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Hedge Funds Similar to Defender ,

13F Portfolio OverlapQ1 2026Defender , portfolio →
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Most similar hedge funds by 13F overlap

Defender Capital, LLC. is an institutional investor managing $308M across 37 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 Defender , are BROADWOOD, UNICOM Systems,, Global X Japan , Ltd., with shared positions in $AXON, $MNST, $STAA, $LCTX, $PLTR, $ARM. The full ranking of 25 similar funds is below.

#1BROADWOOD CAPITAL INCActive
Substantial overlap · 4 shared positions
$AXON$MNST$STAA$LCTX
$1.4B
6 positions
#2UNICOM Systems, Inc.Active
Notable overlap · 3 shared positions
$PLTR$ARM$BE
$976M
32 positions
#3Global X Japan Co., Ltd.Active
Notable overlap · 5 shared positions
$DHR$PLTR$MO$ISRG$GILD
$1.9B
378 positions
#4Hyperion Asset Management LtdActive
Notable overlap · 4 shared positions
$ARM$PLTR$AXON$ISRG
$3.1B
18 positions
#5MORGENS WATERFALL VINTIADIS & CO INCActive
Notable overlap · 3 shared positions
$PLTR$ARM$INTC
$81M
14 positions
#6Bosman Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$PLTR$AXON$BE
$114M
52 positions
#7TRAN CAPITAL MANAGEMENT, L.P.Active
Notable overlap · 5 shared positions
$ARM$DHR$VLTO$MLM$PSX
$728M
71 positions
#8ELLERSON GROUP INC /ADVPassive
Notable overlap · 5 shared positions
$PLTR$DHR$PFE$PSX$ISRG
$153M
61 positions
#9United Capital Management of KS, Inc.Passive
Notable overlap · 4 shared positions
$PLTR$ARM$VLTO$ISRG
$660M
111 positions
#10BERKSHIRE CAPITAL HOLDINGS INCActive
Notable overlap · 4 shared positions
$PLTR$ARM$BE$AXON
$277M
114 positions
#11guardian investment managementActive
Notable overlap · 3 shared positions
$DHR$INTC$CSX
$127M
60 positions
#12Sterling Investment Management, Inc.Passive
Notable overlap · 4 shared positions
$VLTO$DHR$PFE$MO
$167M
65 positions
#13McBroom & Associates, LLCActive
Notable overlap · 3 shared positions
$PLTR$AXON$ISRG
$180M
36 positions
#14Nolet Wealth Management, LLCActive
Some overlap · 3 shared positions
$DHR$VLTO$FTV
$176M
92 positions
#15Evergreen Advisors, LLCActive
Some overlap · 3 shared positions
$VLTO$PLTR$INTC
$426M
168 positions
#16Genesis Financial Group, LLCPassive
Some overlap · 4 shared positions
$PLTR$DHR$PFE$BE
$158M
103 positions
#17NZS Capital, LLCActive
Some overlap · 4 shared positions
$DHR$ARM$AXON$ISRG
$3.0B
58 positions
#18WEITZ INVESTMENT MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$DHR$VLTO$MLM
$1.4B
49 positions
#19Family Legacy Financial Solutions, LLCActive
Some overlap · 3 shared positions
$DHR$FTV$VLTO
$124M
44 positions
#20Intelligence Driven Advisers, LLCActive
Some overlap · 3 shared positions
$VLTO$PLTR$GILD
$574M
130 positions
#21Lattice Capital Management, LLCActive
Some overlap · 3 shared positions
$PLTR$ARM$ISRG
$57M
18 positions
#22Rakuten Securities, Inc.Passive
Some overlap · 3 shared positions
$PLTR$ARM$INTC
$241M
879 positions
#23PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$PLTR$AXON$ISRG$BE
$128M
80 positions
#24Robeco Schweiz AGActive
Some overlap · 3 shared positions
$ARM$VLTO$DHR
$4.7B
126 positions
#25MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive
Some overlap · 3 shared positions
$DHR$FTV$VLTO
$584M
141 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.