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Hedge Funds Similar to Myriad Asset US

13F Portfolio OverlapQ2 2026Myriad Asset US portfolio →
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Most similar hedge funds by 13F overlap

Myriad Asset Management US LP is an institutional investor managing $72M across 52 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 Myriad Asset US are Myriad Asset Advisors, Parkside Investments, BOURGEON, with shared positions in $FCX, $ASML, $C, $MS, $UNP, $TMO. The full ranking of 25 similar funds is below.

#1Myriad Asset Management Advisors LLCActive
Substantial overlap · 20 shared positions
$FCX$ASML$C$MS$UNP$TMO
$424M
49 positions
#2Parkside Investments, LLCActive
Notable overlap · 5 shared positions
$FCX$C$UNP$TMO$GLW
$902M
91 positions
#3BOURGEON CAPITAL MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$C$UNP$FCX$ETN$DHR$MRVL
$679M
104 positions
#4TriCert Investment Counsel Inc.Active
Notable overlap · 6 shared positions
$MS$UNP$ETN$MLM$DE$BHP
$1.1B
88 positions
#5NORTHEAST INVESTMENT MANAGEMENTActive
Notable overlap · 6 shared positions
$ASML$UNP$TMO$DHR$ISRG$DE
$2.7B
200 positions
#6Banco de Sabadell, S.APassive
Notable overlap · 6 shared positions
$ASML$ETN$CSX$TMO$UNP$VLO
$170M
61 positions
#7HOURGLASS CAPITAL, LLCPassive
Notable overlap · 5 shared positions
$C$MS$FCX$UNP$BHP
$508M
127 positions
#8SHELTON WEALTH MANAGEMENT, LLCPassive
Notable overlap · 7 shared positions
$ASML$CSX$FCX$DE$C$MRVL
$255M
144 positions
#9Glass Wealth Management Co LLCPassive
Notable overlap · 4 shared positions
$FCX$ASML$MS$ETN
$299M
69 positions
#10Arrow Capital Pty LtdActive
Notable overlap · 5 shared positions
$ASML$C$TMO$DHR$VLO
$118M
25 positions
#11RE ADVISERS CORPActive
Notable overlap · 5 shared positions
$C$FCX$ETN$CSX$DE
$4.0B
124 positions
#12Lipe & DaltonPassive
Notable overlap · 6 shared positions
$MS$TMO$ETN$DE$DHR$MLM
$215M
94 positions
#13BOWEN HANES & CO INCActive
Notable overlap · 6 shared positions
$UNP$ETN$ASML$DE$GLW$ISRG
$4.1B
151 positions
#14Alley Investment Management Company, LLCActive
Notable overlap · 5 shared positions
$ASML$MS$UNP$ETN$DHR
$856M
89 positions
#15Hosking Partners LLPActive
Notable overlap · 5 shared positions
$FCX$C$MS$GLW$WFC
$3.0B
98 positions
#16BCV Asset Management Inc.Active
Notable overlap · 6 shared positions
$ASML$UNP$DE$DHR$MRVL$TMO
$3.3B
116 positions
#17Bornite Capital Management LPActive
Notable overlap · 4 shared positions
$FCX$ASML$MLM$LNG
$795M
20 positions
#18STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Notable overlap · 6 shared positions
$ASML$VMC$DE$GLW$NUE$WFC
$146.1B
107 positions
#19NIXON PEABODY TRUST COActive
Some overlap · 5 shared positions
$ASML$MS$DE$ETN$DHR
$1.4B
177 positions
#20Athena Wealth Management, LLCActive
Some overlap · 5 shared positions
$C$FCX$TMO$ASML$VLO
$134M
104 positions
#21Blume Capital Management, Inc.Passive
Some overlap · 5 shared positions
$FCX$C$DE$WFC$UNP
$684M
359 positions
#22Peloton Wealth StrategistsPassive
Some overlap · 4 shared positions
$FCX$C$TMO$ISRG
$271M
91 positions
#23CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 5 shared positions
$ASML$FCX$TMO$LNG$MRVL
$78M
44 positions
#24HARTLINE INVESTMENT CORP/Active
Some overlap · 6 shared positions
$MS$C$GLW$MRVL$ETN$UNP
$1.1B
115 positions
#25Nordwand Advisors, LLCPassive
Some overlap · 5 shared positions
$MS$UNP$ETN$MRVL$TMO
$652M
146 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.