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Hedge Funds Similar to Osbon

13F Portfolio OverlapQ2 2026Osbon portfolio →
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Most similar hedge funds by 13F overlap

Osbon Capital Management LLC is an institutional investor managing $127M across 427 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 Osbon are SENTINEL LBA, Capelight Asset, GILDER GAGNON HOWE, with shared positions in $NET, $ASML, $PLTR, $CRWD, $SYM, $SPHR. The full ranking of 25 similar funds is below.

#1SENTINEL TRUST CO LBASmart money
Some overlap · 3 shared positions
$NET$ASML$PLTR
$1.1B
136 positions
#2Capelight Capital Asset Management LPActive
Some overlap · 3 shared positions
$NET$CRWD$SYM
$208M
38 positions
#3GILDER GAGNON HOWE & CO LLCPassive
Some overlap · 3 shared positions
$NET$SPHR$QXO
$9.7B
274 positions
#4QTR Family Wealth, LLCPassive
Some overlap · 4 shared positions
$BXSL$FBTC$CRWD$PLTR
$287M
337 positions
#5GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$NET$CRWD$PLTR
$363M
43 positions
#6MORGENS WATERFALL VINTIADIS & CO INCActive
Some overlap · 3 shared positions
$NET$SPHR$PLTR
$131M
18 positions
#7Avalon Global Asset Management LLCActive
Some overlap · 3 shared positions
$NET$CRWD$PLTR
$917M
38 positions
#8SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$NET$SPHR$ASML
$26.9B
71 positions
#9Proactive Wealth Strategies LLCPassive
Some overlap · 4 shared positions
$NET$CRWD$AMGN$SYM
$623M
222 positions
#10Slow Capital, Inc.Active
Some overlap · 3 shared positions
$NET$CRWD$ASML
$857M
111 positions
#11Hudson Value Partners, LLCPassive
Some overlap · 4 shared positions
$AMGN$CRWD$QXO$ASML
$399M
113 positions
#12Malaga Cove Capital, LLCPassive
Some overlap · 4 shared positions
$AMGN$CRWD$NET$ASML
$314M
185 positions
#13Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$NET$CRWD$ASML$PLTR
$819M
339 positions
#14Cypress Capital, LLCActive
Some overlap · 3 shared positions
$AMGN$SGOL$NXT
$370M
113 positions
#15Allen Investment Management, LLCActive
Some overlap · 5 shared positions
$NET$CRWD$ASML$GBDC$APO
$8.4B
227 positions
#16RPG Investment Advisory, LLCPassive
Some overlap · 4 shared positions
$NET$CRWD$PLTR$SYM
$973M
93 positions
#17180 WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$SGOL$CRWD$AMGN$PL
$997M
493 positions
#18Goldstream Capital Management LtdActive
Some overlap · 3 shared positions
$NET$CRWD$ASML
$132M
45 positions
#19Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 3 shared positions
$AMGN$NET$CRWD
$703M
160 positions
#20Owen LaRue, LLCPassive
Some overlap · 4 shared positions
$CLS$CRWD$AMGN$PLTR
$288M
141 positions
#21Green Alpha Advisors, LLCPassive
Some overlap · 4 shared positions
$NET$CRWD$NXT$BFLY
$149M
113 positions
#22Leibman Financial Services, Inc.Passive
Some overlap · 3 shared positions
$AMGN$CRWD$NXT
$150M
46 positions
#23EverSource Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$FBTC$CRWD$ASML$APO$PLTR
$3.0B
4,392 positions
#24BLUE SQUARE ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$AMGN$CRWD$ASML
$247M
74 positions
#25KFG WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$AMGN$FBTC$ASML
$886M
225 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.