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Hedge Funds Similar to Osbon

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

Osbon Capital Management LLC is an institutional investor managing $127M across 427 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 Osbon are SENTINEL LBA, Capelight Asset, GILDER GAGNON HOWE, with shared positions in $NET, $ASML, $PLTR, $CRWD, $SYM, $SPHR. The full ranking of 25 similar funds is below.

#1SENTINEL TRUST CO LBASmart money
Some overlap · 3 shared positions
$NET$ASML$PLTR
$1.1B
136 positions
#2Capelight Capital Asset Management LPActive
Some overlap · 3 shared positions
$NET$CRWD$SYM
$254M
47 positions
#3GILDER GAGNON HOWE & CO LLCPassive
Some overlap · 3 shared positions
$NET$SPHR$QXO
$9.7B
274 positions
#4QTR Family Wealth, LLCPassive
Some overlap · 4 shared positions
$BXSL$FBTC$CRWD$PLTR
$287M
337 positions
#5GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$NET$CRWD$PLTR
$334M
40 positions
#6MORGENS WATERFALL VINTIADIS & CO INCActive
Some overlap · 3 shared positions
$NET$SPHR$PLTR
$131M
18 positions
#7Avalon Global Asset Management LLCActive
Some overlap · 3 shared positions
$NET$CRWD$PLTR
$917M
38 positions
#8SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$NET$SPHR$ASML
$26.9B
71 positions
#9Proactive Wealth Strategies LLCPassive
Some overlap · 4 shared positions
$NET$CRWD$AMGN$SYM
$623M
222 positions
#10Slow Capital, Inc.Active
Some overlap · 3 shared positions
$NET$CRWD$ASML
$890M
110 positions
#11Hudson Value Partners, LLCPassive
Some overlap · 4 shared positions
$AMGN$CRWD$QXO$ASML
$399M
113 positions
#12Malaga Cove Capital, LLCPassive
Some overlap · 4 shared positions
$AMGN$CRWD$NET$ASML
$311M
183 positions
#13Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$NET$CRWD$ASML$PLTR
$819M
339 positions
#14Cypress Capital, LLCActive
Some overlap · 3 shared positions
$AMGN$SGOL$NXT
$377M
117 positions
#15Allen Investment Management, LLCActive
Some overlap · 5 shared positions
$NET$CRWD$ASML$GBDC$APO
$8.4B
227 positions
#16RPG Investment Advisory, LLCPassive
Some overlap · 4 shared positions
$NET$CRWD$PLTR$SYM
$540M
85 positions
#17180 WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$SGOL$CRWD$AMGN$PL
$997M
493 positions
#18Goldstream Capital Management LtdActive
Some overlap · 3 shared positions
$NET$CRWD$ASML
$132M
45 positions
#19Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 3 shared positions
$AMGN$NET$CRWD
$703M
160 positions
#20Owen LaRue, LLCPassive
Some overlap · 4 shared positions
$CLS$CRWD$AMGN$PLTR
$288M
141 positions
#21Green Alpha Advisors, LLCPassive
Some overlap · 4 shared positions
$NET$CRWD$NXT$BFLY
$148M
110 positions
#22Leibman Financial Services, Inc.Passive
Some overlap · 3 shared positions
$AMGN$CRWD$NXT
$145M
45 positions
#23EverSource Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$FBTC$CRWD$ASML$APO$PLTR
$3.0B
4,392 positions
#24BLUE SQUARE ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$AMGN$CRWD$ASML
$247M
74 positions
#25KFG WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$AMGN$FBTC$ASML
$922M
217 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.