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Hedge Funds Similar to Henson-Edgewater

13F Portfolio OverlapQ2 2026Henson-Edgewater portfolio →
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Most similar hedge funds by 13F overlap

Henson-Edgewater Management, LLC is an institutional investor managing $192M across 66 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 Henson-Edgewater are 1776 Wealth, Prospect Financial Services, Philadelphia Investment Partners, with shared positions in $PLTR, $BX, $TJX, $EPD, $BA, $ET. The full ranking of 25 similar funds is below.

#11776 Wealth LLCActive
Notable overlap · 4 shared positions
$PLTR$BX$TJX$EPD
$284M
152 positions
#2Prospect Financial Services LLCPassive
Notable overlap · 6 shared positions
$PLTR$BA$ET$CRWD$VZ$UBER
$197M
115 positions
#3Philadelphia Investment Partners, LLCPassive
Notable overlap · 3 shared positions
$PLTR$BX$MPC
$161M
189 positions
#4SENTINEL TRUST CO LBASmart money
Notable overlap · 3 shared positions
$PLTR$ET$MCD
$1.1B
136 positions
#5Carroll Investors, IncActive
Notable overlap · 3 shared positions
$PLTR$PGR$ISRG
$234M
31 positions
#6FORTRESS PRIVATE LEDGER, LLCPassive
Notable overlap · 3 shared positions
$PLTR$ET$MCD
$368M
279 positions
#7Heard Capital LLCActive
Notable overlap · 3 shared positions
$PLTR$BX$AMT
$2.3B
21 positions
#8CORNERSTONE ENTERPRISES, LLCActive
Some overlap · 3 shared positions
$PLTR$CRWD$HOOD
$219M
42 positions
#9ELLERSON GROUP INC /ADVPassive
Some overlap · 4 shared positions
$PLTR$BX$ISRG$BA
$169M
64 positions
#10Oder Investment Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$CRWD$VZ$EPD
$149M
113 positions
#11AGP FRANKLIN, LLCPassive
Some overlap · 4 shared positions
$PLTR$BA$TJX$CRWD
$231M
93 positions
#12CONNORS INVESTOR SERVICES INCPassive
Some overlap · 3 shared positions
$PLTR$TJX$VZ
$1.2B
153 positions
#13LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 6 shared positions
$ET$BX$VZ$BA$EPD$AMT
$489M
244 positions
#14Hedeker Wealth, LLCPassive
Some overlap · 3 shared positions
$PLTR$BX$UBER
$524M
92 positions
#15PeakShares LLCActive
Some overlap · 7 shared positions
$PLTR$TJX$VZ$PGR$CRWD$UBER
$134.4B
122 positions
#16Networth Advisors, LLCActive
Some overlap · 4 shared positions
$PLTR$ALL$BA$VZ
$172M
383 positions
#17SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
Some overlap · 5 shared positions
$PLTR$CRWD$ET$UBER$MCD
$181M
57 positions
#18McBroom & Associates, LLCActive
Some overlap · 3 shared positions
$PLTR$TJX$ISRG
$199M
37 positions
#19Alden Global Capital LLCActive
Some overlap · 3 shared positions
$PLTR$ET$UBER
$273M
19 positions
#20United Capital Management of KS, Inc.Passive
Some overlap · 3 shared positions
$PLTR$TJX$MPC
$763M
98 positions
#21PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Some overlap · 3 shared positions
$PLTR$UBER$AMT
$3.2B
77 positions
#22Beech Hill Advisors, Inc.Passive
Some overlap · 4 shared positions
$BA$BX$TJX$UBER
$226M
97 positions
#23GABLES CAPITAL MANAGEMENT INC.Passive
Some overlap · 4 shared positions
$PLTR$BA$VZ$MCD
$277M
508 positions
#24Corps Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$ET$PLTR$VZ$CRWD$EPD
$124M
99 positions
#25Kimelman & Baird, LLCActive
Some overlap · 5 shared positions
$BA$BX$TJX$UBER$MCD
$1.3B
261 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.