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Hedge Funds Similar to Karani Asset

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

Karani Asset Management LLC is an institutional investor managing $139M across 57 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 Karani Asset are Miller Partners, Eldred Rock Partners, Phraction, with shared positions in $ASML, $DE, $KLAC, $ODFL, $AXP, $SYK. The full ranking of 25 similar funds is below.

#1Miller Capital Partners, Inc.Active
Notable overlap · 7 shared positions
$ASML$DE$KLAC$ODFL$AXP$SYK
$257M
258 positions
#2Eldred Rock Partners, LLCActive
Notable overlap · 4 shared positions
$ASML$CMI$DE$TXN
$451M
29 positions
#3Phraction Management LLCActive
Notable overlap · 6 shared positions
$ASML$SPGI$ADI$TXN$SNPS$BSX
$545M
67 positions
#4Triad Investment ManagementActive
Notable overlap · 4 shared positions
$ASML$SPGI$AXP$INTU
$75M
32 positions
#5CIM, LLCPassive
Notable overlap · 5 shared positions
$ASML$CMI$SNPS$INTU$PGR
$773M
171 positions
#6Rothschild & Co Wealth Management UK LtdSmart money
Notable overlap · 4 shared positions
$AXP$DE$SPGI$TXN
$7.2B
25 positions
#7VAN ECK ASSOCIATES CORPActive
Notable overlap · 6 shared positions
$ASML$ADI$KLAC$TXN$CDNS$SNPS
$164.1B
1,337 positions
#8PARNASSUS INVESTMENTS, LLCActive
Notable overlap · 7 shared positions
$DE$KLAC$SPGI$ODFL$SNPS$SYK
$33.8B
123 positions
#9Hamilton Point Investment Advisors, LLCPassive
Notable overlap · 5 shared positions
$AXP$DE$CMI$ASML$TXN
$710M
193 positions
#10Obermeyer Wealth PartnersActive
Notable overlap · 5 shared positions
$ASML$DE$TXN$MSI$ADI
$2.5B
301 positions
#11MARKEL GROUP INC.Active
Notable overlap · 7 shared positions
$DE$ADI$TXN$AXP$RLI$ODFL
$13.1B
130 positions
#12Progressive Investment Management CorpActive
Notable overlap · 6 shared positions
$ASML$SPGI$KLAC$CDNS$TXN$DE
$452M
56 positions
#13UNIO CAPITAL LLCActive
Notable overlap · 3 shared positions
$ASML$AXP$KLAC
$526M
19 positions
#14BANK OF STOCKTONActive
Notable overlap · 7 shared positions
$CMI$ADI$ASML$KLAC$AXP$MS
$333M
124 positions
#15Bowie Capital Management, LLCActive
Notable overlap · 4 shared positions
$ASML$SPGI$INTU$NOW
$2.4B
37 positions
#16Baer Investment Advisory LLCActive
Notable overlap · 5 shared positions
$DE$ADI$TXN$CDNS$INTU
$126M
65 positions
#17Walter Public Investments Inc.Passive
Notable overlap · 4 shared positions
$ASML$TXN$CDNS$KLAC
$416M
53 positions
#18Valley Forge Capital Management, LPSmart money
Notable overlap · 3 shared positions
$ASML$SPGI$INTU
$3.1B
7 positions
#19BRIDGES INVESTMENT MANAGEMENT INCActive
Notable overlap · 7 shared positions
$ODFL$KLAC$SPGI$CDNS$SYK$NOW
$8.2B
401 positions
#20BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Notable overlap · 4 shared positions
$CMI$DE$AXP$TXN
$263M
90 positions
#21HOWARD BAILEY SECURITIES, LLCActive
Notable overlap · 7 shared positions
$STLD$ADI$SPGI$SNPS$NOW$ASML
$267M
121 positions
#22Orion Investment CoActive
Notable overlap · 4 shared positions
$CMI$ASML$CDNS$NOW
$343M
73 positions
#23Covenant Asset Management, LLCPassive
Notable overlap · 6 shared positions
$ASML$KLAC$ADI$AXP$ODFL$MS
$746M
169 positions
#24Segment Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$ASML$TXN$SPGI$MSI$SYK$MAR
$1.9B
315 positions
#25BOWEN HANES & CO INCActive
Notable overlap · 5 shared positions
$AXP$DE$TXN$ASML$MSI
$4.1B
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.