What hedge funds are most similar to LYELL WEALTH MANAGEMENT, LP?

The funds with the most similar 13F portfolios to LYELL WEALTH MANAGEMENT, LP are ITHAKA GROUP, CARDEROCK, Winslow ,, based on overlapping conviction holdings in the latest SEC filings.

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 LYELL WEALTH ,

13F Portfolio OverlapQ1 2026LYELL WEALTH , portfolio →

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Most similar hedge funds by 13F overlap

LYELL WEALTH MANAGEMENT, LP is an institutional investor managing $1.4B across 216 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 LYELL WEALTH , are ITHAKA GROUP, CARDEROCK, Winslow ,, with shared positions in $PANW, $APH, $SHOP, $VRT, $ISRG, $AMD. The full ranking of 25 similar funds is below.

#1ITHAKA GROUP LLCActive

Notable overlap · 10 shared positions

$PANW $APH $SHOP $VRT $ISRG $AMD

$482M

38 positions

#2CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 9 shared positions

$SHW $APH $PWR $ISRG $TMO $CDNS

$405M

73 positions

#3Winslow Capital Management, LLCActive

Notable overlap · 10 shared positions

$ASML $PWR $SHOP $ISRG $AMD $INTU

$25.6B

60 positions

#4Chicago Capital, LLCActive

Notable overlap · 9 shared positions

$ASML $VRT $PWR $UBER $IDXX $INTU

$3.7B

355 positions

#5ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Notable overlap · 8 shared positions

$VRT $PWR $SHOP $AMD $UBER $NOW

$3.5B

110 positions

#6NZS Capital, LLCActive

Notable overlap · 7 shared positions

$APH $PWR $SHOP $ISRG $CDNS $UBER

$3.0B

58 positions

#7NIXON PEABODY TRUST COActive

Notable overlap · 7 shared positions

$PANW $ASML $MS $VRT $PWR $SYK

$1.3B

161 positions

#8Mendel Money ManagementPassive

Notable overlap · 7 shared positions

$PANW $PWR $APH $TMO $UBER $NOW

$239M

137 positions

#9Broadleaf Partners, LLCActive

Notable overlap · 7 shared positions

$VRT $PWR $ISRG $SHOP $UBER $NOW

$429M

84 positions

#10Strong Retirement Solutions LLCPassive

Notable overlap · 7 shared positions

$APH $PWR $AMD $SHOP $UBER $ISRG

$143M

86 positions

#11ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 6 shared positions

$ASML $APH $SHW $TMO $PANW $INTU

$1.3B

100 positions

#12MIROVAPassive

Notable overlap · 7 shared positions

$VRT $ISRG $TMO $AMD $PANW $CDNS

$2.5B

179 positions

#13HOWLAND CAPITAL MANAGEMENT LLCActive

Notable overlap · 8 shared positions

$APH $TMO $IDXX $SSL $SYK $NOW

$2.5B

262 positions

#14Bouvel Investment Partners, LLCPassive

Notable overlap · 6 shared positions

$PANW $VRT $PWR $MS $APH $ISRG

$345M

78 positions

#15EDGEWOOD MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$ASML $APH $SHOP $ISRG $INTU $NOW

$15.5B

87 positions

#16Benchmark Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$VRT $PANW $APH $ASML $UBER $NOW

$172M

76 positions

#17Williams Jones Wealth Management, LLC.Active

Notable overlap · 8 shared positions

$APH $SHW $ISRG $UBER $PWR $IDXX

$8.1B

514 positions

#18KP Management LLCPassive

Notable overlap · 5 shared positions

$SHW $ASML $APH $TMO $CDNS

$409M

83 positions

#19MayTech Global Investments, LLCSmart money

Notable overlap · 6 shared positions

$PANW $ASML $ISRG $UBER $SYK $NOW

$820M

23 positions

#20Trifecta Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$PANW $MS $VRT $UBER $ISRG $AMD

$646M

274 positions

#21Mirova US LLCActive

Notable overlap · 5 shared positions

$PANW $VRT $SHOP $ISRG $TMO

$8.8B

42 positions

#22McGuire Investment Group, LLCActive

Notable overlap · 6 shared positions

$ASML $MS $ISRG $TMO $AMD $SYK

$885M

121 positions

#23Sandhill Capital Partners LLCActive

Notable overlap · 6 shared positions

$PANW $APH $ISRG $UBER $SYK $NOW

$1.2B

95 positions

#24ALKEON CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 6 shared positions

$VRT $APH $CDNS $UBER $ASML $PWR

$59.5B

102 positions

#25DAVIS R M INCActive

Notable overlap · 6 shared positions

$PANW $APH $ASML $TMO $INTU $IDXX

$5.6B

273 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.