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Hedge Funds Similar to Defender

13F Portfolio OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Defender are BROADWOOD, Hyperion Asset Ltd, Philadelphia Investment Partners, with shared positions in $AXON, $MNST, $STAA, $LCTX, $PLTR, $ARM. The full ranking of 25 similar funds is below.

#1BROADWOOD CAPITAL INCSmart money
Substantial overlap · 4 shared positions
$AXON$MNST$STAA$LCTX
$1.9B
6 positions
#2Hyperion Asset Management LtdActive
Notable overlap · 4 shared positions
$PLTR$AXON$ARM$ISRG
$3.8B
20 positions
#3Philadelphia Investment Partners, LLCPassive
Notable overlap · 3 shared positions
$PLTR$MO$PSX
$161M
189 positions
#4UNICOM Systems, Inc.Active
Notable overlap · 3 shared positions
$PLTR$ARM$CELH
$1.5B
39 positions
#5ELLERSON GROUP INC /ADVPassive
Notable overlap · 5 shared positions
$PLTR$DHR$ISRG$PFE$PSX
$169M
64 positions
#6McBroom & Associates, LLCActive
Notable overlap · 3 shared positions
$PLTR$AXON$ISRG
$199M
37 positions
#7GFS Advisors, LLCActive
Some overlap · 3 shared positions
$DHR$PLTR$PFE
$1.7B
266 positions
#8NZS Capital, LLCActive
Some overlap · 4 shared positions
$DHR$ARM$AXON$ISRG
$3.9B
61 positions
#9WEITZ INVESTMENT MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$DHR$VLTO$MLM
$1.4B
50 positions
#10TRAN CAPITAL MANAGEMENT, L.P.Active
Some overlap · 4 shared positions
$DHR$ARM$MLM$PSX
$869M
66 positions
#11Storen Legacy Partners, LLCActive
Some overlap · 3 shared positions
$DHR$VLTO$MO
$367M
116 positions
#12Family Legacy Financial Solutions, LLCActive
Some overlap · 3 shared positions
$DHR$VLTO$ARM
$164M
65 positions
#13ARTHUR M. COHEN & ASSOCIATES, LLCActive
Some overlap · 4 shared positions
$DHR$ISRG$VLTO$PLTR
$640M
139 positions
#14SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$AXON$ISRG$ARM
$26.9B
71 positions
#15Bank of MarinPassive
Some overlap · 4 shared positions
$DHR$ARM$ISRG$PSX
$143M
133 positions
#16Broadleaf Partners, LLCPassive
Some overlap · 3 shared positions
$ARM$PLTR$ISRG
$517M
86 positions
#17WILLNER & HELLER, LLCPassive
Some overlap · 3 shared positions
$ARM$PLTR$ISRG
$160M
165 positions
#18Clarity Financial LLCActive
Some overlap · 3 shared positions
$PLTR$MO$PSX
$1.2B
132 positions
#19Sustainable Insight Capital Management, LLC
Some overlap · 3 shared positions
$PLTR$MNST$CSX
$233M
78 positions
#20Mirova US LLCActive
Some overlap · 3 shared positions
$DHR$VLTO$ISRG
$9.3B
45 positions
#21Equity Wealth Partners, LLCActive
Some overlap · 3 shared positions
$AXON$PLTR$ISRG
$278M
109 positions
#22Robeco Schweiz AGActive
Some overlap · 3 shared positions
$ARM$VLTO$DHR
$6.2B
126 positions
#23Kapstone Financial Advisors LLCActive
Some overlap · 4 shared positions
$PLTR$AXON$MO$CSX
$239M
175 positions
#24Baker Chad RActive
Some overlap · 4 shared positions
$DHR$ARM$VLTO$CSX
$620M
51 positions
#25Global X Japan Co., Ltd.Active
Some overlap · 4 shared positions
$PLTR$ISRG$ARM$MO
$2.7B
390 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.