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Hedge Funds Similar to Buska Wealth

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

Buska Wealth Management, LLC is an institutional investor managing $277M across 81 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 Buska Wealth are OUTFITTERS FINANCIAL, MAIRS & POWER, Brentview Investment, with shared positions in $NVT, $WM, $PNR, $ET, $WEC, $TT. The full ranking of 25 similar funds is below.

#1OUTFITTERS FINANCIAL LLCPassive
Some overlap · 4 shared positions
$NVT$WM$PNR$ET
$143M
80 positions
#2MAIRS & POWER INCActive
Some overlap · 3 shared positions
$NVT$WEC$WM
$10.9B
254 positions
#3Brentview Investment Management LLCActive
Some overlap · 3 shared positions
$WM$WEC$TT
$253M
63 positions
#4Clean Energy Transition LLPActive
Some overlap · 3 shared positions
$NVT$XEL$PNR
$1.4B
14 positions
#5Robeco Schweiz AGActive
Some overlap · 3 shared positions
$NVT$TT$WM
$6.2B
126 positions
#6Enhancing Capital LLCPassive
Some overlap · 4 shared positions
$WM$WEC$XEL$ET
$145M
90 positions
#7Regents Gate Capital LLPActive
Some overlap · 3 shared positions
$NVT$TT$JCI
$75M
37 positions
#8Saturna Capital CORPActive
Some overlap · 3 shared positions
$WM$TT$JCI
$8.2B
140 positions
#9Shakespeare Wealth Management, LLCActive
Some overlap · 3 shared positions
$NVT$WEC$PNR
$378M
79 positions
#10Trium Capital LLPActive
Some overlap · 4 shared positions
$T$NVT$JCI$WM
$163M
53 positions
#11Aventail Capital Group, LPPassive
Some overlap · 3 shared positions
$NVT$JCI$XEL
$1.7B
155 positions
#12TKG Advisors, LLCPassive
Some overlap · 3 shared positions
$TT$WM$JCI
$288M
94 positions
#13Energy Income Partners, LLCActive
Some overlap · 3 shared positions
$WEC$XEL$ET
$6.4B
88 positions
#14MIROVAActive
Some overlap · 3 shared positions
$WM$NVT$PNR
$2.7B
185 positions
#15Dougherty & Associates, LLCActive
Some overlap · 3 shared positions
$NVT$WM$WEC
$125M
52 positions
#16Widmann Financial Services, Inc.Passive
Some overlap · 3 shared positions
$T$JCI$TT
$186M
123 positions
#17Achmea Investment Management B.V.Active
Some overlap · 3 shared positions
$TT$T$JCI
$4.0B
115 positions
#18Evergreen Private Wealth LLCPassive
Some overlap · 3 shared positions
$WM$T$TT
$270M
89 positions
#19Zimmer Partners, LPActive
Some overlap · 3 shared positions
$XEL$WM$PNR
$4.3B
121 positions
#20OneAscent Wealth Management LLCActive
Some overlap · 3 shared positions
$NVT$TT$T
$336M
169 positions
#21Newport Trust Company, LLCSmart money
Some overlap · 3 shared positions
$T$JCI$XEL
$41.5B
63 positions
#22TriaGen Wealth Management LLCPassive
Some overlap · 3 shared positions
$XEL$TT$T
$400M
185 positions
#23Bruce & Co., Inc.Active
Slight overlap · 3 shared positions
$XEL$T$WEC
$369M
41 positions
#24Aspen Investment Management IncPassive
Slight overlap · 3 shared positions
$TT$JCI$WM
$372M
187 positions
#25Sandhill Capital Partners LLCActive
Slight overlap · 3 shared positions
$TT$JCI$WM
$1.2B
98 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.