13F Pro

Hedge Funds Similar to Myriad Asset Advisors

13F Portfolio OverlapQ2 2026Myriad Asset Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Myriad Asset Management Advisors LLC is an institutional investor managing $424M across 49 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Myriad Asset Advisors are Myriad Asset US, Parkside Investments, BOURGEON, with shared positions in $FCX, $ASML, $C, $MS, $UNP, $TMO. The full ranking of 25 similar funds is below.

#1Myriad Asset Management US LPActive
Substantial overlap · 20 shared positions
$FCX$ASML$C$MS$UNP$TMO
$72M
52 positions
#2Parkside Investments, LLCActive
Notable overlap · 5 shared positions
$FCX$C$UNP$TMO$GLW
$902M
91 positions
#3BOURGEON CAPITAL MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$C$UNP$FCX$ETN$DHR$MRVL
$679M
104 positions
#4TriCert Investment Counsel Inc.Active
Notable overlap · 6 shared positions
$MS$UNP$ETN$MLM$DE$BHP
$1.1B
88 positions
#5Banco de Sabadell, S.APassive
Notable overlap · 6 shared positions
$ASML$ETN$CSX$TMO$UNP$VLO
$170M
61 positions
#6NORTHEAST INVESTMENT MANAGEMENTActive
Notable overlap · 6 shared positions
$ASML$UNP$TMO$DHR$ISRG$DE
$2.7B
200 positions
#7HOURGLASS CAPITAL, LLCPassive
Notable overlap · 5 shared positions
$C$MS$FCX$UNP$BHP
$508M
127 positions
#8Glass Wealth Management Co LLCPassive
Notable overlap · 4 shared positions
$FCX$ASML$MS$ETN
$299M
69 positions
#9Arrow Capital Pty LtdActive
Notable overlap · 5 shared positions
$ASML$C$TMO$DHR$VLO
$118M
25 positions
#10RE ADVISERS CORPActive
Notable overlap · 5 shared positions
$C$FCX$ETN$CSX$DE
$4.0B
124 positions
#11Lipe & DaltonPassive
Notable overlap · 6 shared positions
$MS$TMO$ETN$DE$DHR$MLM
$215M
94 positions
#12Alley Investment Management Company, LLCActive
Notable overlap · 5 shared positions
$ASML$MS$UNP$ETN$DHR
$856M
89 positions
#13BOWEN HANES & CO INCActive
Notable overlap · 6 shared positions
$UNP$ETN$ASML$DE$GLW$ISRG
$4.1B
151 positions
#14BCV Asset Management Inc.Active
Notable overlap · 6 shared positions
$ASML$UNP$DE$DHR$MRVL$TMO
$3.3B
116 positions
#15Bornite Capital Management LPActive
Notable overlap · 4 shared positions
$FCX$ASML$MLM$LNG
$795M
20 positions
#16SHELTON WEALTH MANAGEMENT, LLCPassive
Notable overlap · 6 shared positions
$ASML$CSX$FCX$DE$C$MRVL
$255M
144 positions
#17NIXON PEABODY TRUST COActive
Some overlap · 5 shared positions
$ASML$MS$DE$ETN$DHR
$1.4B
177 positions
#18Athena Wealth Management, LLCActive
Some overlap · 5 shared positions
$C$FCX$TMO$ASML$VLO
$134M
104 positions
#19Peloton Wealth StrategistsPassive
Some overlap · 4 shared positions
$FCX$C$TMO$ISRG
$271M
91 positions
#20CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 5 shared positions
$ASML$FCX$TMO$LNG$MRVL
$78M
44 positions
#21Hosking Partners LLPActive
Some overlap · 4 shared positions
$FCX$C$MS$GLW
$3.0B
98 positions
#22HARTLINE INVESTMENT CORP/Active
Some overlap · 6 shared positions
$MS$C$GLW$MRVL$ETN$UNP
$1.1B
115 positions
#23Nordwand Advisors, LLCPassive
Some overlap · 5 shared positions
$MS$UNP$ETN$MRVL$TMO
$652M
146 positions
#24REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$UNP$DE$VLO$ASML$LNG$ISRG
$760M
229 positions
#25Front Row Advisors LLCPassive
Some overlap · 6 shared positions
$ASML$GLW$ETN$TMO$ISRG$DHR
$345M
576 positions

Compare Myriad Asset Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Myriad Asset Advisors’s holdings

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.