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Hedge Funds Similar to Ebert

13F Portfolio OverlapQ1 2026Ebert portfolio →
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Most similar hedge funds by 13F overlap

Ebert Capital Management Inc. is an institutional investor managing $107M across 28 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 Ebert are EDGEWOOD, Bowie ,, DOCK STREET ASSET, with shared positions in $FICO, $MSCI, $NOW, $SHOP, $OTIS. The full ranking of 9 similar funds is below.

#1EDGEWOOD MANAGEMENT LLCActive
Some overlap · 4 shared positions
$FICO$MSCI$NOW$SHOP
$15.5B
87 positions
#2Bowie Capital Management, LLCActive
Some overlap · 3 shared positions
$FICO$MSCI$NOW
$2.7B
36 positions
#3DOCK STREET ASSET MANAGEMENT INCActive
Slight overlap · 3 shared positions
$FICO$MSCI$NOW
$951M
58 positions
#4Dash Acquisitions Inc.Active
Slight overlap · 4 shared positions
$MSCI$NOW$SHOP$OTIS
$480M
68 positions
#5MWA Asset ManagementPassive
Slight overlap · 3 shared positions
$OTIS$NOW$SHOP
$182M
154 positions
#6POLEN CAPITAL MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$MSCI$NOW$SHOP
$14.5B
221 positions
#7Bond & Devick Financial Network, Inc.Passive
Slight overlap · 3 shared positions
$NOW$SHOP$FICO
$358M
188 positions
#8Waterway Wealth Management, LLCActive
Slight overlap · 3 shared positions
$NOW$MSCI$FICO
$452M
90 positions
#9DSM CAPITAL PARTNERS LLCActive
Slight overlap · 3 shared positions
$NOW$FICO$SHOP
$5.7B
44 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.