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Hedge Funds Similar to Yarbrough ,

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

Yarbrough Capital, LLC is an institutional investor managing $2.9B across 85 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 Yarbrough , are Asset Advisors Investment ,, LAUREL OAK WEALTH ,, Osbon, with shared positions in $MAR, $DOV, $SHW, $PLTR, $BAC, $ARKO. The full ranking of 25 similar funds is below.

#1Asset Advisors Investment Management, LLCActive
Some overlap · 3 shared positions
$MAR$DOV$SHW
$1.0B
106 positions
#2LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$DOV$MAR$SHW$PLTR$BAC
$595M
360 positions
#3Osbon Capital Management LLCPassive
Some overlap · 7 shared positions
$MAR$SHW$ARKO$PLTR$NET$SNOW
$123M
493 positions
#4CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$MAR$DOV$PLTR
$157M
130 positions
#5Leeward Financial Partners, LLCPassive
Some overlap · 4 shared positions
$MAR$SHW$PLTR$SNOW
$336M
97 positions
#6Synergy Financial Group, LTDPassive
Some overlap · 8 shared positions
$MAR$DOV$SHOP$ASML$MELI$NET
$133M
123 positions
#7Guardian Capital, LLCPassive
Some overlap · 4 shared positions
$MAR$SHW$PLTR$AMD
$105M
81 positions
#8HRC WEALTH MANAGEMENT, LLCSmart money
Some overlap · 4 shared positions
$DOV$MAR$BA$SAN
$212M
59 positions
#9Mosaic Advisors LLCPassive
Some overlap · 4 shared positions
$DOV$SHW$MAR$AMD
$67M
42 positions
#10Odyssey Capital Advisors, Inc.Passive
Some overlap · 5 shared positions
$MAR$SHW$UBER$CRWD$SAN
$112M
97 positions
#11Murphy & Mullick Capital Management CorpPassive
Some overlap · 6 shared positions
$DOV$PLTR$SHW$UBER$ASML$AMD
$135M
726 positions
#12Gibraltar Capital Management, Inc.Active
Some overlap · 4 shared positions
$MAR$GRMN$ASML$BAC
$581M
125 positions
#13VVR Holdings LLCActive
Some overlap · 3 shared positions
$MAR$DOV$SHW
$194M
39 positions
#14Long Island Wealth Management, Inc.Active
Some overlap · 3 shared positions
$MAR$DOV$SNOW
$216M
89 positions
#15CFO CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MAR$SHW$PLTR$AMD
$121M
104 positions
#16ESG Planning DBA Harper InvestingPassive
Some overlap · 4 shared positions
$MAR$SHW$SHOP$CRWD
$229M
75 positions
#17Schrum Private Wealth Management LLCPassive
Some overlap · 3 shared positions
$MAR$DOV$PLTR
$131M
126 positions
#18PW Nova Financial Services LLCPassive
Some overlap · 5 shared positions
$MAR$SHW$PLTR$CRWD$SAN
$399M
193 positions
#19GPS Wealth Strategies Group, LLC
Some overlap · 6 shared positions
$MAR$PLTR$SHW$SHOP$CRWD$AMD
$117M
582 positions
#20Junto Capital Management LPPassive
Some overlap · 3 shared positions
$MAR$SHW$BA
$4.7B
87 positions
#21Christensen, King & Associates Investment Services, Inc.Active
Some overlap · 5 shared positions
$MAR$DOV$PLTR$SNOW$AMD
$233M
105 positions
#22PeakShares LLCPassive
Some overlap · 5 shared positions
$MAR$PLTR$UBER$CRWD$AMD
$109M
116 positions
#23SBI Securities Co., Ltd.Passive
Some overlap · 4 shared positions
$DOV$MAR$PLTR$AMD
$3.6B
4,018 positions
#24New Insight Wealth AdvisorsActive
Some overlap · 3 shared positions
$MAR$SHW$BABA
$279M
107 positions
#25PCG ASSET MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$MAR$SHW$BAC$SNOW
$125M
78 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.