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Hedge Funds Similar to SCHWARTZ INVESTMENT COUNSEL

13F Portfolio OverlapQ2 2026SCHWARTZ INVESTMENT COUNSEL portfolio →
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Most similar hedge funds by 13F overlap

SCHWARTZ INVESTMENT COUNSEL INC is an institutional investor managing $3.0B across 138 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 SCHWARTZ INVESTMENT COUNSEL are Ironvine Partners, EagleClaw Managment, PYA Waltman, with shared positions in $HEI, $SPGI, $MCO, $ORLY, $LOW, $BRO. The full ranking of 25 similar funds is below.

#1Ironvine Capital Partners, LLCActive
Notable overlap · 7 shared positions
$HEI$SPGI$MCO$ORLY$LOW$BRO
$1.1B
57 positions
#2EagleClaw Capital Managment, LLCPassive
Notable overlap · 6 shared positions
$TPL$LB$LOW$TJX$LMT$WBI
$745M
145 positions
#3PYA Waltman Capital, LLCActive
Notable overlap · 5 shared positions
$HEI$SPGI$ROP$TXN$LMT
$421M
67 positions
#4Local Pensions Partnership Investment LtdActive
Notable overlap · 4 shared positions
$TXN$HEI$MCO$BRO
$4.8B
32 positions
#5PECAUT & CO.Active
Notable overlap · 4 shared positions
$TPL$LOW$WBI$LB
$328M
65 positions
#6HORIZON KINETICS ASSET MANAGEMENT LLCSmart money
Notable overlap · 5 shared positions
$TPL$WBI$LB$PBT$RBA
$8.8B
351 positions
#7PROMETHIUM ADVISORS,LLCPassive
Notable overlap · 5 shared positions
$TPL$LB$WBI$TJX$PBT
$208M
122 positions
#8MAD RIVER INVESTORSSmart money
Notable overlap · 4 shared positions
$TPL$WBI$LB$PBT
$268M
30 positions
#9RIHO Partners, LLCActive
Notable overlap · 3 shared positions
$TPL$HEI$ORLY
$178M
14 positions
#10Triad Investment ManagementPassive
Notable overlap · 4 shared positions
$HEI$SPGI$ROP$BRO
$91M
34 positions
#11DIVIDEND ASSETS CAPITAL, LLCPassive
Notable overlap · 5 shared positions
$TXN$HEI$LOW$LHX$TJX
$517M
137 positions
#12Rothschild & Co Wealth Management UK LtdSmart money
Notable overlap · 3 shared positions
$TXN$SPGI$MCO
$6.9B
25 positions
#13Camrose Capital Investment Partners LLPSmart money
Notable overlap · 3 shared positions
$TXN$SPGI$ROP
$885M
10 positions
#14DF DENT & CO INCPassive
Notable overlap · 6 shared positions
$HEI$MCO$FAST$LB$ORLY$SPGI
$5.3B
271 positions
#15Dixon Mitchell Investment Counsel Inc.Active
Notable overlap · 6 shared positions
$TXN$HEI$ROP$DPZ$CSL$LOW
$3.1B
144 positions
#16BONTEMPO OHLY CAPITAL MGMT LLCSmart money
Notable overlap · 4 shared positions
$TXN$LOW$FAST$BR
$235M
33 positions
#17Atlas Wealth Partners, LLCActive
Notable overlap · 4 shared positions
$TPL$LB$PBT$WBI
$92M
64 positions
#18CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 5 shared positions
$HEI$ORLY$SPGI$MCO$TJX
$456M
67 positions
#19Quantum Capital Management, LLC / NJActive
Notable overlap · 4 shared positions
$HEI$MCO$FAST$BRO
$798M
35 positions
#20Vancity Investment Management LtdPassive
Notable overlap · 4 shared positions
$SPGI$TXN$MCO$BRO
$666M
92 positions
#21MSRH, LLC
Notable overlap · 4 shared positions
$TPL$LB$PBT$WBI
$113M
29 positions
#22NZS Capital, LLCActive
Notable overlap · 3 shared positions
$TXN$HEI$ROP
$3.9B
61 positions
#23First Dallas Securities Inc.Passive
Notable overlap · 3 shared positions
$TPL$SN$EXE
$303M
125 positions
#24Longview Partners (Guernsey) LTDActive
Notable overlap · 3 shared positions
$TXN$MCO$SPGI
$6.2B
23 positions
#25Lansing Management LPActive
Notable overlap · 3 shared positions
$HEI$APG$MCO
$165M
13 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.