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 Owen LaRue,

13F Portfolio OverlapQ1 2026Owen LaRue, portfolio →

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Most similar hedge funds by 13F overlap

Owen LaRue, LLC is an institutional investor managing $261M across 128 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 Owen LaRue, are ELLERSON GROUP /ADV, Bosman Wealth ,, Hedeker Wealth,, with shared positions in $PLTR, $REGN, $TMO, $SAN, $AMGN, $GEV. The full ranking of 25 similar funds is below.

#1ELLERSON GROUP INC /ADVPassive

Notable overlap · 5 shared positions

$PLTR $REGN $TMO $SAN $AMGN

$153M

61 positions

#2Bosman Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$PLTR $GEV $CEG $IBIT $LITE $AMD

$114M

52 positions

#3Hedeker Wealth, LLCPassive

Notable overlap · 3 shared positions

$PLTR $OKE $C

$474M

87 positions

#4Prota Financial, LLCActive

Notable overlap · 4 shared positions

$REGN $TMO $GEV $GE

$138M

67 positions

#5Cyr Financial Inc.Active

Notable overlap · 5 shared positions

$REGN $GE $PLTR $OKE $CEG

$170M

58 positions

#6Clay Northam Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$REGN $PLTR $TMO $CRWD $IBIT

$178M

101 positions

#7CapWealth Advisors, LLCActive

Notable overlap · 7 shared positions

$DOW $GEV $PLTR $GE $GLW $CEG

$1.3B

118 positions

#8Aragon Global Management, LPActive

Notable overlap · 3 shared positions

$PLTR $GEV $SHW

$143M

18 positions

#9Carroll Investors, IncActive

Notable overlap · 5 shared positions

$PLTR $GE $CEG $AMD $NTRB

$187M

31 positions

#10ALLEN OPERATIONS LLCSmart money

Notable overlap · 3 shared positions

$PLTR $GEV $IBIT

$670M

35 positions

#11ATWOOD & PALMER INCPassive

Notable overlap · 3 shared positions

$PLTR $REGN $TMO

$1.8B

531 positions

#12Henson-Edgewater Management, LLCPassive

Notable overlap · 5 shared positions

$PLTR $GE $CRWD $AMD $GEV

$157M

66 positions

#13Telligent Fund, LPActive

Notable overlap · 6 shared positions

$PLTR $GEV $GE $CLS $LITE $AMD

$94M

24 positions

#14FORTRESS PRIVATE LEDGER, LLCPassive

Notable overlap · 3 shared positions

$PLTR $C $IBIT

$320M

251 positions

#15PTM WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$REGN $CEG $GEV

$189M

56 positions

#16Longview Financial Advisors, Inc.Active

Notable overlap · 3 shared positions

$REGN $GRWG $CEG

$164M

163 positions

#17BERKSHIRE CAPITAL HOLDINGS INCActive

Notable overlap · 6 shared positions

$PLTR $GEV $GLW $LITE $CRWD $SHW

$277M

114 positions

#18Oder Investment Management, LLCPassive

Notable overlap · 3 shared positions

$PLTR $REGN $CRWD

$130M

102 positions

#19CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 4 shared positions

$REGN $SAN $SHW $IBIT

$149M

96 positions

#20BURR FINANCIAL SERVICES, LLCActive

Notable overlap · 5 shared positions

$PLTR $AMD $GEV $GE $TMO

$126M

25 positions

#21AGP FRANKLIN, LLCPassive

Notable overlap · 5 shared positions

$PLTR $C $GLW $CRWD $AMD

$200M

93 positions

#22CORNERSTONE ENTERPRISES, LLCActive

Notable overlap · 5 shared positions

$PLTR $GEV $GLW $CRWD $SHW

$201M

35 positions

#23KADENSA CAPITAL LtdActive

Notable overlap · 7 shared positions

$PLTR $GEV $GE $GLW $IBIT $LITE

$718M

39 positions

#24Kingsman Wealth Management, Inc.Active

Notable overlap · 5 shared positions

$PLTR $GEV $GE $C $AMD

$178M

70 positions

#25New Millennium Group LLC

Notable overlap · 4 shared positions

$PLTR $GEV $GE $AMD

$231M

407 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.