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 Fox Hill Wealth

13F Portfolio OverlapQ1 2026Fox Hill Wealth portfolio →

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Most similar hedge funds by 13F overlap

Fox Hill Wealth Management is an institutional investor managing $208M across 117 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 Fox Hill Wealth are ITHAKA GROUP, REAVES W H &, Teamwork Financial Advisors,, with shared positions in $PANW, $ANET, $PLTR, $HWM, $HOOD, $ETR. The full ranking of 25 similar funds is below.

#1ITHAKA GROUP LLCActive

Notable overlap · 5 shared positions

$PANW $ANET $PLTR $HWM $HOOD

$482M

38 positions

#2REAVES W H & CO INCActive

Notable overlap · 8 shared positions

$ETR $NI $VST $GLW $NEE $AEE

$6.0B

90 positions

#3Teamwork Financial Advisors, LLCPassive

Notable overlap · 6 shared positions

$ANET $PLTR $TJX $NOC $VST $HOOD

$946M

216 positions

#4Energy Income Partners, LLCActive

Notable overlap · 7 shared positions

$DUK $ETR $VST $NEE $WEC $AEE

$6.2B

87 positions

#5JACKSON SQUARE CAPITAL, LLCPassive

Notable overlap · 6 shared positions

$ANET $TJX $HWM $MU $GLW $PANW

$477M

129 positions

#6WD RUTHERFORD LLCPassive

Some overlap · 5 shared positions

$TJX $ANET $PANW $NEE $HOOD

$225M

71 positions

#7Vident Advisory, LLCPassive

Some overlap · 6 shared positions

$PLTR $PANW $LMT $NOC $MU $TJX

$11.7B

1,835 positions

#8Bluebird Wealth Management LLCPassive

Some overlap · 5 shared positions

$TJX $ANET $DUK $VST $GLW

$98M

77 positions

#9Beck Bode, LLCPassive

Some overlap · 6 shared positions

$ANET $NI $VST $NEE $AEE $PEG

$591M

100 positions

#10BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$ANET $PLTR $TJX $VST $HOOD

$360M

106 positions

#11CURIO WEALTH, LLCActive

Some overlap · 5 shared positions

$PLTR $TJX $LMT $NSC $NEE

$293M

1,255 positions

#12McDonough Capital Management, IncActive

Some overlap · 8 shared positions

$PLTR $LMT $NOC $NEE $PANW $DUK

$183M

50 positions

#13Yaupon Capital Management LPActive

Some overlap · 6 shared positions

$DUK $NI $VST $AEE $ETR $PEG

$3.2B

98 positions

#14Greenland Capital Management LPPassive

Some overlap · 6 shared positions

$DUK $NSC $ETR $AEE $WEC $TEVA

$787M

278 positions

#15InTrack Investment Management IncPassive

Some overlap · 4 shared positions

$PANW $PLTR $DUK $NEE

$175M

108 positions

#16Telligent Fund, LPActive

Some overlap · 4 shared positions

$PLTR $ANET $HWM $MU

$94M

24 positions

#17Thomasville National Bank

Some overlap · 5 shared positions

$PANW $DUK $NI $WEC $CNM

$1.6B

235 positions

#18CONNORS INVESTOR SERVICES INCActive

Some overlap · 4 shared positions

$PLTR $TJX $DUK $PANW

$1.1B

149 positions

#19SPIREPOINT PRIVATE CLIENT, LLCPassive

Some overlap · 5 shared positions

$PLTR $TJX $NOC $PANW $NEE

$1.1B

322 positions

#20DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Some overlap · 6 shared positions

$ETR $NI $DUK $NEE $AEE $WEC

$9.6B

148 positions

#21MORTON COMMUNITY BANKPassive

Some overlap · 6 shared positions

$ETR $NI $LMT $NEE $DUK $WEC

$460M

115 positions

#22Tuttle Capital Management, LLCPassive

Some overlap · 5 shared positions

$PLTR $LMT $NOC $NEE $ANET

$61M

124 positions

#23STRATEGIC PLANNING GROUP, LLCPassive

Some overlap · 5 shared positions

$ANET $TJX $PLTR $NOC $DUK

$715M

72 positions

#24PeakShares LLCPassive

Some overlap · 6 shared positions

$PLTR $MU $DUK $PANW $GLW $TJX

$109M

116 positions

#25Legal Advantage Investments, Inc.Passive

Some overlap · 4 shared positions

$PANW $PLTR $NOC $LMT

$194M

79 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.