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Hedge Funds Similar to MATTERS

13F Portfolio OverlapQ2 2026MATTERS portfolio →
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Most similar hedge funds by 13F overlap

MATTERS CAPITAL LLC is an institutional investor managing $143M across 75 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 MATTERS are Karras Company, NORTH POINT PORTFOLIO MANAGERS, VectorGlobal IAG, with shared positions in $ASML, $UBER, $TMUS, $ALL, $DELL, $ABT. The full ranking of 25 similar funds is below.

#1Karras Company, Inc.Active
Notable overlap · 5 shared positions
$ASML$UBER$TMUS$ALL$DELL
$110M
61 positions
#2NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Notable overlap · 5 shared positions
$ASML$UBER$ABT$URI$MPC
$606M
79 positions
#3VectorGlobal IAG, Inc.
Notable overlap · 4 shared positions
$ASML$B$CEG$IBIT
$385M
134 positions
#4EVEXIA WEALTH LLCPassive
Notable overlap · 5 shared positions
$B$HCA$CEG$ETN$ASML
$369M
77 positions
#5Cox Capital Mgt LLCPassive
Some overlap · 3 shared positions
$ASML$UBER$ABT
$180M
81 positions
#6SEAVIEW INVESTMENT MANAGERS LLCPassive
Some overlap · 4 shared positions
$ASML$B$IBIT$DELL
$335M
93 positions
#7GENERAL AMERICAN INVESTORS CO INCActive
Some overlap · 3 shared positions
$ASML$ET$UBER
$1.7B
73 positions
#8MAPLELANE CAPITAL, LLCActive
Some overlap · 4 shared positions
$ASML$TMUS$CLS$VRT
$5.5B
86 positions
#9Ardmore Road Asset Management LPPassive
Some overlap · 5 shared positions
$UBER$ASML$TMUS$IBIT$DELL
$1.7B
70 positions
#10Greenfield Seitz Capital Management, LLCPassive
Some overlap · 4 shared positions
$B$UBER$ASML$ETN
$336M
107 positions
#11BARLOW WEALTH PARTNERS, INC.Active
Some overlap · 4 shared positions
$ASML$UBER$CEG$CRM
$926M
149 positions
#12Miller Capital Partners, Inc.Active
Some overlap · 4 shared positions
$ASML$DELL$ETN$MPC
$257M
258 positions
#13Everest Financial Group LLCPassive
Some overlap · 7 shared positions
$ASML$UBER$ET$DELL$ETN$CRM
$738M
208 positions
#14Ted Buchan & CoActive
Some overlap · 3 shared positions
$ASML$UBER$CLS
$306M
95 positions
#15GUERRA PAN ADVISORS, LLCPassive
Some overlap · 6 shared positions
$ASML$UBER$ALL$VRT$CRM$CRWD
$179M
118 positions
#16Asio Capital, LLCActive
Some overlap · 5 shared positions
$ASML$UBER$HCA$DELL$CRWD
$781M
109 positions
#17Hedeker Wealth, LLCPassive
Some overlap · 4 shared positions
$ASML$CEG$UBER$URI
$524M
92 positions
#18BLUE SQUARE ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$ASML$IBIT$CRWD
$247M
74 positions
#19JOHNSTON ASSET MANAGEMENT CORPActive
Some overlap · 3 shared positions
$ASML$UBER$VRT
$2.9B
77 positions
#20SCHOLTZ & COMPANY, LLCPassive
Some overlap · 3 shared positions
$ASML$UBER$ETN
$200M
48 positions
#21WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$ASML$ABT$ETN
$2.1B
131 positions
#22Chicago Capital, LLCActive
Some overlap · 4 shared positions
$ASML$UBER$DELL$VRT
$4.2B
361 positions
#23Glass Wealth Management Co LLCPassive
Some overlap · 3 shared positions
$ASML$B$ETN
$299M
69 positions
#24Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$ASML$TMUS$ABT$ETN$CRWD
$1.6B
184 positions
#25Phraction Management LLCActive
Some overlap · 3 shared positions
$ASML$IBIT$ETN
$596M
66 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.