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Hedge Funds Similar to INVESTMENT HOUSE

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

INVESTMENT HOUSE LLC is an institutional investor managing $2.2B across 220 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 INVESTMENT HOUSE are 3G Partners, Hamilton Point Investment Advisors, Cunning Partners, with shared positions in $DELL, $NBIS, $MELI, $TXN, $APP, $SE. The full ranking of 25 similar funds is below.

#13G Capital Partners LPActive
Notable overlap · 6 shared positions
$DELL$NBIS$MELI$TXN$APP$SE
$373M
18 positions
#2Hamilton Point Investment Advisors, LLCPassive
Notable overlap · 6 shared positions
$DELL$AXP$WSM$CMI$TXN$WM
$710M
193 positions
#3Cunning Capital Partners, LPActive
Notable overlap · 6 shared positions
$DELL$WSM$AXP$CRWD$APP$PGR
$248M
55 positions
#4GFG Capital, LLCPassive
Notable overlap · 4 shared positions
$DELL$CRWD$AXP$QCOM
$363M
100 positions
#5BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$DELL$WM$QCOM$LOW
$2.5B
270 positions
#6Kensington Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$DELL$WSM$TXN$QCOM$UNP
$230M
85 positions
#7AlpenGlobal Capital LLCActive
Some overlap · 6 shared positions
$MELI$AXP$WSM$ADBE$ECL$BKNG
$156M
35 positions
#8FirstWave Capital Management LLCPassive
Some overlap · 5 shared positions
$NBIS$MELI$NU$APP$SE
$227M
63 positions
#9Richard C. Young & CO., LTD.Passive
Some overlap · 3 shared positions
$DELL$TXN$CMI
$1.4B
101 positions
#10Verity & Verity, LLCActive
Some overlap · 3 shared positions
$DELL$TXN$CMI
$1.5B
138 positions
#11Rydar Equities, Inc.Passive
Some overlap · 6 shared positions
$MELI$AXP$WM$CRWD$CMI$UNP
$178M
107 positions
#12SOROS CAPITAL MANAGEMENT LLCActive
Some overlap · 7 shared positions
$NBIS$TXN$MSI$BKNG$UNP$LOW
$559M
58 positions
#13Persium Advisors, LLCSmart money
Some overlap · 4 shared positions
$DELL$BKNG$LOW$UNP
$153M
69 positions
#14BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$DELL$CMI$ICE$UNP
$1.7B
401 positions
#15Red Door Wealth Management, LLCPassive
Some overlap · 3 shared positions
$DELL$WM$QCOM
$1.1B
320 positions
#16SACKS & ASSOCIATES, LLCPassive
Some overlap · 5 shared positions
$DELL$CRWD$WM$QCOM$ADBE
$148M
80 positions
#17William Allan CorpActive
Some overlap · 4 shared positions
$DELL$AXP$LOW$INTU
$204M
62 positions
#18Proem Advisors LLCActive
Some overlap · 6 shared positions
$DELL$TXN$APP$SE$MELI$NU
$1.9B
56 positions
#19Kendall Capital ManagementPassive
Some overlap · 3 shared positions
$DELL$CMI$EXPE
$600M
236 positions
#20Gordian Capital Singapore Pte LtdPassive
Some overlap · 4 shared positions
$DELL$NU$NBIS$WSM
$58M
126 positions
#21FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$DELL$CMI$CRWD
$490M
188 positions
#22Nicholas Wealth, LLC.Passive
Some overlap · 4 shared positions
$NBIS$DELL$CRWD$APP
$182M
127 positions
#23VAN DEN BERG MANAGEMENT I, INCPassive
Some overlap · 3 shared positions
$DELL$QCOM$INTU
$473M
120 positions
#24ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 6 shared positions
$MELI$TXN$WM$BKNG$INTU$UNP
$1.3B
109 positions
#25TEALWOOD ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$DELL$TXN$AXP$CMI$UNP
$261M
121 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.