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Hedge Funds Similar to IEQ ,

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

IEQ CAPITAL, LLC is an institutional investor managing $21.5B across 1,880 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 IEQ , are Mascagni Wealth ,, GLYNN, Boyd Wealth ,, with shared positions in $RBLX, $SNOW, $CRWD, $CRM, $HUM, $ANET. The full ranking of 25 similar funds is below.

#1Mascagni Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$RBLX$SNOW$CRWD$CRM$HUM
$140M
127 positions
#2GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$RBLX$CRWD$SNOW$ANET$GEV$MU
$209M
42 positions
#3Boyd Wealth Management, LLCActive
Some overlap · 3 shared positions
$RBLX$SNOW$BRZE
$236M
48 positions
#4TrueNorth, Inc.Passive
Some overlap · 4 shared positions
$RBLX$CRWD$MU$BRZE
$1.0B
1,033 positions
#5DAHRING {-} CUSMANO LLCActive
Some overlap · 3 shared positions
$RBLX$CRM$HUM
$163M
58 positions
#6AQR CAPITAL MANAGEMENT LLCPassive
Some overlap · 9 shared positions
$FIX$BMY$MU$PCG$EIX$ANET
$218.4B
3,739 positions
#7Sivia Capital Partners, LLCPassive
Some overlap · 9 shared positions
$FIX$BMY$MU$PCG$EIX$DKNG
$516M
455 positions
#8Nikko Asset Management Americas, Inc.Active
Some overlap · 3 shared positions
$RBLX$CRWD$DKNG
$7.1B
186 positions
#9Daybright Advisory Services, Inc.Active
Some overlap · 5 shared positions
$RBLX$CRWD$MU$ANET$HUM
$361M
133 positions
#10KADENSA CAPITAL LtdActive
Some overlap · 4 shared positions
$RBLX$PWR$GEV$GE
$718M
39 positions
#11Bienville Capital Management, LLCPassive
Some overlap · 3 shared positions
$RBLX$SNOW$HUM
$550M
74 positions
#12COGENT STRATEGIC WEALTH LLCActive
Some overlap · 8 shared positions
$FIX$BMY$MU$PCG$EIX$BRZE
$97M
56 positions
#13ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 5 shared positions
$CRWD$SNOW$PWR$MU$ANET
$3.5B
110 positions
#14LifeGoal Investments, LLCPassive
Some overlap · 7 shared positions
$SNOW$BMY$MU$PCG$FIX$GEV
$175M
112 positions
#15Sun Financial IncPassive
Some overlap · 6 shared positions
$CRWD$PWR$CRM$ANET$GEV$GE
$200M
159 positions
#16Allegiance Financial Group Advisory Services LLCActive
Some overlap · 9 shared positions
$FIX$BMY$PCG$GE$EIX$GEV
$503M
198 positions
#17Benchmark Investment Advisors LLCPassive
Some overlap · 6 shared positions
$CRWD$FIX$MU$ANET$GEV$GE
$172M
76 positions
#18Continuum Advisory, LLCPassive
Some overlap · 5 shared positions
$MDLZ$SNOW$CRM$MU$NBIX
$1.0B
453 positions
#19Employees Provident Fund BoardActive
Some overlap · 5 shared positions
$CRWD$PWR$CRM$BMY$MU
$13.2B
70 positions
#20WD RUTHERFORD LLCPassive
Some overlap · 5 shared positions
$CRWD$SNOW$ANET$GEV$GE
$225M
71 positions
#21Consilium Wealth Advisory, LLCActive
Some overlap · 6 shared positions
$SNOW$PWR$MU$CRM$GEV$GE
$293M
102 positions
#22RCS Financial Planning, LLCPassive
Some overlap · 4 shared positions
$CRWD$MDLZ$SNOW$BRZE
$193M
98 positions
#23Legacy Bridge, LLCPassive
Some overlap · 6 shared positions
$SNOW$PWR$MU$ANET$GEV$BRZE
$262M
320 positions
#24Winslow Capital Management, LLCActive
Some overlap · 6 shared positions
$SNOW$PWR$MU$ANET$GEV$GE
$25.6B
60 positions
#25Temasek Holdings (Private) LtdActive
Some overlap · 5 shared positions
$RBLX$CRM$GEV$GE$ABNB
$30.5B
151 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.