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Hedge Funds Similar to LITTLE HOUSE

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

LITTLE HOUSE CAPITAL LLC is an institutional investor managing $445M across 113 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 LITTLE HOUSE are Alaethes Wealth, Highview, South Shore Advisors, with shared positions in $ASML, $CRWD, $SO, $VRTX, $KLAC, $WMB. The full ranking of 25 similar funds is below.

#1Alaethes Wealth, LLCPassive
Some overlap · 6 shared positions
$ASML$CRWD$SO$VRTX$KLAC$WMB
$345M
111 positions
#2Highview Capital Management LLC/DE/Passive
Some overlap · 6 shared positions
$VRTX$MRVL$CRWD$UNP$KLAC$TJX
$347M
118 positions
#3South Shore Capital AdvisorsPassive
Some overlap · 5 shared positions
$ASML$CRWD$UNP$WMB$KLAC
$149M
154 positions
#4Valley Brook Capital Group, Inc.Passive
Some overlap · 5 shared positions
$ASML$CRWD$UNP$KLAC$TJX
$176M
120 positions
#5Boomfish Wealth Group, LLCPassive
Some overlap · 4 shared positions
$ASML$VRTX$UNP$KLAC
$220M
95 positions
#6Capital World InvestorsActive
Some overlap · 5 shared positions
$VRTX$ASML$UNP$KLAC$SO
$846.4B
637 positions
#7Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$ASML$VRTX$CRWD$TJX
$115M
89 positions
#8BOWEN HANES & CO INCActive
Some overlap · 4 shared positions
$ASML$VRTX$ATI$UNP
$4.1B
151 positions
#9Murphy & Mullick Capital Management CorpPassive
Some overlap · 4 shared positions
$ASML$VRTX$KLAC$CRWD
$161M
666 positions
#10RDA Financial NetworkPassive
Some overlap · 4 shared positions
$ASML$VRTX$CRWD$TJX
$459M
286 positions
#11HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$ASML$CRWD$UNP$KLAC$TJX
$1.7B
479 positions
#12Clearbridge Investments, LLCPassive
Some overlap · 5 shared positions
$ASML$VRTX$WMB$UNP$TJX
$120.9B
699 positions
#13Freedom Day Solutions, LLCActive
Some overlap · 4 shared positions
$ASML$VRTX$KLAC$WMB
$452M
134 positions
#14Broderick Brian CActive
Some overlap · 5 shared positions
$VRTX$CRWD$TJX$ASML$UNP
$646M
95 positions
#15FACTORY MUTUAL INSURANCE COActive
Some overlap · 5 shared positions
$ASML$KLAC$CRWD$MRVL$UNP
$10.6B
205 positions
#16Pathway Financial Advisers, LLCPassive
Some overlap · 5 shared positions
$SO$MRVL$UNP$KLAC$VZ
$397M
167 positions
#17Carmel Capital Management L.L.C.Active
Some overlap · 3 shared positions
$GTX$ASML$KLAC
$456M
28 positions
#18Smith, Salley & AssociatesPassive
Some overlap · 4 shared positions
$ASML$MRVL$UNP$TJX
$2.3B
275 positions
#19KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ASML$CRWD$UNP$KLAC
$351M
166 positions
#20Camarda Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$ASML$MRVL$KLAC$TJX
$331M
122 positions
#21Baltimore-Washington Financial Advisors, Inc.Passive
Some overlap · 4 shared positions
$ASML$CRWD$SO$TJX
$2.7B
206 positions
#22TRILLIUM ASSET MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$ASML$VRTX$UNP$TJX
$3.3B
230 positions
#23Goldenstone Wealth Management LLCPassive
Some overlap · 4 shared positions
$ASML$MRVL$CRWD$KLAC
$153M
76 positions
#24Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$ASML$CRWD$KLAC$TJX
$1.6B
184 positions
#25VALICENTI ADVISORY SERVICES INCActive
Some overlap · 4 shared positions
$ASML$MRVL$UNP$VZ
$530M
83 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.