What hedge funds are most similar to Bristlecone Value Partners, LLC?

The funds with the most similar 13F portfolios to Bristlecone Value Partners, LLC are Point, Catalyst Investment, GreatBanc, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Bristlecone Value Partners,

13F Portfolio OverlapQ1 2026Bristlecone Value Partners, portfolio →

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Most similar hedge funds by 13F overlap

Bristlecone Value Partners, LLC is an institutional investor managing $114M across 68 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 Bristlecone Value Partners, are Point, Catalyst Investment, GreatBanc, with shared positions in $HUM, $WT, $MKL, $API, $LOW, $BAC. The full ranking of 25 similar funds is below.

#1Trust Point Inc.Active

Substantial overlap · 3 shared positions

$HUM $WT $MKL

$1.2B

521 positions

#2Catalyst Investment Management LLCPassive

Notable overlap · 6 shared positions

$WT $API $HUM $MKL $LOW $BAC

$90M

65 positions

#3GreatBanc Trust COActive

Notable overlap · 4 shared positions

$HUM $WT $MKL $BAC

$143M

67 positions

#4Noble Family Wealth, LLCActive

Notable overlap · 4 shared positions

$HUM $WT $MKL $NKE

$484M

76 positions

#5Aurdan Capital Management, LLCActive

Notable overlap · 4 shared positions

$HUM $LOW $AMGN $NKE

$333M

88 positions

#6Cascades Capital Asset Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $WT $BAC $LOW

$239M

158 positions

#7RATIONAL ADVISORS, INC.Active

Notable overlap · 4 shared positions

$WT $HUM $BAC $DDOG

$980M

179 positions

#8MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 5 shared positions

$WT $LOW $MKL $DDOG $AMGN

$240M

234 positions

#9ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 5 shared positions

$HUM $WT $DDOG $NKE $MKL

$753M

159 positions

#10INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive

Notable overlap · 4 shared positions

$HUM $AXP $BAC $AMGN

$314M

130 positions

#11Argo Wealth Advisory, LLCActive

Notable overlap · 4 shared positions

$WT $HUM $LOW $AMGN

$170M

48 positions

#12Warren Street Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $API $AMGN

$393M

129 positions

#13New Perspectives, IncSmart money

Notable overlap · 4 shared positions

$WT $HUM $MKL $AMGN

$289M

44 positions

#14Avant Capital LLCPassive

Notable overlap · 3 shared positions

$WT $HUM $OXY

$142M

76 positions

#15Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 3 shared positions

$WT $HUM $MKL

$365M

111 positions

#16CONQUIS FINANCIAL LLCSmart money

Notable overlap · 6 shared positions

$HUM $DDOG $INTC $AMGN $LOW $BAC

$121M

54 positions

#17Family CFO IncActive

Notable overlap · 3 shared positions

$HUM $MKL $NKE

$223M

41 positions

#18Seneca Financial Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $DDOG $AMGN

$341M

64 positions

#19Paragon Capital Management LtdActive

Notable overlap · 4 shared positions

$HUM $DDOG $WT $AMGN

$476M

199 positions

#20Councilmark Asset Management, LLCActive

Notable overlap · 5 shared positions

$HUM $AMGN $BAC $INTC $DIS

$174M

85 positions

#21Berkeley, IncActive

Notable overlap · 3 shared positions

$WT $LOW $MKL

$298M

81 positions

#22Keystone Financial Group, Inc.Active

Notable overlap · 4 shared positions

$HUM $AMGN $WT $MDT

$192M

134 positions

#23Addison Advisors LLCPassive

Notable overlap · 4 shared positions

$HUM $WT $NKE $BAC

$452M

980 positions

#24Axis Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$WT $HUM $BAC

$188M

174 positions

#25ASPIRIANT, LLCActive

Notable overlap · 5 shared positions

$HUM $DDOG $WT $MKL $NKE

$3.5B

338 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.