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 Left Brain Wealth ,

13F Portfolio OverlapQ1 2026Left Brain Wealth , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Left Brain Wealth Management, LLC is an institutional investor managing $255M across 79 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 Left Brain Wealth , are Passumpsic Savings Bank, Telligent Fund,, Benchmark Investment Advisors, with shared positions in $GE, $ANET, $UBER, $COR, $IBKR, $APH. The full ranking of 25 similar funds is below.

#1Passumpsic Savings Bank

Notable overlap · 7 shared positions

$GE $ANET $UBER $COR $IBKR $APH

$183M

90 positions

#2Telligent Fund, LPActive

Notable overlap · 6 shared positions

$ANET $PLTR $GE $VRT $APH $MU

$94M

24 positions

#3Benchmark Investment Advisors LLCPassive

Notable overlap · 8 shared positions

$PLTR $VRT $ANET $UBER $AMAT $APH

$172M

76 positions

#4Titan Investment Solutions LtdActive

Notable overlap · 7 shared positions

$MCK $WM $UBER $ANET $MPWR $MNST

$781M

56 positions

#5Sandhill Capital Partners LLCActive

Notable overlap · 6 shared positions

$ANET $GE $UBER $APH $WM $CME

$1.2B

95 positions

#6SHUTTLEWORTH & CoPassive

Notable overlap · 6 shared positions

$MCK $WM $PLTR $ANET $AMAT $APH

$111M

52 positions

#7Winslow Capital Management, LLCActive

Notable overlap · 8 shared positions

$GE $PLTR $MCK $ORLY $ANET $VRT

$25.6B

60 positions

#8Blue Line Capital, LLC / ILPassive

Notable overlap · 5 shared positions

$PLTR $ALPS $VRT $UBER $MU

$88M

65 positions

#9WD RUTHERFORD LLCPassive

Notable overlap · 5 shared positions

$ANET $GE $MCK $VRT $HON

$225M

71 positions

#10Meiji Yasuda America IncActive

Notable overlap · 8 shared positions

$GE $WM $CB $UBER $ORLY $MU

$404M

57 positions

#11WESTBOURNE INVESTMENTS, INC.Passive

Notable overlap · 6 shared positions

$GE $VRT $UBER $CME $MU $PLTR

$210M

141 positions

#12Sterling Investment Management, Inc.Passive

Notable overlap · 4 shared positions

$ALPS $GE $WM $UBER

$167M

65 positions

#13InTrack Investment Management IncPassive

Notable overlap · 5 shared positions

$PLTR $MCK $CB $WM $AMAT

$175M

108 positions

#14Titan Wealth (CI) LtdPassive

Notable overlap · 4 shared positions

$ANET $PLTR $UBER $IBKR

$232M

51 positions

#15ITHAKA GROUP LLCActive

Notable overlap · 5 shared positions

$ANET $UBER $PLTR $VRT $APH

$482M

38 positions

#16Inlet Private Wealth, LLCPassive

Notable overlap · 5 shared positions

$MCK $WM $GE $CME $CB

$392M

128 positions

#17Broadleaf Partners, LLCActive

Notable overlap · 4 shared positions

$ANET $PLTR $VRT $UBER

$429M

84 positions

#18LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Notable overlap · 4 shared positions

$ALPS $WM $MCK $MNST

$192M

113 positions

#19Blue Whale Capital LLPActive

Notable overlap · 5 shared positions

$WM $UBER $VRT $HON $IBKR

$2.1B

26 positions

#20Bristol Gate Capital Partners Inc.Active

Notable overlap · 5 shared positions

$GE $MCK $IBKR $AMAT $APH

$1.6B

31 positions

#21Axecap Investments, LLCPassive

Notable overlap · 8 shared positions

$MCK $COR $ANET $AMAT $MU $MPWR

$145M

69 positions

#22IBEX WEALTH ADVISORSPassive

Notable overlap · 6 shared positions

$PLTR $VRT $IBKR $CME $MU $ANET

$1.1B

203 positions

#23Cornerstone Investment Partners, LLCActive

Notable overlap · 5 shared positions

$CB $MCK $COR $AMAT $MU

$2.4B

291 positions

#24ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Notable overlap · 7 shared positions

$VRT $UBER $MPWR $MU $ANET $AMAT

$3.5B

110 positions

#25GLYNN CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$ANET $PLTR $VRT $AMAT $MU $UBER

$209M

42 positions

Compare Left Brain Wealth ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Left Brain Wealth ,’s holdings

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.