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Hedge Funds Similar to ACCOUNT

13F Portfolio OverlapQ1 2026ACCOUNT portfolio →
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Most similar hedge funds by 13F overlap

ACCOUNT MANAGEMENT LLC is an institutional investor managing $91M across 23 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 ACCOUNT are EDGEWOOD, SORA INVESTORS, Benchstone, with shared positions in $ASML, $SNPS, $ISRG, $INTU, $TMUS, $ADI. The full ranking of 25 similar funds is below.

#1EDGEWOOD MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$ASML$SNPS$ISRG$INTU
$15.5B
87 positions
#2SORA INVESTORS LLCPassive
Notable overlap · 4 shared positions
$ASML$SNPS$TMUS$INTU
$1.1B
77 positions
#3Benchstone Capital Management LPPassive
Notable overlap · 5 shared positions
$ASML$SNPS$TMUS$ADI$INTU
$860M
38 positions
#4WOODSTOCK CORPActive
Notable overlap · 4 shared positions
$ORLY$ISRG$FTNT$NEE
$1.1B
156 positions
#5Maytus Capital Management, LLCPassive
Notable overlap · 5 shared positions
$ASML$SNPS$FTNT$ADI$INTU
$562M
62 positions
#6CLARIS ADVISORS, LLC / MO /Active
Notable overlap · 3 shared positions
$NEE$BA$EPD
$334M
70 positions
#7Loudon Investment Management, LLCPassive
Notable overlap · 4 shared positions
$EPD$NEE$TMUS$AMT
$186M
95 positions
#8Hyperion Asset Management LtdActive
Notable overlap · 3 shared positions
$ASML$ISRG$INTU
$3.1B
18 positions
#9LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Notable overlap · 3 shared positions
$EPD$AMT$BA
$480M
243 positions
#10CIM, LLCPassive
Notable overlap · 5 shared positions
$ASML$ISRG$SNPS$INTU$NEE
$692M
168 positions
#11Planning Center, Inc.Smart money
Notable overlap · 3 shared positions
$NEE$ISRG$TMUS
$987M
78 positions
#12SATOVSKY ASSET MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$NEE$AEM$EPD
$566M
73 positions
#13Ardmore Road Asset Management LPPassive
Notable overlap · 6 shared positions
$NTNX$SNPS$FTNT$TMUS$ADI$INTU
$1.5B
64 positions
#14Bowie Capital Management, LLCActive
Notable overlap · 3 shared positions
$ASML$ORLY$INTU
$2.7B
36 positions
#15AVENIR CORPActive
Notable overlap · 3 shared positions
$ORLY$AMT$EPD
$820M
72 positions
#16Missouri Trust & Investment CoPassive
Some overlap · 4 shared positions
$ORLY$NEE$AMT$BA
$341M
411 positions
#17KP Management LLCPassive
Some overlap · 4 shared positions
$ASML$ORLY$SNPS$BA
$409M
83 positions
#18Vantage Investment Partners, LLCActive
Some overlap · 4 shared positions
$ASML$ORLY$NEE$AMT
$1.4B
64 positions
#19DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$NEE$EPD$AMT$INTU
$501M
138 positions
#20Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$ASML$ORLY$TMUS$NEE
$1.4B
170 positions
#21Karani Asset Management LLCPassive
Some overlap · 4 shared positions
$ASML$ADI$SNPS$INTU
$122M
54 positions
#22OUTFITTERS FINANCIAL LLCPassive
Some overlap · 3 shared positions
$EPD$AMT$INTU
$129M
80 positions
#23Front Row Advisors LLCPassive
Some overlap · 5 shared positions
$ASML$FTNT$SNPS$ADI$ISRG
$296M
553 positions
#24Phraction Management LLCActive
Some overlap · 3 shared positions
$ASML$SNPS$ADI
$483M
65 positions
#25NORTH POINT PORTFOLIO MANAGERS CORP/OHActive
Some overlap · 3 shared positions
$ASML$SNPS$BA
$561M
76 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.