13F Pro

Hedge Funds Similar to Boreal

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

Most similar hedge funds by 13F overlap

Boreal Capital Management LLC is an institutional investor managing $123M across 501 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 Boreal are Bowie ,, DF DENT &, ALTA /, with shared positions in $ASML, $MSCI, $UNH, $FICO, $ORLY, $WCN. The full ranking of 25 similar funds is below.

#1Bowie Capital Management, LLCActive
Some overlap · 5 shared positions
$ASML$MSCI$UNH$FICO$ORLY
$2.7B
36 positions
#2DF DENT & CO INCPassive
Some overlap · 5 shared positions
$ASML$MSCI$WCN$KNSL$ORLY
$5.2B
262 positions
#3ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 5 shared positions
$ASML$KNSL$SHW$PANW$DPZ
$1.3B
100 positions
#4KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ASML$MSCI$IBIT$SHW
$315M
156 positions
#5EVENTIDE ASSET MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ASML$WCN$ODFL$NDAQ$ORLY
$6.0B
278 positions
#6MATTERS CAPITAL LLCPassive
Some overlap · 3 shared positions
$ASML$PGR$IBIT
$113M
64 positions
#7Asio Capital, LLCActive
Some overlap · 5 shared positions
$ASML$COP$UNH$BAC$PANW
$712M
110 positions
#8BCV Asset Management Inc.Active
Some overlap · 4 shared positions
$ASML$WCN$UNH$BAC
$2.9B
120 positions
#9FAYEZ SAROFIM & COActive
Some overlap · 3 shared positions
$ASML$PGR$UNH
$39.1B
294 positions
#10Chicago Capital, LLCActive
Some overlap · 3 shared positions
$ASML$PGR$FICO
$3.7B
355 positions
#11FIRST MANHATTAN CO. LLC.Active
Some overlap · 4 shared positions
$ASML$UNH$KNSL$ORLY
$36.1B
753 positions
#12JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$ASML$KNSL$AAON$COP
$551M
78 positions
#13WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$ASML$PGR$DRI
$2.1B
122 positions
#14American Money Management, LLCActive
Some overlap · 3 shared positions
$ASML$COP$DPZ
$632M
168 positions
#15EDGEWOOD MANAGEMENT LLCActive
Some overlap · 3 shared positions
$ASML$MSCI$FICO
$15.5B
87 positions
#16Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$ASML$ORLY$PANW$BAC
$1.4B
170 positions
#17FULTON BREAKEFIELD BROENNIMAN LLCActive
Some overlap · 4 shared positions
$ASML$PGR$UNH$WCN
$1.5B
200 positions
#18Paragon Advisors, LLCActive
Some overlap · 4 shared positions
$ASML$FICO$PGR$SHW
$371M
76 positions
#19IPG Investment Advisors LLCPassive
Some overlap · 4 shared positions
$PGR$ASML$MUSA$ORLY
$582M
242 positions
#20Ted Buchan & CoPassive
Some overlap · 3 shared positions
$ASML$PGR$UNH
$275M
88 positions
#21MANNING & NAPIER ADVISORS LLCActive
Some overlap · 4 shared positions
$ASML$NDAQ$UNH$SHW
$7.1B
616 positions
#22SEAVIEW INVESTMENT MANAGERS LLCPassive
Some overlap · 4 shared positions
$ASML$BAC$SHW$IBIT
$277M
73 positions
#23Fisher Funds Management LTDActive
Some overlap · 4 shared positions
$PGR$MSCI$WCN$ODFL
$3.4B
169 positions
#24Freedom Day Solutions, LLCActive
Some overlap · 3 shared positions
$ASML$PGR$SHW
$373M
96 positions
#25EAGLE CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$ASML$COP$UNH
$29.8B
60 positions

Compare Boreal’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 Boreal’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.