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Hedge Funds Similar to Triad Investment

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

Triad Investment Management is an institutional investor managing $91M across 34 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 Triad Investment are Quantum , / NJ, Karani Asset, SCHWARTZ INVESTMENT COUNSEL, with shared positions in $NVR, $BRO, $HEI, $IT, $ASML, $SPGI. The full ranking of 25 similar funds is below.

#1Quantum Capital Management, LLC / NJActive
Notable overlap · 4 shared positions
$NVR$BRO$HEI$IT
$798M
35 positions
#2Karani Asset Management LLCPassive
Notable overlap · 4 shared positions
$ASML$SPGI$AXP$INTU
$139M
57 positions
#3SCHWARTZ INVESTMENT COUNSEL INCActive
Notable overlap · 4 shared positions
$HEI$SPGI$ROP$BRO
$3.0B
138 positions
#4PYA Waltman Capital, LLCActive
Notable overlap · 4 shared positions
$HEI$SPGI$ROP$NVR
$421M
67 positions
#5Bowie Capital Management, LLCActive
Notable overlap · 3 shared positions
$ASML$SPGI$INTU
$2.4B
37 positions
#6INTREPID FAMILY OFFICE LLCActive
Notable overlap · 3 shared positions
$ASML$SLRC$NXPI
$135M
36 positions
#7Giverny Capital Inc.Active
Notable overlap · 5 shared positions
$HEI$NVR$BRO$WSO$AXP
$3.0B
51 positions
#8Valley Forge Capital Management, LPSmart money
Notable overlap · 3 shared positions
$ASML$SPGI$INTU
$3.1B
7 positions
#9Ironvine Capital Partners, LLCActive
Notable overlap · 5 shared positions
$HEI$SPGI$ASML$BRO$WSO
$1.1B
57 positions
#10Tandem Investment Advisors, Inc.Passive
Notable overlap · 3 shared positions
$BRO$ROP$INTU
$1.5B
68 positions
#11Venator Management LLCSmart money
Notable overlap · 5 shared positions
$NVR$INTU$FISV$SPGI$BRO
$444M
27 positions
#12TIMUCUAN ASSET MANAGEMENT INC/FLActive
Notable overlap · 3 shared positions
$THO$NVR$AXP
$2.7B
27 positions
#13Berkeley, IncPassive
Notable overlap · 3 shared positions
$NVR$SPGI$INTU
$319M
86 positions
#14FENIMORE ASSET MANAGEMENT INCActive
Notable overlap · 5 shared positions
$BRO$HEI$CDW$SPGI$WSO
$4.8B
92 positions
#15Smead Capital Management, Inc.Active
Notable overlap · 3 shared positions
$NVR$MAC$AXP
$4.7B
32 positions
#16Bretton Capital Management, LLCActive
Notable overlap · 3 shared positions
$NVR$SPGI$AXP
$125M
20 positions
#17Clarkston Capital Partners, LLCActive
Some overlap · 4 shared positions
$ROP$IT$BRO$AXP
$1.2B
96 positions
#18Longview Partners (Guernsey) LTDActive
Some overlap · 3 shared positions
$CDW$SPGI$AXP
$6.2B
23 positions
#19American Money Management, LLCPassive
Some overlap · 4 shared positions
$ASML$SPGI$INTU$NXPI
$700M
174 positions
#20Warther Private Wealth, LLCActive
Some overlap · 3 shared positions
$FISV$ASML$AXP
$456M
50 positions
#21NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 3 shared positions
$ASML$FISV$ROP
$606M
79 positions
#22EAGLE CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$SPGI$INTU$ASML
$32.7B
56 positions
#23Buttonwood Financial Advisors Inc.Active
Some overlap · 4 shared positions
$ASML$SPGI$FISV$AXP
$329M
110 positions
#24Port Capital LLCActive
Some overlap · 4 shared positions
$HEI$ACGL$AXP$SPGI
$2.5B
108 positions
#25Madison Asset Management, LLCPassive
Some overlap · 4 shared positions
$ACGL$CDW$BRO$IT
$8.4B
347 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.