What hedge funds are most similar to Henson-Edgewater Management, LLC?

The funds with the most similar 13F portfolios to Henson-Edgewater Management, LLC are Z3 Partners,, Xcel Wealth ,, Carroll Investors,, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Henson-Edgewater ,

13F Portfolio OverlapQ1 2026Henson-Edgewater , portfolio →

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Most similar hedge funds by 13F overlap

Henson-Edgewater Management, LLC is an institutional investor managing $157M across 66 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 Henson-Edgewater , are Z3 Partners,, Xcel Wealth ,, Carroll Investors,, with shared positions in $PLTR, $BAC, $MU, $UBER, $BA, $VZ. The full ranking of 25 similar funds is below.

#1Z3 Capital Partners, LLCPassive

Notable overlap · 4 shared positions

$PLTR $BAC $MU $UBER

$395M

187 positions

#2Xcel Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$BAC $BA $PLTR $VZ $TJX $CRWD

$362M

133 positions

#3Carroll Investors, IncActive

Notable overlap · 5 shared positions

$PLTR $AMD $PGR $GE $ISRG

$187M

31 positions

#4FFG Partners, LLCActive

Notable overlap · 4 shared positions

$PLTR $ET $MU $CRWD

$253M

36 positions

#5AGP FRANKLIN, LLCPassive

Notable overlap · 6 shared positions

$PLTR $BA $BAC $TJX $AMD $CRWD

$200M

93 positions

#6PRIMORIS WEALTH ADVISORS, LLCPassive

Notable overlap · 7 shared positions

$PLTR $AMD $LRCX $MU $TJX $BA

$143M

96 positions

#7BURR FINANCIAL SERVICES, LLCActive

Notable overlap · 6 shared positions

$PLTR $MU $LRCX $AMD $GEV $GE

$126M

25 positions

#8Spectrum Financial Alliance Ltd LLCActive

Notable overlap · 4 shared positions

$BAC $BA $MU $GE

$520M

30 positions

#9Bosman Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$PLTR $MU $AMD $GEV

$114M

52 positions

#10Gunderson Capital Management Inc.Passive

Notable overlap · 5 shared positions

$PLTR $AMD $MU $GE $GEV

$239M

46 positions

#11GABLES CAPITAL MANAGEMENT INC.Passive

Notable overlap · 7 shared positions

$PLTR $BAC $VZ $MU $BA $GEV

$236M

472 positions

#12Cornerstone Select Advisors, LLCPassive

Notable overlap · 7 shared positions

$PLTR $BAC $LRCX $MU $VZ $CRWD

$160M

124 positions

#13CONNORS INVESTOR SERVICES INCActive

Notable overlap · 3 shared positions

$PLTR $VZ $TJX

$1.1B

149 positions

#14Oder Investment Management, LLCPassive

Notable overlap · 5 shared positions

$PLTR $BAC $VZ $CRWD $EPD

$130M

102 positions

#15Provident Living Financial Services, Inc.Active

Notable overlap · 4 shared positions

$BAC $AMD $VZ $CRWD

$91M

48 positions

#16PeakShares LLCPassive

Notable overlap · 9 shared positions

$AMD $MU $PLTR $VZ $TJX $PGR

$109M

116 positions

#17FAGAN ASSOCIATES, INC.Passive

Notable overlap · 5 shared positions

$PLTR $AMD $BAC $BA $UBER

$719M

135 positions

#181776 Wealth LLCActive

Notable overlap · 4 shared positions

$PLTR $TJX $EPD $AMD

$254M

146 positions

#19RPG Investment Advisory, LLCPassive

Notable overlap · 6 shared positions

$AMD $PLTR $BA $BAC $CRWD $ISRG

$829M

92 positions

#20McBroom & Associates, LLCActive

Notable overlap · 4 shared positions

$PLTR $LRCX $TJX $ISRG

$180M

36 positions

#21Owen LaRue, LLCPassive

Notable overlap · 5 shared positions

$PLTR $GE $CRWD $AMD $GEV

$261M

128 positions

#22HOERTKORN RICHARD CHARLESActive

Notable overlap · 6 shared positions

$BAC $BA $AMD $GE $GEV $MCD

$122M

75 positions

#23Markin Volterra Fund LPActive

Notable overlap · 5 shared positions

$PLTR $AMD $LRCX $MU $GEV

$65M

34 positions

#24UDINE WEALTH MANAGEMENT, INC.Active

Notable overlap · 4 shared positions

$BAC $PLTR $BA $UBER

$205M

35 positions

#25DCF Advisers, LLCActive

Notable overlap · 6 shared positions

$AMD $BAC $ET $MU $LRCX $UBER

$375M

86 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.