What hedge funds are most similar to Covenant Asset Management, LLC?

The funds with the most similar 13F portfolios to Covenant Asset Management, LLC are Winslow ,, Gunderson, BNC WEALTH ,, 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 Covenant Asset ,

13F Portfolio OverlapQ1 2026Covenant Asset , portfolio →

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Most similar hedge funds by 13F overlap

Covenant Asset Management, LLC is an institutional investor managing $664M across 165 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 Covenant Asset , are Winslow ,, Gunderson, BNC WEALTH ,, with shared positions in $GEV, $ASML, $PWR, $SHOP, $HWM, $GE. The full ranking of 25 similar funds is below.

#1Winslow Capital Management, LLCActive

Notable overlap · 11 shared positions

$GEV $ASML $PWR $SHOP $HWM $GE

$25.6B

60 positions

#2Gunderson Capital Management Inc.Passive

Notable overlap · 7 shared positions

$GEV $PWR $ASML $GE $ADI $PLTR

$239M

46 positions

#3BNC WEALTH MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$GEV $KLAC $PWR $GE $HOOD $ANET

$360M

106 positions

#4Teamwork Financial Advisors, LLCPassive

Notable overlap · 8 shared positions

$GEV $PWR $KLAC $HOOD $GE $ANET

$946M

216 positions

#5Telligent Fund, LPActive

Notable overlap · 6 shared positions

$GEV $HWM $KLAC $GE $ANET $PLTR

$94M

24 positions

#611 Capital Partners LPActive

Notable overlap · 5 shared positions

$GEV $PWR $ASML $GE $RBC

$348M

20 positions

#7Tenere Capital LLCActive

Notable overlap · 5 shared positions

$GEV $SHOP $ASML $GE $ADI

$136M

22 positions

#8Westend Capital Management, LLCPassive

Notable overlap · 5 shared positions

$PWR $HWM $ASML $GE $AXP

$333M

254 positions

#9KADENSA CAPITAL LtdActive

Notable overlap · 6 shared positions

$GEV $PWR $HWM $GE $HOOD $PLTR

$718M

39 positions

#10CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Notable overlap · 4 shared positions

$GEV $PWR $ASML $PLTR

$60M

36 positions

#11SIERRA SUMMIT ADVISORS LLCPassive

Notable overlap · 6 shared positions

$GEV $SHOP $PWR $HOOD $ANET $PLTR

$688M

180 positions

#12DSM CAPITAL PARTNERS LLCActive

Notable overlap · 8 shared positions

$GEV $HWM $GE $ANET $SPOT $ASML

$5.7B

44 positions

#13MARIETTA INVESTMENT PARTNERS LLCPassive

Notable overlap · 6 shared positions

$HWM $GEV $ASML $ANET $PLTR $SPOT

$499M

161 positions

#14Karani Asset Management LLCPassive

Notable overlap · 7 shared positions

$ASML $KLAC $ADI $AXP $GE $ODFL

$122M

54 positions

#15KP Management LLCPassive

Notable overlap · 4 shared positions

$GEV $ASML $KLAC $GE

$409M

83 positions

#16NatWest Group plcActive

Notable overlap · 5 shared positions

$KLAC $HWM $AZN $GE $CBOE

$462M

44 positions

#17Benchmark Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$KLAC $ASML $ANET $PLTR $SPOT $GE

$172M

76 positions

#18Capital Group Investment Management Pte. Ltd.Passive

Notable overlap · 7 shared positions

$SHOP $AZN $GE $VRTX $ASML $KLAC

$585M

140 positions

#19Munro PartnersActive

Notable overlap · 4 shared positions

$GEV $HWM $PWR $GE

$3.0B

59 positions

#20Longbow Finance SAPassive

Notable overlap · 6 shared positions

$KLAC $HWM $GE $PWR $CBOE $GEV

$552M

55 positions

#21McLaughlin Asset Management, Inc.Passive

Notable overlap · 6 shared positions

$KLAC $GEV $HWM $AXP $GE $ANET

$105M

91 positions

#22CAPITAL INTERNATIONAL LTD /CA/Active

Notable overlap · 7 shared positions

$SHOP $AZN $GE $VRTX $FTAI $KLAC

$2.7B

146 positions

#23AXIOM INVESTORS LLC /DEActive

Notable overlap · 6 shared positions

$GEV $ASML $GE $HWM $RBC $SPOT

$9.0B

121 positions

#24ITHAKA GROUP LLCActive

Notable overlap · 6 shared positions

$HWM $SHOP $HOOD $ANET $PLTR $GEV

$482M

38 positions

#25Sun Financial IncPassive

Notable overlap · 6 shared positions

$PWR $GEV $KLAC $ANET $GE $AXP

$200M

159 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.