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Hedge Funds Similar to Sanchez Levi Garrett

13F Portfolio OverlapQ2 2026Sanchez Levi Garrett portfolio →
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Most similar hedge funds by 13F overlap

Sanchez Levi Garrett is an institutional investor managing $184M across 74 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 Sanchez Levi Garrett are ABOUND FINANCIAL, Farringdon , Ltd., Friday Financial, with shared positions in $IBIT, $ETHA, $SBUX, $ENB, $AZN, $DE. The full ranking of 25 similar funds is below.

#1ABOUND FINANCIAL, LLCActive
Notable overlap · 4 shared positions
$IBIT$ETHA$SBUX$ENB
$251M
297 positions
#2Farringdon Capital, Ltd.Passive
Notable overlap · 3 shared positions
$IBIT$ETHA$AZN
$202M
184 positions
#3Friday FinancialActive
Some overlap · 3 shared positions
$IBIT$DE$DIS
$373M
108 positions
#4EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$USB$SBUX$MET
$1.3B
58 positions
#5KWMG, LLCPassive
Some overlap · 3 shared positions
$DAL$MPC$TRV
$1.4B
153 positions
#6InvesTrustPassive
Some overlap · 4 shared positions
$USB$SBUX$MET$DIS
$260M
95 positions
#7S.E.E.D. Planning Group LLCPassive
Some overlap · 3 shared positions
$USB$SHW$ENB
$379M
88 positions
#8BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 3 shared positions
$DAL$SBUX$DE
$6.8B
62 positions
#9Unison Advisors LLCActive
Some overlap · 4 shared positions
$DAL$TRV$MPC$MET
$1.4B
173 positions
#10Franchise GP LtdActive
Some overlap · 3 shared positions
$IBIT$TER$ETHA
$215M
39 positions
#11Copia Wealth Management
Some overlap · 4 shared positions
$IBIT$ETHA$DE$MPC
$166M
570 positions
#12Cravens & Co Advisors, LLCActive
Some overlap · 3 shared positions
$USB$SBUX$DIS
$149M
67 positions
#13Corecam AGPassive
Some overlap · 3 shared positions
$IBIT$ETHA$DIS
$117M
50 positions
#14Granite Group Advisors, LLCActive
Some overlap · 3 shared positions
$USB$SBUX$DIS
$169M
84 positions
#15Paradigm Capital Management, LLC/NVActive
Some overlap · 3 shared positions
$USB$MET$KMI
$116M
65 positions
#16ATLANTIC FAMILY WEALTH, LLCSmart money
Some overlap · 3 shared positions
$USB$ETHA$ENB
$156M
64 positions
#17Freedom Financial Partners LLCActive
Some overlap · 3 shared positions
$DAL$USB$DE
$307M
89 positions
#18Recurrent Investment Advisors LLCActive
Some overlap · 4 shared positions
$MPC$SU$ENB$KMI
$1.6B
71 positions
#19RIK SAYLOR FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$IBIT$DAL$SBUX
$151M
89 positions
#20Cercano Management LLCSmart money
Some overlap · 3 shared positions
$USB$SHW$IBIT
$1.0B
136 positions
#21REIK & CO., LLCSmart money
Some overlap · 3 shared positions
$USB$SBUX$DIS
$384M
60 positions
#22CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 3 shared positions
$USB$TRV$MET
$1.5B
184 positions
#23Sanders Capital, LLCActive
Some overlap · 3 shared positions
$DAL$AZN$DIS
$99.8B
47 positions
#24CONNING INC.Passive
Some overlap · 3 shared positions
$USB$SBUX$TRV
$3.3B
327 positions
#25Global Strategic Investment Solutions, LLCActive
Some overlap · 4 shared positions
$TER$DE$MPC$DIS
$1.1B
151 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.