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Hedge Funds Similar to Ethos

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

Ethos Capital Management, Inc. is an institutional investor managing $140M across 59 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 Ethos are Axecap Investments, BAROMETER, Delta Accumulation, with shared positions in $TPR, $MS, $BNY, $C, $CSX, $LIN. The full ranking of 25 similar funds is below.

#1Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$TPR$MS$BNY$C
$181M
73 positions
#2BAROMETER CAPITAL MANAGEMENT INC.Passive
Some overlap · 3 shared positions
$C$CSX$MS
$360M
136 positions
#3Delta Accumulation, LLCActive
Some overlap · 4 shared positions
$C$BNY$MS$CSX
$2.5B
156 positions
#4Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$MS$BNY$LIN
$358M
74 positions
#5Vertrix Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MS$BNY$LIN
$297M
103 positions
#6DONALDSON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$C$MS$LIN
$3.5B
311 positions
#7BLUE JEAN FINANCIAL LLCPassive
Some overlap · 3 shared positions
$BWA$LIN$MS
$144M
70 positions
#8Myriad Asset Management US LPActive
Some overlap · 3 shared positions
$C$MS$CSX
$72M
52 positions
#9Myriad Asset Management Advisors LLCActive
Some overlap · 3 shared positions
$C$MS$CSX
$424M
49 positions
#10CONNORS INVESTOR SERVICES INCPassive
Some overlap · 4 shared positions
$LIN$MS$TPR$PLTR
$1.2B
153 positions
#11SHIKIAR ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$C$LIN$PLTR
$396M
113 positions
#12Cunning Capital Partners, LPActive
Some overlap · 3 shared positions
$TPR$MS$PLTR
$248M
55 positions
#13Teewinot Capital Advisers, L.L.C.Active
Some overlap · 3 shared positions
$C$MS$UBER
$1.4B
31 positions
#14HOURGLASS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$C$MS$UBER
$508M
127 positions
#15Delta Global Management LPPassive
Some overlap · 3 shared positions
$C$MS$ICE
$922M
149 positions
#16Networth Advisors, LLCActive
Some overlap · 4 shared positions
$MS$BNY$PLTR$YUM
$172M
383 positions
#17Galaxy Digital Capital Management GP LLCPassive
Some overlap · 3 shared positions
$C$BNY$MS
$206M
67 positions
#18Nexus Investment Management ULCActive
Some overlap · 4 shared positions
$C$MS$CSX$EXC
$767M
72 positions
#19Vigil Wealth Management, LLCActive
Some overlap · 3 shared positions
$TPR$MS$UBER
$140M
81 positions
#20Westbourne Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$C$MS$UBER
$363M
120 positions
#21Yoffe Investment Management, LLCPassive
Some overlap · 3 shared positions
$CSX$BNY$C
$87M
113 positions
#22HARTLINE INVESTMENT CORP/Active
Some overlap · 4 shared positions
$MS$C$PLTR$UBER
$1.1B
115 positions
#23McKinley Carter Wealth Services, Inc.Active
Some overlap · 4 shared positions
$LIN$C$BNY$MS
$1.9B
322 positions
#24LEGACY SOLUTIONS, LLCActive
Some overlap · 3 shared positions
$MS$C$EXC
$124M
88 positions
#25Hedeker Wealth, LLCPassive
Some overlap · 4 shared positions
$C$MS$PLTR$UBER
$524M
92 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.