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 OverlapQ1 2026Boomfish Wealth Group, portfolio →

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Most similar hedge funds by 13F overlap

Boomfish Wealth Group, LLC is an institutional investor managing $187M across 87 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 Boomfish Wealth Group, are Benchmark Investment Advisors, Motley Fool Wealth ,, ATWOOD & PALMER, with shared positions in $KLAC, $AMAT, $ANET, $PANW, $ASML, $BKNG. The full ranking of 25 similar funds is below.

#1Benchmark Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$KLAC $AMAT $ANET $PANW $ASML $BKNG

$172M

76 positions

#2Motley Fool Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$VRTX $TMO $PANW $NOW $MELI $BKNG

$884M

124 positions

#3ATWOOD & PALMER INCPassive

Notable overlap · 6 shared positions

$JHG $LMT $VRTX $TMO $MELI $LOW

$1.8B

531 positions

#4CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 6 shared positions

$KLAC $AMAT $ANET $PANW $NEE $CRM

$180M

58 positions

#5Sava Infond d.o.o.Passive

Notable overlap · 7 shared positions

$AMAT $ANET $PANW $NOW $MELI $CRM

$705M

230 positions

#6Carmignac GestionActive

Notable overlap · 7 shared positions

$ANET $ICE $NOW $MELI $CRM $VRTX

$6.5B

112 positions

#7Thomasville National Bank

Notable overlap · 7 shared positions

$ASML $PANW $TMO $BKNG $CRM $ENB

$1.6B

235 positions

#8Legal Advantage Investments, Inc.Passive

Notable overlap · 6 shared positions

$ASML $AMAT $TMO $PANW $MELI $LMT

$194M

79 positions

#9FourThought Financial Partners, LLCPassive

Notable overlap · 6 shared positions

$KLAC $ASML $LMT $LOW $AMAT $NEE

$1.2B

384 positions

#10MANNING & NAPIER ADVISORS LLCActive

Notable overlap · 7 shared positions

$AMAT $ASML $VRTX $NOW $MELI $UPS

$7.1B

616 positions

#11Guinness Atkinson Asset Management IncPassive

Notable overlap · 6 shared positions

$KLAC $AMAT $ICE $TMO $CRM $NEE

$200M

123 positions

#12Security National BankPassive

Notable overlap · 6 shared positions

$ASML $LOW $KLAC $PANW $NEE $TMO

$687M

411 positions

#13AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 6 shared positions

$AMAT $TMO $PANW $NOW $NEE $MELI

$1.4B

114 positions

#14Rench Wealth Management, Inc.Active

Notable overlap · 7 shared positions

$AMAT $MCHP $LOW $NEE $DPZ $UPS

$332M

62 positions

#15ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 7 shared positions

$ASML $TMO $MELI $BKNG $PANW $LOW

$1.3B

100 positions

#16NIXON PEABODY TRUST COActive

Notable overlap · 7 shared positions

$PANW $ASML $ICE $NOW $BKNG $NEE

$1.3B

161 positions

#17PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 5 shared positions

$KLAC $AMAT $ICE $TMO $CRM

$34.1B

135 positions

#18Gs Investments, Inc.Passive

Notable overlap · 6 shared positions

$KLAC $TMO $PANW $CRM $NEE $MELI

$175M

134 positions

#19CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Notable overlap · 5 shared positions

$ASML $AMAT $TMO $PANW $NEE

$60M

36 positions

#20Biondo Investment Advisors, LLCActive

Notable overlap · 5 shared positions

$ASML $LMT $LOW $NOW $VRTX

$780M

82 positions

#21Alight Capital Management LPPassive

Notable overlap · 5 shared positions

$KLAC $AMAT $ASML $MCHP $CRM

$417M

64 positions

#22ARCADIA INVESTMENT MANAGEMENT CORP/MIPassive

Notable overlap · 5 shared positions

$ASML $ICE $TMO $PANW $NOW

$584M

366 positions

#23LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$JHG $KLAC $ANET $VRTX

$174M

65 positions

#24Paragon Advisors, LLCActive

Notable overlap · 5 shared positions

$JHG $ASML $ANET $NOW $MELI

$371M

76 positions

#25S.E.E.D. Planning Group LLCPassive

Notable overlap · 6 shared positions

$LMT $LOW $TMO $NEE $ENB $AMAT

$344M

89 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.