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Hedge Funds Similar to Baker Avenue Asset

13F Portfolio OverlapQ2 2026Baker Avenue Asset portfolio →
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Most similar hedge funds by 13F overlap

Baker Avenue Asset Management, LP is an institutional investor managing $5.3B across 818 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 Baker Avenue Asset are Maren, SHELTON WEALTH, North Berkeley Wealth, with shared positions in $SSD, $LIN, $APH, $APP, $MRVL, $PH. The full ranking of 25 similar funds is below.

#1Maren Capital LLCActive
Some overlap · 3 shared positions
$SSD$LIN$APH
$2.2B
17 positions
#2SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$APP$MRVL$PH$FCX$APH
$255M
144 positions
#3North Berkeley Wealth Management, LLCActive
Some overlap · 3 shared positions
$SSD$QCOM$APH
$247M
77 positions
#4Port Capital LLCActive
Some overlap · 4 shared positions
$SSD$PH$LIN$APH
$2.5B
108 positions
#5PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 6 shared positions
$APP$GLW$HOOD$KLAC$MRVL$CRWD
$174M
92 positions
#6Laurion Capital Management LPPassive
Some overlap · 7 shared positions
$GLW$APP$HOOD$KLAC$EA$MRVL
$3.9B
420 positions
#7Inspire Investing, LLCPassive
Some overlap · 8 shared positions
$PH$KLAC$FCX$SLB$APP$APH
$2.4B
1,266 positions
#8CORNERSTONE ENTERPRISES, LLCActive
Some overlap · 6 shared positions
$MRVL$GLW$JCI$CRWD$APH$HOOD
$219M
42 positions
#9Benchmark Investment Advisors LLCPassive
Some overlap · 6 shared positions
$APP$KLAC$MRVL$CRWD$APH$PH
$228M
70 positions
#10NZS Capital, LLCActive
Some overlap · 6 shared positions
$MRVL$KLAC$LIN$TXN$CRWD$APH
$3.9B
61 positions
#11ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Some overlap · 7 shared positions
$KLAC$PH$MRVL$LIN$TXN$CRWD
$409M
182 positions
#12Markin Volterra Fund LPActive
Some overlap · 5 shared positions
$MRVL$GLW$KLAC$CRWD$APH
$147M
69 positions
#13Cornerstone Capital, Inc.Active
Some overlap · 4 shared positions
$SSD$GLW$APH$CRWD
$1.1B
120 positions
#14Retireful, LLCPassive
Some overlap · 5 shared positions
$MRVL$GLW$KLAC$TXN$CRWD
$107M
81 positions
#15Tairen Capital LtdActive
Some overlap · 5 shared positions
$MRVL$GLW$HOOD$SLB$QCOM
$1.1B
44 positions
#16Seascape Capital ManagementPassive
Some overlap · 5 shared positions
$APP$BG$KLAC$APH$QCOM
$417M
96 positions
#17Proem Advisors LLCActive
Some overlap · 6 shared positions
$MRVL$KLAC$APP$TXN$HOOD$GLW
$1.9B
56 positions
#18Community Financial Services Group, LLCPassive
Some overlap · 5 shared positions
$PH$GLW$KLAC$LIN$APH
$686M
532 positions
#19Moran Wealth Management, LLCPassive
Some overlap · 6 shared positions
$PH$KLAC$LIN$MRVL$TXN$APH
$3.7B
491 positions
#20Goldstream Capital Management LtdActive
Some overlap · 5 shared positions
$MRVL$GLW$TXN$CRWD$QCOM
$132M
45 positions
#21SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 4 shared positions
$MRVL$APP$HOOD$FCX
$895M
185 positions
#22Robinhood Asset Management, LLCActive
Some overlap · 5 shared positions
$MRVL$KLAC$LIN$FCX$CRWD
$1.9B
83 positions
#23Geneva Partners, LLCPassive
Some overlap · 4 shared positions
$MRVL$GLW$KLAC$PH
$375M
75 positions
#24OFI INVEST ASSET MANAGEMENTActive
Some overlap · 6 shared positions
$GLW$HOOD$PH$MRVL$TXN$QCOM
$10.0B
365 positions
#25Broadleaf Partners, LLCPassive
Some overlap · 3 shared positions
$APP$MRVL$KLAC
$517M
86 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.