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 Eagle Bluffs Wealth

13F Portfolio OverlapQ2 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 $299M across 86 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 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

$375M

75 positions

#2Kessler Investment Group, LLCPassive

Notable overlap · 4 shared positions

$KLAC $VRT $UPS $CMI

$234M

81 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

$6.2B

126 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 LLCPassive

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

$808M

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

$489M

619 positions

#15WORMSER FRERES GESTIONActive

Notable overlap · 5 shared positions

$VRT $TMO $ECL $KLAC $ABT

$177M

66 positions

#16First Growth Capital LLCActive

Some overlap · 3 shared positions

$VRT $MRVL $ECL

$132M

138 positions

#17Chatterton & Associates Inc.Passive

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

$176M

56 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

$238M

118 positions

#22CHAPIN DAVIS, INC.Passive

Some overlap · 3 shared positions

$KLAC $MRVL $DIS

$569M

256 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.