13F Pro

Hedge Funds Similar to Sugar Maple Asset

13F Portfolio OverlapQ3 2026Sugar Maple Asset portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Sugar Maple Asset Management, LLC is an institutional investor managing $175M across 89 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Sugar Maple Asset are B&D White Company, RIA Advisory Group, O'Domhnaill Enterprises, with shared positions in $ABT, $SPCX, $KMB, $SLV, $LNT, $BAH. The full ranking of 25 similar funds is below.

#1B&D White Capital Company, LLCActive
Notable overlap · 3 shared positions
$ABT$SPCX$KMB
$1.0B
94 positions
#2RIA Advisory Group LLCActive
Notable overlap · 3 shared positions
$SLV$SPCX$LNT
$353M
134 positions
#3O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$SLV$SPCX$KMB
$125M
61 positions
#4Consolidated Planning CorpActive
Some overlap · 3 shared positions
$BAH$ABT$SPCX
$735M
186 positions
#5Maxele Advisors, LLCPassive
Some overlap · 3 shared positions
$ABT$SLV$SPCX
$143M
98 positions
#6CHELSEA COUNSEL COPassive
Some overlap · 3 shared positions
$SLV$ABT$KMB
$236M
232 positions
#7WILLIAM JOHN SEMPOLINSKIActive
Some overlap · 3 shared positions
$BAH$ASML$SPCX
$259M
104 positions
#8Rench Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$ABT$BAH$ASML
$372M
67 positions
#9Financial Connections Group, Inc.
Some overlap · 3 shared positions
$LNT$BAH$ABT
$288M
251 positions
#10JOHNSON INVESTMENT COUNSEL INCActive
Slight overlap · 3 shared positions
$LNT$ABT$ASML
$13.7B
840 positions
#11Paragon Advisors, LLCSmart money
Slight overlap · 3 shared positions
$BAH$ASML$ALAB
$476M
77 positions
#12Prepared Retirement Institute LLCActive
Slight overlap · 3 shared positions
$ABT$SLV$ASML
$235M
94 positions
#13DAVIDSON KEMPNER CAPITAL MANAGEMENT LPPassive
Slight overlap · 4 shared positions
$SPCX$RBRK$SNAP$ASML
$8.4B
241 positions
#14Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive
Slight overlap · 4 shared positions
$SLV$TEM$ALAB$SPCX
$142M
408 positions
#15K2 PRINCIPAL FUND, L.P.Passive
Slight overlap · 3 shared positions
$SLV$RBRK$SNAP
$1.4B
490 positions
#16Monetary Solutions, LtdActive
Slight overlap · 3 shared positions
$ABT$BAH$LNT
$117M
636 positions
#17Contrarius Group Holdings LtdActive
Slight overlap · 3 shared positions
$TEM$SPCX$ASML
$2.2B
34 positions
#18Guardian Wealth Management, Inc.Passive
Slight overlap · 3 shared positions
$ABT$KMB$ASML
$204M
66 positions
#19Freestone Grove Partners LPPassive
Slight overlap · 3 shared positions
$ABT$SPCX$BAH
$15.6B
990 positions
#20Scientech Research LLCPassive
Slight overlap · 3 shared positions
$TEM$SPCX$ALAB
$123M
224 positions
#21BANK OF STOCKTONActive
Slight overlap · 3 shared positions
$ABT$SLV$ASML
$333M
124 positions
#22Renaissance Capital LLCActive
Slight overlap · 3 shared positions
$TEM$RBRK$ALAB
$145M
54 positions
#23TENOR CAPITAL MANAGEMENT Co., L.P.Passive
Slight overlap · 3 shared positions
$RBRK$TMDX$SNAP
$7.1B
549 positions
#24Goldstein Advisors, LLCActive
Slight overlap · 3 shared positions
$LNT$SPCX$ALAB
$1.1B
269 positions
#25Kultura Capital Management LPActive
Slight overlap · 3 shared positions
$SPCX$KMB$ASML
$553M
66 positions

Compare Sugar Maple Asset’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Sugar Maple Asset’s holdings

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.