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Hedge Funds Similar to ALLEN OPERATIONS

13F Portfolio OverlapQ2 2026ALLEN OPERATIONS portfolio →
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Most similar hedge funds by 13F overlap

ALLEN OPERATIONS LLC is an institutional investor managing $722M across 33 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 ALLEN OPERATIONS are ALLEN HOLDING, CATALYST PRIVATE WEALTH, Alliance Wealth Advisors, with shared positions in $PLTR, $AFRM, $AUR, $SCHW, $IBIT, $TDG. The full ranking of 25 similar funds is below.

#1ALLEN HOLDING INC /NYSmart money
Substantial overlap · 3 shared positions
$PLTR$AFRM$AUR
$1.0B
10 positions
#2CATALYST PRIVATE WEALTH, LLCActive
Notable overlap · 4 shared positions
$AFRM$PLTR$SCHW$IBIT
$207M
82 positions
#3Alliance Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$PLTR$TDG$PSKY
$308M
172 positions
#4PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Notable overlap · 3 shared positions
$PLTR$AFRM$SCHW
$3.2B
77 positions
#5TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive
Some overlap · 3 shared positions
$SCHW$IBIT$TDG
$785M
68 positions
#6SJBENEN ADVISORY, LLCSmart money
Some overlap · 3 shared positions
$PLTR$IBIT$SCHW
$176M
34 positions
#7Lauer Wealth, LLCActive
Some overlap · 4 shared positions
$IBIT$PLTR$TEM$SPCX
$167M
75 positions
#8Sender Co & Partners, Inc.Passive
Some overlap · 3 shared positions
$AUR$PLTR$BKSY
$345M
120 positions
#9GenTrust, LLCActive
Some overlap · 3 shared positions
$SCHW$IBIT$PLTR
$2.6B
201 positions
#10Capital Impact Advisors, LLCActive
Some overlap · 3 shared positions
$AFRM$PLTR$TEM
$1.8B
29 positions
#11Durable Capital Partners LPActive
Some overlap · 3 shared positions
$AFRM$AUR$AYI
$10.3B
36 positions
#12Legal Advantage Investments, Inc.Active
Some overlap · 3 shared positions
$SCHW$PLTR$TDG
$285M
77 positions
#13Brevan Howard Capital Management LPPassive
Some overlap · 3 shared positions
$IBIT$PLTR$SCHW
$13.5B
2,030 positions
#14Steadview Capital Management LLCActive
Some overlap · 3 shared positions
$AFRM$PLTR$SPCX
$333M
14 positions
#15RIK SAYLOR FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$IBIT$PLTR$SPCX
$151M
89 positions
#16Modus Advisors, LLCPassive
Some overlap · 4 shared positions
$IBIT$PLTR$SCHW$SPCX
$405M
118 positions
#17Abu Dhabi Investment Council Co P.J.S.CSmart money
Some overlap · 3 shared positions
$IBIT$YOU$FIG
$715M
26 positions
#18UDINE WEALTH MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$PLTR$IBIT$JOBY$SPCX
$243M
40 positions
#19Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive
Some overlap · 3 shared positions
$PLTR$TEM$SPCX
$142M
408 positions
#20Menard Financial Group LLCActive
Some overlap · 3 shared positions
$PLTR$SCHW$SPCX
$184M
80 positions
#21Finer Wealth Management, Inc.Active
Some overlap · 3 shared positions
$SCHW$IBIT$PLTR
$224M
88 positions
#22VectorGlobal IAG, Inc.
Some overlap · 3 shared positions
$SCHW$PLTR$IBIT
$385M
134 positions
#23BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 3 shared positions
$SCHW$WDAY$TDG
$6.8B
62 positions
#24Avondale Wealth ManagementActive
Some overlap · 3 shared positions
$PLTR$SCHW$IBIT
$245M
66 positions
#25Arsenal Capital Advisors LLCPassive
Some overlap · 3 shared positions
$PLTR$IBIT$SPCX
$169M
108 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.