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Hedge Funds Similar to Boreal

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

Boreal Capital Management LLC is an institutional investor managing $134M across 507 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 Boreal are Bowie, DF DENT, Freedom Day Solutions, with shared positions in $ASML, $SPGI, $MSCI, $FICO, $ORLY, $WCN. The full ranking of 25 similar funds is below.

#1Bowie Capital Management, LLCActive
Some overlap · 5 shared positions
$ASML$SPGI$MSCI$FICO$ORLY
$2.4B
37 positions
#2DF DENT & CO INCPassive
Some overlap · 6 shared positions
$ASML$WCN$MSCI$KNSL$ORLY$SPGI
$5.3B
271 positions
#3Freedom Day Solutions, LLCActive
Some overlap · 4 shared positions
$ASML$PGR$SPGI$SHW
$452M
134 positions
#4EDGEWOOD MANAGEMENT LLCActive
Some overlap · 4 shared positions
$ASML$MSCI$FICO$SPGI
$9.7B
90 positions
#5Karani Asset Management LLCPassive
Some overlap · 4 shared positions
$ASML$SPGI$ODFL$PGR
$139M
57 positions
#6Chicago Capital, LLCActive
Some overlap · 3 shared positions
$ASML$PGR$FICO
$4.2B
361 positions
#7Smart Money Group LLCSmart money
Some overlap · 4 shared positions
$ASML$SPGI$ODFL$AZO
$390M
86 positions
#8Solidarity Wealth, LLCPassive
Some overlap · 4 shared positions
$ASML$FICO$ORLY$AZO
$574M
93 positions
#9FIRST MANHATTAN CO. LLC.Active
Some overlap · 4 shared positions
$ASML$SPGI$AZO$ORLY
$39.2B
742 positions
#10Fisher Funds Management LTDActive
Some overlap · 5 shared positions
$ASML$MSCI$ODFL$PGR$SPGI
$3.5B
174 positions
#11FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 3 shared positions
$ASML$PGR$WCN
$1.7B
208 positions
#12Symmetry Investments LPActive
Some overlap · 3 shared positions
$ASML$IBIT$SNDK
$1.5B
152 positions
#13Ipswich Investment Management Co., Inc.Passive
Some overlap · 3 shared positions
$ASML$PGR$WSO
$474M
190 positions
#14FAYEZ SAROFIM & COActive
Some overlap · 3 shared positions
$ASML$PGR$SPGI
$42.5B
300 positions
#15Coalescence Partners Investment Management, LPActive
Some overlap · 3 shared positions
$ASML$SPGI$FICO
$341M
12 positions
#16Valley Forge Capital Management, LPSmart money
Some overlap · 3 shared positions
$ASML$SPGI$FICO
$3.1B
7 positions
#17Buttonwood Financial Advisors Inc.Active
Some overlap · 3 shared positions
$ASML$SPGI$FICO
$329M
110 positions
#18JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$ASML$AAON$KNSL
$612M
81 positions
#19ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$ASML$WCN$SPGI
$713M
97 positions
#20Port Capital LLCActive
Some overlap · 5 shared positions
$PGR$KNSL$ORLY$SHW$SPGI
$2.5B
108 positions
#21WEDGEWOOD PARTNERS INCActive
Some overlap · 4 shared positions
$PGR$SPGI$ODFL$ORLY
$484M
18 positions
#22Segment Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ASML$SPGI$SHW
$1.9B
312 positions
#23IPG Investment Advisors LLCPassive
Some overlap · 4 shared positions
$PGR$MUSA$ASML$ORLY
$696M
268 positions
#24Progressive Investment Management CorpActive
Some overlap · 3 shared positions
$ASML$SPGI$MSCI
$454M
56 positions
#25Triad Investment ManagementPassive
Some overlap · 3 shared positions
$ASML$SPGI$WSO
$91M
34 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.