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Hedge Funds Similar to ALLEN OPERATIONS

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

ALLEN OPERATIONS LLC is an institutional investor managing $670M across 35 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 ALLEN OPERATIONS are ALLEN HOLDING /NY, Cypress Point Wealth ,, Bosman Wealth ,, with shared positions in $PLTR, $PPLI, $KO, $AFRM, $BLND, $IBIT. The full ranking of 25 similar funds is below.

#1ALLEN HOLDING INC /NYSmart money
Substantial overlap · 4 shared positions
$PLTR$PPLI$KO$AFRM
$1.0B
9 positions
#2Cypress Point Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$PLTR$KO$BLND
$464M
123 positions
#3Bosman Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$PLTR$IBIT$GEV
$114M
52 positions
#4Heard Capital LLCSmart money
Notable overlap · 3 shared positions
$PLTR$TDG$PPLI
$1.9B
21 positions
#5CONNORS INVESTOR SERVICES INCActive
Notable overlap · 3 shared positions
$PLTR$SCHW$KO
$1.1B
149 positions
#6Owen LaRue, LLCPassive
Notable overlap · 3 shared positions
$PLTR$GEV$IBIT
$261M
128 positions
#7PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$PLTR$SCHW$AFRM
$3.0B
77 positions
#8Genesis Financial Group, LLCPassive
Notable overlap · 4 shared positions
$PLTR$GEV$SCHW$ALAB
$158M
103 positions
#9SJBENEN ADVISORY, LLCSmart money
Notable overlap · 3 shared positions
$IBIT$PLTR$SCHW
$120M
27 positions
#10TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive
Notable overlap · 3 shared positions
$SCHW$IBIT$TDG
$671M
59 positions
#11Q Fund Management (Hong Kong) LtdSmart money
Some overlap · 3 shared positions
$AFRM$IBIT$UNH
$107M
33 positions
#12Omega Financial Group, LLCPassive
Some overlap · 3 shared positions
$SCHW$AFRM$PLTR
$308M
101 positions
#13MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive
Some overlap · 3 shared positions
$PLTR$KO$UNH
$189M
510 positions
#14Z3 Capital Partners, LLCPassive
Some overlap · 3 shared positions
$PLTR$KO$ALAB
$395M
187 positions
#15Allen Investment Management, LLCActive
Some overlap · 3 shared positions
$SCHW$GEV$UNH
$8.1B
221 positions
#16Legal Advantage Investments, Inc.Passive
Some overlap · 3 shared positions
$SCHW$PLTR$TDG
$194M
79 positions
#17YACKTMAN ASSET MANAGEMENT LPActive
Some overlap · 3 shared positions
$SCHW$KO$UNH
$7.5B
76 positions
#18Verde Capital ManagementActive
Some overlap · 3 shared positions
$IBIT$PLTR$SCHW
$468M
69 positions
#19Bear Mountain Capital, Inc.Active
Some overlap · 3 shared positions
$SCHW$AFRM$PLTR
$333M
198 positions
#20GABLES CAPITAL MANAGEMENT INC.Passive
Some overlap · 3 shared positions
$PLTR$KO$GEV
$236M
472 positions
#21Kingstone Capital Partners Texas, LLCActive
Some overlap · 3 shared positions
$PLTR$IBIT$UNH
$162M
57 positions
#22RED REEF ADVISORS LLCPassive
Some overlap · 4 shared positions
$SCHW$IBIT$GEV$PLTR
$96M
179 positions
#23Durable Capital Partners LPActive
Some overlap · 5 shared positions
$AFRM$YOU$AYI$CPNG$AUR
$9.7B
37 positions
#24Transcendent Capital Group LLCPassive
Some overlap · 3 shared positions
$SCHW$IBIT$PLTR
$219M
112 positions
#25KADENSA CAPITAL LtdActive
Some overlap · 5 shared positions
$PLTR$IBIT$GEV$TEM$ALAB
$718M
39 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.