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Hedge Funds Similar to MADDEN SECURITIES

13F Portfolio OverlapQ1 2026MADDEN SECURITIES portfolio →
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Most similar hedge funds by 13F overlap

MADDEN SECURITIES Corp is an institutional investor managing $333M across 113 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 MADDEN SECURITIES are WORMSER FRERES GESTION, Unisphere Establishment, S.E.E.D. Planning Group, with shared positions in $TMO, $PANW, $ISRG, $HON, $IBM, $ENB. The full ranking of 25 similar funds is below.

#1WORMSER FRERES GESTIONActive
Notable overlap · 3 shared positions
$TMO$PANW$ISRG
$139M
42 positions
#2Unisphere EstablishmentActive
Notable overlap · 3 shared positions
$TMO$HON$IBM
$11.9B
50 positions
#3S.E.E.D. Planning Group LLCPassive
Notable overlap · 4 shared positions
$TMO$ENB$SHW$IBM
$344M
89 positions
#4Legal Advantage Investments, Inc.Passive
Notable overlap · 5 shared positions
$PLTR$TMO$PANW$BA$ASML
$194M
79 positions
#5Thomasville National Bank
Notable overlap · 5 shared positions
$ENB$PANW$TMO$GSK$ASML
$1.6B
235 positions
#6CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Notable overlap · 5 shared positions
$PLTR$PANW$TMO$IBM$ASML
$60M
36 positions
#7Bouvel Investment Partners, LLCPassive
Notable overlap · 7 shared positions
$PANW$IBM$PLTR$BA$ISRG$HON
$345M
78 positions
#8FSA Advisors, Inc.Passive
Some overlap · 3 shared positions
$TMO$SHW$PLTR
$152M
192 positions
#9ELLERSON GROUP INC /ADVPassive
Some overlap · 5 shared positions
$PLTR$TMO$PANW$ASML$ISRG
$153M
61 positions
#10M. Kraus & CoActive
Some overlap · 3 shared positions
$TMO$ENB$IBM
$343M
81 positions
#11NCP Inc.Active
Some overlap · 8 shared positions
$PANW$PLTR$BA$ISRG$HON$TMO
$60M
76 positions
#12Aventura Private Wealth, LLCPassive
Some overlap · 4 shared positions
$TMO$PLTR$ASML$IBM
$273M
904 positions
#13Aviso Financial Inc.Active
Some overlap · 3 shared positions
$ENB$TMO$SHW
$2.8B
338 positions
#14Harvest Portfolios Group Inc.Active
Some overlap · 5 shared positions
$MSTR$PLTR$ISRG$TMO$ENB
$6.1B
260 positions
#15Wisconsin Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$PLTR$SHW$ENB$BA$PANW
$102M
84 positions
#16Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$MSTR$PLTR$IBM$ASML
$701M
261 positions
#17LYELL WEALTH MANAGEMENT, LPPassive
Some overlap · 5 shared positions
$PANW$SHW$TMO$ASML$ISRG
$1.4B
216 positions
#18CINCINNATI CASUALTY COActive
Some overlap · 3 shared positions
$ENB$TMO$HON
$191M
24 positions
#19COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 5 shared positions
$TMO$SHW$PANW$BA$ISRG
$1.7B
87 positions
#20McGuire Investment Group, LLCActive
Some overlap · 5 shared positions
$PLTR$TMO$ASML$ISRG$HON
$885M
121 positions
#21Newbridge Financial Services Group, Inc.Passive
Some overlap · 6 shared positions
$PLTR$SHW$IBM$TMO$MO$MSTR
$608M
1,182 positions
#22Royal Palms Capital LLCPassive
Some overlap · 4 shared positions
$ENB$IBM$MO$EPD
$101M
50 positions
#23Cohen Capital Management, Inc.Passive
Some overlap · 3 shared positions
$TMO$IBM$EPD
$644M
154 positions
#24Navera Investment Management Ltd.Active
Some overlap · 3 shared positions
$TMO$ISRG$HON
$3.9B
56 positions
#25Corient IA LLCPassive
Some overlap · 6 shared positions
$PANW$PLTR$ASML$ISRG$HWM$LITE
$106M
279 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.