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Hedge Funds Similar to Ebert

13F Portfolio OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Ebert are Bowie, YCG, GCQ FUNDS PTY Ltd, with shared positions in $FICO, $SPGI, $MSCI, $NOW, $SPCX. The full ranking of 14 similar funds is below.

#1Bowie Capital Management, LLCActive
Some overlap · 4 shared positions
$FICO$SPGI$MSCI$NOW
$2.4B
37 positions
#2YCG, LLCActive
Some overlap · 3 shared positions
$FICO$SPGI$MSCI
$1.1B
41 positions
#3GCQ FUNDS MANAGEMENT PTY LtdActive
Some overlap · 3 shared positions
$FICO$SPGI$MSCI
$721M
14 positions
#4EDGEWOOD MANAGEMENT LLCActive
Some overlap · 3 shared positions
$FICO$SPGI$MSCI
$9.7B
90 positions
#5DOCK STREET ASSET MANAGEMENT INCActive
Slight overlap · 3 shared positions
$FICO$MSCI$NOW
$1.1B
64 positions
#6TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive
Slight overlap · 3 shared positions
$FICO$SPGI$NOW
$785M
68 positions
#7Buttonwood Financial Advisors Inc.Active
Slight overlap · 3 shared positions
$FICO$SPGI$NOW
$329M
110 positions
#8Dash Acquisitions Inc.Active
Slight overlap · 4 shared positions
$SPGI$MSCI$SPCX$NOW
$494M
72 positions
#9Boreal Capital Management LLCPassive
Slight overlap · 3 shared positions
$FICO$SPGI$MSCI
$134M
507 positions
#10RIVERBRIDGE PARTNERS LLCActive
Slight overlap · 3 shared positions
$FICO$SPGI$NOW
$3.6B
198 positions
#11MIDDLETON & CO INC/MAActive
Slight overlap · 3 shared positions
$SPGI$MSCI$NOW
$942M
170 positions
#12Carmignac GestionActive
Slight overlap · 3 shared positions
$SPGI$NOW$SPCX
$7.7B
100 positions
#13Advocacy Wealth Management, LLCActive
Slight overlap · 3 shared positions
$SPGI$NOW$MSCI
$2.8B
151 positions
#14Suncoast Equity ManagementActive
Slight overlap · 3 shared positions
$SPGI$NOW$FICO
$798M
63 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.