13F Pro

Hedge Funds Similar to DE BURLO GROUP

13F Portfolio OverlapQ2 2026DE BURLO GROUP portfolio →
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Most similar hedge funds by 13F overlap

DE BURLO GROUP INC is an institutional investor managing $547M across 90 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 DE BURLO GROUP are Warther Private Wealth, James Hambro & Partners LLP, SCHARF INVESTMENTS, with shared positions in $BN, $MCK, $MELI, $ASML, $EQT, $TMO. The full ranking of 25 similar funds is below.

#1Warther Private Wealth, LLCActive
Notable overlap · 5 shared positions
$BN$MCK$MELI$ASML$EQT
$456M
50 positions
#2James Hambro & Partners LLPActive
Notable overlap · 5 shared positions
$BN$MCK$TMO$APH$MELI
$2.8B
68 positions
#3SCHARF INVESTMENTS, LLCActive
Notable overlap · 4 shared positions
$BN$MCK$TMO$MELI
$3.0B
79 positions
#4DB Fitzpatrick & Co, IncActive
Some overlap · 6 shared positions
$ORLY$ADSK$SNPS$MELI$INTU$TMO
$124M
100 positions
#5KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$BN$CRWD$MELI$SNOW$ASML
$351M
166 positions
#6Forefront Wealth Partners, LLC
Some overlap · 7 shared positions
$CRWD$MELI$ASML$ALAB$TMO$SNOW
$323M
177 positions
#7VAN DEN BERG MANAGEMENT I, INCPassive
Some overlap · 5 shared positions
$BN$SWK$INTU$TMO$EQT
$473M
120 positions
#8Blue Zone Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$BN$CRWD$ORLY$TMO$U
$573M
125 positions
#9KP Management LLCPassive
Some overlap · 6 shared positions
$TER$ORLY$ALAB$ASML$TMO$APH
$532M
86 positions
#10FIRETRAIL INVESTMENTS PTY LTDActive
Some overlap · 3 shared positions
$MCK$TT$WY
$355M
32 positions
#11ARCADIA INVESTMENT MANAGEMENT CORP/MI
Some overlap · 6 shared positions
$ORLY$TT$CRWD$ASML$TMO$INTU
$584M
366 positions
#12Adalta Capital Management LLCPassive
Some overlap · 3 shared positions
$BN$WY$MELI
$228M
103 positions
#13Sunstone Asset Management, L.P.Passive
Some overlap · 6 shared positions
$TER$SNPS$SNOW$ASML$U$APH
$92M
57 positions
#14Pictet North America Advisors SAActive
Some overlap · 5 shared positions
$BN$ORLY$MELI$ASML$TMO
$1.1B
154 positions
#15ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 7 shared positions
$MELI$ASML$INTU$TMO$APH$CEG
$1.3B
109 positions
#16Talos Eurisko Asset Management LPActive
Some overlap · 5 shared positions
$TER$ALAB$SNPS$ASML$APH
$703M
25 positions
#17FIRST MANHATTAN CO. LLC.Active
Some overlap · 5 shared positions
$BN$ASML$SNPS$TMO$ORLY
$39.2B
742 positions
#18BARLOW WEALTH PARTNERS, INC.Active
Some overlap · 5 shared positions
$MCK$ASML$INTU$CEG$TT
$926M
149 positions
#19Ervin Investment Management, LLCActive
Some overlap · 3 shared positions
$BN$MELI$ASML
$184M
47 positions
#20GRAYBILL WEALTH MANAGEMENT, LTD.
Some overlap · 4 shared positions
$BN$SNPS$ASML$TMO
$372M
82 positions
#21NZS Capital, LLCActive
Some overlap · 5 shared positions
$TT$MELI$SNOW$CRWD$APH
$3.9B
61 positions
#22Bristol Gate Capital Partners Inc.Active
Some overlap · 4 shared positions
$MCK$TT$APH$BN
$1.4B
33 positions
#23Foresight Group Ltd Liability PartnershipPassive
Some overlap · 4 shared positions
$ADSK$TT$SNPS$TMO
$556M
62 positions
#24FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$BN$TT$APH
$4.8B
92 positions
#25Midway Capital Research & ManagementActive
Some overlap · 3 shared positions
$BN$SNPS$APH
$126M
114 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.