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Hedge Funds Similar to REGENTS OF THE UNIVERSITY OF CALIFORNIA

13F Portfolio OverlapQ2 2026REGENTS OF THE UNIVERSITY OF CALIFORNIA portfolio →
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Most similar hedge funds by 13F overlap

REGENTS OF THE UNIVERSITY OF CALIFORNIA is an institutional investor managing $4.4B across 11 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 REGENTS OF THE UNIVERSITY OF CALIFORNIA are ELEMENT POINTE ADVISORS, GFS Advisors, Cordoba Advisory Partners, with shared positions in $STT, $GLDM, $ASML, $SPCX, $BN, $OTF. The full ranking of 25 similar funds is below.

#1ELEMENT POINTE ADVISORS, LLCSmart money
Notable overlap · 3 shared positions
$STT$GLDM$ASML
$621M
90 positions
#2GFS Advisors, LLCActive
Notable overlap · 3 shared positions
$ASML$STT$SPCX
$1.7B
266 positions
#3Cordoba Advisory Partners LLCActive
Notable overlap · 3 shared positions
$SPCX$STT$BN
$472M
144 positions
#4Allie Family Office LLCActive
Some overlap · 3 shared positions
$STT$ASML$SPCX
$269M
107 positions
#5Timber Creek Capital Management LLCPassive
Some overlap · 3 shared positions
$GLDM$BN$ASML
$490M
80 positions
#6KPP Advisory Services LLCPassive
Some overlap · 3 shared positions
$GLDM$SPCX$ASML
$791M
362 positions
#7AA Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$GLDM$SPCX$ASML
$832M
230 positions
#8Elm Partners Management LLCActive
Some overlap · 3 shared positions
$BN$OTF$ASML
$2.8B
161 positions
#9Pine Ridge Advisers LLCSmart money
Some overlap · 3 shared positions
$ASML$OTF$SPCX
$1.7B
42 positions
#10Financial Network Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$STT$GLDM$ASML
$99M
858 positions
#11Magnolia Private Wealth, LLCPassive
Some overlap · 3 shared positions
$GLDM$SPCX$OWL
$182M
153 positions
#12Fourth Dimension Wealth, LLCPassive
Slight overlap · 3 shared positions
$GLDM$STT$SPCX
$316M
679 positions
#13TT Capital Management LLCActive
Slight overlap · 3 shared positions
$BN$OTF$OWL
$128M
77 positions
#14Jain Global LLCPassive
Slight overlap · 3 shared positions
$STT$SPCX$ASML
$25.4B
1,706 positions
#15One Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$GLDM$ASML$BLLN
$906M
326 positions
#16B.O.S.S. Retirement Advisors, LLCActive
Slight overlap · 3 shared positions
$SPCX$ASML$GLDM
$370M
157 positions
#17Arcus Capital Partners, LLCActive
Slight overlap · 3 shared positions
$SPCX$GLDM$OWL
$242M
108 positions
#18Cornerstone Planning Group LLCPassive
Slight overlap · 3 shared positions
$STT$GLDM$SPCX
$794M
1,867 positions
#19Schneider Downs Wealth Management Advisors, LPActive
Slight overlap · 3 shared positions
$BN$STT$ASML
$1.1B
177 positions
#20DENVER WEALTH MANAGEMENT, INC.Smart money
Slight overlap · 3 shared positions
$STT$GLDM$SPCX
$349M
109 positions
#21Mubadala Investment Co PJSCSmart money
Slight overlap · 3 shared positions
$OTF$ASML$CHYM
$34.8B
72 positions
#22RVW Wealth, LLCActive
Slight overlap · 3 shared positions
$SPCX$STT$ASML
$1.5B
183 positions
#23Circle Wealth Management, LLCSmart money
Slight overlap · 3 shared positions
$STT$ASML$SPCX
$8.0B
257 positions
#24VANGUARD ADVISERS INCSmart money
Slight overlap · 3 shared positions
$STT$SPCX$GLDM
$29.4B
715 positions
#25Betterment LLCActive
Slight overlap · 3 shared positions
$SPCX$STT$GLDM
$59.1B
675 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.