Hedge Funds Similar to Up ,

13F Portfolio OverlapQ1 2026Up , portfolio →

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Most similar hedge funds by 13F overlap

Up Capital Management, Inc. is an institutional investor managing $89M across 18 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 Up , are Sava Infond d.o.o., Sather Financial Group, Bosman Wealth ,, with shared positions in $ANET, $PLTR, $WDC, $VLO, $HLT, $MAR. The full ranking of 25 similar funds is below.

#1Sava Infond d.o.o.Passive

Some overlap · 3 shared positions

$ANET $PLTR $WDC

$705M

230 positions

#2Sather Financial Group IncActive

Some overlap · 3 shared positions

$ANET $VLO $WDC

$1.6B

109 positions

#3Bosman Wealth Management, LLCPassive

Some overlap · 3 shared positions

$ANET $PLTR $WDC

$114M

52 positions

#4Cache Advisors, LLCSmart money

Some overlap · 3 shared positions

$ANET $PLTR $WDC

$866M

191 positions

#5Legacy Bridge, LLCPassive

Some overlap · 3 shared positions

$ANET $PLTR $VLO

$262M

320 positions

#6MITCHELL CAPITAL MANAGEMENT COPassive

Some overlap · 3 shared positions

$WDC $ANET $PLTR

$545M

113 positions

#7Winslow Capital Management, LLCActive

Slight overlap · 3 shared positions

$PLTR $ANET $HLT

$25.6B

60 positions

#8Cornerstone Select Advisors, LLCPassive

Slight overlap · 3 shared positions

$ANET $PLTR $VLO

$160M

124 positions

#9Knollwood Investment Advisory, LLCPassive

Slight overlap · 3 shared positions

$PLTR $ANET $HLT

$992M

303 positions

#10National Wealth Management Group, LLCPassive

Slight overlap · 3 shared positions

$PLTR $WDC $MAR

$269M

215 positions

#11GPS Wealth Strategies Group, LLC

Slight overlap · 3 shared positions

$ANET $PLTR $MAR

$117M

582 positions

#12Caitong International Asset Management Co., LtdPassive

Slight overlap · 3 shared positions

$PLTR $WDC $VLO

$541M

2,563 positions

#13one8zero8, LLCPassive

Slight overlap · 3 shared positions

$ANET $PLTR $VLO

$449M

260 positions

#14Life Cycle Investment Partners LtdActive

Slight overlap · 3 shared positions

$ANET $PLTR $VLO

$15.7B

130 positions

#15Realta Investment AdvisorsPassive

Slight overlap · 3 shared positions

$PLTR $ANET $MAR

$288M

367 positions

#164J Wealth Management LLCActive

Slight overlap · 3 shared positions

$ANET $HLT $MAR

$176M

101 positions

#17Independent Solutions Wealth Management, LLCActive

Slight overlap · 3 shared positions

$PLTR $ANET $VLO

$679M

185 positions

#18Indivisible PartnersActive

Slight overlap · 3 shared positions

$PLTR $HLT $MAR

$1.1B

482 positions

#19Parkway Wealth Management Group, LLCActive

Slight overlap · 3 shared positions

$WDC $HLT $PLTR

$791M

137 positions

#20MOSELEY INVESTMENT MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$PLTR $MAR $VLO

$314M

163 positions

#21Sun Group Wealth PartnersPassive

Slight overlap · 3 shared positions

$PLTR $MAR $VLO

$127M

73 positions

#22Philadelphia Investment Partners, LLCPassive

Slight overlap · 3 shared positions

$PLTR $MAR $VLO

$147M

189 positions

#23PFS Partners, LLCActive

Slight overlap · 3 shared positions

$218M

590 positions

#24Entropy Technologies, LPPassive

Slight overlap · 3 shared positions

$PLTR $WDC $VLO

$2.2B

857 positions

#25Rice Partnership, LLCActive

Slight overlap · 3 shared positions

$ANET $HLT $VLO

$732M

178 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.