13F Pro

Hedge Funds Similar to Sierra

13F Portfolio OverlapQ2 2026Sierra portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Sierra Capital LLC is an institutional investor managing $1.0B across 228 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 Sierra are Temasek (Private) Ltd, Beaumont Asset , L.L.C., Spinecap SAS, with shared positions in $BLK, $APO, $KKR, $BX, $NOW, $AXP. The full ranking of 25 similar funds is below.

#1Temasek Holdings (Private) LtdActive
Notable overlap · 3 shared positions
$BLK$APO$KKR
$37.3B
196 positions
#2Beaumont Asset Management, L.L.C.Smart money
Some overlap · 4 shared positions
$BLK$BX$NOW$AXP
$257M
79 positions
#3Spinecap SASActive
Some overlap · 4 shared positions
$BLK$BX$APO$KKR
$335M
16 positions
#4Turn8 Private Wealth Inc.Passive
Some overlap · 3 shared positions
$BLK$APO$BABA
$150M
54 positions
#5CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 4 shared positions
$BLK$BX$APO$CVS
$78M
44 positions
#6CapitalatWork S.A.Active
Some overlap · 4 shared positions
$BLK$APO$BABA$NOW
$4.0B
93 positions
#7CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$BLK$DOV$CVS
$1.1B
157 positions
#8CMH Wealth Management LLCPassive
Some overlap · 4 shared positions
$BLK$BX$SNOW$NOW
$655M
117 positions
#9MARKEL GROUP INC.Active
Some overlap · 5 shared positions
$BLK$BX$APO$KKR$AXP
$13.1B
130 positions
#10GFG Capital, LLCPassive
Some overlap · 8 shared positions
$BX$CG$DELL$CRWD$NOW$HOOD
$363M
100 positions
#11Mirador Capital Partners LPPassive
Some overlap · 6 shared positions
$BX$BLK$KKR$SNOW$DELL$CRWD
$817M
218 positions
#12EverSource Wealth Advisors, LLCPassive
Some overlap · 7 shared positions
$APO$KKR$DOV$BX$DELL$CRWD
$3.0B
4,392 positions
#13Summit Place Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$BLK$BX$BABA$CRWD
$228M
110 positions
#14WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 3 shared positions
$BLK$CVS$TER
$1.3B
73 positions
#15BLUE SQUARE ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$BLK$BX$CRWD$AXP
$247M
74 positions
#16Henshaw Capital LLCActive
Some overlap · 4 shared positions
$BLK$DOV$SHEL$AXP
$3.1B
160 positions
#17FRANKLIN STREET ADVISORS INC /NCActive
Some overlap · 4 shared positions
$BLK$CG$TER$AXP
$1.8B
176 positions
#18ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 4 shared positions
$BLK$SNOW$DELL$AXP
$130M
106 positions
#19OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 3 shared positions
$BLK$BX$DOV
$530M
275 positions
#20SWP Investment Management LLCPassive
Some overlap · 3 shared positions
$BLK$BX$AXP
$145M
43 positions
#21O'ROURKE & COMPANY, IncPassive
Some overlap · 5 shared positions
$BX$APO$KKR$CRWD$CG
$287M
177 positions
#22Allen Investment Management, LLCActive
Some overlap · 6 shared positions
$APO$SNOW$CRWD$BX$NOW$KKR
$8.4B
227 positions
#23RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 6 shared positions
$BLK$DELL$CRWD$NOW$HOOD$AXP
$136M
127 positions
#24FIRST FINANCIAL BANKSHARES INCActive
Slight overlap · 3 shared positions
$BLK$BX$NOW
$5.3B
210 positions
#25Eschler Asset Management LLPPassive
Slight overlap · 3 shared positions
$BLK$NOW$HOOD
$56M
34 positions

Compare Sierra’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Sierra’s holdings

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.