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Hedge Funds Similar to WASHBURN ,

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

WASHBURN CAPITAL MANAGEMENT, INC. is an institutional investor managing $172M across 56 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 WASHBURN , are Chung Wu Investment Group,, Worth Asset ,, FOCUS Wealth Advisors,, with shared positions in $DIA, $GEV, $GE, $MS, $SLV, $VRT. The full ranking of 25 similar funds is below.

#1Chung Wu Investment Group, LLCPassive
Notable overlap · 4 shared positions
$DIA$GEV$GE$MS
$116M
259 positions
#2Worth Asset Management, LLCPassive
Notable overlap · 4 shared positions
$DIA$GEV$MS$SLV
$268M
182 positions
#3FOCUS Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$DIA$GE$GEV
$205M
59 positions
#4WASHINGTON CAPITAL MANAGEMENT, INCActive
Some overlap · 3 shared positions
$DIA$VRT$AEM
$118M
102 positions
#5J HAGAN CAPITAL, INC.Active
Some overlap · 3 shared positions
$DIA$SLV$GE
$185M
83 positions
#6StoryOne LLCActive
Some overlap · 3 shared positions
$DIA$GEV$GE
$177M
73 positions
#7Mountain Hill Investment Partners Corp.Passive
Some overlap · 3 shared positions
$DIA$CEG$BA
$169M
205 positions
#8HERBST GROUP, LLCPassive
Some overlap · 6 shared positions
$GEV$GE$BA$PANW$CEG$VRT
$162M
59 positions
#9THAMES CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$GEV$STRL$GE$CLS$VRT
$558M
43 positions
#10MLP3, LLCPassive
Some overlap · 6 shared positions
$DIA$GE$MS$GEV$PANW$SLV
$91M
86 positions
#11GREENBERG FINANCIAL GROUP
Some overlap · 3 shared positions
$DIA$VRT$BA
$243M
113 positions
#12Munro PartnersActive
Some overlap · 5 shared positions
$GEV$STRL$GE$CEG$VRT
$3.0B
59 positions
#13Bay Rivers GroupPassive
Some overlap · 4 shared positions
$DIA$STRL$BA$CLS
$240M
109 positions
#14Owen LaRue, LLCPassive
Some overlap · 5 shared positions
$GEV$GE$CLS$CEG$GLW
$261M
128 positions
#15Guardian Asset Advisors, LLCActive
Some overlap · 3 shared positions
$DIA$GEV$VRT
$171M
102 positions
#16BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$GEV$GE$PANW$GLW$VRT$EQT
$437M
115 positions
#17New Millennium Group LLC
Some overlap · 5 shared positions
$GEV$GE$PANW$MS$VRT
$231M
407 positions
#18Next Level Private LLCPassive
Some overlap · 4 shared positions
$GEV$GE$BA$MS
$443M
175 positions
#19Legacy Bridge, LLCPassive
Some overlap · 4 shared positions
$GEV$STRL$CLS$VRT
$262M
320 positions
#20CMG Global Holdings, LLCPassive
Some overlap · 4 shared positions
$GEV$GE$BA$STRL
$210M
96 positions
#21MARK ASSET MANAGEMENT LPSmart money
Some overlap · 4 shared positions
$GEV$GE$BA$GLW
$1.1B
37 positions
#22Telligent Fund, LPActive
Some overlap · 4 shared positions
$GEV$GE$CLS$VRT
$94M
24 positions
#23PRINCETON CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$GEV$GE$BA$GLW
$367M
139 positions
#24PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$GEV$STRL$GE$VRT
$594M
178 positions
#25Rithm Capital Corp.Active
Some overlap · 4 shared positions
$GEV$STRL$CEG$VRT
$67M
38 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.