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Hedge Funds Similar to Covenant Asset

13F Portfolio OverlapQ3 2026Covenant Asset portfolio →
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Most similar hedge funds by 13F overlap

Covenant Asset Management, LLC is an institutional investor managing $746M across 169 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Covenant Asset are Gunderson, Firsthand, Blue Chip Partners, with shared positions in $KLAC, $ASML, $PWR, $ANET, $ADI, $AGX. The full ranking of 25 similar funds is below.

#1Gunderson Capital Management Inc.Active
Notable overlap · 6 shared positions
$KLAC$ASML$PWR$ANET$ADI$AGX
$359M
54 positions
#2Firsthand Capital Management, Inc.Active
Notable overlap · 6 shared positions
$ASML$PWR$BE$HOOD$SOFI$ANET
$63M
54 positions
#3Blue Chip Partners, LLCActive
Notable overlap · 4 shared positions
$KLAC$PWR$ASML$MS
$1.6B
184 positions
#4BNC WEALTH MANAGEMENT, LLCPassive
Notable overlap · 6 shared positions
$KLAC$PWR$HOOD$ANET$AXP$BE
$436M
104 positions
#5LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$PWR$ASML$HWM$MS$ADI
$320M
82 positions
#6Winslow Capital Management, LLCActive
Notable overlap · 7 shared positions
$ASML$KLAC$ANET$ADI$HWM$PWR
$29.1B
66 positions
#7Faithward Advisors, LLCPassive
Notable overlap · 5 shared positions
$KLAC$ASML$SHOP$ANET$RBC
$819M
339 positions
#8Bensler, LLCPassive
Notable overlap · 7 shared positions
$KLAC$ANET$AXP$PWR$ODFL$ASML
$1.1B
198 positions
#9MARVIN & PALMER ASSOCIATES INCActive
Notable overlap · 4 shared positions
$KLAC$PWR$MS$ADI
$159M
28 positions
#10Westend Capital Management, LLCPassive
Notable overlap · 4 shared positions
$PWR$ASML$HWM$AXP
$437M
242 positions
#11Freedom Day Solutions, LLCActive
Notable overlap · 6 shared positions
$ASML$PWR$KLAC$MS$ANET$VRTX
$455M
133 positions
#12NatWest Group plcActive
Notable overlap · 5 shared positions
$KLAC$HWM$MS$AZN$ODFL
$560M
48 positions
#13Alcosta Capital Management, Inc.Active
Notable overlap · 4 shared positions
$KLAC$HWM$MS$ANET
$148M
22 positions
#14Cunning Capital Partners, LPActive
Notable overlap · 4 shared positions
$KLAC$PWR$MS$AXP
$248M
55 positions
#15KADENSA CAPITAL LtdActive
Notable overlap · 4 shared positions
$PWR$KLAC$HWM$BE
$469M
28 positions
#16Boomfish Wealth Group, LLCPassive
Notable overlap · 4 shared positions
$KLAC$ASML$ANET$VRTX
$231M
102 positions
#17BANK OF STOCKTONActive
Notable overlap · 5 shared positions
$KLAC$ASML$ADI$AXP$MS
$333M
124 positions
#18SANDS CAPITAL MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$ASML$PWR$SHOP$BE
$26.9B
71 positions
#19BALDWIN WEALTH PARTNERS LLC/MAPassive
Notable overlap · 4 shared positions
$KLAC$ASML$PWR$ADI
$1.5B
234 positions
#20Teamwork Financial Advisors, LLCPassive
Notable overlap · 5 shared positions
$KLAC$PWR$HOOD$ANET$AXP
$908M
182 positions
#21Broadleaf Partners, LLCPassive
Notable overlap · 5 shared positions
$PWR$KLAC$ANET$BE$ASML
$517M
86 positions
#22Geneva Partners, LLCPassive
Notable overlap · 6 shared positions
$KLAC$BE$ASML$AGX$HWM$PWR
$334M
81 positions
#23Asio Capital, LLCActive
Notable overlap · 7 shared positions
$ASML$PWR$AZN$ANET$AXP$MS
$816M
131 positions
#24Vivid Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$KLAC$PWR$HOOD$ANET$AXP
$280M
73 positions
#25Axecap Investments, LLCPassive
Notable overlap · 5 shared positions
$KLAC$MS$ANET$ADI$HWM
$169M
77 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.