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Hedge Funds Similar to SAM Advisors

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

SAM Advisors, LLC is an institutional investor managing $366M across 49 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 SAM Advisors are TITAN GLOBAL USA, YACKTMAN ASSET, SCP Investment, with shared positions in $SCHW, $UBER, $IBIT, $KVUE, $COP, $PSX. The full ranking of 25 similar funds is below.

#1TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive
Some overlap · 3 shared positions
$SCHW$UBER$IBIT
$785M
68 positions
#2YACKTMAN ASSET MANAGEMENT LPActive
Some overlap · 3 shared positions
$SCHW$KVUE$COP
$8.1B
74 positions
#3SCP Investment, LPActive
Some overlap · 3 shared positions
$UBER$PSX$COP
$108M
47 positions
#4WINSLOW ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$SCHW$UBER$SPG
$575M
82 positions
#5Advisory Resource GroupPassive
Some overlap · 3 shared positions
$SCHW$COP$PSX
$665M
183 positions
#6PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$SCHW$COP$SPG$UBER
$3.2B
77 positions
#7Coign Capital Advisors LLCActive
Some overlap · 3 shared positions
$UBER$SCHW$COP
$222M
88 positions
#8SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$KVUE$COP$PSX
$606M
79 positions
#9Sendero Wealth Management, LLCActive
Some overlap · 3 shared positions
$SCHW$COP$UBER
$1.0B
209 positions
#10TCTC Holdings, LLCActive
Some overlap · 3 shared positions
$UBER$PSX$COP
$3.8B
240 positions
#11Modus Advisors, LLCPassive
Slight overlap · 3 shared positions
$UBER$SCHW$IBIT
$405M
118 positions
#12Marathon Strategic Advisors, LLCActive
Slight overlap · 3 shared positions
$COP$CHI$PSX
$177M
50 positions
#13Forefront Wealth Partners, LLCPassive
Slight overlap · 4 shared positions
$UBER$SCHW$IBIT$DDOG
$323M
177 positions
#14BROWN ADVISORY INCPassive
Slight overlap · 3 shared positions
$SCHW$UBER$DDOG
$64.6B
1,447 positions
#15Secure Asset Management, LLCPassive
Slight overlap · 3 shared positions
$UBER$SCHW$IBIT
$714M
333 positions
#16Ballew Advisors, IncActive
Slight overlap · 3 shared positions
$COP$PSX$IBIT
$194M
129 positions
#17CacheTech Inc.Passive
Slight overlap · 3 shared positions
$COP$SPG$DDOG
$618M
169 positions
#18Maia Wealth LLCPassive
Slight overlap · 3 shared positions
$SCHW$UBER$COP
$679M
356 positions
#19RiverPark Advisors, LLCPassive
Slight overlap · 3 shared positions
$UBER$SCHW$DDOG
$219M
141 positions
#20MONTCHANIN ASSET MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$COP$PSX$SCHW
$98M
62 positions
#21Royal Fund Management, LLCPassive
Slight overlap · 3 shared positions
$UBER$PSX$DDOG
$1.2B
291 positions
#22Quantitative Investment Management, LLCPassive
Slight overlap · 3 shared positions
$UBER$COP$IBIT
$917M
346 positions
#23Adams Wealth ManagementActive
Slight overlap · 3 shared positions
$COP$SPG$DDOG
$522M
147 positions
#24Biltmore Wealth Management, LLCActive
Slight overlap · 3 shared positions
$PSX$SPG$DDOG
$320M
58 positions
#25Brevan Howard Capital Management LPPassive
Slight overlap · 4 shared positions
$SCHW$UBER$IBIT$COP
$13.5B
2,030 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.