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Hedge Funds Similar to Concorde Asset ,

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

Concorde Asset Management, LLC is an institutional investor managing $204M across 207 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 Concorde Asset , are Benchmark Investment Advisors, ITHAKA GROUP, Prosperity Wealth ,, with shared positions in $PLTR, $VRT, $UBER, $ANET, $CRWD, $FSCO. The full ranking of 25 similar funds is below.

#1Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$PLTR$VRT$UBER$ANET$CRWD
$172M
76 positions
#2ITHAKA GROUP LLCActive
Some overlap · 5 shared positions
$PLTR$VRT$UBER$ANET$CRWD
$482M
38 positions
#3Prosperity Wealth Management, Inc.
Some overlap · 5 shared positions
$PLTR$VRT$UBER$ANET$CRWD
$300M
251 positions
#4Left Brain Wealth Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$VRT$UBER$ANET
$255M
79 positions
#5Broadleaf Partners, LLCActive
Some overlap · 4 shared positions
$PLTR$VRT$UBER$ANET
$429M
84 positions
#6Blue Line Capital, LLC / ILPassive
Some overlap · 4 shared positions
$PLTR$VRT$UBER$CRWD
$88M
65 positions
#7GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$PLTR$VRT$ANET$CRWD$UBER
$209M
42 positions
#8Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$VRT$ANET$CRWD
$701M
261 positions
#9Cornerstone Select Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$VRT$ANET$CRWD
$160M
124 positions
#10Knollwood Investment Advisory, LLCPassive
Some overlap · 4 shared positions
$PLTR$VRT$ANET$CRWD
$992M
303 positions
#11Kessler Investment Group, LLCPassive
Some overlap · 4 shared positions
$PLTR$VRT$ANET$CRWD
$211M
79 positions
#12AXS Investments LLCActive
Some overlap · 3 shared positions
$PLTR$VRT$UBER
$248M
189 positions
#13Trifecta Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$VRT$UBER$CRWD
$646M
274 positions
#14High Note Wealth, LLCPassive
Some overlap · 4 shared positions
$PLTR$FSCO$UBER$CRWD
$509M
938 positions
#15Global Trust Asset Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$VRT$ANET
$262M
458 positions
#16Telligent Fund, LPActive
Some overlap · 3 shared positions
$PLTR$VRT$ANET
$94M
24 positions
#17IBEX WEALTH ADVISORSPassive
Some overlap · 3 shared positions
$PLTR$VRT$ANET
$1.1B
203 positions
#18Legacy Bridge, LLCPassive
Some overlap · 3 shared positions
$PLTR$VRT$ANET
$262M
320 positions
#19FFG Partners, LLCActive
Some overlap · 3 shared positions
$PLTR$VRT$CRWD
$253M
36 positions
#20PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$PLTR$VRT$CRWD
$128M
80 positions
#21Guardian Asset Advisors, LLCActive
Some overlap · 3 shared positions
$PLTR$VRT$UBER
$171M
102 positions
#22Accuvest Global AdvisorsPassive
Some overlap · 4 shared positions
$PLTR$UBER$BABA$CRWD
$107M
57 positions
#23Cache Advisors, LLCSmart money
Some overlap · 4 shared positions
$PLTR$UBER$ANET$CRWD
$866M
191 positions
#24Titan Wealth (CI) LtdPassive
Some overlap · 4 shared positions
$PLTR$UBER$ANET$CRWD
$232M
51 positions
#25SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 3 shared positions
$PLTR$VRT$ANET
$688M
180 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.