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Hedge Funds Similar to ACCOUNT

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

ACCOUNT MANAGEMENT LLC is an institutional investor managing $99M across 22 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 ACCOUNT are EDGEWOOD, Sunstone Asset, LONGFELLOW INVESTMENT, with shared positions in $ASML, $SNPS, $ISRG, $BX, $NTNX, $AMT. The full ranking of 25 similar funds is below.

#1EDGEWOOD MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$ASML$SNPS$ISRG$BX
$9.7B
90 positions
#2Sunstone Asset Management, L.P.Passive
Notable overlap · 5 shared positions
$SNPS$ASML$NTNX$AMT$ADI
$92M
57 positions
#3LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Notable overlap · 4 shared positions
$EPD$BX$AMT$BA
$489M
244 positions
#4WOODSTOCK CORPActive
Notable overlap · 5 shared positions
$ORLY$FTNT$ISRG$NEE$ADI
$1.2B
163 positions
#5CAMDEN ASSET MANAGEMENT L P /CAActive
Notable overlap · 3 shared positions
$NEE$NTNX$BA
$3.4B
73 positions
#6Phraction Management LLCActive
Notable overlap · 4 shared positions
$ASML$SNPS$ADI$EPD
$596M
66 positions
#7BALLAST ADVISORS LLCActive
Notable overlap · 3 shared positions
$EPD$SNPS$BX
$420M
197 positions
#8Front Row Advisors LLCPassive
Notable overlap · 5 shared positions
$FTNT$ASML$ADI$SNPS$ISRG
$345M
576 positions
#9CIM, LLCPassive
Notable overlap · 4 shared positions
$ASML$SNPS$ISRG$INTU
$773M
171 positions
#10guardian investment managementActive
Notable overlap · 3 shared positions
$BX$BA$PJT
$155M
60 positions
#11BLUE SQUARE ASSET MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$ASML$ISRG$BX
$247M
74 positions
#12Financial Sense Advisors, Inc.Passive
Notable overlap · 3 shared positions
$NEE$BA$AEM
$508M
137 positions
#13Vantage Investment Partners, LLC
Notable overlap · 5 shared positions
$ASML$ORLY$NEE$BX$AMT
$1.4B
64 positions
#14NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Notable overlap · 3 shared positions
$ASML$SNPS$BA
$606M
79 positions
#15Missouri Trust & Investment CoActive
Notable overlap · 5 shared positions
$ORLY$NEE$BX$AMT$BA
$368M
146 positions
#16Financial Gravity Companies, Inc. (FGCO)Passive
Notable overlap · 4 shared positions
$SNPS$ASML$ISRG$BA
$616M
1,040 positions
#17Destination Wealth ManagementPassive
Notable overlap · 6 shared positions
$ASML$ADI$BX$ORLY$AMT$ISRG
$4.3B
344 positions
#18Talos Eurisko Asset Management LPActive
Notable overlap · 3 shared positions
$SNPS$ASML$NTNX
$703M
25 positions
#19MERIDIAN MANAGEMENT COActive
Some overlap · 4 shared positions
$FTNT$ISRG$ASML$SNPS
$446M
84 positions
#20Loudon Investment Management, LLCPassive
Some overlap · 3 shared positions
$EPD$NEE$AMT
$204M
95 positions
#21ELLERSON GROUP INC /ADVPassive
Some overlap · 5 shared positions
$ASML$BX$ISRG$AEM$BA
$169M
64 positions
#22GENERAL AMERICAN INVESTORS CO INCActive
Some overlap · 3 shared positions
$ASML$BA$AEM
$1.7B
73 positions
#23Perissos Private Wealth Management, LLCActive
Some overlap · 4 shared positions
$SNPS$EPD$ISRG$BX
$148M
79 positions
#24Buckland Partners Management Co LLCPassive
Some overlap · 3 shared positions
$SNPS$ASML$ADI
$204M
97 positions
#25Karani Asset Management LLCPassive
Some overlap · 4 shared positions
$ASML$ADI$SNPS$INTU
$139M
57 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.