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Hedge Funds Similar to BigSur Wealth

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

BigSur Wealth Management LLC is an institutional investor managing $415M across 169 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 BigSur Wealth are Randolph, First Fiduciary Investment Counsel, Kamunting Street, with shared positions in $BX, $HON, $HONA, $CTAS, $GD, $DHR. The full ranking of 25 similar funds is below.

#1Randolph Co IncActive
Some overlap · 5 shared positions
$BX$HON$HONA$CTAS$GD
$1.2B
47 positions
#2First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$BX$DHR$HON$HONA$LMT
$529M
75 positions
#3Kamunting Street Capital Management, L.P.Active
Some overlap · 3 shared positions
$IBIT$BX$BABA
$179M
25 positions
#4Corecam Pte. Ltd.Passive
Some overlap · 3 shared positions
$IBIT$FCX$BABA
$264M
82 positions
#5Modus Advisors, LLCPassive
Some overlap · 3 shared positions
$IBIT$BX$LMT
$405M
118 positions
#6Phraction Management LLCActive
Some overlap · 4 shared positions
$DHR$HON$HONA$IBIT
$596M
66 positions
#7WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 4 shared positions
$DHR$HON$HONA$LMT
$2.1B
131 positions
#8Private Wealth Partners, LLCActive
Some overlap · 4 shared positions
$DHR$HON$HONA$FCX
$1.4B
183 positions
#9Themes Management Co LLCPassive
Some overlap · 5 shared positions
$HON$HONA$FCX$GD$LMT
$151M
120 positions
#10Highlander Partners, L.P.Smart money
Some overlap · 3 shared positions
$BX$DHR$BABA
$298M
44 positions
#11Magnus Financial Group LLCPassive
Some overlap · 3 shared positions
$IBIT$BX$LMT
$1.4B
391 positions
#12Kimelman & Baird, LLCActive
Some overlap · 3 shared positions
$BX$HON$HONA
$1.3B
261 positions
#13BURLING WEALTH PARTNERS, LLCPassive
Some overlap · 4 shared positions
$BX$DHR$HON$HONA
$683M
180 positions
#14Werlinich Asset Management, LLCActive
Some overlap · 5 shared positions
$BX$GD$LMT$HON$HONA
$262M
58 positions
#15Great Lakes Retirement, Inc.Passive
Some overlap · 5 shared positions
$DHR$BX$HON$HONA$LMT
$1.1B
216 positions
#16Michael Brady & Co., LLCActive
Some overlap · 4 shared positions
$DHR$HON$HONA$GD
$113M
58 positions
#17IronBridge Private Wealth, LLCActive
Some overlap · 4 shared positions
$HON$HONA$BABA$FCX
$304M
47 positions
#18Financial Enhancement Group LLCPassive
Some overlap · 3 shared positions
$IBIT$BX$DHR
$839M
137 positions
#19Triune Financial Partners, LLCSmart money
Some overlap · 3 shared positions
$DHR$HON$HONA
$479M
49 positions
#20NAN FUNG TRINITY (HK) LtdPassive
Some overlap · 3 shared positions
$DHR$HON$HONA
$1.0B
55 positions
#21Summit Place Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$BX$DHR$BABA
$228M
110 positions
#22Register Financial Advisors LLCPassive
Some overlap · 4 shared positions
$BX$HON$HONA$BXSL
$326M
426 positions
#23Unisphere EstablishmentActive
Some overlap · 3 shared positions
$DHR$HON$HONA
$11.7B
56 positions
#24Hurley Capital, LLCPassive
Some overlap · 3 shared positions
$BX$IBIT$LMT
$193M
678 positions
#25FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$BX$CTAS$TKO
$1.9B
205 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.