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Hedge Funds Similar to BENDER ROBERT & ASSOCIATES

13F Portfolio OverlapQ2 2026BENDER ROBERT & ASSOCIATES portfolio →
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Most similar hedge funds by 13F overlap

BENDER ROBERT & ASSOCIATES is an institutional investor managing $481M across 39 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 BENDER ROBERT & ASSOCIATES are Biondo Investment Advisors, MayTech Global Investments, CapitalatWork S.A., with shared positions in $ISRG, $VRTX, $NOW, $SBUX, $DUK, $MELI. The full ranking of 25 similar funds is below.

#1Biondo Investment Advisors, LLCActive
Notable overlap · 5 shared positions
$ISRG$VRTX$NOW$SBUX$DUK
$817M
89 positions
#2MayTech Global Investments, LLCSmart money
Notable overlap · 3 shared positions
$MELI$ISRG$BKNG
$900M
22 positions
#3CapitalatWork S.A.Active
Notable overlap · 6 shared positions
$MELI$CB$NOW$ADBE$DIS$DE
$4.0B
93 positions
#4Slow Capital, Inc.Active
Notable overlap · 5 shared positions
$MELI$ISRG$ILMN$VRTX$DE
$857M
111 positions
#5Knuff & Co LLCPassive
Some overlap · 5 shared positions
$MELI$VRTX$NOW$NEE$GILD
$395M
142 positions
#6AlpenGlobal Capital LLCActive
Some overlap · 5 shared positions
$MELI$BKNG$ADBE$DIS$LULU
$156M
35 positions
#7Arlington Financial Advisors, LLCActive
Some overlap · 7 shared positions
$ISRG$CB$SBUX$DIS$ILMN$DE
$787M
107 positions
#8PARAGON CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$MELI$BKNG$VRTX$NOW
$135M
80 positions
#9EDGEWOOD MANAGEMENT LLCActive
Some overlap · 3 shared positions
$ISRG$VRTX$ABT
$9.7B
90 positions
#10Warther Private Wealth, LLCActive
Some overlap · 4 shared positions
$MELI$ULTA$NOW$ISRG
$456M
50 positions
#11Seilern Investment Management LtdActive
Some overlap · 3 shared positions
$ISRG$ADBE$BKNG
$794M
24 positions
#12Sivik Global Healthcare LLCActive
Some overlap · 4 shared positions
$ISRG$VRTX$GILD$ABT
$132M
34 positions
#13JOHNSTON ASSET MANAGEMENT CORPActive
Some overlap · 4 shared positions
$MELI$VRTX$ILMN$ADBE
$2.9B
77 positions
#14ITHAKA GROUP LLCActive
Some overlap · 3 shared positions
$ISRG$MELI$NOW
$551M
40 positions
#15DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$MELI$CB$SBUX$DE
$124M
100 positions
#16LOOMIS SAYLES & CO L PActive
Some overlap · 7 shared positions
$VRTX$SBUX$ISRG$BKNG$DIS$ILMN
$79.8B
707 positions
#17Fogel Capital Management, Inc.Active
Some overlap · 4 shared positions
$MELI$CB$NOW$DE
$249M
57 positions
#18COUNTRY TRUST BANKActive
Some overlap · 5 shared positions
$BKNG$VRTX$CB$NOW$NEE
$5.7B
628 positions
#19Capital Investment Services of America, Inc.Active
Some overlap · 5 shared positions
$BKNG$ILMN$NOW$SBUX$ADBE
$1.0B
83 positions
#20Evelyn Partners Investment Management Services Ltd
Some overlap · 4 shared positions
$CB$BKNG$ISRG$DIS
$850M
281 positions
#21TB Capital Gestao de Recursos Ltda.Active
Some overlap · 3 shared positions
$MELI$BKNG$ADBE
$183M
19 positions
#22WORMSER FRERES GESTIONActive
Some overlap · 3 shared positions
$ISRG$NOW$ABT
$177M
66 positions
#23Weil Company, Inc.Passive
Some overlap · 4 shared positions
$CB$ILMN$NOW$SBUX
$568M
133 positions
#24Carmignac GestionActive
Some overlap · 3 shared positions
$MELI$VRTX$NOW
$7.7B
100 positions
#25CAMDEN NATIONAL BANKPassive
Some overlap · 6 shared positions
$CB$VRTX$ADBE$NEE$DE$DUK
$767M
184 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.