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Hedge Funds Similar to BigSur Wealth

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

BigSur Wealth Management LLC is an institutional investor managing $415M across 169 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 BigSur Wealth are FORTE ASSET, WD RUTHERFORD, Odyssey Advisors,, with shared positions in $EPAM, $IBIT, $USB, $DHR, $PANW, $GEV. The full ranking of 25 similar funds is below.

#1FORTE ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$EPAM$IBIT$USB$DHR
$228M
76 positions
#2WD RUTHERFORD LLCPassive
Some overlap · 5 shared positions
$PANW$GEV$GE$HON$USB
$225M
71 positions
#3Odyssey Capital Advisors, Inc.Passive
Some overlap · 6 shared positions
$MAR$SAN$USB$DIA$PANW$NOW
$112M
97 positions
#4OMC Financial Services LTDActive
Some overlap · 5 shared positions
$MAR$GEV$PANW$NOW$LMT
$258M
64 positions
#5HERBST GROUP, LLCPassive
Some overlap · 5 shared positions
$PANW$GEV$GE$SAN$HON
$162M
59 positions
#6RED REEF ADVISORS LLCPassive
Some overlap · 5 shared positions
$IBIT$GEV$PANW$HON$NOW
$96M
179 positions
#7CMH Wealth Management LLCPassive
Some overlap · 5 shared positions
$PANW$GEV$USB$NOW$DHR
$583M
113 positions
#8PENNINGTON PARTNERS & CO., LLCActive
Some overlap · 4 shared positions
$EPAM$IBIT$MAR$DHR
$292M
114 positions
#9DARA CAPITAL US, INC.Passive
Some overlap · 6 shared positions
$GEV$GE$PANW$BABA$NOW$DHR
$105M
119 positions
#10TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive
Some overlap · 4 shared positions
$IBIT$GE$USB$NOW
$671M
59 positions
#11EPIQ PARTNERS, LLCPassive
Some overlap · 3 shared positions
$EPAM$IBIT$USB
$214M
83 positions
#12Dougherty & Associates, LLCActive
Some overlap · 3 shared positions
$MAR$PANW$GE
$109M
52 positions
#13Verde Capital ManagementActive
Some overlap · 3 shared positions
$IBIT$PANW$USB
$468M
69 positions
#14NCP Inc.Active
Some overlap · 4 shared positions
$PANW$GEV$GE$HON
$60M
76 positions
#15Portfolio Strategies, Inc.Active
Some overlap · 5 shared positions
$EPAM$MAR$USB$LMT$HON
$811M
75 positions
#16CMG Global Holdings, LLCPassive
Some overlap · 4 shared positions
$GEV$MAR$GE$IBIT
$210M
96 positions
#17Capital Wealth Alliance, LLCActive
Some overlap · 5 shared positions
$IBIT$SAN$USB$DIA$GE
$221M
93 positions
#18MinichMacGregor Wealth Management, LLCPassive
Some overlap · 6 shared positions
$MAR$SAN$GE$GEV$LMT$FCX
$567M
136 positions
#19Cambridge Financial Group, LLCPassive
Some overlap · 7 shared positions
$DIA$USB$GEV$NOW$DHR$IBIT
$295M
168 positions
#20Lauer Wealth, LLCActive
Some overlap · 3 shared positions
$IBIT$MAR$USB
$126M
67 positions
#21KADENSA CAPITAL LtdActive
Some overlap · 4 shared positions
$GEV$GE$IBIT$BABA
$718M
39 positions
#22Yoffe Investment Management, LLCPassive
Some overlap · 4 shared positions
$GEV$GE$HON$MAR
$78M
111 positions
#23Trinity Legacy Partners, LLCPassive
Some overlap · 4 shared positions
$MAR$PANW$NOW$FCX
$462M
106 positions
#24Counterweight Ventures, LLCPassive
Some overlap · 5 shared positions
$PANW$USB$GE$IBIT$DHR
$178M
80 positions
#25Mendel Money ManagementPassive
Some overlap · 4 shared positions
$PANW$GEV$NOW$DHR
$239M
137 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.