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Hedge Funds Similar to Howard

13F Portfolio OverlapQ2 2026Howard portfolio →
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Most similar hedge funds by 13F overlap

Howard Capital Management Inc. is an institutional investor managing $8.4B across 423 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Howard are McKinney, MARVIN & PALMER ASSOCIATES, WASHINGTON, with shared positions in $KLAC, $ILMN, $MYRG, $HPE, $C, $PWR. The full ranking of 25 similar funds is below.

#1McKinney Capital Management, LLCActive
Some overlap · 4 shared positions
$KLAC$ILMN$MYRG$HPE
$254M
87 positions
#2MARVIN & PALMER ASSOCIATES INCActive
Some overlap · 6 shared positions
$KLAC$C$PWR$ADI$IBKR$SNDK
$159M
28 positions
#3WASHINGTON TRUST CoPassive
Some overlap · 5 shared positions
$KLAC$PWR$MDY$ADI$WAB
$3.2B
296 positions
#4FCF Advisors LLCPassive
Some overlap · 3 shared positions
$KLAC$MYRG$SNDK
$544M
58 positions
#5Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$KLAC$C$ADI$IBKR
$181M
73 positions
#6Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 4 shared positions
$KLAC$PWR$MDY$WAB
$489M
619 positions
#7Gunderson Capital Management Inc.Active
Some overlap · 4 shared positions
$KLAC$PWR$ADI$SNDK
$370M
52 positions
#8PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 4 shared positions
$KLAC$UAL$ADI$DAL
$169.1B
324 positions
#9Center For Asset Management LLCPassive
Some overlap · 4 shared positions
$KLAC$UAL$FOX$SYF
$225M
151 positions
#10Covenant Asset Management, LLCPassive
Some overlap · 3 shared positions
$KLAC$PWR$ADI
$595M
164 positions
#11Dakota Wealth ManagementPassive
Some overlap · 3 shared positions
$KLAC$PWR$ADI
$5.2B
776 positions
#12BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 3 shared positions
$KLAC$PWR$ADI
$1.5B
234 positions
#13Davidson Capital Management Inc.Active
Some overlap · 3 shared positions
$KLAC$PWR$IBKR
$624M
96 positions
#14AZZAD ASSET MANAGEMENT INC /ADVPassive
Some overlap · 3 shared positions
$KLAC$PWR$ADI
$1.1B
351 positions
#15MorganRosel Wealth Management, LLCActive
Some overlap · 3 shared positions
$KLAC$PWR$SNDK
$296M
104 positions
#16Applied Finance Capital Management, LLCPassive
Some overlap · 3 shared positions
$KLAC$PWR$WAB
$1.3B
218 positions
#17PATTON ALBERTSON MILLER GROUP, LLCPassive
Some overlap · 3 shared positions
$KLAC$PWR$WAB
$1.0B
213 positions
#18Shoker Investment Counsel, Inc.Active
Some overlap · 3 shared positions
$KLAC$MDY$ADI
$398M
113 positions
#19Jones Kertz & Associates, Inc.Active
Some overlap · 3 shared positions
$KLAC$MDY$ADI
$217M
66 positions
#20Inspire Investing, LLCPassive
Some overlap · 3 shared positions
$KLAC$IBKR$SNDK
$2.4B
1,266 positions
#21VALLEY NATIONAL ADVISERS INCPassive
Some overlap · 3 shared positions
$KLAC$ADI$WAB
$900M
1,056 positions
#22Bristol Gate Capital Partners Inc.Active
Some overlap · 3 shared positions
$KLAC$IBKR$WAB
$1.4B
33 positions
#23Longbow Finance SAPassive
Some overlap · 6 shared positions
$KLAC$C$PWR$RL$IBKR$WAB
$782M
59 positions
#24Paragon Private Wealth Management, LLCPassive
Some overlap · 3 shared positions
$KLAC$PWR$ADI
$383M
226 positions
#25Close Asset Management LtdActive
Some overlap · 3 shared positions
$KLAC$ADI$C
$3.8B
269 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.