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 Motley Fool Wealth ,

13F Portfolio OverlapQ1 2026Motley Fool Wealth , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Motley Fool Wealth Management, LLC is an institutional investor managing $884M across 124 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 Motley Fool Wealth , are Boomfish Wealth Group,, BENDER ROBERT & ASSOCIATES, MayTech Global Investments,, with shared positions in $VRTX, $TMO, $PANW, $NOW, $MELI, $BKNG. The full ranking of 25 similar funds is below.

#1Boomfish Wealth Group, LLCPassive

Notable overlap · 8 shared positions

$VRTX $TMO $PANW $NOW $MELI $BKNG

$187M

87 positions

#2BENDER ROBERT & ASSOCIATESActive

Notable overlap · 6 shared positions

$MELI $VRTX $BKNG $PANW $NOW $NEE

$417M

45 positions

#3MayTech Global Investments, LLCSmart money

Notable overlap · 5 shared positions

$MELI $BKNG $PANW $NOW $DXCM

$820M

23 positions

#4Railway Pension Investments LtdActive

Notable overlap · 6 shared positions

$EQIX $TMO $PANW $NEE $NOW $BKNG

$7.0B

103 positions

#5Thomasville National Bank

Notable overlap · 6 shared positions

$BKNG $CRM $PANW $TMO $ADSK $NOW

$1.6B

235 positions

#6Employees Provident Fund BoardActive

Notable overlap · 6 shared positions

$PANW $NOW $NEE $CRM $DDOG $DXCM

$13.2B

70 positions

#7MIDDLETON & CO INC/MAActive

Notable overlap · 6 shared positions

$PANW $NEE $EQIX $NOW $CRM $DHR

$877M

164 positions

#8Carmignac GestionActive

Notable overlap · 5 shared positions

$MELI $CRM $NOW $VRTX $TMO

$6.5B

112 positions

#9MCRAE CAPITAL MANAGEMENT INCActive

Notable overlap · 5 shared positions

$VRTX $TMO $CRM $PANW $BR

$482M

106 positions

#10AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 5 shared positions

$TMO $PANW $NEE $NOW $MELI

$1.4B

114 positions

#11Quilter PlcActive

Notable overlap · 5 shared positions

$TMO $EQIX $PANW $NEE $MKL

$5.7B

124 positions

#12Knuff & Co LLCPassive

Some overlap · 5 shared positions

$MELI $VRTX $NOW $TMO $NEE

$332M

134 positions

#13ALTA CAPITAL MANAGEMENT LLC/Active

Some overlap · 4 shared positions

$MELI $BKNG $TMO $PANW

$1.3B

100 positions

#14Mirova US LLCActive

Some overlap · 5 shared positions

$TMO $PANW $NEE $CRM $DHR

$8.8B

42 positions

#15ITHAKA GROUP LLCActive

Some overlap · 4 shared positions

$MELI $PANW $NOW $DXCM

$482M

38 positions

#16CROSSLINK CAPITAL INCSmart money

Some overlap · 5 shared positions

$MELI $CRM $PANW $DDOG $NOW

$1.0B

21 positions

#17GuoLine Advisory Pte LtdActive

Some overlap · 4 shared positions

$TMO $CRM $PANW $NOW

$956M

24 positions

#18Pekao Towarzystwo Funduszy Inwestycyjnych S.A.Passive

Some overlap · 6 shared positions

$EQIX $PANW $DDOG $NOW $ADSK $NEE

$134M

80 positions

#19Generali Powszechne Towarzystwo EmerytalneActive

Some overlap · 4 shared positions

$MELI $CRM $NOW $DHR

$566M

28 positions

#20Sava Infond d.o.o.Passive

Some overlap · 5 shared positions

$PANW $CRM $MELI $NOW $BKNG

$705M

230 positions

#21ELLERSON GROUP INC /ADVPassive

Some overlap · 5 shared positions

$TMO $PANW $DXCM $DHR $TOST

$153M

61 positions

#22OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCActive

Some overlap · 7 shared positions

$PANW $TMO $MELI $DHR $CRM $WT

$1.9B

197 positions

#23Renaissance Investment Group LLCPassive

Some overlap · 4 shared positions

$BKNG $TMO $NEE $DHR

$465M

81 positions

#24Dundas Partners LLPActive

Some overlap · 4 shared positions

$BKNG $TMO $CRM $BRO

$1.3B

49 positions

#25HOWLAND CAPITAL MANAGEMENT LLCActive

Some overlap · 6 shared positions

$NOW $TMO $MELI $HLT $DHR $MKL

$2.5B

262 positions

Compare Motley Fool Wealth ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Motley Fool Wealth ,’s holdings

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.