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Hedge Funds Similar to Hedeker Wealth,

13F Portfolio OverlapQ1 2026Hedeker Wealth, portfolio →
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Most similar hedge funds by 13F overlap

Hedeker Wealth, LLC is an institutional investor managing $474M across 87 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 Hedeker Wealth, are Markin Volterra Fund, ELLERSON GROUP /ADV, BERKSHIRE, with shared positions in $COHR, $PLTR, $ASML, $FIX, $NVT, $KMI. The full ranking of 25 similar funds is below.

#1Markin Volterra Fund LPActive
Notable overlap · 5 shared positions
$COHR$PLTR$ASML$FIX$NVT
$65M
34 positions
#2ELLERSON GROUP INC /ADVPassive
Notable overlap · 3 shared positions
$PLTR$ASML$KMI
$153M
61 positions
#3BERKSHIRE CAPITAL HOLDINGS INCActive
Notable overlap · 3 shared positions
$PLTR$COHR$ASML
$277M
114 positions
#4FFG Partners, LLCActive
Notable overlap · 4 shared positions
$PLTR$GNRC$ASML$ULTA
$253M
36 positions
#5Owen LaRue, LLCPassive
Notable overlap · 3 shared positions
$PLTR$OKE$C
$261M
128 positions
#6Philadelphia Investment Partners, LLCPassive
Notable overlap · 4 shared positions
$PLTR$URI$FCX$IBKR
$147M
189 positions
#7Bosman Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$PLTR$FIX$COHR
$114M
52 positions
#8PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$PLTR$TWLO$MS$FCX$UBER
$3.0B
77 positions
#9Dedeker Financial LLCPassive
Notable overlap · 3 shared positions
$PLTR$COHR$FIX
$115M
50 positions
#10ATWOOD & PALMER INCPassive
Notable overlap · 5 shared positions
$PLTR$URI$GNRC$UBER$VRTX
$1.8B
531 positions
#11Hound Partners, LLCActive
Notable overlap · 3 shared positions
$PLTR$MS$UBER
$799M
35 positions
#12CONNORS INVESTOR SERVICES INCActive
Notable overlap · 3 shared positions
$PLTR$MS$MDT
$1.1B
149 positions
#13Genesis Financial Group, LLCPassive
Notable overlap · 3 shared positions
$PLTR$KMI$UBER
$158M
103 positions
#14New Millennium Group LLC
Notable overlap · 4 shared positions
$PLTR$FIX$MS$IBKR
$231M
407 positions
#15AGP FRANKLIN, LLCPassive
Notable overlap · 3 shared positions
$PLTR$C$GNRC
$200M
93 positions
#16Benchmark Investment Advisors LLCPassive
Notable overlap · 5 shared positions
$FIX$PLTR$URI$ASML$UBER
$172M
76 positions
#17Alta Park Capital, LPActive
Some overlap · 3 shared positions
$COHR$ASML$TWLO
$642M
25 positions
#18Peterson Wealth ServicesPassive
Some overlap · 3 shared positions
$PLTR$FIX$ASML
$405M
215 positions
#19Nishkama Capital, LLCActive
Some overlap · 4 shared positions
$ASML$COHR$UBER$FCX
$1.6B
52 positions
#20IBEX WEALTH ADVISORSPassive
Some overlap · 5 shared positions
$PLTR$OKE$KMI$IBKR$TFC
$1.1B
203 positions
#21Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$OKE$C$TFC$FCX
$223M
109 positions
#22DEEPWATER ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$ASML$COHR$UBER
$158M
39 positions
#23SIR Capital Management, L.P.Passive
Some overlap · 4 shared positions
$OKE$NRG$KMI$FCX
$1.1B
88 positions
#24McGuire Investment Group, LLCActive
Some overlap · 3 shared positions
$PLTR$ASML$MS
$885M
121 positions
#25Science & Technology Partners, L.P.Active
Some overlap · 3 shared positions
$COHR$PLTR$ASML
$382M
43 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.