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Hedge Funds Similar to CAP Partners

13F Portfolio OverlapQ3 2026CAP Partners portfolio →
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Most similar hedge funds by 13F overlap

CAP Partners, LLC is an institutional investor managing $218M across 169 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CAP Partners are ITHAKA GROUP, True Vision MN, Convergence Financial, with shared positions in $SHOP, $CRWD, $ANET, $MELI, $COIN, $PLTR. The full ranking of 25 similar funds is below.

#1ITHAKA GROUP LLCActive
Some overlap · 6 shared positions
$SHOP$CRWD$ANET$MELI$COIN$PLTR
$551M
40 positions
#2True Vision MN LLC
Some overlap · 6 shared positions
$STT$CRWD$MSTR$ANET$HCA$PLTR
$194M
98 positions
#3Convergence Financial, LLCPassive
Some overlap · 5 shared positions
$STT$CRWD$IBIT$O$PLTR
$714M
262 positions
#4Compass Wealth Management, LLC/GAActive
Some overlap · 5 shared positions
$STT$CRWD$MO$MELI$PLTR
$251M
74 positions
#5Nikko Asset Management Americas, Inc.Passive
Some overlap · 5 shared positions
$SHOP$CRWD$COIN$MELI$PLTR
$7.7B
276 positions
#6Norris Financial Group, LLCPassive
Some overlap · 5 shared positions
$STT$SHOP$COIN$ENB$PLTR
$251M
82 positions
#7SACKS & ASSOCIATES, LLCPassive
Some overlap · 3 shared positions
$STT$CRWD$IBIT
$143M
79 positions
#8Synergy Financial Group, LTDPassive
Some overlap · 4 shared positions
$SHOP$CRWD$ANET$MELI
$139M
119 positions
#9Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 3 shared positions
$STT$CRWD$ANET
$175M
369 positions
#10ERn Financial, LLCActive
Some overlap · 4 shared positions
$STT$ANET$SHOP$MO
$613M
163 positions
#11ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 4 shared positions
$SHOP$CRWD$ANET$MELI
$4.4B
118 positions
#12J. Team Financial, Inc.Passive
Some overlap · 3 shared positions
$STT$CRWD$ANET
$103M
102 positions
#13Arbor Wealth Management LLC\AZSmart money
Some overlap · 4 shared positions
$SHOP$CRWD$ANET$IBIT
$112M
23 positions
#14Redwood Financial Network CorpPassive
Some overlap · 4 shared positions
$STT$CRWD$ANET$SHOP
$180M
192 positions
#15Bellecapital International Ltd.Passive
Some overlap · 5 shared positions
$SHOP$ANET$MELI$MO$IBIT
$683M
131 positions
#16MATAURO, LLCActive
Some overlap · 4 shared positions
$STT$MSTR$IBIT$PLTR
$756M
158 positions
#17Graetz Wealth LLCActive
Some overlap · 4 shared positions
$STT$MO$IBIT$PLTR
$127M
84 positions
#18ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 4 shared positions
$STT$SHOP$IBIT$COIN
$709M
91 positions
#19Verity & Verity, LLCActive
Some overlap · 4 shared positions
$STT$OKE$ENB$MO
$1.5B
139 positions
#20LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 3 shared positions
$STT$OKE$ENB
$248M
91 positions
#21GLOBALT Investments LLC / GAActive
Some overlap · 3 shared positions
$STT$ANET$ENB
$2.9B
212 positions
#22Stonebridge Financial Group, LLC/CAPassive
Some overlap · 3 shared positions
$STT$CRWD$PLTR
$722M
310 positions
#23Kessler Investment Group, LLCPassive
Some overlap · 5 shared positions
$CRWD$MSTR$ANET$HCA$PLTR
$207M
82 positions
#24ESG Planning DBA Harper InvestingPassive
Some overlap · 3 shared positions
$STT$CRWD$IBIT
$323M
86 positions
#25Forefront Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$CRWD$ANET$SHOP$MELI$IBIT$PLTR
$323M
177 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.