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Hedge Funds Similar to R.P. Boggs

13F Portfolio OverlapQ2 2026R.P. Boggs portfolio →
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Most similar hedge funds by 13F overlap

R.P. Boggs & Co. is an institutional investor managing $223M across 24 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 R.P. Boggs are AGMAN, Conestoga Advisors, GENEVA, with shared positions in $GHM, $QXO, $CDRE, $DSGR, $CWST, $NOVT. The full ranking of 14 similar funds is below.

#1AGMAN CAPITAL LLCActive
Substantial overlap · 4 shared positions
$GHM$QXO$CDRE$DSGR
$159M
19 positions
#2Conestoga Capital Advisors, LLCActive
Notable overlap · 6 shared positions
$CWST$NOVT$FSV$ROAD$SPXC$HEI
$4.6B
109 positions
#3GENEVA CAPITAL MANAGEMENT LLCActive
Notable overlap · 6 shared positions
$ROAD$NOVT$CWST$SPXC$FSV$HEI
$4.4B
119 positions
#4Summit Creek Advisors LLCPassive
Notable overlap · 4 shared positions
$CWST$ROAD$FSV$NOVT
$294M
64 positions
#5Highlander Partners, L.P.Smart money
Notable overlap · 4 shared positions
$SPXC$DHR$DSGR$CWST
$298M
44 positions
#6DF DENT & CO INCPassive
Notable overlap · 5 shared positions
$HEI$PRM$DHR$NOVT$CWST
$5.3B
271 positions
#7WEITZ INVESTMENT MANAGEMENT, INC.Active
Notable overlap · 3 shared positions
$DHR$HEI$PRM
$1.4B
50 positions
#8JACOBSON & SCHMITT ADVISORS, LLCPassive
Notable overlap · 3 shared positions
$FSV$DHR$HEI
$612M
81 positions
#9DUDLEY & SHANLEY, INC.Active
Some overlap · 3 shared positions
$SCI$DHR$HEI
$662M
37 positions
#10MAR VISTA INVESTMENT PARTNERS LLCActive
Some overlap · 3 shared positions
$DHR$HEI$QXO
$1.0B
33 positions
#11OSTERWEIS CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$DHR$SPXC$NOVT
$2.1B
231 positions
#12First Growth Capital LLCActive
Some overlap · 3 shared positions
$GPGI$PDI$IAU
$132M
138 positions
#13Clear Harbor Asset Management, LLCPassive
Slight overlap · 3 shared positions
$DHR$HEI$IAU
$1.6B
450 positions
#14Sageworth Trust CoActive
Slight overlap · 3 shared positions
$HEI$IAU$DHR
$2.5B
127 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.