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Hedge Funds Similar to Sullivan Wood

13F Portfolio OverlapQ2 2026Sullivan Wood portfolio →
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Most similar hedge funds by 13F overlap

Sullivan Wood Capital Management LLC is an institutional investor managing $73M across 23 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 Sullivan Wood are Longitude (Cayman) Ltd., Warther Private Wealth, PREVAIL INNOVATIVE WEALTH ADVISORS, with shared positions in $SOFI, $CMG, $NU, $MSTR, $UBER, $NLY. The full ranking of 16 similar funds is below.

#1Longitude (Cayman) Ltd.Passive
Notable overlap · 4 shared positions
$SOFI$CMG$NU$MSTR
$314M
46 positions
#2Warther Private Wealth, LLCActive
Some overlap · 3 shared positions
$CMG$NU$UBER
$456M
50 positions
#3PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$NLY$UBER$RITM$AGNC
$671M
197 positions
#4Alden Global Capital LLCActive
Some overlap · 3 shared positions
$ET$UBER$RITM
$273M
19 positions
#5Warm Springs Advisors Inc.Active
Some overlap · 3 shared positions
$SOFI$NU$CELH
$145M
45 positions
#6Compass Financial Group, INC/SDSmart money
Some overlap · 3 shared positions
$NLY$ET$AGNC
$872M
119 positions
#7Coronation Fund Managers Ltd.Active
Some overlap · 3 shared positions
$NU$UBER$ET
$2.6B
48 positions
#8INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$ET$MSTR$CELH
$1.7B
185 positions
#9RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 3 shared positions
$ET$SOFI$UBER
$136M
127 positions
#10Capula Management LtdActive
Some overlap · 3 shared positions
$UBER$MSTR$SOFI
$28.0B
700 positions
#11Alpha Wealth Funds, LLCActive
Some overlap · 3 shared positions
$ET$SOFI$CHPT
$183M
63 positions
#12Triumph Capital ManagementPassive
Slight overlap · 3 shared positions
$SOFI$NLY$UBER
$552M
1,861 positions
#13Kercheville Advisors, LLCPassive
Slight overlap · 3 shared positions
$CELH$UBER$ET
$328M
108 positions
#14Bramshill Investments, LLCActive
Slight overlap · 3 shared positions
$NLY$AGNC$ET
$1.3B
157 positions
#15SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY CoActive
Slight overlap · 3 shared positions
$ET$UBER$MSTR
$181M
57 positions
#16Kingstone Capital Partners Texas, LLCActive
Slight overlap · 3 shared positions
$NLY$AGNC$UBER
$188M
60 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.