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Hedge Funds Similar to Prime Buchholz

13F Portfolio OverlapQ1 2026Prime Buchholz portfolio →
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Most similar hedge funds by 13F overlap

Prime Buchholz LLC is an institutional investor managing $191M across 22 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 Prime Buchholz are Sellwood Investment Partners, Harpswell Advisors,, Global Endowment ,, with shared positions in $AFRM, $BRZE, $DOV, $SCHW. The full ranking of 25 similar funds is below.

#1Sellwood Investment Partners LLCSmart money
Substantial overlap · 4 shared positions
$AFRM$BRZE$DOV$SCHW
$254M
59 positions
#2Harpswell Capital Advisors, LLCSmart money
Substantial overlap · 3 shared positions
$AFRM$DOV$SCHW
$134M
36 positions
#3Global Endowment Management, LPActive
Substantial overlap · 3 shared positions
$BRZE$DOV$SCHW
$896M
126 positions
#4Sageworth Trust CoActive
Notable overlap · 3 shared positions
$BRZE$DOV$AFRM
$2.3B
172 positions
#5Drystone LLCActive
Notable overlap · 3 shared positions
$BRZE$SCHW$DOV
$111M
18 positions
#6VANGUARD ADVISERS INCSmart money
Notable overlap · 3 shared positions
$BRZE$AFRM$DOV
$25.5B
668 positions
#7Manuka Financial, LLCActive
Notable overlap · 3 shared positions
$BRZE$DOV$SCHW
$162M
56 positions
#8Breakwater Investment ManagementPassive
Notable overlap · 3 shared positions
$BRZE$DOV$SCHW
$269M
506 positions
#9Charter Oak Capital Management, LLCActive
Notable overlap · 3 shared positions
$BRZE$AFRM$DOV
$1.3B
208 positions
#10Family CFO IncActive
Notable overlap · 3 shared positions
$BRZE$SCHW$AFRM
$223M
41 positions
#11Vernal Point Advisors, LLCSmart money
Notable overlap · 3 shared positions
$DOV$BRZE$SCHW
$246M
21 positions
#12Cornerstone Financial Group, LLC /NE/Active
Notable overlap · 3 shared positions
$BRZE$DOV$AFRM
$156M
73 positions
#13WealthCollab, LLCPassive
Notable overlap · 3 shared positions
$BRZE$SCHW$AFRM
$243M
977 positions
#14White Lighthouse Investment Management Inc.Active
Notable overlap · 3 shared positions
$BRZE$AFRM$SCHW
$721M
145 positions
#15CHERRYDALE WEALTH MANAGEMENT, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$SCHW$AFRM
$324M
77 positions
#16Red Wave Investments LLCActive
Notable overlap · 3 shared positions
$DOV$BRZE$SCHW
$335M
112 positions
#17Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 3 shared positions
$BRZE$DOV$SCHW
$578M
118 positions
#18Farrell Financial LLCPassive
Notable overlap · 3 shared positions
$AFRM$SCHW$BRZE
$167M
76 positions
#19MontVue Capital Management, Inc.Active
Notable overlap · 3 shared positions
$BRZE$SCHW$DOV
$147M
67 positions
#20CAMBRIDGE ASSOCIATES LLC /MA/ /ADVSmart money
Notable overlap · 4 shared positions
$DOV$BRZE$SCHW$AFRM
$6.3B
64 positions
#21CATALYST PRIVATE WEALTH, LLCActive
Some overlap · 3 shared positions
$BRZE$AFRM$SCHW
$185M
76 positions
#22McClarren Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$BRZE$AFRM$SCHW
$169M
79 positions
#23L.K. Benson & Company, P.C.Active
Some overlap · 3 shared positions
$BRZE$DOV$SCHW
$302M
113 positions
#24New England Private Wealth Advisors LLCActive
Some overlap · 3 shared positions
$BRZE$DOV$AFRM
$866M
194 positions
#25Mustard Seed Financial, LLCPassive
Some overlap · 3 shared positions
$BRZE$SCHW$DOV
$167M
92 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.