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Hedge Funds Similar to Valley Forge

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

Valley Forge Capital Management, LP is an institutional investor managing $3.1B across 7 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 Valley Forge are Coalescence Partners Investment, YCG, GCQ FUNDS PTY Ltd, with shared positions in $ASML, $MCO, $SPGI, $FICO, $INTU. The full ranking of 25 similar funds is below.

#1Coalescence Partners Investment Management, LPActive
Substantial overlap · 4 shared positions
$ASML$MCO$SPGI$FICO
$341M
12 positions
#2YCG, LLCActive
Notable overlap · 4 shared positions
$MCO$FICO$SPGI$INTU
$1.1B
41 positions
#3GCQ FUNDS MANAGEMENT PTY LtdSmart money
Notable overlap · 3 shared positions
$FICO$SPGI$INTU
$721M
14 positions
#4Bowie Capital Management, LLCActive
Notable overlap · 4 shared positions
$ASML$FICO$SPGI$INTU
$2.4B
37 positions
#5EDGEWOOD MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$ASML$FICO$SPGI
$9.7B
90 positions
#6Lindsell Train LtdSmart money
Notable overlap · 3 shared positions
$FICO$INTU$SPGI
$2.6B
28 positions
#7Triad Investment ManagementPassive
Notable overlap · 3 shared positions
$ASML$SPGI$INTU
$91M
34 positions
#8EAGLE CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$SPGI$ASML$INTU
$32.7B
56 positions
#9Karani Asset Management LLCPassive
Notable overlap · 3 shared positions
$ASML$SPGI$INTU
$139M
57 positions
#10Ironvine Capital Partners, LLCActive
Notable overlap · 3 shared positions
$SPGI$MCO$ASML
$1.1B
57 positions
#11Progressive Investment Management CorpActive
Notable overlap · 3 shared positions
$MCO$ASML$SPGI
$454M
56 positions
#12American Money Management, LLCPassive
Some overlap · 3 shared positions
$ASML$SPGI$INTU
$700M
174 positions
#13Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$SPGI$ASML$INTU
$2.8B
151 positions
#14BARLOW WEALTH PARTNERS, INC.Active
Some overlap · 3 shared positions
$ASML$FICO$INTU
$926M
149 positions
#15TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive
Some overlap · 3 shared positions
$SPGI$FICO$MCO
$785M
68 positions
#16Buttonwood Financial Advisors Inc.Active
Some overlap · 3 shared positions
$ASML$SPGI$FICO
$329M
110 positions
#17ClearAlpha Technologies LPPassive
Some overlap · 3 shared positions
$SPGI$ASML$INTU
$58M
79 positions
#18Boreal Capital Management LLCPassive
Some overlap · 3 shared positions
$ASML$SPGI$FICO
$134M
507 positions
#19CEERA INVESTMENTS, LLCPassive
Some overlap · 3 shared positions
$FICO$INTU$SPGI
$236M
101 positions
#20DF DENT & CO INCPassive
Some overlap · 3 shared positions
$MCO$ASML$SPGI
$5.3B
271 positions
#21Smart Money Group LLCSmart money
Some overlap · 3 shared positions
$ASML$MCO$SPGI
$390M
86 positions
#22Suncoast Equity ManagementActive
Some overlap · 3 shared positions
$SPGI$ASML$FICO
$798M
63 positions
#23CLOVERFIELDS CAPITAL GROUP, LPPassive
Some overlap · 3 shared positions
$ASML$SPGI$MCO
$331M
90 positions
#24ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 3 shared positions
$ASML$SPGI$INTU
$1.3B
109 positions
#25Ninety One North America, Inc.Active
Some overlap · 3 shared positions
$INTU$MCO$SPGI
$2.1B
106 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.