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Hedge Funds Similar to Burns Matteson

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

Burns Matteson Capital Management, LLC is an institutional investor managing $320M across 189 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 Burns Matteson are COOKSON PEIRCE, Main Street Research, CORNERSTONE ENTERPRISES, with shared positions in $GLW, $APH, $CAH, $BCS, $OHI, $HUM. The full ranking of 25 similar funds is below.

#1COOKSON PEIRCE & CO INCPassive
Notable overlap · 3 shared positions
$GLW$APH$CAH
$3.0B
317 positions
#2Main Street Research LLCActive
Some overlap · 3 shared positions
$GLW$APH$BCS
$2.1B
140 positions
#3CORNERSTONE ENTERPRISES, LLCActive
Some overlap · 4 shared positions
$GLW$OHI$APH$HUM
$219M
42 positions
#4Old North State Wealth Management, LLCPassive
Some overlap · 4 shared positions
$GLW$ADBE$VTR$PYPL
$234M
112 positions
#5Retireful, LLCPassive
Some overlap · 4 shared positions
$GLW$DELL$HUM$VTRS
$107M
81 positions
#6Sunstone Asset Management, L.P.Passive
Some overlap · 3 shared positions
$GLW$APH$NTNX
$92M
57 positions
#7IFS Group,LLCPassive
Some overlap · 4 shared positions
$GLW$PYPL$WY$CVS
$73M
87 positions
#8HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 4 shared positions
$GLW$OHI$DELL$APH
$217M
352 positions
#9Gladstone Capital Management LLPActive
Some overlap · 3 shared positions
$GLW$DELL$DOCN
$1.0B
40 positions
#10Blue Edge Capital, LLC
Some overlap · 3 shared positions
$GLW$APH$MUFG
$833M
137 positions
#11Blom & Howell Financial Planning, Inc.Active
Some overlap · 3 shared positions
$GLW$O$DELL
$120M
67 positions
#12VIKING FUND MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$GLW$DELL$DOCN
$1.1B
146 positions
#13Bellwether Advisors, LLCPassive
Some overlap · 4 shared positions
$GLW$DELL$CAH$HUM
$675M
167 positions
#14COHEN & STEERS, INC.Active
Some overlap · 5 shared positions
$OHI$O$VTR$WY$SUI
$63.2B
442 positions
#15PETRA FINANCIAL ADVISORS INCPassive
Some overlap · 3 shared positions
$GLW$DELL$CAH
$216M
168 positions
#16WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$GLW$VTR$CAH
$55.2B
266 positions
#17Alpha Omega Wealth Management LLCPassive
Some overlap · 4 shared positions
$GLW$O$PYPL$CVS
$657M
208 positions
#18Uniplan Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$OHI$O$VTR$WY$SUI
$1.1B
175 positions
#19Pathway Financial Advisers, LLCPassive
Some overlap · 3 shared positions
$OHI$GLW$O
$397M
167 positions
#20MOTCOPassive
Some overlap · 3 shared positions
$GLW$DELL$APH
$1.2B
840 positions
#21CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 3 shared positions
$GLW$O$CCZ
$827M
181 positions
#22Kaufman Rossin Wealth, LLCActive
Some overlap · 4 shared positions
$GLW$ADBE$DELL$APH
$211M
112 positions
#23CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 4 shared positions
$GLW$WY$CVS$CCZ
$1.5B
184 positions
#24Turning Point Benefit Group, Inc.Passive
Some overlap · 3 shared positions
$OHI$O$APH
$232M
109 positions
#25JACKSON SQUARE CAPITAL, LLCActive
Some overlap · 3 shared positions
$GLW$DELL$CVS
$719M
138 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.