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Hedge Funds Similar to Congress Park

13F Portfolio OverlapQ3 2026Congress Park portfolio →
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Most similar hedge funds by 13F overlap

Congress Park Capital LLC is an institutional investor managing $381M across 130 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Congress Park are SHELTON WEALTH, Slow, ZEVENBERGEN INVESTMENTS, with shared positions in $MELI, $ASML, $ANET, $FTNT, $WFC, $MRVL. The full ranking of 25 similar funds is below.

#1SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$MELI$ASML$ANET$FTNT$WFC$MRVL
$254M
141 positions
#2Slow Capital, Inc.Active
Some overlap · 5 shared positions
$MELI$FTNT$ASML$SNOW$CRWD
$890M
110 positions
#3ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 6 shared positions
$MELI$SNOW$ANET$CRWD$MRVL$ASML
$4.4B
118 positions
#4Boomfish Wealth Group, LLCPassive
Some overlap · 5 shared positions
$MELI$ASML$ANET$FTNT$AMGN
$231M
102 positions
#5Forefront Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$MELI$ASML$ANET$MRVL$SNOW$CRWD
$323M
177 positions
#6Synergy Financial Group, LTDPassive
Some overlap · 5 shared positions
$MELI$ANET$ASML$SNOW$CRWD
$139M
119 positions
#7Cornerstone Advisory, LLCPassive
Some overlap · 4 shared positions
$NAD$NVG$MQY$CRWD
$1.2B
278 positions
#8DEEPWATER ASSET MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$MELI$SNOW$MRVL$ASML
$220M
35 positions
#9Melone Private Wealth, LLCActive
Some overlap · 3 shared positions
$NAD$NZF$NVG
$255M
54 positions
#10SWS PartnersPassive
Some overlap · 5 shared positions
$MELI$ANET$SNOW$WFC$MRVL
$465M
108 positions
#11Warther Private Wealth, LLCActive
Some overlap · 3 shared positions
$MELI$ASML$FTNT
$456M
50 positions
#12Wealth Care LLCActive
Some overlap · 3 shared positions
$NCV$NZF$NAD
$123M
73 positions
#13Alta Park Capital, LPActive
Some overlap · 5 shared positions
$ASML$MELI$SNOW$MRVL$FWONA
$1.1B
27 positions
#14Leibman Financial Services, Inc.Passive
Some overlap · 4 shared positions
$MELI$EMBJ$CRWD$AMGN
$145M
45 positions
#15Hennion & Walsh Asset Management, Inc.Passive
Some overlap · 6 shared positions
$MQY$NVG$NUV$NZF$NAD$ASML
$3.4B
969 positions
#16Regatta Research & Money ManagementPassive
Some overlap · 3 shared positions
$NAD$NZF$AMGN
$106M
495 positions
#17ACCREDITED INVESTOR SERVICES, LLCSmart money
Some overlap · 3 shared positions
$NUV$NCZ$JFR
$179M
84 positions
#18LIGHT STREET CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$MELI$ASML$SNOW
$903M
28 positions
#19ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MELI$ASML$CRWD
$713M
97 positions
#20Tamar Securities, LLCActive
Some overlap · 3 shared positions
$MELI$ASML$AMGN
$1.1B
98 positions
#21DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$MELI$FTNT$AMGN
$121M
100 positions
#22Thomas J. Herzfeld Advisors, Inc.Active
Some overlap · 3 shared positions
$JFR$NCZ$NCV
$326M
129 positions
#23SIGNET FINANCIAL MANAGEMENT, LLC
Some overlap · 4 shared positions
$ASML$ANET$WFC$FTNT
$892M
299 positions
#24Arthedge Capital Management, LLCActive
Some overlap · 3 shared positions
$MELI$SNOW$CRWD
$161M
13 positions
#25Mission Creek Capital Partners, Inc.Passive
Some overlap · 5 shared positions
$ANET$MRVL$ASML$MELI$AMGN
$569M
231 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.