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Hedge Funds Similar to Ted Buchan &

13F Portfolio OverlapQ1 2026Ted Buchan & portfolio →
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Most similar hedge funds by 13F overlap

Ted Buchan & Co is an institutional investor managing $275M across 88 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 Ted Buchan & are Warther Private Wealth,, CLOVERFIELDS GROUP,, Fearless Solutions, dba Best Invest, with shared positions in $SCHW, $ASML, $NVO, $MELI, $UBER, $UNH. The full ranking of 25 similar funds is below.

#1Warther Private Wealth, LLCPassive
Notable overlap · 6 shared positions
$SCHW$ASML$NVO$MELI$UBER$UNH
$427M
40 positions
#2CLOVERFIELDS CAPITAL GROUP, LPPassive
Notable overlap · 7 shared positions
$SCHW$ENB$ASML$PGR$PBR$BTI
$309M
91 positions
#3Fearless Solutions, LLC dba Best InvestPassive
Notable overlap · 4 shared positions
$REGN$SCHW$TFC$WT
$166M
127 positions
#4Safe Harbor Fiduciary, LLCPassive
Notable overlap · 3 shared positions
$SCHW$AGQ$PNC
$105M
56 positions
#5Aprio Wealth Management, LLCPassive
Some overlap · 5 shared positions
$REGN$AGQ$SCHW$WT$BMY
$1.8B
613 positions
#6Anson Capital, Inc.Passive
Some overlap · 3 shared positions
$REGN$AGQ$WT
$146M
90 positions
#7CORDA Investment Management, LLC.Active
Some overlap · 4 shared positions
$SCHW$ASML$NVO$PFE
$1.4B
80 positions
#8Allen Investment Management, LLCActive
Some overlap · 5 shared positions
$SCHW$ASML$MELI$SHOP$UNH
$8.1B
221 positions
#9Legal Advantage Investments, Inc.Passive
Some overlap · 4 shared positions
$SCHW$ASML$MELI$SHOP
$194M
79 positions
#10ONE PLUS ONE WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$AGQ$REGN$MO
$237M
89 positions
#11Orion Investment CoActive
Some overlap · 4 shared positions
$REGN$ASML$SHOP$BMY
$315M
69 positions
#12Ravenswood Partners LPPassive
Some overlap · 6 shared positions
$SCHW$ASML$INTU$MELI$SHOP$UBER
$271M
35 positions
#13Tamar Securities, LLCActive
Some overlap · 3 shared positions
$REGN$ASML$MELI
$934M
91 positions
#14Paragon Advisors, LLCActive
Some overlap · 4 shared positions
$AGQ$ASML$MELI$PGR
$371M
76 positions
#15Financial Services Advisory IncActive
Some overlap · 4 shared positions
$AGQ$SCHW$REGN$WT
$210M
58 positions
#16ATLANTIC FAMILY WEALTH, LLCSmart money
Some overlap · 7 shared positions
$REGN$ENB$PFE$PNC$BTI$AGQ
$138M
59 positions
#17HughesLittle Investment Management Ltd.Smart money
Some overlap · 3 shared positions
$SCHW$ASML$UBER
$511M
14 positions
#18Sylvest Advisors, LLCActive
Some overlap · 5 shared positions
$REGN$SCHW$BMY$MO$WT
$188M
70 positions
#19ELLERSON GROUP INC /ADVPassive
Some overlap · 3 shared positions
$REGN$ASML$PFE
$153M
61 positions
#20J2 Capital Management IncActive
Some overlap · 3 shared positions
$AGQ$REGN$PGR
$146M
116 positions
#21Bellecapital International Ltd.Passive
Some overlap · 5 shared positions
$REGN$MELI$SHOP$PFE$MO
$538M
116 positions
#22PRENTISS SMITH & CO INCPassive
Some overlap · 4 shared positions
$SCHW$PGR$REGN$UBER
$172M
65 positions
#23IAM Advisory, LLCActive
Some overlap · 5 shared positions
$AGQ$BMY$REGN$PNC$WT
$446M
95 positions
#24DODGE & COXActive
Some overlap · 3 shared positions
$SCHW$REGN$UNH
$182.0B
222 positions
#25WMS Group LLCPassive
Some overlap · 5 shared positions
$AGQ$HSBC$SHOP$UNH$PGR
$69M
50 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.