Hedge Funds Similar to Boxwood Ventures,

13F Portfolio OverlapQ1 2026Boxwood Ventures, portfolio →

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Most similar hedge funds by 13F overlap

Boxwood Ventures, Inc. is an institutional investor managing $94M across 33 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 Boxwood Ventures, are SB, Wealth Architects,, Brendel Financial Advisors, with shared positions in $DOV, $NEE, $LRCX, $DDOG, $PFE, $KHC. The full ranking of 25 similar funds is below.

#1SB Capital Management Inc

Some overlap · 3 shared positions

$DOV $NEE $LRCX

$273M

93 positions

#2Wealth Architects, LLCActive

Some overlap · 3 shared positions

$DOV $LRCX $NEE

$1.1B

244 positions

#3Brendel Financial Advisors LLCPassive

Some overlap · 3 shared positions

$DOV $NEE $LRCX

$202M

95 positions

#4Kuhn & Co Investment CounselPassive

Some overlap · 3 shared positions

$LRCX $NEE $DDOG

$155M

142 positions

#5Socorro Asset Management LPActive

Some overlap · 3 shared positions

$NEE $LRCX $PFE

$221M

32 positions

#6Rockline Wealth Management, LLCActive

Some overlap · 3 shared positions

$LRCX $NEE $DOV

$460M

108 positions

#7TSG Advice Partners, LLCActive

Some overlap · 3 shared positions

$DOV $DDOG $PFE

$667M

135 positions

#8ORBA Wealth Advisors, L.L.C.Active

Some overlap · 3 shared positions

$LRCX $NEE $PFE

$84M

65 positions

#9MASTER'S WEALTH MANAGEMENT INC.Active

Some overlap · 3 shared positions

$NEE $DDOG $LRCX

$295M

82 positions

#10Foster Group, Inc.Active

Some overlap · 3 shared positions

$NEE $DDOG $DOV

$3.4B

284 positions

#11SC&H Financial Advisors, Inc.Active

Some overlap · 3 shared positions

$DOV $LRCX $NEE

$663M

155 positions

#12Evanson Asset Management, LLCActive

Some overlap · 3 shared positions

$DOV $DDOG $NEE

$1.9B

321 positions

#13PIER 88 INVESTMENT PARTNERS LLCPassive

Some overlap · 3 shared positions

$NEE $DDOG $DOV

$402M

112 positions

#14MERCER GLOBAL ADVISORS INC /ADVPassive

Some overlap · 3 shared positions

$NEE $DDOG $LRCX

$67.6B

3,217 positions

#15SPIREPOINT PRIVATE CLIENT, LLCPassive

Some overlap · 3 shared positions

$NEE $DDOG $LRCX

$1.1B

322 positions

#16Yeomans Consulting Group, Inc.

Some overlap · 3 shared positions

$NEE $DDOG $LRCX

$341M

113 positions

#17Petersen Hastings Wealth Advisors Inc.Smart money

Some overlap · 3 shared positions

$NEE $DDOG $DOV

$1.1B

81 positions

#18Elemental Capital Partners LLCActive

Some overlap · 3 shared positions

$LRCX $KHC $PFE

$235M

12 positions

#19Intergy Private Wealth, LLCActive

Some overlap · 3 shared positions

$DOV $DDOG $NEE

$341M

123 positions

#20CLARIS ADVISORS, LLC / MO /Active

Some overlap · 3 shared positions

$NEE $PFE $CBSH

$334M

70 positions

#21Atlas Wealth LLCPassive

Some overlap · 3 shared positions

$LRCX $NEE $KHC

$334M

115 positions

#22Kimelman & Baird, LLCActive

Some overlap · 3 shared positions

$DOV $CPRT $NEE

$1.2B

263 positions

#23CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Some overlap · 3 shared positions

$NEE $CPRT $PFE

$180M

58 positions

#24Stamos Capital Partners, L.P.Active

Some overlap · 3 shared positions

$NEE $DDOG $PFE

$640M

142 positions

#25Silver Coast Investments LLCActive

Some overlap · 3 shared positions

$DOV $LRCX $DDOG

$313M

119 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.