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Hedge Funds Similar to LYELL WEALTH

13F Portfolio OverlapQ2 2026LYELL WEALTH portfolio →
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Most similar hedge funds by 13F overlap

LYELL WEALTH MANAGEMENT, LP is an institutional investor managing $1.6B across 232 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 LYELL WEALTH are NZS, Chicago, CARDEROCK, with shared positions in $APH, $PWR, $CDNS, $SHOP, $ISRG, $SNOW. The full ranking of 25 similar funds is below.

#1NZS Capital, LLCActive
Notable overlap · 9 shared positions
$APH$PWR$CDNS$SHOP$ISRG$SNOW
$3.9B
61 positions
#2Chicago Capital, LLCActive
Notable overlap · 8 shared positions
$ASML$VRT$PWR$DELL$UBER$IDXX
$4.2B
361 positions
#3CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 7 shared positions
$APH$PWR$CDNS$TMO$ISRG$IDXX
$456M
67 positions
#4ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Notable overlap · 8 shared positions
$VRT$PWR$SHOP$SNOW$DELL$UBER
$4.4B
109 positions
#5Strong Retirement Solutions LLCPassive
Notable overlap · 7 shared positions
$APH$PWR$ISRG$SHOP$TMO$UBER
$167M
82 positions
#6Advocacy Wealth Management, LLCActive
Notable overlap · 6 shared positions
$APH$VRT$ASML$UBER$SYK$SNOW
$2.8B
151 positions
#7SYCOMORE ASSET MANAGEMENTActive
Notable overlap · 7 shared positions
$VRT$PWR$TMO$SNOW$DE$ISRG
$932M
72 positions
#8Peloton Wealth StrategistsPassive
Notable overlap · 6 shared positions
$VRT$APH$DHI$TMO$ISRG$UBER
$271M
91 positions
#9Asio Capital, LLCActive
Notable overlap · 6 shared positions
$ASML$APH$PWR$DELL$UBER$MS
$781M
109 positions
#10Parkwood LLCActive
Notable overlap · 6 shared positions
$APH$ASML$CDNS$SHOP$UBER$NET
$1.4B
72 positions
#11MIROVAActive
Notable overlap · 7 shared positions
$VRT$PWR$CDNS$TMO$ISRG$SNOW
$2.7B
185 positions
#12MERIDIAN MANAGEMENT COActive
Notable overlap · 7 shared positions
$PWR$CDNS$TMO$ASML$ISRG$DE
$446M
84 positions
#13SCHOLTZ & COMPANY, LLCPassive
Notable overlap · 5 shared positions
$ASML$PWR$MS$ISRG$UBER
$200M
48 positions
#14GUERRA PAN ADVISORS, LLCPassive
Notable overlap · 7 shared positions
$ASML$CDNS$TMO$UBER$VRT$ISRG
$179M
118 positions
#15SANDS CAPITAL MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$ASML$PWR$SHOP$ISRG$NET
$26.9B
71 positions
#16NIXON PEABODY TRUST COActive
Notable overlap · 6 shared positions
$ASML$MS$PWR$VRT$DE$SYK
$1.4B
177 positions
#17Samara Investment Management, LLCActive
Notable overlap · 6 shared positions
$APH$PWR$CDNS$ISRG$UBER$DE
$109M
71 positions
#18Sunstone Asset Management, L.P.Passive
Notable overlap · 5 shared positions
$ASML$APH$SNOW$NET$SHOP
$92M
57 positions
#19NORTHEAST INVESTMENT MANAGEMENTActive
Notable overlap · 6 shared positions
$ASML$TMO$ISRG$PWR$DE$WM
$2.7B
200 positions
#20Wilian Securities, LLCPassive
Notable overlap · 6 shared positions
$APH$PWR$TMO$ISRG$UBER$SYK
$169M
89 positions
#21Titan Investment Management LLCActive
Notable overlap · 5 shared positions
$VRT$PWR$MS$DELL$IDXX
$135M
38 positions
#22Cornerstone Capital, Inc.Active
Some overlap · 5 shared positions
$APH$VRT$SHOP$TMO$UBER
$1.1B
120 positions
#23Forefront Wealth Partners, LLCPassive
Some overlap · 7 shared positions
$ASML$VRT$ISRG$UBER$TMO$SHOP
$323M
177 positions
#24EDGEWOOD MANAGEMENT LLCActive
Some overlap · 5 shared positions
$ASML$APH$SHOP$ISRG$DELL
$9.7B
90 positions
#25Covenant Asset Management, LLCPassive
Some overlap · 4 shared positions
$ASML$PWR$MS$SHOP
$595M
164 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.