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 BURR FINANCIAL SERVICES,

13F Portfolio OverlapQ1 2026BURR FINANCIAL SERVICES, portfolio →

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Most similar hedge funds by 13F overlap

BURR FINANCIAL SERVICES, LLC is an institutional investor managing $126M across 25 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 BURR FINANCIAL SERVICES, are Bosman Wealth ,, CALIFORNIA FIRST LEASING, Carroll Investors,, with shared positions in $PLTR, $MU, $AMD, $MRVL, $GEV, $AMAT. The full ranking of 25 similar funds is below.

#1Bosman Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$PLTR $MU $AMD $MRVL $GEV

$114M

52 positions

#2CALIFORNIA FIRST LEASING CORPActive

Notable overlap · 4 shared positions

$AMAT $MU $AMD $MRVL

$312M

39 positions

#3Carroll Investors, IncActive

Notable overlap · 4 shared positions

$PLTR $PANW $AMD $GE

$187M

31 positions

#4UNICOM Systems, Inc.Active

Notable overlap · 3 shared positions

$PLTR $MU $PANW

$976M

32 positions

#51776 Wealth LLCActive

Notable overlap · 3 shared positions

$PLTR $AMAT $AMD

$254M

146 positions

#6Henson-Edgewater Management, LLCPassive

Notable overlap · 6 shared positions

$PLTR $MU $LRCX $AMD $GEV $GE

$157M

66 positions

#7Gunderson Capital Management Inc.Passive

Notable overlap · 7 shared positions

$PLTR $AMAT $MU $AMD $GEV $GE

$239M

46 positions

#8Markin Volterra Fund LPActive

Notable overlap · 7 shared positions

$AMAT $PLTR $MU $LRCX $AMD $MRVL

$65M

34 positions

#9FFG Partners, LLCActive

Notable overlap · 3 shared positions

$PLTR $MU $PANW

$253M

36 positions

#10Cornerstone Investment Partners, LLCActive

Notable overlap · 5 shared positions

$AMAT $FANG $MU $COR $TMO

$2.4B

291 positions

#11DOCK STREET ASSET MANAGEMENT INCActive

Notable overlap · 3 shared positions

$PLTR $LRCX $GE

$951M

58 positions

#12McGuire Investment Group, LLCActive

Notable overlap · 5 shared positions

$AMAT $PLTR $LRCX $AMD $TMO

$885M

121 positions

#13BERKSHIRE CAPITAL HOLDINGS INCActive

Notable overlap · 5 shared positions

$PLTR $AMAT $MRVL $GEV $PANW

$277M

114 positions

#14FIRST COMMUNITY TRUST NAPassive

Notable overlap · 4 shared positions

$AMAT $AMD $MU $PANW

$136M

359 positions

#15SEVEN GRAND MANAGERS, LLCPassive

Notable overlap · 4 shared positions

$FANG $AMAT $LRCX $PLTR

$1.5B

168 positions

#16Sun Group Wealth PartnersPassive

Notable overlap · 3 shared positions

$PLTR $PANW $AMD

$127M

73 positions

#17ELLERSON GROUP INC /ADVPassive

Notable overlap · 3 shared positions

$PLTR $PANW $TMO

$153M

61 positions

#18Benchmark Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$AMAT $PLTR $MU $LRCX $PANW $GEV

$172M

76 positions

#19Owen LaRue, LLCPassive

Notable overlap · 5 shared positions

$PLTR $AMD $GEV $GE $TMO

$261M

128 positions

#20CONNORS INVESTOR SERVICES INCActive

Notable overlap · 3 shared positions

$PLTR $PANW $PWR

$1.1B

149 positions

#21Green Alpha Advisors, LLCPassive

Notable overlap · 4 shared positions

$AMAT $MU $LRCX $MRVL

$102M

107 positions

#22DARA CAPITAL US, INC.Passive

Notable overlap · 8 shared positions

$AMAT $MU $LRCX $PANW $AMD $GEV

$105M

119 positions

#23Bannerstone Capital Management, LLCPassive

Notable overlap · 6 shared positions

$PLTR $LRCX $PANW $AMD $GE $PWR

$108M

97 positions

#24TRUSTCO BANK CORP N YPassive

Notable overlap · 3 shared positions

$AMAT $GEV $GE

$113M

71 positions

#25Goldstream Capital Management LtdActive

Notable overlap · 4 shared positions

$AMAT $MU $LRCX $GEV

$120M

30 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.