, $MKL. The full ranking of 25 similar funds is below.

#1SCHWARTZ INVESTMENT COUNSEL INCActive

Notable overlap · 5 shared positions

$HEI $SPGI $ROP $TXN $LMT

$2.9B

142 positions

#2Lincoln Capital LLCActive

Notable overlap · 6 shared positions

$MKL $DHR $UPS $TRV $MCD $PEP

$570M

138 positions

#3CERTIOR FINANCIAL GROUP, LLCPassive

Notable overlap · 4 shared positions

$BAH $TXN $LMT $APD

$184M

143 positions

#4Coalescence Partners Investment Management, LPActive

Notable overlap · 3 shared positions

$DHR $TDG $SPGI

$341M

12 positions

#5Broad Run Investment Management, LLCSmart money

Notable overlap · 4 shared positions

$MKL $TDG $DHR $NVR

$650M

24 positions

#6Evergreen Wealth Solutions, LLCPassive

Notable overlap · 6 shared positions

$BAH $TROW $TXN $AMGN $UPS $GD

$1.9B

515 positions

#7BANYAN CAPITAL MANAGEMENT, INC.Active

Notable overlap · 6 shared positions

$MKL $ROP $DHR $TXN $MCD $ALL

$230M

55 positions

#8Capco Asset Management, LLCSmart money

Notable overlap · 3 shared positions

$MKL $ROP $DHR

$366M

26 positions

#9Consolidated Planning CorpActive

Notable overlap · 3 shared positions

$BAH $HEI $ADP

$735M

186 positions

#10Ironvine Capital Partners, LLCActive

Notable overlap · 4 shared positions

$HEI $SPGI $DHR $GD

$1.1B

57 positions

#11FINANCIAL CONSULATE, INCActive

Notable overlap · 3 shared positions

$BAH $LMT $UPS

$899M

1,896 positions

#12Phraction Management LLCActive

Notable overlap · 5 shared positions

$DHR $TDG $SPGI $TXN $PEP

$545M

67 positions

#13Souders Financial AdvisorsPassive

Notable overlap · 4 shared positions

$BAH $AMGN $NEE $MCD

$994M

224 positions

#14Exeter Financial, LLCPassive

Notable overlap · 10 shared positions

$TXN $AMGN $PEP $GD $TROW $LMT

$265M

100 positions

#15FLOSSBACH VON STORCH SEActive

Notable overlap · 5 shared positions

$DHR $SPGI $ROP $PEP $MCD

$22.1B

106 positions

#16D'Orazio & Associates, Inc.Active

Notable overlap · 3 shared positions

$BAH $LMT $AMGN

$864M

322 positions

#17Triad Investment ManagementActive

Notable overlap · 4 shared positions

$HEI $SPGI $ROP $NVR

$75M

32 positions

#18Berkeley, IncPassive

Notable overlap · 3 shared positions

$MKL $SPGI $NVR

$324M

84 positions

#19NZS Capital, LLCActive

Notable overlap · 4 shared positions

$HEI $ROP $DHR $TXN

$3.9B

61 positions

#20Oslo Pensjonsforsikring ASPassive

Notable overlap · 3 shared positions

$MKL $DHR $ALL

$863M

447 positions

#21Planning Strategies Inc.Active

Notable overlap · 3 shared positions

$BAH $ALL $MCD

$169M

1,159 positions

#22Lafayette Investments, Inc.Active

Notable overlap · 5 shared positions

$MKL $PEP $TROW $LMT $TXN

$542M

162 positions

#23DF DENT & CO INCPassive

Notable overlap · 5 shared positions

$HEI $TDG $DHR $MKL $SPGI

$5.3B

271 positions

#24WEITZ INVESTMENT MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$DHR $HEI $TXN

$1.4B

50 positions

#25Walsky Investment Management, Inc.Passive

Notable overlap · 8 shared positions

$SPGI $TXN $AMGN $PEP $ADP $NEE

$108M

52 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.