13F Pro

Hedge Funds Similar to Main Street Research

13F Portfolio OverlapQ1 2026Main Street Research portfolio →
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Most similar hedge funds by 13F overlap

Main Street Research LLC is an institutional investor managing $1.7B across 148 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 Main Street Research are Gunderson, BECK ,, Talos Eurisko Asset, with shared positions in $ASML, $GEV, $CCJ, $MU, $PLTR, $GLW. The full ranking of 25 similar funds is below.

#1Gunderson Capital Management Inc.Passive
Notable overlap · 5 shared positions
$ASML$GEV$CCJ$MU$PLTR
$239M
46 positions
#2BECK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 7 shared positions
$GEV$CCJ$MU$GLW$MCK$ASML
$437M
115 positions
#3Talos Eurisko Asset Management LPActive
Notable overlap · 4 shared positions
$ASML$GLW$APH$KEYS
$585M
23 positions
#4Markin Volterra Fund LPActive
Notable overlap · 5 shared positions
$ASML$APH$MU$GEV$PLTR
$65M
34 positions
#5WT Asset Management LtdSmart money
Notable overlap · 4 shared positions
$ASML$GLW$MU$KEYS
$4.8B
32 positions
#6Tairen Capital LtdActive
Notable overlap · 5 shared positions
$GLW$ASML$MU$KEYS$FICO
$924M
44 positions
#7BERKSHIRE CAPITAL HOLDINGS INCActive
Notable overlap · 5 shared positions
$GLW$ASML$GEV$PLTR$PANW
$277M
114 positions
#8CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Notable overlap · 5 shared positions
$MCK$ASML$GEV$PLTR$PANW
$60M
36 positions
#9SEAVIEW INVESTMENT MANAGERS LLCPassive
Notable overlap · 5 shared positions
$MCK$ASML$MU$IBIT$SCHW
$277M
73 positions
#10BOWEN HANES & CO INCActive
Notable overlap · 6 shared positions
$GLW$GEV$CCJ$ASML$PANW$SCHW
$4.1B
151 positions
#11LONE PINE CAPITAL LLCActive
Notable overlap · 4 shared positions
$ASML$GLW$MCK$APH
$12.5B
36 positions
#12Merrion Investment Management Co, LLCPassive
Notable overlap · 4 shared positions
$GLW$CCJ$GEV$MU
$186M
109 positions
#13Telligent Fund, LPActive
Notable overlap · 5 shared positions
$GEV$APH$MU$PLTR$ANET
$94M
24 positions
#14AXIOM INVESTORS LLC /DEActive
Notable overlap · 4 shared positions
$ASML$GEV$APH$MU
$9.0B
121 positions
#15COOKSON PEIRCE & CO INCPassive
Notable overlap · 5 shared positions
$GLW$APH$PLTR$GEV$MU
$2.4B
303 positions
#1611 Capital Partners LPActive
Notable overlap · 4 shared positions
$ASML$GEV$APH$FICO
$348M
20 positions
#17Anther Capital LtdActive
Notable overlap · 3 shared positions
$ASML$GLW$MU
$3.8B
31 positions
#18GENERAL AMERICAN INVESTORS CO INCActive
Notable overlap · 4 shared positions
$ASML$GEV$CCJ$ANET
$1.5B
69 positions
#19Kessler Investment Group, LLCPassive
Notable overlap · 6 shared positions
$GEV$BHP$PLTR$GLW$ANET$WFC
$211M
79 positions
#20Evergreen Quality Fund GP, Ltd.Smart money
Notable overlap · 6 shared positions
$GLW$GLDM$MU$ASML$GEV$IBIT
$4.4B
40 positions
#21KP Management LLCPassive
Notable overlap · 3 shared positions
$ASML$GEV$APH
$409M
83 positions
#22Fullerton Fund Management Co Ltd.Active
Notable overlap · 4 shared positions
$GLW$CCJ$GLDM$GEV
$1.2B
125 positions
#23Cox Capital Mgt LLCPassive
Notable overlap · 3 shared positions
$ASML$APH$AZN
$151M
73 positions
#24HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Notable overlap · 6 shared positions
$GLW$APH$PLTR$CCJ$GEV$SCHW
$182M
329 positions
#25Winslow Capital Management, LLCActive
Notable overlap · 7 shared positions
$GEV$ASML$PLTR$MCK$MU$APH
$25.6B
60 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.