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 LeConte Wealth

13F Portfolio OverlapQ2 2026LeConte Wealth portfolio →

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Most similar hedge funds by 13F overlap

LeConte Wealth Management, LLC is an institutional investor managing $184M across 179 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 LeConte Wealth are Compass Wealth, OAK RIDGE INVESTMENTS, Knollwood Investment Advisory, with shared positions in $SO, $CRWD, $PLTR, $PM, $PEP, $VRT. The full ranking of 25 similar funds is below.

#1Compass Wealth Management, LLC/GAActive

Some overlap · 6 shared positions

$SO $CRWD $PLTR $PM $PEP $VRT

$251M

74 positions

#2OAK RIDGE INVESTMENTS LLCActive

Some overlap · 7 shared positions

$CRWD $NET $DDOG $VRT $MRVL $PLTR

$1.8B

170 positions

#3Knollwood Investment Advisory, LLCPassive

Some overlap · 6 shared positions

$CRWD $DDOG $PLTR $VRT $FTNT $APH

$1.1B

270 positions

#4GLYNN CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$CRWD $NET $DDOG $PLTR $VRT

$363M

43 positions

#5Main Management ETF Advisors, LLCSmart money

Some overlap · 5 shared positions

$CRWD $FTNT $NET $VRT $MRVL

$3.3B

103 positions

#6PRIMORIS WEALTH ADVISORS, LLCPassive

Some overlap · 5 shared positions

$SO $CRWD $PLTR $PM $MRVL

$219M

125 positions

#7Avalon Global Asset Management LLCActive

Some overlap · 5 shared positions

$CRWD $NET $PLTR $VRT $MRVL

$917M

38 positions

#8JENNISON ASSOCIATES LLCActive

Some overlap · 5 shared positions

$CRWD $DDOG $NET $PLTR $APH

$166.7B

567 positions

#9Forefront Wealth Partners, LLC

Some overlap · 5 shared positions

$CRWD $DDOG $PLTR $VRT $MRVL

$323M

177 positions

#10Quantum Private Wealth, LLCPassive

Some overlap · 5 shared positions

$CRWD $DDOG $PLTR $VRT $MRVL

$390M

171 positions

#11Slow Capital, Inc.Active

Some overlap · 4 shared positions

$CRWD $FTNT $NET $DDOG

$857M

111 positions

#12Bouvel Investment Partners, LLCPassive

Some overlap · 5 shared positions

$CRWD $DDOG $VRT $MRVL $APH

$442M

84 positions

#13ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Some overlap · 5 shared positions

$CRWD $DDOG $VRT $MRVL $APH

$4.4B

109 positions

#14Skyline Advisors, Inc.Active

Some overlap · 4 shared positions

$SO $CRWD $PM $PEP

$319M

123 positions

#15RPG Investment Advisory, LLCPassive

Some overlap · 4 shared positions

$CRWD $FTNT $NET $PLTR

$973M

93 positions

#16Laurion Capital Management LPPassive

Some overlap · 5 shared positions

$NET $DDOG $PLTR $VRT $MRVL

$3.9B

420 positions

#17CORNERSTONE ENTERPRISES, LLCActive

Some overlap · 5 shared positions

$NET $CRWD $PLTR $MRVL $APH

$219M

42 positions

#18Benchmark Investment Advisors LLCPassive

Some overlap · 5 shared positions

$CRWD $PLTR $VRT $MRVL $APH

$228M

70 positions

#19BUCKHEAD CAPITAL MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$SO $FTNT $APH $PEP

$292M

149 positions

#20Penserra Capital Management LLCPassive

Some overlap · 4 shared positions

$CRWD $FTNT $NET $MRVL

$13.0B

1,127 positions

#21Corient IA LLCPassive

Some overlap · 5 shared positions

$CRWD $FTNT $PLTR $MRVL $HWM

$108M

249 positions

#22Markin Volterra Fund LPActive

Some overlap · 5 shared positions

$CRWD $PLTR $VRT $MRVL $APH

$147M

69 positions

#23ITHAKA GROUP LLCActive

Some overlap · 5 shared positions

$CRWD $PLTR $VRT $APH $HWM

$551M

40 positions

#24Donoghue Forlines LLCPassive

Some overlap · 4 shared positions

$CRWD $FTNT $DDOG $MRVL

$387M

114 positions

#25DARA CAPITAL US, INC.Passive

Some overlap · 4 shared positions

$CRWD $NET $FTNT $VRT

$145M

110 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.