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 Fulcrum

13F Portfolio OverlapQ1 2026Fulcrum portfolio →

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Most similar hedge funds by 13F overlap

Fulcrum Capital LLC is an institutional investor managing $461M across 101 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 Fulcrum are Brentview Investment, Evergreen Private Wealth, Palmer Knight, with shared positions in $LRCX, $TT, $CME, $WM, $LIN, $ADBE. The full ranking of 25 similar funds is below.

#1Brentview Investment Management LLCPassive

Notable overlap · 5 shared positions

$LRCX $TT $CME $WM $LIN

$231M

63 positions

#2Evergreen Private Wealth LLCPassive

Notable overlap · 8 shared positions

$WM $ADBE $FTNT $ZTS $INTU $ULTA

$247M

86 positions

#3Palmer Knight CoPassive

Notable overlap · 5 shared positions

$TT $FTNT $WM $ADBE $UNH

$205M

32 positions

#4Eurizon SLJ Capital LtdPassive

Notable overlap · 5 shared positions

$LRCX $CME $ADBE $VRTX $FTNT

$210M

167 positions

#5FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Notable overlap · 6 shared positions

$TT $LIN $XYL $FSLR $DHI $ADBE

$102M

56 positions

#6NatWest Group plcActive

Notable overlap · 5 shared positions

$LRCX $CME $TT $UBER $AMGN

$462M

44 positions

#7NZS Capital, LLCActive

Notable overlap · 4 shared positions

$LRCX $TT $LIN $UBER

$3.0B

58 positions

#8YCG, LLCActive

Notable overlap · 5 shared positions

$CME $WM $LIN $INTU $ADBE

$1.1B

42 positions

#9Cartenna Capital, LPPassive

Notable overlap · 4 shared positions

$TT $LRCX $ULTA $LIN

$2.7B

47 positions

#10ECOFI INVESTISSEMENTS SAPassive

Notable overlap · 6 shared positions

$WM $ZTS $XYL $FSLR $ADBE $PYPL

$55M

36 positions

#11Terra Alpha Investments LLC

Notable overlap · 4 shared positions

$TT $WM $XYL $EW

$98M

32 positions

#12CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 4 shared positions

$LRCX $FTNT $LIN $INTU

$405M

73 positions

#13Sitrin Capital Management LLCPassive

Notable overlap · 4 shared positions

$LRCX $WM $DHI $AMGN

$200M

39 positions

#14SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLCPassive

Notable overlap · 6 shared positions

$CME $ADBE $UBER $TT $WM $PYPL

$2.7B

468 positions

#15Miramar Capital, LLCPassive

Notable overlap · 5 shared positions

$CME $WM $EOG $ABT $KKR

$449M

56 positions

#16DLK Investment Management, LLCPassive

Notable overlap · 5 shared positions

$WM $ADBE $LIN $ABT $AMGN

$253M

92 positions

#17SCHARF INVESTMENTS, LLCActive

Notable overlap · 4 shared positions

$CME $ADBE $ZTS $UNH

$3.2B

70 positions

#18WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 6 shared positions

$CME $LIN $DHI $ZTS $AMGN $WM

$1.2B

69 positions

#19Mirova US LLCActive

Notable overlap · 4 shared positions

$WM $EW $XYL $FSLR

$8.8B

42 positions

#20Seilern Investment Management LtdActive

Notable overlap · 5 shared positions

$EW $ADBE $ZTS $UNH $CME

$838M

24 positions

#21Sandhill Capital Partners LLCActive

Notable overlap · 5 shared positions

$TT $LIN $UBER $WM $CME

$1.2B

95 positions

#22Rench Wealth Management, Inc.Active

Notable overlap · 5 shared positions

$LRCX $ABT $INTU $UNH $DHI

$332M

62 positions

#23Heron Bay Capital ManagementActive

Some overlap · 6 shared positions

$LRCX $ULTA $ADBE $ZTS $KKR $PINS

$1.1B

78 positions

#24Distillate Capital Partners LLCPassive

Some overlap · 7 shared positions

$UBER $ADBE $ABT $ZTS $DHI $UNH

$1.9B

118 positions

#25RIVERPARK CAPITAL MANAGEMENT LLC

Some overlap · 7 shared positions

$UBER $UNH $INTU $ADBE $ZTS $PINS

$52M

36 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.