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Hedge Funds Similar to Peak Asset

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

Peak Asset Management, LLC is an institutional investor managing $680M across 181 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 Peak Asset are GILPIN WEALTH, PROFESSIONAL ADVISORY SERVICES, PENINSULA ASSET, with shared positions in $FTNT, $PCAR, $EMR, $COP, $DIS, $SYK. The full ranking of 25 similar funds is below.

#1GILPIN WEALTH MANAGEMENT, LLCPassive
Notable overlap · 8 shared positions
$FTNT$PCAR$EMR$COP$DIS$SYK
$145M
1,064 positions
#2PROFESSIONAL ADVISORY SERVICES INCActive
Notable overlap · 5 shared positions
$SYK$SPGI$BKNG$APH$ADBE
$836M
93 positions
#3PENINSULA ASSET MANAGEMENT INCActive
Notable overlap · 4 shared positions
$SPGI$SYK$EMR$ECL
$209M
54 positions
#4MCDANIEL TERRY & COActive
Notable overlap · 5 shared positions
$PCAR$EMR$SYK$APH$ECL
$1.3B
81 positions
#5Fulcrum Capital LLCActive
Notable overlap · 6 shared positions
$FTNT$SPGI$APH$UBER$ADBE$ECL
$493M
103 positions
#6RIT CAPITAL PARTNERS PLCActive
Notable overlap · 3 shared positions
$SPGI$SYK$BKNG
$621M
13 positions
#7C Partners Holding GmbHActive
Notable overlap · 3 shared positions
$SPGI$SYK$BKNG
$330M
15 positions
#8Bey-Douglas LLC
Notable overlap · 7 shared positions
$SYK$SPGI$BKNG$APH$CRM$UBER
$115M
56 positions
#9Ravenstone Capital Management Inc.Active
Notable overlap · 4 shared positions
$FTNT$SPGI$APH$DIS
$244M
54 positions
#10Stack Financial Management, IncActive
Notable overlap · 5 shared positions
$PCAR$SYK$EMR$COP$UNP
$1.3B
54 positions
#11Fundsmith LLPActive
Some overlap · 4 shared positions
$FTNT$SYK$UBER$ORLY
$13.6B
41 positions
#12Fairtree Asset Management (Pty) LtdPassive
Some overlap · 7 shared positions
$BKNG$FTNT$SPGI$CRM$SYK$UBER
$261M
96 positions
#13DELTA ASSET MANAGEMENT LLC/TNActive
Some overlap · 6 shared positions
$SPGI$DIS$EMR$ECL$ADBE$WFC
$1.2B
599 positions
#14Evelyn Partners Asset Management Ltd
Some overlap · 3 shared positions
$SYK$BKNG$DIS
$406M
308 positions
#15Evelyn Partners Investment Management Services Ltd
Some overlap · 5 shared positions
$SYK$BKNG$DIS$SPGI$APH
$850M
281 positions
#16FUNDSMITH INVESTMENT SERVICES LTD.Active
Some overlap · 4 shared positions
$FTNT$SYK$UBER$ORLY
$4.5B
27 positions
#17MERIDIAN MANAGEMENT COActive
Some overlap · 4 shared positions
$FTNT$SPGI$CRM$UBER
$446M
84 positions
#18One Wealth Map LLCActive
Some overlap · 8 shared positions
$BKNG$DIS$SPGI$CRM$SYK$ADBE
$220M
106 positions
#19Watchman Group, Inc.Active
Some overlap · 4 shared positions
$SYK$PCAR$APH$UBER
$447M
73 positions
#20CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 5 shared positions
$FTNT$SYK$SPGI$APH$ORLY
$456M
67 positions
#21DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$SYK$FTNT$CRM$ECL$ORLY
$124M
100 positions
#22Cooke Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$SPGI$SYK$MDY
$122M
39 positions
#23Nutshell Asset Management LtdPassive
Some overlap · 5 shared positions
$FTNT$BKNG$APH$ADBE$ORLY
$300M
45 positions
#24Stonehage Fleming Financial Services Holdings Ltd
Some overlap · 5 shared positions
$SPGI$SYK$APH$BKNG$UBER
$2.9B
215 positions
#25Oregon Pacific Wealth Management, LLCPassive
Some overlap · 5 shared positions
$BKNG$DIS$SPGI$SYK$WFC
$107M
115 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.