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Hedge Funds Similar to CHANNEL WEALTH

13F Portfolio OverlapQ2 2026CHANNEL WEALTH portfolio →
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Most similar hedge funds by 13F overlap

CHANNEL WEALTH LLC is an institutional investor managing $446M across 188 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 CHANNEL WEALTH are Warther Private Wealth, Ravenswood Partners, Heirloom Wealth, with shared positions in $ASML, $MELI, $MCK, $NU, $INTU, $HOOD. The full ranking of 25 similar funds is below.

#1Warther Private Wealth, LLCActive
Notable overlap · 4 shared positions
$ASML$MELI$MCK$NU
$456M
50 positions
#2Ravenswood Partners LPActive
Some overlap · 5 shared positions
$MELI$ASML$INTU$NU$HOOD
$313M
36 positions
#3Heirloom Wealth ManagementActive
Some overlap · 4 shared positions
$ASML$MELI$AZN$LIN
$690M
61 positions
#4ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$ASML$MELI$AZN$LIN
$713M
97 positions
#5JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$ASML$MELI$LIN$HDB
$612M
81 positions
#6ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 5 shared positions
$MELI$ASML$INTU$VST$MCK
$1.3B
109 positions
#7HARDING LOEVNER LPActive
Some overlap · 4 shared positions
$ASML$MELI$HDB$AZN
$10.6B
82 positions
#8WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$ASML$MCK$LIN$NU
$55.2B
266 positions
#9FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 4 shared positions
$ASML$AZN$LIN$MELI
$118M
56 positions
#10MayTech Global Investments, LLCActive
Some overlap · 3 shared positions
$ASML$MELI$NU
$900M
22 positions
#11Alta Park Capital, LPActive
Some overlap · 4 shared positions
$ASML$MELI$NU$OKTA
$1.1B
27 positions
#12White Oak Capital Partners Pte. Ltd.Active
Some overlap · 3 shared positions
$ASML$MELI$HDB
$425M
17 positions
#13Ted Buchan & CoActive
Some overlap · 3 shared positions
$ASML$MELI$INTU
$306M
95 positions
#14Tamar Securities, LLCActive
Some overlap · 3 shared positions
$ASML$MELI$VST
$1.1B
98 positions
#15Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$ASML$LIN$MELI$VST$HOOD
$115M
89 positions
#16SCOPUS ASSET MANAGEMENT, L.P.Passive
Some overlap · 4 shared positions
$ASML$LIN$PKG$VST
$7.1B
265 positions
#17CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 3 shared positions
$ASML$MCK$LIN
$78M
44 positions
#18EAGLE CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$ASML$MELI$INTU
$32.7B
56 positions
#19BARLOW WEALTH PARTNERS, INC.Active
Some overlap · 3 shared positions
$ASML$MCK$INTU
$926M
149 positions
#20C WorldWide Group Holding A/SActive
Some overlap · 4 shared positions
$MELI$LIN$NU$HDB
$4.1B
97 positions
#21STRATEGIC PLANNING GROUP, LLCActive
Some overlap · 4 shared positions
$ASML$LIN$VEEV$INTU
$918M
75 positions
#22SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$ASML$MELI$NU
$26.9B
71 positions
#23LONE PINE CAPITAL LLCActive
Some overlap · 4 shared positions
$ASML$LIN$NU$MCK
$16.4B
34 positions
#24Timber Creek Capital Management LLCPassive
Some overlap · 4 shared positions
$ASML$AZN$LIN$MELI
$490M
80 positions
#25Karras Company, Inc.Active
Some overlap · 4 shared positions
$ASML$AZN$VST$LIN
$110M
61 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.