How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Burton Enright Welch

13F Portfolio OverlapQ2 2026Burton Enright Welch portfolio →

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Most similar hedge funds by 13F overlap

Burton Enright Welch is an institutional investor managing $852M across 136 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 Burton Enright Welch are Park Edge Advisors, Bey-Douglas, Steigerwald, Gordon & Koch, with shared positions in $LECO, $DOV, $WFC, $MCK, $ADP, $SYK. The full ranking of 25 similar funds is below.

#1Park Edge Advisors, LLCActive

Some overlap · 3 shared positions

$LECO $DOV $WFC

$475M

154 positions

#2Bey-Douglas LLC

Some overlap · 3 shared positions

$MCK $ADP $SYK

$115M

56 positions

#3Steigerwald, Gordon & Koch Inc.Passive

Some overlap · 5 shared positions

$MCK $CDNS $WFC $ADP $SYK

$1.0B

765 positions

#4Suncoast Equity ManagementActive

Some overlap · 3 shared positions

$MCK $SYK $ADP

$798M

63 positions

#5FIRETRAIL INVESTMENTS PTY LTDActive

Some overlap · 3 shared positions

$MCK $CDNS $WFC

$355M

32 positions

#6TILIA FIDUCIARY PARTNERS, INC.Passive

Some overlap · 3 shared positions

$MCK $LECO $SYK

$217M

114 positions

#7Peachtree Investment Partners, LLCActive

Some overlap · 3 shared positions

$MCK $ADP $SYK

$312M

143 positions

#8Lakewood Asset Management LLCPassive

Some overlap · 3 shared positions

$MCK $WSM $DOV

$194M

110 positions

#9Midway Capital Research & ManagementActive

Some overlap · 3 shared positions

$LECO $EXPD $SYK

$118M

50 positions

#10Argo Wealth Advisory, LLCActive

Some overlap · 3 shared positions

$MCK $ADP $SYK

$181M

50 positions

#11InTrack Investment Management IncPassive

Some overlap · 3 shared positions

$MCK $FTNT $SYK

$207M

106 positions

#12HMS Capital Management, LLCActive

Some overlap · 4 shared positions

$MCK $CDNS $FTNT $SYK

$264M

125 positions

#13CULBERTSON A N & CO INCActive

Some overlap · 3 shared positions

$MCK $WFC $ADP

$861M

137 positions

#14Roxbury Financial LLCPassive

Some overlap · 3 shared positions

$MCK $WFC $ADP

$130M

426 positions

#15ALTA CAPITAL MANAGEMENT LLC/Active

Some overlap · 3 shared positions

$LECO $MCK $SYK

$1.2B

215 positions

#16Aft, Forsyth & Sober, LLCActive

Some overlap · 3 shared positions

$MCK $FTNT $WFC

$320M

60 positions

#17Fairtree Asset Management (Pty) LtdPassive

Slight overlap · 4 shared positions

$MCK $FTNT $ADP $SYK

$261M

96 positions

#18Private Wealth Partners, LLCActive

Slight overlap · 3 shared positions

$MCK $FTNT $SYK

$1.5B

177 positions

#19CARDEROCK CAPITAL MANAGEMENT INCPassive

Slight overlap · 4 shared positions

$CDNS $FTNT $ADP $SYK

$435M

70 positions

#20Act Two Investors LLCActive

Slight overlap · 3 shared positions

$MCK $ADP $SYK

$495M

37 positions

#21Wilson & Boucher Capital Management, LLCPassive

Slight overlap · 4 shared positions

$MCK $WFC $SYK $DOV

$170M

121 positions

#22Modera Wealth Management, LLCActive

Slight overlap · 4 shared positions

$WSM $ADP $FTNT $DOV

$9.4B

650 positions

#23GHP Investment Advisors, Inc.Passive

Slight overlap · 3 shared positions

$LECO $MCK $EXPD

$2.7B

1,321 positions

#24Terra Nova Asset Management LLCPassive

Slight overlap · 3 shared positions

$MCK $FTNT $SYK

$155M

95 positions

#25Cunning Capital Partners, LPActive

Slight overlap · 3 shared positions

$MCK $WSM $WFC

$248M

55 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.