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Hedge Funds Similar to HIGHLAND

13F Portfolio OverlapQ3 2026HIGHLAND portfolio →
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Most similar hedge funds by 13F overlap

HIGHLAND CAPITAL MANAGEMENT, LLC is an institutional investor managing $2.2B across 415 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to HIGHLAND are PRINCETON, BOURGEON, Insight Inv, with shared positions in $C, $CRWD, $GLW, $MRVL, $PWR, $BA. The full ranking of 25 similar funds is below.

#1PRINCETON CAPITAL MANAGEMENT LLCActive
Some overlap · 7 shared positions
$C$CRWD$GLW$MRVL$PWR$BA
$443M
145 positions
#2BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$C$MRVL$PWR$COP$BA$QCOM
$696M
113 positions
#3Insight Inv LLCPassive
Some overlap · 5 shared positions
$C$MRVL$GLW$LOW$QCOM
$210M
108 positions
#4Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$C$CRWD$GLW$CARR$UBER
$115M
89 positions
#5TOCQUEVILLE ASSET MANAGEMENT L.P.Passive
Some overlap · 7 shared positions
$MRVL$NEM$C$FDX$GLW$QCOM
$7.6B
557 positions
#6HARTLINE INVESTMENT CORP/Active
Some overlap · 5 shared positions
$C$MRVL$GLW$LOW$UBER
$1.1B
115 positions
#7Parkside Investments, LLCActive
Some overlap · 5 shared positions
$C$GLW$TMO$FDX$COP
$879M
95 positions
#8Asio Capital, LLCActive
Some overlap · 5 shared positions
$C$CRWD$LOW$PWR$UBER
$816M
131 positions
#9Kingsman Wealth Management, Inc.Active
Some overlap · 5 shared positions
$C$CRWD$GLW$PWR$BA
$224M
82 positions
#10Myriad Asset Management Advisors LLCActive
Some overlap · 4 shared positions
$C$MRVL$GLW$TMO
$424M
49 positions
#11Myriad Asset Management US LPActive
Some overlap · 4 shared positions
$C$MRVL$GLW$TMO
$72M
52 positions
#12Riggs Asset Managment Co. Inc.Passive
Some overlap · 4 shared positions
$C$CRWD$GLW$MRVL
$560M
132 positions
#13BIRCHBROOK, INC.Active
Some overlap · 5 shared positions
$C$CRWD$FDX$COP$UBER
$209M
295 positions
#14MERIDIAN MANAGEMENT COActive
Some overlap · 6 shared positions
$CRWD$TMO$PWR$CARR$SPGI$UBER
$446M
84 positions
#15WealthBridge Investment Counsel Inc.Active
Some overlap · 5 shared positions
$C$TMO$FDX$COP$BA
$377M
44 positions
#16ALBION FINANCIAL GROUP /UTPassive
Some overlap · 5 shared positions
$C$TMO$PWR$QCOM$UBER
$1.8B
792 positions
#17SUMMITRY LLCPassive
Some overlap · 5 shared positions
$GLW$TMO$LOW$CARR$UBER
$3.0B
340 positions
#18AGP FRANKLIN, LLCPassive
Some overlap · 4 shared positions
$C$CRWD$GLW$BA
$231M
93 positions
#19Blue Zone Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$MRVL$CRWD$TMO$BA$SPGI
$636M
128 positions
#20Processus Wealth & Capital Management, LLCActive
Some overlap · 4 shared positions
$C$CRWD$TMO$FDX
$172M
36 positions
#21Stonebridge Capital Advisors LLCPassive
Some overlap · 5 shared positions
$MRVL$GLW$TMO$BA$QCOM
$1.6B
215 positions
#22Forefront Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$MRVL$CRWD$TMO$SPGI$UBER
$323M
177 positions
#23Mendel Money ManagementPassive
Some overlap · 5 shared positions
$MRVL$TMO$LOW$PWR$UBER
$273M
127 positions
#24DUNCKER STREETT & CO INCPassive
Some overlap · 5 shared positions
$CRWD$TMO$LOW$PWR$SPGI
$591M
521 positions
#25Encore Global Management, LPPassive
Some overlap · 5 shared positions
$MRVL$C$TMO$COP$QCOM
$102M
53 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.