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 Boomfish Wealth Group

13F Portfolio OverlapQ2 2026Boomfish Wealth Group portfolio →

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Most similar hedge funds by 13F overlap

Boomfish Wealth Group, LLC is an institutional investor managing $220M across 95 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 Boomfish Wealth Group are FourThought Financial Partners, Gibraltar, Biondo Investment Advisors, with shared positions in $KLAC, $ASML, $LMT, $LOW, $AMGN, $FTNT. The full ranking of 25 similar funds is below.

#1FourThought Financial Partners, LLCPassive

Notable overlap · 6 shared positions

$KLAC $ASML $LMT $LOW $AMGN $FTNT

$1.3B

393 positions

#2Gibraltar Capital Management, Inc.Active

Notable overlap · 4 shared positions

$KLAC $ASML $BKNG $TMO

$650M

125 positions

#3Biondo Investment Advisors, LLCActive

Notable overlap · 6 shared positions

$ASML $LOW $VRTX $LMT $AMGN $UPS

$817M

89 positions

#4ACIMA PRIVATE WEALTH, LLCActive

Notable overlap · 7 shared positions

$LOW $BKNG $MELI $LMT $UNP $VRTX

$344M

173 positions

#5Avanda Investment Management Pte. Ltd.Active

Notable overlap · 4 shared positions

$KLAC $ASML $TMO $ANET

$299M

39 positions

#6Covenant Asset Management, LLCPassive

Notable overlap · 4 shared positions

$KLAC $ASML $ANET $VRTX

$595M

164 positions

#7Gunderson Capital Management Inc.Active

Notable overlap · 3 shared positions

$KLAC $ASML $ANET

$370M

52 positions

#8Trust Co of KansasActive

Notable overlap · 6 shared positions

$ASML $BKNG $LMT $LOW $UNP $AMGN

$195M

59 positions

#9FCF Advisors LLCPassive

Notable overlap · 4 shared positions

$KLAC $ANET $LMT $BKNG

$544M

58 positions

#10Benchmark Investment Advisors LLCPassive

Notable overlap · 4 shared positions

$KLAC $ANET $ASML $BKNG

$228M

70 positions

#11Castlefield Investment Partners LLPActive

Notable overlap · 4 shared positions

$KLAC $MELI $LOW $TMO

$147M

35 positions

#12Mill Capital Management, LLCActive

Notable overlap · 5 shared positions

$ASML $BKNG $TMO $ICE $UNP

$1.5B

128 positions

#13ACCESS FINANCIAL SERVICES, INC.Active

Notable overlap · 5 shared positions

$KLAC $LMT $FTNT $AMGN $LOW

$305M

103 positions

#14Security National BankPassive

Notable overlap · 4 shared positions

$KLAC $ASML $LOW $TMO

$838M

392 positions

#15MARCO INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$KLAC $LOW $UNP $AMGN $UPS

$1.5B

245 positions

#16OAK ASSOCIATES LTD /OH/Active

Notable overlap · 5 shared positions

$KLAC $LOW $ASML $AMGN $LMT

$1.8B

139 positions

#17Lafayette Investments, Inc.Active

Notable overlap · 5 shared positions

$KLAC $LOW $LMT $ASML $ANET

$542M

162 positions

#18Bensler, LLCPassive

Notable overlap · 5 shared positions

$KLAC $LMT $ANET $ASML $VRTX

$1.1B

198 positions

#19Smith, Salley & AssociatesPassive

Some overlap · 5 shared positions

$ASML $ANET $TMO $LOW $UNP

$2.3B

275 positions

#20ATWOOD & PALMER INCPassive

Some overlap · 5 shared positions

$LMT $MELI $VRTX $TMO $LOW

$1.9B

495 positions

#21Faithward Advisors, LLCPassive

Some overlap · 3 shared positions

$KLAC $ASML $ANET

$819M

339 positions

#22KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$ASML $MELI $UNP $KLAC $ICE $LMT

$351M

166 positions

#23Smith Group Asset Management, LLCActive

Some overlap · 3 shared positions

$KLAC $ANET $BKNG

$2.5B

166 positions

#24Kessler Investment Group, LLCPassive

Some overlap · 3 shared positions

$KLAC $ANET $UPS

$234M

81 positions

#25ALTA CAPITAL MANAGEMENT LLC/Active

Some overlap · 5 shared positions

$ASML $BKNG $MELI $TMO $UNP

$1.3B

109 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.