Hedge Funds Similar to Interchange Partners

13F Portfolio OverlapQ2 2026Interchange Partners portfolio →

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Most similar hedge funds by 13F overlap

Interchange Capital Partners, LLC is an institutional investor managing $532M across 430 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 Interchange Partners are Alaethes Wealth, Winslow, Evansbrook, with shared positions in $CRWD, $MS, $ASML, $IAU, $ANET, $PM. The full ranking of 25 similar funds is below.

#1Alaethes Wealth, LLCPassive

Some overlap · 6 shared positions

$CRWD $MS $ASML $IAU $ANET $PM

$345M

111 positions

#2Winslow Capital Management, LLCActive

Some overlap · 7 shared positions

$MS $ASML $SNDK $ANET $STX $VRT

$29.1B

66 positions

#3Evansbrook LLCActive

Some overlap · 6 shared positions

$CRWD $MS $ASML $ANET $STX $PM

$168M

127 positions

#4BECK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$CRWD $ASML $IAU $SNDK $STX $VRT

$543M

140 positions

#5Benchmark Investment Advisors LLCPassive

Some overlap · 6 shared positions

$CRWD $ASML $SNDK $ANET $VRT $APP

$228M

70 positions

#6Spartan Wealth Advisory Services LLCPassive

Some overlap · 6 shared positions

$CRWD $ASML $SNDK $ANET $MS $VRT

$1.2B

320 positions

#7Asio Capital, LLCActive

Some overlap · 5 shared positions

$CRWD $MS $ASML $ANET $AXP

$781M

109 positions

#8WILLNER & HELLER, LLCPassive

Some overlap · 5 shared positions

$CRWD $MS $ASML $VRT $APP

$160M

165 positions

#9Faithward Advisors, LLCPassive

Some overlap · 5 shared positions

$CRWD $ASML $IAU $ANET $VRT

$819M

339 positions

#10Goldenstone Wealth Management LLCPassive

Some overlap · 5 shared positions

$MS $CRWD $ASML $STX $VRT

$153M

76 positions

#11Goldstream Capital Management LtdActive

Some overlap · 5 shared positions

$CRWD $ASML $SNDK $STX $VRT

$132M

45 positions

#12PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$CRWD $IAU $SNDK $STX $VRT

$462M

86 positions

#13Werlinich Asset Management, LLCActive

Some overlap · 5 shared positions

$MS $CRWD $ASML $ANET $VRT

$262M

58 positions

#14Compass Wealth Management, LLC/GAActive

Some overlap · 5 shared positions

$CRWD $IAU $SNDK $PM $VRT

$251M

74 positions

#15Bluebird Wealth Management LLCPassive

Some overlap · 5 shared positions

$CRWD $ASML $ANET $AXP $VRT

$115M

89 positions

#16NVWM, LLCPassive

Some overlap · 5 shared positions

$CRWD $MS $ASML $ANET $AXP

$496M

780 positions

#17Paragon Advisors, LLCActive

Some overlap · 5 shared positions

$CRWD $ASML $ANET $VRT $APP

$476M

77 positions

#18GUERRA PAN ADVISORS, LLCPassive

Some overlap · 5 shared positions

$CRWD $ASML $ANET $VRT $MS

$179M

118 positions

#19FACTORY MUTUAL INSURANCE COActive

Some overlap · 5 shared positions

$MS $CRWD $ASML $ANET $PM

$10.6B

205 positions

#20Riggs Asset Managment Co. Inc.Passive

Some overlap · 5 shared positions

$CRWD $SNDK $ANET $AXP $VRT

$560M

132 positions

#21Retireful, LLCPassive

Some overlap · 5 shared positions

$CRWD $SNDK $ANET $STX $VRT

$107M

81 positions

#22Darden Wealth Group IncPassive

Some overlap · 5 shared positions

$CRWD $ASML $ANET $APP $SNDK

$252M

155 positions

#23Foundations Investment Advisors, LLCPassive

Some overlap · 5 shared positions

$MS $ASML $IAU $VRT $PM

$9.7B

1,202 positions

#24GLYNN CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$CRWD $SNDK $ANET $VRT $APP

$363M

43 positions

#25Markin Volterra Fund LPActive

Some overlap · 5 shared positions

$CRWD $SNDK $ANET $STX $VRT

$147M

69 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.