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Hedge Funds Similar to Up

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

Up Capital Management, Inc. is an institutional investor managing $129M across 20 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 Up are Sather Financial Group, 4J Wealth, Axecap Investments, with shared positions in $ANET, $WDC, $VLO, $MAR, $HLT. The full ranking of 14 similar funds is below.

#1Sather Financial Group IncActive
Some overlap · 3 shared positions
$ANET$WDC$VLO
$1.7B
121 positions
#24J Wealth Management LLCActive
Some overlap · 3 shared positions
$ANET$MAR$HLT
$204M
111 positions
#3Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$ANET$MAR$HLT$VLO
$181M
73 positions
#4Legacy Bridge, LLCPassive
Some overlap · 3 shared positions
$ANET$WDC$VLO
$324M
322 positions
#5Bosman Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ANET$WDC$VLO
$161M
56 positions
#6STANCE CAPITAL LLCPassive
Some overlap · 3 shared positions
$WDC$MAR$HLT
$328M
340 positions
#7Providence First Trust CoPassive
Some overlap · 3 shared positions
$WDC$MAR$VLO
$358M
196 positions
#8RESTON WEALTH MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$ANET$MAR$VLO
$371M
65 positions
#9Capula Management LtdActive
Some overlap · 3 shared positions
$WDC$ANET$HLT
$28.0B
700 positions
#10Longbow Finance SAPassive
Slight overlap · 3 shared positions
$ANET$HLT$VLO
$782M
59 positions
#11Rice Partnership, LLCActive
Slight overlap · 3 shared positions
$ANET$HLT$VLO
$824M
171 positions
#12OneAscent Wealth Management LLCActive
Slight overlap · 3 shared positions
$WDC$MAR$VLO
$336M
169 positions
#13ZEGA Investments, LLCActive
Slight overlap · 3 shared positions
$ANET$MAR$VLO
$973M
335 positions
#14SEI INVESTMENTS COPassive
Slight overlap · 3 shared positions
$HLT$ANET$WDC
$113.3B
3,272 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.