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Hedge Funds Similar to BURR FINANCIAL SERVICES

13F Portfolio OverlapQ2 2026BURR FINANCIAL SERVICES portfolio →
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Most similar hedge funds by 13F overlap

BURR FINANCIAL SERVICES, LLC is an institutional investor managing $161M across 26 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BURR FINANCIAL SERVICES are CORNERSTONE ENTERPRISES, N10 ASSETS, N10 WEALTH, with shared positions in $PLTR, $MRVL, $ACHR, $PWR, $TMO, $MPWR. The full ranking of 25 similar funds is below.

#1CORNERSTONE ENTERPRISES, LLCActive
Notable overlap · 3 shared positions
$PLTR$MRVL$ACHR
$219M
42 positions
#2N10 ASSETS, LLC
Some overlap · 3 shared positions
$PLTR$MRVL$PWR
$231M
34 positions
#3N10 WEALTH, LLCActive
Some overlap · 3 shared positions
$PLTR$MRVL$PWR
$282M
43 positions
#4Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.Active
Some overlap · 3 shared positions
$MRVL$PLTR$PWR
$144M
40 positions
#5Citizens Business BankActive
Some overlap · 4 shared positions
$MRVL$PLTR$PWR$TMO
$664M
139 positions
#6HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 3 shared positions
$MRVL$PLTR$PWR
$217M
352 positions
#7Avalon Global Asset Management LLCActive
Some overlap · 3 shared positions
$PLTR$MRVL$MPWR
$917M
38 positions
#8Broadleaf Partners, LLCPassive
Some overlap · 3 shared positions
$MRVL$PLTR$PWR
$517M
86 positions
#9Silverleafe Capital Partners, LLCActive
Some overlap · 4 shared positions
$MRVL$PLTR$PWR$MPWR
$367M
99 positions
#10Markin Volterra Fund LPActive
Some overlap · 3 shared positions
$MRVL$PLTR$PWR
$147M
69 positions
#11Rafferty Asset Management, LLCActive
Some overlap · 3 shared positions
$MRVL$PLTR$MPWR
$43.9B
1,133 positions
#12Wedbush Fund Advisers, LLCActive
Some overlap · 3 shared positions
$PLTR$PWR$MPWR
$1.1B
103 positions
#13Global X Japan Co., Ltd.Active
Some overlap · 3 shared positions
$PLTR$MRVL$MPWR
$2.7B
390 positions
#14Quantum Private Wealth, LLCPassive
Some overlap · 3 shared positions
$MRVL$PLTR$PWR
$390M
171 positions
#15Robeco Schweiz AGActive
Some overlap · 4 shared positions
$MRVL$PWR$MPWR$TMO
$6.2B
126 positions
#16CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 4 shared positions
$PLTR$MRVL$PWR$TMO
$78M
44 positions
#17Bouvel Investment Partners, LLCPassive
Some overlap · 3 shared positions
$MRVL$PWR$MPWR
$442M
84 positions
#18PATHWAY WEALTH MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$MRVL$PLTR$TMO
$143M
31 positions
#19Firsthand Capital Management, Inc.Active
Slight overlap · 3 shared positions
$PLTR$PWR$MPWR
$63M
54 positions
#20BankChampaign, National AssociationPassive
Slight overlap · 3 shared positions
$PLTR$MRVL$PWR
$130M
200 positions
#21Harvest Fund Management Co., Ltd
Slight overlap · 3 shared positions
$PLTR$MRVL$MPWR
$3.0B
455 positions
#22Mendel Money ManagementPassive
Slight overlap · 3 shared positions
$MRVL$PWR$TMO
$273M
127 positions
#23Lionshead Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$PLTR$PWR$TMO
$154M
112 positions
#24BNC WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$PLTR$MRVL$PWR
$414M
106 positions
#25Taylor Frigon Capital Management LLCPassive
Slight overlap · 3 shared positions
$MRVL$PWR$MPWR
$214M
93 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.