What hedge funds are most similar to Buttonwood Financial Advisors Inc.?

The funds with the most similar 13F portfolios to Buttonwood Financial Advisors Inc. are RIVERPARK, ENGLISH, BCV Asset, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Buttonwood Financial Advisors

13F Portfolio OverlapQ1 2026Buttonwood Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Buttonwood Financial Advisors Inc. is an institutional investor managing $329M across 110 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 Buttonwood Financial Advisors are RIVERPARK, ENGLISH, BCV Asset, with shared positions in $AMAT, $SCHW, $NOW, $ADBE, $LMT, $DIS. The full ranking of 25 similar funds is below.

#1RIVERPARK CAPITAL MANAGEMENT LLC

Notable overlap · 8 shared positions

$AMAT $SCHW $NOW $ADBE $LMT $DIS

$52M

36 positions

#2ENGLISH CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$ARW $AMAT $ASML $MKL

$171M

36 positions

#3BCV Asset Management Inc.Active

Notable overlap · 5 shared positions

$CNQ $AMAT $ASML $HUM $BN

$2.9B

120 positions

#4GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Notable overlap · 7 shared positions

$ASML $CNQ $BN $NOW $FISV $DIS

$328M

83 positions

#5Legal Advantage Investments, Inc.Passive

Notable overlap · 6 shared positions

$ASML $AMAT $SCHW $FISV $DIS $LMT

$194M

79 positions

#6Warther Private Wealth, LLCPassive

Notable overlap · 8 shared positions

$ASML $SCHW $FISV $BN $CMG $FICO

$427M

40 positions

#7Watershed Asset Management, L.L.C.Passive

Notable overlap · 5 shared positions

$MKL $TER $AMAT $HUM $ADBE

$96M

118 positions

#8William Allan CorpPassive

Notable overlap · 8 shared positions

$AMAT $SCHW $FICO $DIS $SBUX $AXP

$169M

59 positions

#9SCHARF INVESTMENTS, LLCActive

Notable overlap · 6 shared positions

$MKL $ADBE $BN $LMT $DIS $HSY

$3.2B

70 positions

#10Lafayette Investments, Inc.Active

Notable overlap · 7 shared positions

$MKL $SCHW $LMT $SBUX $DIS $ADBE

$494M

158 positions

#11INKWELL CAPITAL LLCActive

Notable overlap · 6 shared positions

$MKL $SCHW $AXP $DIS $SBUX $HSY

$98M

31 positions

#12Lincoln Capital LLCActive

Notable overlap · 7 shared positions

$MKL $AXP $SCHW $CPRT $DIS $SBUX

$528M

135 positions

#13HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 7 shared positions

$MKL $HUM $LMT $AXP $EMR $SCHW

$280M

107 positions

#14BARR E S & COActive

Notable overlap · 5 shared positions

$MKL $SCHW $BN $AXP $ADBE

$1.7B

108 positions

#15Poehling Capital Management, INC.Passive

Notable overlap · 5 shared positions

$MKL $SCHW $FISV $DIS $HSY

$475M

153 positions

#16Ironwood Investment Counsel, LLCPassive

Notable overlap · 7 shared positions

$SCHW $TER $AXP $BUD $LMT $ADBE

$694M

263 positions

#17Biondo Investment Advisors, LLCActive

Notable overlap · 7 shared positions

$ASML $NOW $LMT $ADBE $EMR $FICO

$780M

82 positions

#18Boomfish Wealth Group, LLCPassive

Notable overlap · 5 shared positions

$ASML $AMAT $MCHP $NOW $LMT

$187M

87 positions

#19CORDA Investment Management, LLC.Active

Notable overlap · 6 shared positions

$AMAT $SCHW $ASML $HSY $DIS $MCD

$1.4B

80 positions

#20Wilson & Boucher Capital Management, LLCPassive

Notable overlap · 4 shared positions

$MKL $AMAT $HUM $SCHW

$151M

114 positions

#21Midway Capital Research & ManagementPassive

Notable overlap · 7 shared positions

$AMAT $BN $ADBE $HUM $DIS $MCD

$106M

117 positions

#22Pine Haven Investment Counsel, IncPassive

Some overlap · 6 shared positions

$SCHW $AMAT $NOW $EMR $SBUX $CMG

$136M

114 positions

#23Salvus Wealth Management, LLCPassive

Some overlap · 5 shared positions

$SCHW $AMAT $MKL $BN $AXP

$172M

126 positions

#24Evergreen Wealth Management, LLCPassive

Some overlap · 5 shared positions

$MKL $HUM $LMT $DIS $CPRT

$194M

54 positions

#25Carmel Capital Management L.L.C.Active

Some overlap · 3 shared positions

$TER $AMAT $ASML

$349M

25 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.