13F Pro

Hedge Funds Similar to Box Hill Private Wealth

13F Portfolio OverlapQ1 2026Box Hill Private Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Box Hill Private Wealth LLC is an institutional investor managing $125M across 67 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 Box Hill Private Wealth are Bright Futures Wealth ,, WESPAC Advisors SoCal,, WT Wealth, with shared positions in $SHW, $SCHW, $GSAT, $MU, $PHYS, $ETN. The full ranking of 25 similar funds is below.

#1Bright Futures Wealth Management, LLC.Passive
Some overlap · 5 shared positions
$SHW$SCHW$GSAT$MU$PHYS
$146M
188 positions
#2WESPAC Advisors SoCal, LLCPassive
Some overlap · 5 shared positions
$SHW$ETN$MU$PLTR$GE
$470M
119 positions
#3WT Wealth ManagementPassive
Some overlap · 4 shared positions
$SHW$SCHW$GSAT$UBER
$336M
138 positions
#4Perkins Coie Trust CoPassive
Some overlap · 4 shared positions
$SHW$SCHW$ETN$CB
$520M
257 positions
#5Newbridge Financial Services Group, Inc.Passive
Some overlap · 5 shared positions
$SHW$UBER$MRVL$PLTR$GE
$608M
1,182 positions
#6MEITAV INVESTMENT HOUSE LTDActive
Some overlap · 4 shared positions
$SHW$ETN$UBER$ISRG
$9.1B
232 positions
#7Hutchens & Kramer Investment Management Group, LLCPassive
Some overlap · 3 shared positions
$SHW$SCHW$ETN
$317M
149 positions
#8Black Swift Group, LLCActive
Some overlap · 4 shared positions
$SHW$GSAT$BKNG$UBER
$571M
117 positions
#9Kaizen Financial StrategiesPassive
Some overlap · 4 shared positions
$SHW$KTOS$PLTR$GE
$236M
174 positions
#10StoneCrest Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$SHW$UBER$MU$PLTR
$236M
73 positions
#11VIKING GLOBAL INVESTORS LPActive
Some overlap · 3 shared positions
$SHW$SCHW$CB
$35.7B
77 positions
#12Bay Rivers GroupPassive
Some overlap · 3 shared positions
$SHW$SCHW$PLTR
$240M
109 positions
#13Cornerstone Advisors, LLCActive
Some overlap · 4 shared positions
$SHW$MU$GE$ISRG
$2.7B
99 positions
#14SIG BROKERAGE, LPPassive
Some overlap · 5 shared positions
$SHW$SCHW$MU$CB$PHYS
$3.8B
769 positions
#15Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTDActive
Some overlap · 3 shared positions
$SHW$ETN$UBER
$1.5B
55 positions
#16Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTDPassive
Some overlap · 3 shared positions
$SHW$ETN$UBER
$506M
57 positions
#17Eos Management, L.P.Active
Some overlap · 4 shared positions
$SHW$KTOS$BKNG$UBER
$233M
41 positions
#18Migdal Insurance & Financial Holdings Ltd.Active
Some overlap · 3 shared positions
$SHW$ETN$MU
$11.5B
362 positions
#19Oasis Advisors, LLCPassive
Some overlap · 3 shared positions
$SHW$ETN$BITW
$509M
210 positions
#20Concentrum Wealth ManagementActive
Some overlap · 3 shared positions
$SHW$GSAT$MU
$339M
111 positions
#21ADAPT WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$SHW$GSAT$MU
$276M
106 positions
#22IAM Advisory, LLCActive
Some overlap · 3 shared positions
$SHW$GSAT$PLTR
$446M
95 positions
#23First Financial Group CorpActive
Some overlap · 3 shared positions
$SHW$GSAT$GE
$122M
80 positions
#24SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive
Some overlap · 3 shared positions
$SHW$SCHW$GE
$191M
88 positions
#25Kozak & Associates, Inc.Active
Some overlap · 3 shared positions
$SHW$SCHW$GE
$513M
452 positions

Compare Box Hill Private Wealth’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 Box Hill Private Wealth’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.