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Hedge Funds Similar to Eagle Bluffs Wealth

13F Portfolio OverlapQ3 2026Eagle Bluffs Wealth portfolio →
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Most similar hedge funds by 13F overlap

Eagle Bluffs Wealth Management LLC is an institutional investor managing $291M across 85 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 Eagle Bluffs Wealth are Geneva Partners, Kessler Investment Group, Nordwand Advisors, with shared positions in $MRVL, $KLAC, $VRT, $MPC, $UPS, $CMI. The full ranking of 25 similar funds is below.

#1Geneva Partners, LLCPassive
Notable overlap · 4 shared positions
$MRVL$KLAC$VRT$MPC
$334M
81 positions
#2Kessler Investment Group, LLCPassive
Notable overlap · 4 shared positions
$KLAC$VRT$UPS$CMI
$207M
82 positions
#3Nordwand Advisors, LLCPassive
Notable overlap · 5 shared positions
$MRVL$VRT$TMO$ABT$CMI
$652M
146 positions
#4Robeco Schweiz AGActive
Notable overlap · 4 shared positions
$MRVL$VRT$TMO$ECL
$5.5B
135 positions
#5Lafayette Investments, Inc.Active
Notable overlap · 3 shared positions
$KLAC$SCHW$DIS
$542M
162 positions
#6Zuckerman Investment Group, LLCActive
Notable overlap · 4 shared positions
$VRT$TMO$DIS$ABT
$1.2B
139 positions
#7Barnes Dennig Private Wealth Management LLCPassive
Notable overlap · 4 shared positions
$MRVL$SCHW$KLAC$UPS
$125M
365 positions
#8Broadleaf Partners, LLCPassive
Notable overlap · 3 shared positions
$VRT$MRVL$KLAC
$517M
86 positions
#9Riverview Trust CoActive
Notable overlap · 3 shared positions
$KLAC$COF$ABT
$84M
166 positions
#10Benchmark Investment Advisors LLCActive
Notable overlap · 3 shared positions
$KLAC$VRT$MRVL
$228M
70 positions
#11EAGLE ROCK INVESTMENT COMPANY, LLCActive
Notable overlap · 5 shared positions
$KLAC$TMO$DIS$COF$CMI
$799M
156 positions
#12Smith Group Asset Management, LLCActive
Notable overlap · 4 shared positions
$KLAC$SCHW$DIS$MPC
$2.5B
166 positions
#13Impax Asset Management Group plcActive
Notable overlap · 4 shared positions
$KLAC$VRT$MRVL$ECL
$15.4B
284 positions
#14Atlantic Edge Private Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$KLAC$TMO$CMI
$487M
628 positions
#15WORMSER FRERES GESTIONActive
Notable overlap · 5 shared positions
$VRT$TMO$ECL$KLAC$ABT
$181M
71 positions
#16First Growth Capital LLCActive
Some overlap · 3 shared positions
$VRT$MRVL$ECL
$124M
135 positions
#17Chatterton & Associates Inc.Active
Some overlap · 3 shared positions
$KLAC$DIS$MRVL
$170M
101 positions
#18THOR INVESTMENT MANAGEMENT INC /OH/ /ADVActive
Some overlap · 3 shared positions
$VRT$SCHW$KLAC
$177M
51 positions
#19ALBERT D MASON INCPassive
Some overlap · 3 shared positions
$KLAC$ITT$CMI
$176M
139 positions
#20Cornerstone Investment Partners, LLCActive
Some overlap · 3 shared positions
$KLAC$TMO$CMI
$3.0B
312 positions
#21TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$MRVL$SCHW$COF$ABT
$226M
113 positions
#22CHAPIN DAVIS, INC.Passive
Some overlap · 3 shared positions
$KLAC$MRVL$DIS
$520M
258 positions
#23Leelyn Smith, LLCActive
Some overlap · 4 shared positions
$KLAC$MRVL$SCHW$TMO
$822M
157 positions
#24Eley Financial Management, IncPassive
Some overlap · 4 shared positions
$KLAC$VRT$ABT$CMI
$309M
72 positions
#25Shoker Investment Counsel, Inc.Active
Some overlap · 3 shared positions
$KLAC$MMM$MPC
$398M
113 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.