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Hedge Funds Similar to Baker Avenue Asset ,

13F Portfolio OverlapQ1 2026Baker Avenue Asset , portfolio →
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Most similar hedge funds by 13F overlap

Baker Avenue Asset Management, LP is an institutional investor managing $4.4B across 751 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 Baker Avenue Asset , are DARA US,, North Berkeley Wealth ,, Tairen Ltd, with shared positions in $AMAT, $APP, $LRCX, $AMD, $GE, $JCI. The full ranking of 25 similar funds is below.

#1DARA CAPITAL US, INC.Passive
Some overlap · 7 shared positions
$AMAT$APP$LRCX$AMD$GE$JCI
$105M
119 positions
#2North Berkeley Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SSD$AMAT$GE
$189M
73 positions
#3Tairen Capital LtdActive
Some overlap · 7 shared positions
$AMAT$LRCX$PH$AMD$BABA$GLW
$924M
44 positions
#4STF Management LP
Some overlap · 6 shared positions
$APP$AMAT$LRCX$AMD$SHOP$LIN
$107M
101 positions
#5WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$APP$SE$GE$GLW$SHOP$LIN
$43.8B
263 positions
#6Port Capital LLCActive
Some overlap · 3 shared positions
$SSD$PH$LIN
$2.2B
82 positions
#7KADENSA CAPITAL LtdActive
Some overlap · 6 shared positions
$APP$AMD$GE$JCI$BABA$GLW
$718M
39 positions
#8SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$APP$PH$LRCX$AMD$MRVL
$229M
137 positions
#9Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$APP$AMAT$LRCX$GE$PH
$172M
76 positions
#10Kinetic Partners Management, LPActive
Some overlap · 5 shared positions
$APP$AMAT$SE$AMD$SHOP
$1.8B
49 positions
#11SteelPeak Wealth, LLCPassive
Some overlap · 6 shared positions
$AMAT$LRCX$SE$AMD$MRVL$SHOP
$3.3B
575 positions
#12GF FUND MANAGEMENT CO. LTD.Active
Some overlap · 6 shared positions
$AMAT$LRCX$AMD$LIN$APP$SHOP
$6.0B
624 positions
#13Western Financial Corp/CAActive
Some overlap · 5 shared positions
$AMAT$SE$LRCX$AMD$GE
$255M
127 positions
#14ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Some overlap · 5 shared positions
$AMAT$PH$LRCX$AMD$LIN
$331M
183 positions
#15TIGER GLOBAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$APP$AMAT$SE$LRCX
$22.8B
54 positions
#16Avanda Investment Management Pte. Ltd.Active
Some overlap · 5 shared positions
$AMAT$SE$LRCX$AMD$LIN
$63M
24 positions
#17WD RUTHERFORD LLCPassive
Some overlap · 5 shared positions
$APP$LRCX$AMD$GE$SHOP
$225M
71 positions
#18Zweig-DiMenna Associates LLCPassive
Some overlap · 4 shared positions
$APP$AMAT$LRCX$AMD
$722M
61 positions
#19PROFUND ADVISORS LLCPassive
Some overlap · 6 shared positions
$AMAT$LRCX$AMD$LIN$BABA$SHOP
$2.7B
1,092 positions
#20STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive
Some overlap · 6 shared positions
$SE$LRCX$SOLV$VLTO$SHOP$AMAT
$113M
82 positions
#21Abbot Financial Management, Inc.Passive
Some overlap · 5 shared positions
$PH$BG$AMD$GLW$SHOP
$239M
138 positions
#22Raiffeisen Bank International AGActive
Some overlap · 5 shared positions
$AMAT$LRCX$AMD$JCI$LIN
$7.0B
824 positions
#23Sunstone Asset Management, L.P.Passive
Some overlap · 5 shared positions
$AMAT$SE$AMD$GLW$SHOP
$85M
61 positions
#24Ardmore Road Asset Management LPPassive
Some overlap · 5 shared positions
$AMAT$LRCX$AMD$MRVL$GLW
$1.5B
64 positions
#25Progressive Investment Management CorpActive
Some overlap · 5 shared positions
$AMAT$LRCX$AMD$GLW$LIN
$379M
58 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.