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Hedge Funds Similar to Taylor Hoffman

13F Portfolio OverlapQ1 2026Taylor Hoffman portfolio →
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Most similar hedge funds by 13F overlap

Taylor Hoffman Capital Management LLC is an institutional investor managing $325M across 116 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 Taylor Hoffman are NORRIS PERNE & FRENCH LLP/MI, Harbor Island, Green Alpha Advisors,, with shared positions in $AMAT, $ALSN, $UNP, $KLAC, $MCO, $ADBE. The full ranking of 25 similar funds is below.

#1NORRIS PERNE & FRENCH LLP/MIActive
Notable overlap · 6 shared positions
$AMAT$ALSN$UNP$KLAC$MCO$ADBE
$1.5B
139 positions
#2Harbor Island Capital LLCActive
Notable overlap · 3 shared positions
$LRCX$AMAT$KLAC
$269M
16 positions
#3Green Alpha Advisors, LLCPassive
Notable overlap · 3 shared positions
$LRCX$AMAT$ANET
$102M
107 positions
#4NatWest Group plcActive
Notable overlap · 6 shared positions
$LRCX$EBAY$KLAC$MCO$MNST$CBOE
$462M
44 positions
#5Miller Capital Partners, Inc.Passive
Notable overlap · 4 shared positions
$LRCX$DE$KLAC$CSX
$208M
262 positions
#6Spear Advisors LLCActive
Notable overlap · 3 shared positions
$LRCX$ANET$KLAC
$134M
26 positions
#7Nutshell Asset Management LtdActive
Notable overlap · 6 shared positions
$ANET$FICO$ADBE$QLYS$MCO$VRSN
$184M
35 positions
#8PINNBROOK CAPITAL MANAGEMENT LPActive
Notable overlap · 3 shared positions
$LRCX$AMAT$CSX
$384M
45 positions
#9McGuire Investment Group, LLCActive
Notable overlap · 3 shared positions
$LRCX$AMAT$CBOE
$885M
121 positions
#10BRISTOL JOHN W & CO INC /NY/Active
Notable overlap · 4 shared positions
$ANET$DE$UNP$MCO
$6.1B
61 positions
#11Sather Financial Group IncActive
Notable overlap · 5 shared positions
$ANET$UNP$ADBE$MNST$BN
$1.6B
109 positions
#12Cohen Capital Management, Inc.Passive
Notable overlap · 4 shared positions
$AMAT$DE$CSX$UNP
$644M
154 positions
#13Eurizon SLJ Capital LtdPassive
Notable overlap · 5 shared positions
$LRCX$ANET$ADBE$CBOE$GGG
$210M
167 positions
#14William Allan CorpPassive
Notable overlap · 5 shared positions
$AMAT$PAYX$MNST$FICO$MCO
$169M
59 positions
#15Evergreen Private Wealth LLCPassive
Notable overlap · 3 shared positions
$AMAT$ANET$ADBE
$247M
86 positions
#16Rench Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$LRCX$AMAT$PAYX
$332M
62 positions
#17DISCIPLINED GROWTH INVESTORS INC /MNActive
Notable overlap · 4 shared positions
$ANET$SNA$GNTX$GGG
$4.9B
61 positions
#18Guinness Atkinson Asset Management IncPassive
Notable overlap · 5 shared positions
$AMAT$LRCX$KLAC$ADBE$PAYX
$200M
123 positions
#19Sava Infond d.o.o.Passive
Notable overlap · 4 shared positions
$ANET$AMAT$LRCX$ALB
$705M
230 positions
#20Heard Capital LLCSmart money
Notable overlap · 3 shared positions
$LRCX$FICO$ADBE
$1.9B
21 positions
#21Karani Asset Management LLCPassive
Notable overlap · 4 shared positions
$DE$AMAT$LRCX$KLAC
$122M
54 positions
#22Science & Technology Partners, L.P.Active
Notable overlap · 3 shared positions
$LRCX$AMAT$VRSN
$382M
43 positions
#23Triodos Investment Management BVActive
Notable overlap · 4 shared positions
$DE$EBAY$KLAC$GNTX
$1.3B
49 positions
#24Markin Volterra Fund LPActive
Notable overlap · 3 shared positions
$LRCX$AMAT$KLAC
$65M
34 positions
#25Axecap Investments, LLCPassive
Notable overlap · 4 shared positions
$LRCX$KLAC$AMAT$ANET
$145M
69 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.