13F Pro

Hedge Funds Similar to Sullivan Wood

13F Portfolio OverlapQ1 2026Sullivan Wood portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Sullivan Wood Capital Management LLC is an institutional investor managing $57M across 21 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 Sullivan Wood are Warther Private Wealth,, Patient ,, Vantage Investment Partners,, with shared positions in $UNH, $NU, $CMG, $UBER, $ET, $SOFI. The full ranking of 24 similar funds is below.

#1Warther Private Wealth, LLCPassive
Notable overlap · 4 shared positions
$UNH$NU$CMG$UBER
$427M
40 positions
#2Patient Capital Management, LLCActive
Notable overlap · 3 shared positions
$UNH$ET$SOFI
$2.7B
40 positions
#3Vantage Investment Partners, LLCActive
Notable overlap · 3 shared positions
$UNH$CMG$UBER
$1.4B
64 positions
#4Alden Global Capital LLCActive
Some overlap · 3 shared positions
$ET$UBER$RITM
$177M
14 positions
#5Unison Asset Management LLCActive
Some overlap · 3 shared positions
$NU$UNH$UBER
$219M
32 positions
#6Long Focus Capital Management, LLCActive
Some overlap · 3 shared positions
$ET$UNH$UBER
$3.8B
97 positions
#7Coronation Fund Managers Ltd.Active
Some overlap · 4 shared positions
$NU$UBER$UNH$ET
$2.2B
53 positions
#8Longitude (Cayman) Ltd.Passive
Some overlap · 3 shared positions
$SOFI$NU$CMG
$244M
51 positions
#9FirstWave Capital Management LLCActive
Some overlap · 3 shared positions
$NU$CELH$SOFI
$94M
27 positions
#10Legend Capital Advisors LLCActive
Some overlap · 3 shared positions
$NU$UNH$SOFI
$160M
159 positions
#11Everest Financial Group LLCPassive
Some overlap · 3 shared positions
$UNH$UBER$ET
$607M
199 positions
#12FLOYD FINANCIAL GROUP LLCActive
Some overlap · 3 shared positions
$UNH$UBER$SOFI
$150M
68 positions
#13FORA Capital, LLCPassive
Some overlap · 3 shared positions
$SOFI$UNH$UBER
$1.4B
413 positions
#14Altrafin AGActive
Some overlap · 3 shared positions
$UNH$UBER$NU
$290M
52 positions
#15Kingstone Capital Partners Texas, LLCActive
Some overlap · 4 shared positions
$UNH$UBER$NLY$AGNC
$162M
57 positions
#16Kercheville Advisors, LLCPassive
Some overlap · 3 shared positions
$CELH$UBER$ET
$313M
106 positions
#17PARUS FINANCE (UK) LtdActive
Some overlap · 3 shared positions
$UNH$NU$UBER
$334M
37 positions
#18RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 3 shared positions
$ET$UNH$UBER
$116M
116 positions
#19Appaloosa LPActive
Slight overlap · 3 shared positions
$UBER$ET$UNH
$5.9B
31 positions
#20RBF Capital, LLCPassive
Slight overlap · 3 shared positions
$ET$UBER$UNH
$1.9B
489 positions
#21Bayesian Capital Management, LPPassive
Slight overlap · 3 shared positions
$SOFI$AGNC$CELH
$82M
137 positions
#22Torrey Growth & Income AdvisorsActive
Slight overlap · 3 shared positions
$UBER$SOFI$UNH
$239M
110 positions
#23TIGER GLOBAL MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$NU$UNH$UBER
$22.8B
54 positions
#24Bramshill Investments, LLCActive
Slight overlap · 4 shared positions
$NLY$AGNC$ET$RITM
$1.2B
155 positions

Compare Sullivan Wood’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 Sullivan Wood’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.