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Hedge Funds Similar to BOURGEON

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

BOURGEON CAPITAL MANAGEMENT LLC is an institutional investor managing $679M across 104 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 BOURGEON are DB Fitzpatrick, SOUND SHORE, Encore Global, with shared positions in $ETN, $HUBB, $XYZ, $DHR, $ECL, $BA. The full ranking of 25 similar funds is below.

#1DB Fitzpatrick & Co, IncActive
Notable overlap · 7 shared positions
$ETN$HUBB$XYZ$DHR$ECL$BA
$124M
100 positions
#2SOUND SHORE MANAGEMENT INC /CT/Active
Notable overlap · 7 shared positions
$C$VST$QCOM$BA$NXPI$TEVA
$3.2B
40 positions
#3Encore Global Management, LPPassive
Notable overlap · 6 shared positions
$OKTA$MRVL$BSX$QCOM$COP$C
$102M
53 positions
#4Nan Shan Life Insurance Co., Ltd.Active
Notable overlap · 7 shared positions
$ETN$QCOM$XYZ$PFE$MRVL$FCX
$3.2B
82 positions
#5WealthBridge Investment Counsel Inc.Active
Notable overlap · 6 shared positions
$ETN$C$BA$COP$DHR$ADI
$375M
44 positions
#6Spectrum Financial Alliance Ltd LLCActive
Notable overlap · 4 shared positions
$MRVL$C$QCOM$BA
$679M
31 positions
#7Nordwand Advisors, LLCPassive
Notable overlap · 4 shared positions
$MRVL$ETN$UNP$HUBB
$652M
146 positions
#8Palouse Capital Management, Inc.Passive
Notable overlap · 5 shared positions
$C$VST$QCOM$BA$PFE
$160M
124 positions
#9Myriad Asset Management US LPActive
Notable overlap · 6 shared positions
$C$UNP$FCX$ETN$DHR$MRVL
$72M
52 positions
#10SWS PartnersPassive
Notable overlap · 4 shared positions
$MRVL$OKTA$XYZ$ETN
$463M
108 positions
#11Mirova US LLCActive
Notable overlap · 4 shared positions
$ECL$HUBB$DHR$BSX
$9.3B
45 positions
#12Myriad Asset Management Advisors LLCActive
Notable overlap · 6 shared positions
$C$UNP$FCX$ETN$DHR$MRVL
$424M
49 positions
#13Robinhood Asset Management, LLCActive
Notable overlap · 5 shared positions
$MRVL$ECL$ETN$FCX$VST
$1.9B
83 positions
#14Insight Inv LLCPassive
Notable overlap · 4 shared positions
$MRVL$C$QCOM$EOG
$212M
109 positions
#15WAYCROSS PARTNERS, LLCActive
Notable overlap · 5 shared positions
$C$ECL$BA$NXPI$BSX
$1.2B
72 positions
#16Robeco Schweiz AGActive
Notable overlap · 6 shared positions
$MRVL$ENPH$PWR$ECL$DHR$ADI
$6.2B
126 positions
#17TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Notable overlap · 4 shared positions
$MRVL$ETN$BA$DHR
$238M
118 positions
#18Reliant Investment Management, LLCPassive
Notable overlap · 5 shared positions
$ETN$HUBB$CW$COP$PWR
$281M
55 positions
#19RE ADVISERS CORPActive
Notable overlap · 5 shared positions
$ETN$C$FCX$BA$COP
$4.0B
124 positions
#20HARBER ASSET MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$MRVL$OKTA$NXPI$ADI
$166M
39 positions
#21SIERRA SUMMIT ADVISORS LLCPassive
Notable overlap · 5 shared positions
$MRVL$C$FCX$PWR$BA
$895M
185 positions
#22ARS Investment Partners, LLCActive
Notable overlap · 6 shared positions
$VST$ETN$FCX$BA$PWR$BLK
$2.3B
181 positions
#23OLD REPUBLIC INTERNATIONAL CORPActive
Notable overlap · 4 shared positions
$ETN$HUBB$QCOM$PFE
$2.7B
54 positions
#24O'Brien Greene & Co. IncPassive
Notable overlap · 5 shared positions
$UNP$DHR$EOG$BSX$CW
$362M
141 positions
#25L. Roy Papp & Associates, LLPPassive
Notable overlap · 6 shared positions
$MRVL$EOG$ECL$ADI$NXPI$BLK
$951M
193 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.