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Hedge Funds Similar to Climber SA

13F Portfolio OverlapQ1 2026Climber SA portfolio →
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Most similar hedge funds by 13F overlap

Climber Capital SA is an institutional investor managing $153M across 69 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 Climber SA are Wolff Financial, Cornerstone Financial, White Lighthouse Investment, with shared positions in $COP, $UPST, $KKR, $PFE, $DRI, $KO. The full ranking of 25 similar funds is below.

#1Wolff Financial Management LLCActive
Notable overlap · 4 shared positions
$COP$UPST$KKR$PFE
$453M
103 positions
#2Cornerstone Financial Management LLCPassive
Notable overlap · 5 shared positions
$COP$UPST$KKR$DRI$KO
$109M
1,311 positions
#3White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$COP$KKR$UPST
$721M
145 positions
#4Hegarty Advisors, LLCActive
Some overlap · 3 shared positions
$COP$KKR$UPST
$127M
57 positions
#5truNorth Financial Services, Inc.Active
Some overlap · 4 shared positions
$COP$KKR$UPST$SLV
$97M
49 positions
#6ETF Portfolio Partners, Inc.Active
Some overlap · 5 shared positions
$COP$KKR$UPST$EPAM$KO
$381M
68 positions
#7NEPC LLCSmart money
Some overlap · 3 shared positions
$COP$UPST$EPAM
$5.0B
51 positions
#8Cascade Wealth Advisors, IncActive
Some overlap · 3 shared positions
$COP$UPST$KKR
$228M
60 positions
#9Beacon Financial Strategies CORPActive
Some overlap · 4 shared positions
$COP$UPST$KO$PFE
$176M
177 positions
#101834 INVESTMENT ADVISORS COPassive
Some overlap · 3 shared positions
$COP$UPST$PFE
$801M
206 positions
#11Level Financial AdvisorsActive
Some overlap · 3 shared positions
$COP$UPST$UPS
$392M
92 positions
#12TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive
Some overlap · 4 shared positions
$UPST$COP$KKR$KO
$1.6B
271 positions
#13E&R Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$COP$UPST$KO
$100M
12 positions
#14GOULD ASSET MANAGEMENT LLC /CA/Active
Some overlap · 3 shared positions
$COP$UPST$KKR
$576M
171 positions
#15FIDUCIARY ADVISORS, INC.Active
Some overlap · 4 shared positions
$COP$KKR$KO$PFE
$133M
121 positions
#16Kure Advisory, LLCActive
Some overlap · 3 shared positions
$COP$UPST$SLV
$184M
56 positions
#17Financial Plan, Inc.Active
Some overlap · 3 shared positions
$COP$UPST$SLV
$933M
94 positions
#18Sage Financial Management Group, Inc.Active
Some overlap · 4 shared positions
$COP$KKR$UPST$KO
$325M
57 positions
#19WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 3 shared positions
$COP$KKR$SLV
$284M
123 positions
#20Employees' Retirement Fund of the City of Fort WorthActive
Some overlap · 3 shared positions
$COP$KKR$SLV
$230M
21 positions
#21DAGCO, INC.Passive
Some overlap · 3 shared positions
$COP$KKR$SLV
$461M
353 positions
#22Montis Financial, LLCActive
Some overlap · 3 shared positions
$COP$KKR$SLV
$484M
150 positions
#23Unison Advisors LLCActive
Some overlap · 3 shared positions
$COP$KKR$UPST
$1.3B
175 positions
#24Catalyst Investment Management LLCPassive
Some overlap · 3 shared positions
$RF$KKR$KO
$90M
65 positions
#25Oak Harvest Investment ServicesPassive
Some overlap · 3 shared positions
$UPST$KKR$COP
$958M
176 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.