13F Pro

Hedge Funds Similar to Box Hill Private Wealth

13F Portfolio OverlapQ2 2026Box Hill Private Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Box Hill Private Wealth LLC is an institutional investor managing $125M across 67 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 Box Hill Private Wealth are Robinhood Asset, SWS Partners, First Washington, with shared positions in $MRVL, $ETN, $UBER, $LMT, $CB, $BKNG. The full ranking of 25 similar funds is below.

#1Robinhood Asset Management, LLCActive
Some overlap · 3 shared positions
$MRVL$ETN$UBER
$1.9B
83 positions
#2SWS PartnersPassive
Some overlap · 3 shared positions
$MRVL$ETN$UBER
$463M
108 positions
#3First Washington CORPActive
Some overlap · 3 shared positions
$MRVL$ETN$UBER
$418M
51 positions
#4SFE Investment CounselPassive
Some overlap · 3 shared positions
$MRVL$ETN$UBER
$742M
152 positions
#5TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$MRVL$ETN$UBER
$238M
118 positions
#6MeadowBrook Investment Advisors LLCPassive
Some overlap · 3 shared positions
$MRVL$ETN$UBER
$126M
196 positions
#7ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Some overlap · 3 shared positions
$MRVL$ETN$LMT
$753M
223 positions
#8TL Private WealthSmart money
Some overlap · 3 shared positions
$MRVL$ETN$LMT
$273M
54 positions
#9DAVIS R M INCActive
Some overlap · 3 shared positions
$MRVL$ETN$CB
$6.3B
280 positions
#10PARAGON CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$MRVL$BKNG$UBER
$135M
80 positions
#11SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$MRVL$BKNG$UBER
$255M
144 positions
#12HARTLINE INVESTMENT CORP/Active
Some overlap · 3 shared positions
$MRVL$ETN$UBER
$1.1B
115 positions
#13CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 4 shared positions
$ETN$BKNG$CB$LMT
$1.3B
88 positions
#14Palumbo Wealth Management LLCPassive
Some overlap · 3 shared positions
$MRVL$UBER$PHYS
$478M
237 positions
#15Vantage Investment Partners, LLC
Some overlap · 4 shared positions
$ETN$BKNG$UBER$LMT
$1.4B
64 positions
#16Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsPassive
Slight overlap · 3 shared positions
$MRVL$PHYS$LMT
$903M
493 positions
#17Maia Wealth LLCPassive
Slight overlap · 4 shared positions
$ETN$BKNG$UBER$LMT
$679M
356 positions
#18Meadowbrook Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$ETN$UBER$MRVL$BKNG
$93M
81 positions
#19Wealth Advisory Solutions, LLCPassive
Slight overlap · 3 shared positions
$MRVL$UBER$CB
$487M
150 positions
#20KOM Wealth Management Group, LLCActive
Slight overlap · 3 shared positions
$ETN$MRVL$PHYS
$165M
96 positions
#21Concord Asset Management, LLC/VAPassive
Slight overlap · 3 shared positions
$ETN$MRVL$LMT
$646M
126 positions
#22Bey-Douglas LLC
Slight overlap · 3 shared positions
$ETN$BKNG$UBER
$115M
56 positions
#23RD Finance LtdActive
Slight overlap · 3 shared positions
$ETN$BKNG$UBER
$101M
27 positions
#24LOWE BROCKENBROUGH & CO INCActive
Slight overlap · 3 shared positions
$ETN$BKNG$CB
$2.2B
341 positions
#25New Hampshire TrustPassive
Slight overlap · 3 shared positions
$ETN$BKNG$CB
$530M
176 positions

Compare Box Hill Private Wealth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Box Hill Private Wealth’s holdings

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.