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 SCHARF INVESTMENTS

13F Portfolio OverlapQ2 2026SCHARF INVESTMENTS portfolio →

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Most similar hedge funds by 13F overlap

SCHARF INVESTMENTS, LLC is an institutional investor managing $3.0B across 79 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 SCHARF INVESTMENTS are INKWELL, Troy Asset Ltd, America First Investment Advisors, with shared positions in $MKL, $OXY, $UHAL, $HSY, $DIS, $A. The full ranking of 25 similar funds is below.

#1INKWELL CAPITAL LLCActive

Notable overlap · 5 shared positions

$MKL $OXY $UHAL $HSY $DIS

$96M

31 positions

#2Troy Asset Management LtdActive

Notable overlap · 7 shared positions

$A $MKL $CB $ADBE $CME $CNI

$3.6B

29 positions

#3America First Investment Advisors, LLCActive

Notable overlap · 6 shared positions

$BN $FNV $CME $TMO $SLB $HSY

$539M

45 positions

#4Adalta Capital Management LLCPassive

Notable overlap · 7 shared positions

$BN $UNP $MKL $FNV $MELI $CNI

$228M

103 positions

#5Deane Retirement Strategies, Inc.Passive

Notable overlap · 6 shared positions

$UNP $MCK $CB $ADBE $ZTS $LIN

$236M

52 positions

#6LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive

Notable overlap · 8 shared positions

$CB $HSY $DIS $TMO $BN $CNI

$361M

59 positions

#7Broad Run Investment Management, LLCSmart money

Notable overlap · 4 shared positions

$MKL $BN $AON $DIS

$650M

24 positions

#8Parkside Investments, LLCActive

Notable overlap · 6 shared positions

$UNP $BN $TMO $DIS $CME $CVS

$902M

91 positions

#9Sather Financial Group IncActive

Notable overlap · 4 shared positions

$BN $MKL $ADBE $UNP

$1.7B

121 positions

#10LATHROP INVESTMENT MANAGEMENT COActive

Notable overlap · 8 shared positions

$MKL $SYK $DIS $TMO $ADBE $MRSH

$565M

89 positions

#11Concorde Financial CorpActive

Notable overlap · 4 shared positions

$OXY $CB $HSY $CP

$124M

26 positions

#12Sivik Global Healthcare LLCActive

Notable overlap · 5 shared positions

$MCK $A $SYK $TMO $CVS

$132M

34 positions

#13FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 5 shared positions

$CB $UNP $SYK $LMT $ZTS

$383M

74 positions

#14BAUPOST GROUP LLC/MAActive

Notable overlap · 3 shared positions

$UNP $AON $CME

$5.4B

23 positions

#15EdgePoint Investment Group Inc.Active

Notable overlap · 5 shared positions

$FNV $UNP $MRSH $TMO $BN

$13.2B

39 positions

#16Mraz, Amerine & Associates, Inc.Active

Notable overlap · 5 shared positions

$MKL $BN $UHAL $OXY $SLB

$697M

199 positions

#17DIAMOND HILL CAPITAL MANAGEMENT INCActive

Notable overlap · 6 shared positions

$AON $ZTS $DIS $UNP $ADBE $TMO

$12.5B

186 positions

#18GoodHaven Capital Management, LLCSmart money

Notable overlap · 4 shared positions

$BN $CB $MKL $OXY

$318M

26 positions

#19PRENTISS SMITH & CO INCActive

Notable overlap · 4 shared positions

$A $UNP $SYK $NVS

$182M

67 positions

#20DRH Investments, Inc.Active

Notable overlap · 4 shared positions

$UNP $HSY $DIS $ADBE

$126M

20 positions

#21CHECK CAPITAL MANAGEMENT INC/CASmart money

Notable overlap · 4 shared positions

$BN $MKL $DIS $HSY

$3.8B

53 positions

#22HAMEL ASSOCIATES, INC.Passive

Notable overlap · 6 shared positions

$CB $UNP $NVS $LMT $HSY $MCD

$363M

92 positions

#23FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$MKL $BN $SYK $A

$4.8B

92 positions

#24Miramar Capital, LLCPassive

Notable overlap · 5 shared positions

$UNP $CME $HSY $LMT $MCD

$455M

57 positions

#25Ironvine Capital Partners, LLCActive

Notable overlap · 4 shared positions

$UNP $AON $TMO $DIS

$1.1B

57 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.