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Hedge Funds Similar to Boothe Investment Group

13F Portfolio OverlapQ2 2026Boothe Investment Group portfolio →
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Most similar hedge funds by 13F overlap

Boothe Investment Group, Inc. is an institutional investor managing $317M across 38 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 Boothe Investment Group are CONTINENTAL ADVISORS, MASTERS, Provident Living Financial Services, with shared positions in $PFE, $UBER, $C, $SLB, $NOW, $CRWD. The full ranking of 25 similar funds is below.

#1CONTINENTAL ADVISORS LLCActive
Notable overlap · 3 shared positions
$PFE$UBER$C
$237M
50 positions
#2MASTERS CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$C$SLB$UBER$NOW
$3.9B
80 positions
#3Provident Living Financial Services, Inc.Active
Notable overlap · 4 shared positions
$C$CRWD$VZ$NOW
$101M
50 positions
#4GFG Capital, LLCPassive
Notable overlap · 3 shared positions
$UBER$CRWD$NOW
$363M
100 positions
#5Heritage Wealth Management, Inc./TexasSmart money
Notable overlap · 3 shared positions
$PFE$SLB$BDJ
$260M
44 positions
#6Nexus Investment Management ULCActive
Notable overlap · 3 shared positions
$C$PFE$VZ
$767M
72 positions
#7Goodman Financial CorpPassive
Notable overlap · 3 shared positions
$PFE$SLB$UBER
$647M
73 positions
#8HOURGLASS CAPITAL, LLCPassive
Notable overlap · 5 shared positions
$C$UBER$PFE$SLB$VZ
$508M
127 positions
#9KAHN BROTHERS GROUP INCSmart money
Notable overlap · 4 shared positions
$C$PFE$VZ$PNC
$564M
48 positions
#10Torrey Growth & Income AdvisorsActive
Notable overlap · 4 shared positions
$NOW$PFE$UBER$VZ
$294M
108 positions
#11AMERICAN FINANCIAL GROUP INCActive
Notable overlap · 3 shared positions
$C$UBER$NOW
$284M
73 positions
#12Blume Capital Management, Inc.Passive
Notable overlap · 4 shared positions
$C$UBER$PFE$SLB
$684M
359 positions
#13Titan Wealth (CI) LtdPassive
Notable overlap · 3 shared positions
$CRWD$NOW$UBER
$269M
51 positions
#14ITHAKA GROUP LLCActive
Notable overlap · 3 shared positions
$CRWD$NOW$UBER
$551M
40 positions
#15Disciplined Equity Management, Inc.Smart money
Notable overlap · 3 shared positions
$PFE$CRWD$VZ
$226M
45 positions
#16Bluebird Wealth Management LLCPassive
Notable overlap · 4 shared positions
$CRWD$C$UBER$NOW
$115M
89 positions
#17Griffith & Werner, Inc.Passive
Notable overlap · 3 shared positions
$C$PFE$VZ
$213M
71 positions
#18Warther Private Wealth, LLCActive
Notable overlap · 3 shared positions
$UBER$NOW$ULTA
$456M
50 positions
#19Processus Wealth & Capital Management, LLCActive
Notable overlap · 3 shared positions
$CRWD$C$ULTA
$169M
35 positions
#20Gallagher Capital Advisors, LLCPassive
Notable overlap · 4 shared positions
$PFE$NOW$UBER$VZ
$175M
71 positions
#21Inlight Wealth Management, LLCActive
Notable overlap · 3 shared positions
$NOW$PFE$VZ
$315M
62 positions
#22CERTUITY, LLCActive
Some overlap · 3 shared positions
$C$VZ$PNC
$2.0B
674 positions
#23Game Creek Capital, LPPassive
Some overlap · 4 shared positions
$UBER$NOW$PINS$PFE
$283M
77 positions
#24Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$PFE$UBER$VZ
$214M
72 positions
#25ALLEN WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$C$SLB$PFE
$205M
60 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.