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Hedge Funds Similar to HERBST GROUP,

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

HERBST GROUP, LLC is an institutional investor managing $183M across 65 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 HERBST GROUP, are WD RUTHERFORD, Newport Company,, Themes, with shared positions in $CRWD, $GE, $GEV, $PANW, $VRT, $HON. The full ranking of 25 similar funds is below.

#1WD RUTHERFORD LLCPassive
Notable overlap · 6 shared positions
$CRWD$GE$GEV$PANW$VRT$HON
$225M
71 positions
#2Newport Trust Company, LLCSmart money
Notable overlap · 5 shared positions
$GEV$GE$GD$BA$HON
$40.7B
64 positions
#3Themes Management Co LLCPassive
Notable overlap · 6 shared positions
$GE$GD$LHX$CEG$BA$HON
$162M
151 positions
#4Meadowbrook Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$GE$GEV$CRWV$CRWD$BA$ALPS
$75M
65 positions
#5SHARPEPOINT LLCPassive
Notable overlap · 4 shared positions
$GEV$LHX$SAN$WMB
$168M
86 positions
#6TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Notable overlap · 4 shared positions
$GEV$GE$LHX$BA
$200M
110 positions
#7BECK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$GEV$VRT$GE$PANW$CRWD
$437M
115 positions
#8Bouvel Investment Partners, LLCPassive
Notable overlap · 7 shared positions
$GE$PANW$VRT$KTOS$BA$CRWD
$345M
78 positions
#9RHODES INVESTMENT ADVISORS INC /ADVPassive
Notable overlap · 5 shared positions
$GE$GEV$ALPS$PANW$CRWD
$116M
116 positions
#10CapWealth Advisors, LLCActive
Notable overlap · 5 shared positions
$GEV$GE$WMB$CEG$HON
$1.3B
118 positions
#11Andrew Hill Investment Advisors, Inc.Passive
Notable overlap · 4 shared positions
$GEV$GE$CEG$GRMN
$112M
54 positions
#12NCP Inc.Active
Notable overlap · 6 shared positions
$CRWD$PANW$GEV$GE$BA$HON
$60M
76 positions
#13Codex Capital Asset Management L.L.C.Active
Notable overlap · 4 shared positions
$GEV$GE$BA$HON
$259M
31 positions
#14MARSICO CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$GEV$GE$BA$HON
$3.4B
65 positions
#15Gunderson Capital Management Inc.Passive
Notable overlap · 3 shared positions
$GEV$GE$CRWV
$239M
46 positions
#16THAMES CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$GEV$GE$VRT
$558M
43 positions
#17Terra Nova Asset Management LLCPassive
Notable overlap · 3 shared positions
$GEV$GE$VRT
$135M
83 positions
#18Left Brain Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$GE$ALPS$VRT$HON
$255M
79 positions
#19Night Owl Capital Management, LLCActive
Some overlap · 3 shared positions
$GEV$GE$CEG
$858M
30 positions
#20HFM Investment Advisors, LLCActive
Some overlap · 3 shared positions
$GEV$GE$CEG
$260M
1,210 positions
#21Allen Investment Management, LLCActive
Some overlap · 4 shared positions
$GEV$ALPS$BA$CRWD
$8.1B
221 positions
#22Munro PartnersActive
Some overlap · 5 shared positions
$GEV$GE$BIP$VRT$CEG
$3.0B
59 positions
#23RWQ Financial Management Services, Inc.Active
Some overlap · 3 shared positions
$GEV$GE$CEG
$153M
22 positions
#24Kessler Investment Group, LLCPassive
Some overlap · 4 shared positions
$GEV$CRWD$VRT$GNRC
$211M
79 positions
#25Tempus Wealth Planning, LLCPassive
Some overlap · 4 shared positions
$GEV$GE$BA$ALPS
$435M
270 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.