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Hedge Funds Similar to BURNEY

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

BURNEY CO/ is an institutional investor managing $3.7B across 605 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 BURNEY are Longbow Finance SA, Smith Group Asset, SIGNET FINANCIAL, with shared positions in $PH, $KLAC, $EXPE, $ANET, $TJX, $C. The full ranking of 25 similar funds is below.

#1Longbow Finance SAPassive
Notable overlap · 9 shared positions
$PH$KLAC$EXPE$ANET$TJX$C
$782M
59 positions
#2Smith Group Asset Management, LLCActive
Some overlap · 6 shared positions
$ANET$PH$KLAC$TJX$MCK$CBOE
$2.5B
166 positions
#3SIGNET FINANCIAL MANAGEMENT, LLC
Some overlap · 6 shared positions
$ANET$EXPE$COF$STT$KLAC$FTNT
$892M
299 positions
#4Acumen Wealth Advisors, LLCPassive
Some overlap · 7 shared positions
$KLAC$ANET$TJX$C$PH$APH
$472M
493 positions
#5Railway Pension Investments LtdActive
Some overlap · 6 shared positions
$ANET$KLAC$PH$EXPE$MCK$APH
$8.0B
102 positions
#6LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ANET$PH$KLAC$TJX$MCK
$218M
80 positions
#7CGN Advisors LLCPassive
Some overlap · 6 shared positions
$KLAC$ANET$TJX$COF$MCK$APH
$1.4B
322 positions
#8Davidson Capital Management Inc.Active
Some overlap · 6 shared positions
$ANET$KLAC$TJX$MCK$CBOE$FTNT
$624M
96 positions
#9FCF Advisors LLCPassive
Some overlap · 5 shared positions
$ANET$KLAC$EXPE$MCK$CF
$544M
58 positions
#10Winslow Capital Management, LLCActive
Some overlap · 5 shared positions
$ANET$KLAC$PH$MCK$APH
$29.1B
66 positions
#11Seascape Capital ManagementPassive
Some overlap · 5 shared positions
$ANET$KLAC$COF$APH$FTNT
$417M
96 positions
#12Alcosta Capital Management, Inc.Active
Some overlap · 5 shared positions
$ANET$KLAC$TJX$APH$RL
$148M
22 positions
#13Mach-1 Financial Group, LLCActive
Some overlap · 6 shared positions
$KLAC$EXPE$ANET$CRUS$WTS$RL
$258M
131 positions
#14Axecap Investments, LLCPassive
Some overlap · 5 shared positions
$ANET$KLAC$C$TRGP$FTNT
$181M
73 positions
#15FIRST BUSINESS FINANCIAL SERVICES, INC.Smart money
Some overlap · 5 shared positions
$ANET$C$EXPE$TJX$COR
$1.3B
201 positions
#16Cambridge Financial Group, Inc.Active
Some overlap · 5 shared positions
$ANET$TJX$C$COR$TRGP
$287M
33 positions
#17Westerkirk Capital Inc.Active
Some overlap · 5 shared positions
$KLAC$ANET$PH$TJX$FTNT
$1.0B
212 positions
#18SAWGRASS ASSET MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$KLAC$ANET$AZO$CBOE$APH$FTNT
$757M
193 positions
#19Aft, Forsyth & Sober, LLCActive
Some overlap · 5 shared positions
$ANET$KLAC$MCK$FTNT$STT
$320M
60 positions
#20SHUTTLEWORTH & CoPassive
Some overlap · 5 shared positions
$ANET$TJX$MCK$CBOE$APH
$125M
51 positions
#21EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 6 shared positions
$KLAC$C$AZO$COR$COF$MCK
$808M
156 positions
#22Inspire Investing, LLCPassive
Some overlap · 5 shared positions
$ANET$KLAC$PH$APH$FTNT
$2.4B
1,266 positions
#23DSG Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$TJX$C$AZO$ANET$APH$KLAC
$704M
118 positions
#24VISTA INVESTMENT PARTNERS LLCPassive
Some overlap · 5 shared positions
$PH$KLAC$TJX$COR$FTNT
$397M
172 positions
#25VISTA INVESTMENT PARTNERS II, LLCPassive
Some overlap · 5 shared positions
$PH$KLAC$TJX$COR$FTNT
$255M
160 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.