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 Haven Private

13F Portfolio OverlapQ2 2026Haven Private portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Haven Private, LLC is an institutional investor managing $263M across 171 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 Haven Private are Camarda Financial Advisors, Bristol Gate Partners, Cunning Partners, with shared positions in $KLAC, $ARM, $TT, $MCK, $CTAS, $CAH. The full ranking of 25 similar funds is below.

#1Camarda Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$KLAC $ARM $TT

$331M

122 positions

#2Bristol Gate Capital Partners Inc.Active

Some overlap · 4 shared positions

$KLAC $MCK $TT $CTAS

$1.4B

33 positions

#3Cunning Capital Partners, LPActive

Some overlap · 4 shared positions

$KLAC $CAH $MCK $HIG

$248M

55 positions

#4NZS Capital, LLCActive

Some overlap · 4 shared positions

$KLAC $ARM $TT $MELI

$3.9B

61 positions

#5Cornerstone Investment Partners, LLCActive

Some overlap · 3 shared positions

$KLAC $MCK $COR

$3.0B

312 positions

#6EAGLE ROCK INVESTMENT COMPANY, LLCActive

Some overlap · 4 shared positions

$KLAC $COR $VZ $MCK

$808M

156 positions

#7Atlantic Edge Private Wealth Management, LLCPassive

Some overlap · 3 shared positions

$KLAC $MCK $VZ

$489M

619 positions

#8VISTA INVESTMENT PARTNERS II, LLCPassive

Some overlap · 3 shared positions

$KLAC $FBTC $COR

$255M

160 positions

#9DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 4 shared positions

$KLAC $MCK $HIG $CTAS

$517M

137 positions

#10Progressive Investment Management CorpActive

Some overlap · 4 shared positions

$KLAC $TT $IDXX $CTAS

$454M

56 positions

#11Cornerstone Select Advisors, LLCPassive

Some overlap · 4 shared positions

$KLAC $CAH $VZ $ARCC

$238M

149 positions

#12KANE INVESTMENT MANAGEMENT, INC.Active

Some overlap · 4 shared positions

$KLAC $TT $CTAS $MCK

$235M

100 positions

#13Global X Japan Co., Ltd.Active

Some overlap · 3 shared positions

$KLAC $ARM $MELI

$2.7B

390 positions

#14Close Asset Management LtdActive

Some overlap · 3 shared positions

$KLAC $COR $MCK

$3.8B

269 positions

#15Pasadena Private Wealth, LLCActive

Some overlap · 4 shared positions

$GBTC $ETH $ETHE $FBTC

$786M

309 positions

#16Argos Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$KLAC $TT $CAH

$378M

224 positions

#17Impax Asset Management Group plcActive

Some overlap · 3 shared positions

$KLAC $CTAS $TEL

$15.4B

284 positions

#18Eley Financial Management, IncPassive

Some overlap · 3 shared positions

$KLAC $MCK $VZ

$309M

72 positions

#19JENSEN INVESTMENT MANAGEMENT INCActive

Some overlap · 3 shared positions

$KLAC $CTAS $IDXX

$4.1B

83 positions

#20BALDWIN WEALTH PARTNERS LLC/MAPassive

Some overlap · 3 shared positions

$KLAC $MCK $ARCC

$1.5B

234 positions

#21EVEXIA WEALTH LLCPassive

Some overlap · 3 shared positions

$KLAC $FBTC $TT

$369M

77 positions

#22FCF Advisors LLCPassive

Some overlap · 3 shared positions

$KLAC $MCK $FFIV

$544M

58 positions

#23Kendall Capital ManagementPassive

Some overlap · 3 shared positions

$KLAC $COR $MCK

$600M

236 positions

#24AMERICAN NATIONAL BANK & TRUSTPassive

Some overlap · 3 shared positions

$KLAC $AAAU $VZ

$1.2B

631 positions

#25Stonehage Fleming Financial Services Holdings LtdActive

Some overlap · 3 shared positions

$KLAC $CTAS $MCK

$2.9B

215 positions

Compare Haven Private’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Haven Private’s holdings

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.