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Hedge Funds Similar to Roundview

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

Roundview Capital LLC is an institutional investor managing $1.8B across 349 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 Roundview are DF DENT, Greenfield Seitz, Port, with shared positions in $ASML, $FAST, $APH, $HEI, $ISRG, $ORLY. The full ranking of 25 similar funds is below.

#1DF DENT & CO INCPassive
Some overlap · 7 shared positions
$ASML$FAST$APH$HEI$ISRG$ORLY
$5.3B
271 positions
#2Greenfield Seitz Capital Management, LLCPassive
Some overlap · 6 shared positions
$ASML$FAST$CSL$ANET$ISRG$TXN
$336M
107 positions
#3Port Capital LLCActive
Some overlap · 6 shared positions
$PGR$APH$HEI$AXP$ORLY$MSI
$2.5B
108 positions
#4NZS Capital, LLCActive
Some overlap · 6 shared positions
$PGR$APH$HEI$ISRG$URI$TXN
$3.9B
61 positions
#5FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 5 shared positions
$PGR$ASML$MCD$AXP$ISRG
$1.7B
208 positions
#6STRATEGIC PLANNING GROUP, LLCActive
Some overlap · 5 shared positions
$PGR$ASML$HEI$ANET$ISRG
$918M
75 positions
#7CIM, LLCPassive
Some overlap · 5 shared positions
$PGR$ASML$ANET$APH$ISRG
$773M
171 positions
#8First National Bank of Mount Dora, Trust Investment ServicesPassive
Some overlap · 6 shared positions
$PGR$MCD$ANET$ORLY$MSI$TXN
$499M
126 positions
#9ARROWSTREET CAPITAL, LIMITED PARTNERSHIPPassive
Some overlap · 6 shared positions
$ASML$APH$PGR$ISRG$ANET$MCD
$225.4B
1,887 positions
#10FAYEZ SAROFIM & COActive
Some overlap · 5 shared positions
$PGR$ASML$MCD$ISRG$TXN
$42.5B
300 positions
#11Vantage Investment Partners, LLC
Some overlap · 5 shared positions
$ASML$FAST$MCD$HEI$ORLY
$1.4B
64 positions
#12Freedom Day Solutions, LLCActive
Some overlap · 5 shared positions
$ASML$PGR$HEI$ANET$TXN
$452M
134 positions
#13Progressive Investment Management CorpActive
Some overlap · 5 shared positions
$ASML$FAST$APH$URI$TXN
$454M
56 positions
#14Kinsale Capital Group, Inc.Active
Some overlap · 5 shared positions
$PGR$CSL$MCD$HEI$TXN
$754M
41 positions
#15ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 5 shared positions
$ASML$APH$MCD$AXP$TXN
$1.9B
88 positions
#16MARSICO CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$ASML$APH$HEI$URI$ORLY
$3.8B
69 positions
#17DUDLEY & SHANLEY, INC.Active
Some overlap · 4 shared positions
$PGR$FAST$APH$HEI
$662M
37 positions
#18FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$PGR$FAST$APH$HEI
$4.8B
92 positions
#19UMB Bank, n.a.Passive
Some overlap · 5 shared positions
$PGR$APH$MCD$ORLY$TXN
$7.9B
2,303 positions
#20BRIDGES INVESTMENT MANAGEMENT INCActive
Some overlap · 5 shared positions
$PGR$CSL$APH$ISRG$URI
$8.2B
401 positions
#21EADS & HEALD WEALTH MANAGEMENTPassive
Some overlap · 5 shared positions
$FAST$APH$CSL$AXP$ORLY
$204M
148 positions
#22Segment Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ASML$APH$MCD$MSI$TXN
$1.9B
312 positions
#23Venturi Wealth Management, LLCPassive
Some overlap · 5 shared positions
$PGR$HEI$ASML$URI$TXN
$2.6B
632 positions
#24Signet Private Wealth LLCPassive
Some overlap · 5 shared positions
$ASML$APH$MCD$URI$TXN
$125M
127 positions
#25BLAIR WILLIAM & CO/ILPassive
Some overlap · 5 shared positions
$FAST$APH$PGR$AXP$ANET
$38.4B
1,998 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.