Hedge Funds Similar to Emerald Investment Advisers

13F Portfolio OverlapQ2 2026Emerald Investment Advisers portfolio →

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Most similar hedge funds by 13F overlap

Emerald Investment Advisers, LLC is an institutional investor managing $1.5B across 268 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 Emerald Investment Advisers are SHAKER INVESTMENTS, BankChampaign, National Association, Legacy Bridge, with shared positions in $MS, $WTFC, $ESE, $STRL, $ETN, $URI. The full ranking of 25 similar funds is below.

#1SHAKER INVESTMENTS LLC/OHPassive

Some overlap · 5 shared positions

$MS $WTFC $ESE $STRL $ETN

$278M

87 positions

#2BankChampaign, National AssociationPassive

Some overlap · 5 shared positions

$URI $PWR $WDC $STRL $ETN

$130M

200 positions

#3Legacy Bridge, LLCPassive

Some overlap · 5 shared positions

$PWR $WDC $CRDO $STRL $ETN

$324M

322 positions

#4Future Fund LLCPassive

Some overlap · 4 shared positions

$LGND $WTFC $ESE $SITM

$349M

118 positions

#5LOM Asset Management LtdPassive

Some overlap · 4 shared positions

$MS $URI $ETR $MPC

$387M

279 positions

#6Orange Investment Advisors, Inc.Passive

Some overlap · 4 shared positions

$MS $URI $PWR $MPC

$823M

143 positions

#7Mattson Financial Services, LLCPassive

Some overlap · 4 shared positions

$MS $URI $PWR $ETN

$478M

235 positions

#8Gradient Investments LLCPassive

Some overlap · 4 shared positions

$MS $URI $PWR $ETN

$7.2B

448 positions

#9Paladin Wealth, LLCPassive

Some overlap · 4 shared positions

$MS $URI $PWR $ETN

$172M

134 positions

#10Brown Financial Advisors

Some overlap · 4 shared positions

$MS $URI $PWR $ETN

$286M

212 positions

#11GROUPAMA ASSET MANAGMENTActive

Some overlap · 4 shared positions

$URI $ETR $MS $PNC

$7.9B

408 positions

#12Comprehensive Financial Consultants Institutional, Inc.Passive

Some overlap · 4 shared positions

$MS $ETR $MPC $ETN

$378M

205 positions

#13NEXT CENTURY GROWTH INVESTORS LLCPassive

Some overlap · 4 shared positions

$LGND $SITM $MTSI $STRL

$1.9B

113 positions

#14BRAUN STACEY ASSOCIATES INCActive

Some overlap · 4 shared positions

$ETR $PWR $WDC $CRDO

$3.5B

113 positions

#15Hudson Canyon Capital ManagementPassive

Some overlap · 4 shared positions

$MS $WDC $MPC $ETN

$187M

50 positions

#16FengHe Fund Management Pte. Ltd.Active

Some overlap · 4 shared positions

$SIMO $SITM $WDC $CRDO

$1.1B

18 positions

#17OBERWEIS ASSET MANAGEMENT INC/Active

Some overlap · 4 shared positions

$SIMO $SITM $CRDO $MTSI

$4.8B

176 positions

#18HCR Wealth AdvisorsActive

Some overlap · 4 shared positions

$MS $PWR $URI $ETN

$1.1B

259 positions

#19Nicholas Investment Partners, LPPassive

Some overlap · 4 shared positions

$WTFC $SITM $MTSI $STRL

$1.8B

204 positions

#20PINNBROOK CAPITAL MANAGEMENT LPActive

Some overlap · 4 shared positions

$ESE $PWR $WDC $MPC

$938M

103 positions

#21CALIBER WEALTH MANAGEMENT, LLC / KSActive

Some overlap · 4 shared positions

$URI $ETR $MPC $ETN

$1.0B

300 positions

#22CONGRESS ASSET MANAGEMENT CO /MAPassive

Some overlap · 4 shared positions

$LGND $NPO $STRL $ETN

$16.3B

376 positions

#23Princeton Global Asset Management LLCPassive

Some overlap · 4 shared positions

$ETR $PWR $MPC $ETN

$698M

831 positions

#24DRIEHAUS CAPITAL MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$SIMO $CRDO $SITM $STRL

$17.3B

354 positions

#25Rithm Capital Corp.Active

Slight overlap · 4 shared positions

$ETR $PWR $STRL $ETN

$81M

38 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.