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Hedge Funds Similar to University of Illinois Foundation

13F Portfolio OverlapQ1 2026University of Illinois Foundation portfolio →
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Most similar hedge funds by 13F overlap

University of Illinois Foundation is an institutional investor managing $487M across 31 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 University of Illinois Foundation are SBE DBA CEDAR COVE WEALTH PARTNERS, Kozak & Associates,, D1 Partners, with shared positions in $SHW, $NU, $SCHW, $LMT, $HWM, $DOV. The full ranking of 25 similar funds is below.

#1SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive
Some overlap · 3 shared positions
$SHW$NU$SCHW
$191M
88 positions
#2Kozak & Associates, Inc.Active
Some overlap · 3 shared positions
$SHW$SCHW$LMT
$576M
451 positions
#3D1 Capital Partners L.P.Active
Some overlap · 3 shared positions
$NU$SCHW$SHW
$11.2B
44 positions
#4RH Tailwind Management, LLCPassive
Some overlap · 3 shared positions
$SHW$HWM$LMT
$781M
57 positions
#5Asset Advisors Investment Management, LLCActive
Some overlap · 3 shared positions
$DOV$SCHW$SHW
$1.0B
106 positions
#6Black Swift Group, LLCActive
Some overlap · 3 shared positions
$SHW$PSLV$NU
$571M
117 positions
#7Silver Coast Investments LLCActive
Some overlap · 3 shared positions
$SCHW$DOV$LMT
$313M
119 positions
#8IAM Advisory, LLCActive
Some overlap · 3 shared positions
$SHW$HWM$LMT
$446M
95 positions
#9Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$DOV$SHW$PSLV
$146M
532 positions
#10Neumann Capital Management, LLCActive
Some overlap · 3 shared positions
$SCHW$DOV$NU
$340M
102 positions
#11Value Investment Professionals, LLCPassive
Some overlap · 3 shared positions
$DOV$SCHW$PSLV
$89M
81 positions
#12BLUELINE ADVISORS LLCActive
Some overlap · 3 shared positions
$SCHW$SHW$NU
$129M
217 positions
#13Endowment Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$DOV$SHW$SCHW
$226M
165 positions
#14Fingerlakes Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$DOV$NU$SCHW$LMT
$151M
97 positions
#15Cercano Management LLCActive
Some overlap · 3 shared positions
$SCHW$PSLV$SHW
$2.3B
142 positions
#16Mezzasalma Advisors, LLCPassive
Some overlap · 3 shared positions
$SCHW$SHW$HWM
$391M
155 positions
#17HALL CAPITAL MANAGEMENT CO INCPassive
Slight overlap · 3 shared positions
$SHW$SCHW$LMT
$280M
107 positions
#18Banco BTG Pactual S.A.Passive
Slight overlap · 4 shared positions
$PSLV$NU$DOV$SHW
$1.1B
185 positions
#19Kera Capital Partners, Inc.Passive
Slight overlap · 3 shared positions
$PSLV$NU$SHW
$815M
570 positions
#20Catalyst Investment Management LLCPassive
Slight overlap · 3 shared positions
$DOV$SCHW$LMT
$90M
65 positions
#21Blueprint Financial Advisors LLCActive
Slight overlap · 3 shared positions
$PSLV$DOV$SCHW
$675M
100 positions
#22UNITED BANKActive
Slight overlap · 3 shared positions
$DOV$SCHW$LMT
$781M
121 positions
#23East Coast Asset Management, LLC.Active
Slight overlap · 3 shared positions
$SCHW$SHW$LMT
$303M
68 positions
#24Larry Mathis Financial Planning, LLCPassive
Slight overlap · 4 shared positions
$SHW$SCHW$NU$LMT
$112M
156 positions
#25SAGE FINANCIAL GROUP INCSmart money
Slight overlap · 3 shared positions
$SCHW$NU$SHW
$1.5B
107 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.