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Hedge Funds Similar to Taylor Hoffman

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

Taylor Hoffman Capital Management LLC is an institutional investor managing $412M across 122 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 Taylor Hoffman are BRISTOL JOHN W, Sather Financial Group, Vivid Wealth, with shared positions in $ANET, $DE, $UNP, $MCO, $SPGI, $MNST. The full ranking of 25 similar funds is below.

#1BRISTOL JOHN W & CO INC /NY/Active
Notable overlap · 5 shared positions
$ANET$DE$UNP$MCO$SPGI
$6.8B
62 positions
#2Sather Financial Group IncActive
Notable overlap · 6 shared positions
$ANET$UNP$MNST$SPGI$ADBE$BN
$1.7B
121 positions
#3Vivid Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$DE$KLAC$ANET$UNP$MNST$PM
$284M
73 positions
#4Triodos Investment Management BVActive
Notable overlap · 4 shared positions
$EBAY$DE$KLAC$GNTX
$1.6B
50 positions
#5Teamwork Financial Advisors, LLCPassive
Notable overlap · 6 shared positions
$KLAC$ANET$DE$UNP$MNST$PM
$1.1B
215 positions
#6BNC WEALTH MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$ANET$KLAC$DE$MNST$UNP
$414M
106 positions
#7Castlefield Investment Partners LLPActive
Notable overlap · 4 shared positions
$DE$KLAC$SNA$MCO
$147M
35 positions
#8DISCIPLINED GROWTH INVESTORS INC /MNActive
Notable overlap · 3 shared positions
$ANET$SNA$GNTX
$5.9B
58 positions
#9Titan Wealth (CI) LtdPassive
Notable overlap · 3 shared positions
$ANET$EBAY$KLAC
$269M
51 positions
#10Kessler Investment Group, LLCPassive
Notable overlap · 3 shared positions
$ANET$KLAC$PM
$234M
81 positions
#11MARVIN & PALMER ASSOCIATES INCActive
Notable overlap · 3 shared positions
$EBAY$DE$KLAC
$159M
28 positions
#12NORRIS PERNE & FRENCH LLP/MISmart money
Notable overlap · 5 shared positions
$KLAC$ALSN$UNP$MCO$ADBE
$1.7B
147 positions
#13NatWest Group plcActive
Notable overlap · 5 shared positions
$KLAC$EBAY$MNST$MCO$CBOE
$560M
48 positions
#14Sun Financial IncPassive
Some overlap · 5 shared positions
$ANET$UNP$KLAC$MNST$DE
$212M
161 positions
#15Impact Investors, IncPassive
Some overlap · 3 shared positions
$ANET$KLAC$EA
$137M
88 positions
#16Ninety One North America, Inc.Active
Some overlap · 7 shared positions
$MNST$VRSN$MCO$SPGI$FDS$PM
$2.1B
106 positions
#17Strata Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$ANET$AWI$PM
$410M
97 positions
#18Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$ANET$KLAC$MNST$EBAY
$181M
73 positions
#19Riverview Trust CoActive
Some overlap · 4 shared positions
$DE$KLAC$PAYX$CSX
$84M
166 positions
#20SEIZERT CAPITAL PARTNERS, LLCPassive
Some overlap · 4 shared positions
$SNA$ALSN$GNTX$ADBE
$2.4B
181 positions
#21SAWGRASS ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$KLAC$UNP$VRSN$ANET$CBOE
$757M
193 positions
#22Bellecapital International Ltd.Passive
Some overlap · 4 shared positions
$ANET$SPGI$BN$MO
$625M
123 positions
#23GHE, LLCSmart money
Some overlap · 6 shared positions
$ANET$MCO$SPGI$ADBE$TROW$PAYX
$265M
57 positions
#24FCF Advisors LLCPassive
Some overlap · 4 shared positions
$KLAC$ANET$VRSN$MO
$544M
58 positions
#25PARNASSUS INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$DE$KLAC$SPGI
$37.4B
135 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.