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Hedge Funds Similar to Redmond Asset

13F Portfolio OverlapQ2 2026Redmond Asset portfolio →
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Most similar hedge funds by 13F overlap

Redmond Asset Management, LLC is an institutional investor managing $401M across 199 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 Redmond Asset are DUDLEY & SHANLEY, CALEDONIA INVESTMENTS PLC, LONDON OF VIRGINIA, with shared positions in $WSO, $SCHW, $ECL, $FAST, $XYL, $TXN. The full ranking of 25 similar funds is below.

#1DUDLEY & SHANLEY, INC.Active
Notable overlap · 5 shared positions
$WSO$SCHW$ECL$FAST$XYL
$662M
37 positions
#2CALEDONIA INVESTMENTS PLCSmart money
Notable overlap · 4 shared positions
$WSO$SCHW$TXN$FAST
$883M
15 positions
#3LONDON CO OF VIRGINIAActive
Some overlap · 4 shared positions
$NSC$SCHW$TXN$FAST
$17.5B
169 positions
#4Lafayette Investments, Inc.Active
Some overlap · 4 shared positions
$MKL$NSC$SCHW$TXN
$542M
162 positions
#5INKWELL CAPITAL LLCActive
Some overlap · 3 shared positions
$MKL$NSC$SCHW
$96M
31 positions
#6Findlay Park Partners LLPActive
Some overlap · 4 shared positions
$XPO$SCHW$TXN$ECL
$7.4B
49 positions
#7DEARBORN PARTNERS LLCPassive
Some overlap · 5 shared positions
$WSO$TXN$ECL$CME$CASY
$1.8B
269 positions
#8BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$SCHW$TXN$ECL$FAST
$499M
73 positions
#9PYA Waltman Capital, LLCActive
Some overlap · 4 shared positions
$MKL$TXN$UPS$CME
$421M
67 positions
#10FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$MKL$ZBRA$FAST$WSO
$4.8B
92 positions
#11Hamlin Capital Management, LLCActive
Some overlap · 3 shared positions
$WSO$TXN$CME
$4.4B
30 positions
#12Giverny Capital Inc.Active
Some overlap · 3 shared positions
$MKL$SCHW$WSO
$3.0B
51 positions
#13Gs Investments, Inc.Passive
Some overlap · 3 shared positions
$SCHW$TXN$ECL
$138M
133 positions
#14Capital Investment Services of America, Inc.Active
Some overlap · 4 shared positions
$TYL$ECL$ZBRA$FAST
$1.0B
83 positions
#15Lincoln Capital LLCActive
Some overlap · 4 shared positions
$MKL$SCHW$UPS$FAST
$562M
137 positions
#16Live Oak Private Wealth LLCPassive
Some overlap · 3 shared positions
$SCHW$MKL$UPS
$800M
211 positions
#17Skylands Capital, LLCPassive
Some overlap · 3 shared positions
$NSC$SCHW$ADEA
$814M
166 positions
#18Salvus Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SCHW$MKL$NSC
$178M
125 positions
#19Heron Bay Capital ManagementActive
Some overlap · 3 shared positions
$SCHW$TXN$ZBRA
$1.1B
97 positions
#20GARRISON BRADFORD & ASSOCIATES INCActive
Some overlap · 3 shared positions
$SCHW$TYL$NSC
$92M
35 positions
#21Monte Financial Group, LLCPassive
Some overlap · 4 shared positions
$TXN$WSO$UPS$CME
$312M
102 positions
#22MARKEL GROUP INC.Active
Some overlap · 3 shared positions
$WSO$TXN$SCHW
$13.1B
130 positions
#23DAVENPORT & Co LLCPassive
Some overlap · 3 shared positions
$MKL$WSO$NSC
$20.4B
1,356 positions
#24Harrington Investments, INCPassive
Some overlap · 3 shared positions
$SCHW$ECL$XYL
$206M
82 positions
#25Troy Asset Management LtdActive
Some overlap · 3 shared positions
$MKL$TXN$CME
$3.6B
29 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.