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Hedge Funds Similar to BOURGEON

13F Portfolio OverlapQ1 2026BOURGEON portfolio →
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Most similar hedge funds by 13F overlap

BOURGEON CAPITAL MANAGEMENT LLC is an institutional investor managing $578M across 108 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BOURGEON are SOUND SHORE /CT/, RE ADVISERS, Estabrook, with shared positions in $MRVL, $C, $BAC, $VST, $NXPI, $BA. The full ranking of 25 similar funds is below.

#1SOUND SHORE MANAGEMENT INC /CT/Active
Notable overlap · 8 shared positions
$MRVL$C$BAC$VST$NXPI$BA
$3.0B
40 positions
#2RE ADVISERS CORPActive
Notable overlap · 7 shared positions
$C$BAC$ETN$FCX$BA$COP
$3.7B
111 positions
#3Estabrook Capital ManagementPassive
Notable overlap · 6 shared positions
$C$BAC$UNP$COP$PFE$ETN
$685M
380 positions
#4PRING TURNER CAPITAL GROUP INCPassive
Notable overlap · 6 shared positions
$UNP$BAC$ETN$COP$PLD$TPL
$166M
72 positions
#5Senator Investment Group LPActive
Notable overlap · 6 shared positions
$DHR$BA$C$PFE$VST$COP
$2.2B
59 positions
#6Cambridge Financial Group, Inc.Active
Notable overlap · 4 shared positions
$ETN$C$BAC$BA
$267M
33 positions
#7DB Fitzpatrick & Co, IncSmart money
Notable overlap · 7 shared positions
$DHR$PWR$BA$XYZ$ETN$HUBB
$117M
106 positions
#8Socorro Asset Management LPActive
Notable overlap · 5 shared positions
$BAC$DHR$HUBB$PFE$PLD
$221M
32 positions
#9Spectrum Financial Alliance Ltd LLCActive
Notable overlap · 4 shared positions
$C$BAC$MRVL$BA
$520M
30 positions
#10Mendel Money ManagementPassive
Notable overlap · 5 shared positions
$MRVL$PANW$DHR$PWR$NXPI
$239M
137 positions
#11Bouvel Investment Partners, LLCPassive
Notable overlap · 5 shared positions
$MRVL$ETN$BA$PANW$PWR
$345M
78 positions
#12EDGAR LOMAX CO/VAActive
Notable overlap · 5 shared positions
$MDLZ$PFE$COP$UNP$BAC
$1.4B
56 positions
#13Massachusetts Wealth ManagementPassive
Notable overlap · 5 shared positions
$C$BAC$COP$FCX$PFE
$231M
98 positions
#14SKBA CAPITAL MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$C$PFE$NXPI$COP$UNP
$728M
79 positions
#15Catherine Avery Investment Management LLCPassive
Notable overlap · 4 shared positions
$C$BAC$FCX$PFE
$223M
109 positions
#16Generali Powszechne Towarzystwo EmerytalneActive
Notable overlap · 5 shared positions
$DHR$FCX$BA$COP$C
$566M
28 positions
#17HARTLINE INVESTMENT CORP/Active
Notable overlap · 7 shared positions
$MRVL$OKTA$C$ETN$VST$UNP
$909M
112 positions
#18ARS Investment Partners, LLCActive
Notable overlap · 5 shared positions
$FCX$VST$BA$ETN$PWR
$1.9B
182 positions
#19CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Notable overlap · 4 shared positions
$ETN$PANW$EOG$PFE
$180M
58 positions
#20Blume Capital Management, Inc.Passive
Notable overlap · 4 shared positions
$C$BAC$FCX$PFE
$588M
337 positions
#21Creegan & Nassoura Financial Group, LLC
Notable overlap · 4 shared positions
$ETN$MDLZ$UNP$PFE
$154M
78 positions
#22Financial Sense Advisors, Inc.Passive
Notable overlap · 5 shared positions
$OKTA$FCX$XYZ$BA$TEVA
$493M
142 positions
#23Griffith & Werner, Inc.Active
Notable overlap · 4 shared positions
$C$BAC$PFE$MRVL
$202M
72 positions
#24American Trust Investment Advisors, LLCPassive
Notable overlap · 4 shared positions
$C$NXPI$MDLZ$COP
$181M
76 positions
#25TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Notable overlap · 5 shared positions
$ETN$MRVL$BA$DHR$PLD
$200M
110 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.