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 Warner Group

13F Portfolio OverlapQ2 2026Warner Group portfolio →

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Most similar hedge funds by 13F overlap

Warner Group LLC is an institutional investor managing $406M across 129 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 Warner Group are Ehrenkranz Partners, Cunning Partners, ABNER HERRMAN & BROCK, with shared positions in $PWR, $AON, $CRWD, $BX, $CARR, $APP. The full ranking of 25 similar funds is below.

#1Ehrenkranz Partners L.P.Smart money

Slight overlap · 4 shared positions

$PWR $AON $CRWD $BX

$173M

49 positions

#2Cunning Capital Partners, LPActive

Slight overlap · 5 shared positions

$PWR $CRWD $CARR $APP $AXP

$248M

55 positions

#3ABNER HERRMAN & BROCK LLCActive

Slight overlap · 3 shared positions

$AON $PWR $AXP

$1.1B

111 positions

#4ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Slight overlap · 4 shared positions

$PWR $CRWD $SHOP $APP

$4.4B

109 positions

#5Garden State Investment Advisory Services LLCPassive

Slight overlap · 4 shared positions

$PWR $CRWD $SHOP $APP

$553M

365 positions

#6DODGE & COXActive

Slight overlap · 3 shared positions

$AON $REGN $CARR

$191.0B

222 positions

#7Artisan Partners Limited PartnershipActive

Slight overlap · 3 shared positions

$AON $SHOP $AXP

$63.1B

341 positions

#8SIERRA SUMMIT ADVISORS LLCPassive

Slight overlap · 4 shared positions

$PWR $REGN $SHOP $APP

$895M

185 positions

#9GARRISON BRADFORD & ASSOCIATES INCActive

Slight overlap · 3 shared positions

$AON $PWR $BX

$92M

35 positions

#10Gerber Kawasaki Wealth & Investment ManagementActive

Slight overlap · 4 shared positions

$PWR $SHOP $CRWD $BX

$3.7B

366 positions

#11LAFFER TENGLER INVESTMENTS, INC.Passive

Slight overlap · 4 shared positions

$PWR $CRWD $CARR $AXP

$782M

179 positions

#12Fiduciary Group, LLCPassive

Slight overlap · 3 shared positions

$AON $BX $AXP

$1.3B

305 positions

#13Seascape Capital ManagementPassive

Slight overlap · 3 shared positions

$AON $APP $AEP

$417M

96 positions

#14TABR Capital Management, LLCActive

Slight overlap · 3 shared positions

$PWR $CRWD $SHOP

$117M

54 positions

#15Strong Retirement Solutions LLCPassive

Slight overlap · 3 shared positions

$PWR $CRWD $SHOP

$167M

82 positions

#16NZS Capital, LLCActive

Slight overlap · 3 shared positions

$PWR $CRWD $SHOP

$3.9B

61 positions

#17Bluebird Wealth Management LLCPassive

Slight overlap · 4 shared positions

$CRWD $REGN $CARR $AXP

$115M

89 positions

#18ADELL HARRIMAN & CARPENTER INCActive

Slight overlap · 3 shared positions

$PWR $CRWD $BX

$2.0B

158 positions

#19Stonebridge Financial Group, LLC/CAPassive

Slight overlap · 3 shared positions

$PWR $CRWD $BX

$722M

310 positions

#20Marble Wealth, LLCPassive

Slight overlap · 3 shared positions

$PWR $CRWD $BX

$653M

234 positions

#21VESTOR CAPITAL, LLCActive

Slight overlap · 3 shared positions

$AON $AXP $APP

$486M

276 positions

#22BLUE SQUARE ASSET MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$CRWD $BX $CARR $AXP

$247M

74 positions

#23ARS Investment Partners, LLCActive

Slight overlap · 3 shared positions

$PWR $REGN $BX

$2.3B

181 positions

#24HIGHLAND CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$PWR $CRWD $CARR

$2.2B

411 positions

#25MERIDIAN MANAGEMENT COActive

Slight overlap · 3 shared positions

$PWR $CRWD $CARR

$446M

84 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.