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Hedge Funds Similar to SIERRA OCEAN

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

SIERRA OCEAN, LLC is an institutional investor managing $144M across 72 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 SIERRA OCEAN are CLOUGH PARTNERS L P, Martin Partners, Burkett Asset Ltd, with shared positions in $RCL, $NVO, $ASML, $GD, $UL, $SRE. The full ranking of 25 similar funds is below.

#1CLOUGH CAPITAL PARTNERS L PPassive
Slight overlap · 4 shared positions
$RCL$NVO$ASML$GD
$1.2B
102 positions
#2Martin Capital Partners, LLCPassive
Slight overlap · 4 shared positions
$NVO$ASML$UL$GD
$272M
72 positions
#3Burkett Asset Management LtdPassive
Slight overlap · 4 shared positions
$NVO$ASML$UL$GD
$107M
59 positions
#4Autumn Glory Partners, LLCPassive
Slight overlap · 4 shared positions
$NVO$ASML$UL$GD
$353M
212 positions
#5Three Bridge Wealth Advisors, LLCActive
Slight overlap · 4 shared positions
$NVO$ASML$UL$GD
$399M
87 positions
#6Saratoga Research & Investment ManagementActive
Slight overlap · 4 shared positions
$NVO$ASML$UL$GD
$1.8B
46 positions
#7DecisionMap Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$NVO$ASML$UL$GD
$179M
145 positions
#8Tevis Investment ManagementPassive
Slight overlap · 4 shared positions
$NVO$ASML$UL$GD
$183M
104 positions
#9Ted Buchan & CoActive
Slight overlap · 3 shared positions
$RCL$NVO$ASML
$306M
95 positions
#10Werlinich Asset Management, LLCActive
Slight overlap · 4 shared positions
$SRE$ASML$GD$CRWD
$262M
58 positions
#11One Capital Management, LLCActive
Slight overlap · 4 shared positions
$ASML$UL$GD$CRWD
$3.6B
522 positions
#12KENNEDY INVESTMENT GROUPPassive
Slight overlap · 3 shared positions
$NVO$RVT$CRWD
$295M
146 positions
#13Baltimore-Washington Financial Advisors, Inc.Passive
Slight overlap · 3 shared positions
$RCL$ASML$CRWD
$2.7B
206 positions
#14Blue Chip Partners, LLCActive
Slight overlap · 3 shared positions
$RCL$ASML$CRWD
$1.6B
184 positions
#15Lester Murray Antman dba SimplyRichPassive
Slight overlap · 3 shared positions
$NVO$ASML$MCK
$427M
166 positions
#16Warther Private Wealth, LLCActive
Slight overlap · 3 shared positions
$NVO$ASML$MCK
$456M
50 positions
#17Generate Investment Management LtdActive
Slight overlap · 3 shared positions
$NVO$ASML$MCK
$2.4B
90 positions
#18Auxano Advisors, LLCPassive
Slight overlap · 3 shared positions
$NVO$ASML$UL
$528M
207 positions
#19UNITED CAPITAL FINANCIAL ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$NVO$ASML$UL
$18.2B
1,622 positions
#20Allen Capital Group, LLCPassive
Slight overlap · 3 shared positions
$NVO$ASML$UL
$1.2B
319 positions
#21SALT Holding Corp.Active
Slight overlap · 3 shared positions
$NVO$ASML$UL
$189M
25 positions
#22Eldred Rock Partners, LLCActive
Slight overlap · 3 shared positions
$NVO$ASML$UL
$465M
29 positions
#23Arlington Partners LLCActive
Slight overlap · 3 shared positions
$NVO$ASML$UL
$55M
64 positions
#24Western Financial Corp/CAActive
Slight overlap · 3 shared positions
$RCL$ASML$CRWD
$341M
132 positions
#25Marotta Asset ManagementActive
Slight overlap · 3 shared positions
$NVO$MCK$GD
$601M
103 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.