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Hedge Funds Similar to BUFFALO BUSINESS & ESTATE SERVICES LTD

13F Portfolio OverlapQ1 2026BUFFALO BUSINESS & ESTATE SERVICES LTD portfolio →
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Most similar hedge funds by 13F overlap

BUFFALO BUSINESS & ESTATE SERVICES LTD is an institutional investor managing $689M across 87 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 BUFFALO BUSINESS & ESTATE SERVICES LTD are Davidson, KEYVANTAGE WEALTH,, FINANCIAL ADVISORY PARTNERS,, with shared positions in $USB, $PANW, $KLAC, $NEE, $GEV, $LMT. The full ranking of 25 similar funds is below.

#1Davidson Capital Management Inc.Active
Substantial overlap · 5 shared positions
$USB$PANW$KLAC$NEE$GEV
$552M
93 positions
#2KEYVANTAGE WEALTH, LLCActive
Substantial overlap · 4 shared positions
$USB$LMT$AMGN$GEV
$227M
92 positions
#3FINANCIAL ADVISORY PARTNERS, LLCActive
Notable overlap · 4 shared positions
$USB$LOW$LMT$NEE
$354M
66 positions
#4Evergreen Advisors, LLCActive
Notable overlap · 4 shared positions
$USB$LOW$PLTR$GEV
$426M
168 positions
#5CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 3 shared positions
$USB$COF$LMT
$363M
102 positions
#625 LLCActive
Notable overlap · 4 shared positions
$USB$NEE$BA$LOW
$324M
69 positions
#7Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 4 shared positions
$USB$AMGN$LMT$CRWD
$153M
344 positions
#8Strategic Financial Services, Inc.Smart money
Notable overlap · 4 shared positions
$USB$KLAC$NEE$GEV
$2.1B
152 positions
#9FIRST INTERSTATE BANKActive
Notable overlap · 3 shared positions
$USB$PANW$LOW
$1.8B
187 positions
#10POWER WEALTH MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$USB$NEE$COF
$269M
96 positions
#11Sagace Wealth Management LLCPassive
Notable overlap · 5 shared positions
$USB$GEV$NEE$LMT$IBIT
$149M
70 positions
#12PETERSON WEALTH MANAGEMENTActive
Notable overlap · 6 shared positions
$USB$PANW$NEE$GEV$CRWD$LMT
$172M
166 positions
#13Causey Wealth LLCPassive
Notable overlap · 3 shared positions
$USB$AMGN$ISRG
$236M
81 positions
#14Arista Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$USB$NEE$LMT
$822M
253 positions
#15Fortress Financial Solutions, LLCActive
Notable overlap · 4 shared positions
$USB$CRWD$PLTR$GLW
$96M
56 positions
#16CULTIVAR CAPITAL, INC.Smart money
Notable overlap · 3 shared positions
$USB$GEV$NEE
$156M
46 positions
#17Bridgewater Advisors Inc.Passive
Notable overlap · 3 shared positions
$USB$KLAC$NEE
$1.7B
456 positions
#18HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 3 shared positions
$USB$LMT$NEE
$280M
107 positions
#19PRUDENTIAL PLCActive
Notable overlap · 3 shared positions
$USB$KLAC$PLTR
$17.1B
680 positions
#20Powers Advisory Group, LLCActive
Notable overlap · 3 shared positions
$USB$LMT$GLW
$284M
125 positions
#21David R. Rahn & Associates Inc.Passive
Notable overlap · 3 shared positions
$USB$AMGN$GEV
$354M
122 positions
#22WESCAP Management Group, Inc.Active
Notable overlap · 3 shared positions
$USB$IBIT$GLW
$508M
107 positions
#23Westview Management dba Westview Investment AdvisorsPassive
Notable overlap · 3 shared positions
$USB$PANW$GLW
$192M
70 positions
#24Fortune 45 LLCActive
Notable overlap · 5 shared positions
$USB$GEV$LMT$PLTR$GLW
$205M
39 positions
#25Passumpsic Savings Bank
Notable overlap · 3 shared positions
$USB$GEV$UBER
$183M
90 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.