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Hedge Funds Similar to Thoma

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

Thoma Capital Management LLC is an institutional investor managing $188M across 53 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 Thoma are Robinhood Asset, Nordwand Advisors, HARTLINE INVESTMENT, with shared positions in $MRVL, $NET, $ETN, $FANG, $AMGN, $DLR. The full ranking of 25 similar funds is below.

#1Robinhood Asset Management, LLCActive
Some overlap · 4 shared positions
$MRVL$NET$ETN$FANG
$1.9B
83 positions
#2Nordwand Advisors, LLCPassive
Some overlap · 5 shared positions
$MRVL$ETN$AMGN$DLR$APD
$652M
146 positions
#3HARTLINE INVESTMENT CORP/Active
Some overlap · 4 shared positions
$MRVL$NET$ETN$PLTR
$1.1B
115 positions
#4MeadowBrook Investment Advisors LLCPassive
Some overlap · 4 shared positions
$MRVL$ETN$BA$DIS
$126M
196 positions
#5Norway Savings BankPassive
Some overlap · 5 shared positions
$MRVL$BA$DLR$BX$AMGN
$239M
104 positions
#6Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$DVN$AEP$ETN$AMGN$APD
$214M
33 positions
#7SWS PartnersPassive
Some overlap · 3 shared positions
$MRVL$NET$ETN
$463M
108 positions
#8Citizens Business BankActive
Some overlap · 4 shared positions
$MRVL$LNG$FANG$PLTR
$664M
139 positions
#9Avalon Global Asset Management LLCActive
Some overlap · 4 shared positions
$MRVL$NET$ETN$PLTR
$917M
38 positions
#10HOERTKORN RICHARD CHARLESActive
Some overlap · 3 shared positions
$MRVL$DVN$BA
$149M
71 positions
#11Kerusso Capital Management LLCPassive
Some overlap · 4 shared positions
$DVN$TROW$LNG$AMGN
$274M
58 positions
#12Independent Solutions Wealth Management, LLCActive
Some overlap · 5 shared positions
$MRVL$ETN$NET$AMGN$PLTR
$766M
194 positions
#13Fund Advisors of America Inc/FLPassive
Some overlap · 3 shared positions
$MRVL$NET$PLTR
$110M
120 positions
#14TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$MRVL$ETN$BA
$238M
118 positions
#15Bouvel Investment Partners, LLCPassive
Some overlap · 3 shared positions
$MRVL$ETN$BA
$442M
84 positions
#16BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MRVL$ETN$BA
$679M
104 positions
#17Beech Hill Advisors, Inc.Passive
Some overlap · 5 shared positions
$ETN$BA$DIS$DLR$BX
$226M
97 positions
#18Gunderson Capital Management Inc.Active
Some overlap · 3 shared positions
$MRVL$DVN$LNG
$370M
52 positions
#19Bank OZKPassive
Some overlap · 4 shared positions
$MRVL$AMGN$BX$CSX
$337M
159 positions
#20Intrepid Financial Planning Group LLCPassive
Some overlap · 4 shared positions
$MRVL$BX$PLTR$AMGN
$294M
135 positions
#21SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 3 shared positions
$MRVL$BA$DIS
$895M
185 positions
#22Stonebridge Capital Advisors LLCPassive
Some overlap · 4 shared positions
$MRVL$ETN$BA$DIS
$1.6B
215 positions
#23Yaupon Capital Management LPActive
Some overlap · 4 shared positions
$DVN$AEP$LNG$CSX
$5.1B
124 positions
#24Miller Financial Services LLCPassive
Some overlap · 4 shared positions
$NET$AEP$ETN$CAVA
$124M
142 positions
#25Oak Harvest Investment ServicesPassive
Some overlap · 4 shared positions
$MRVL$ETN$FANG$AMGN
$1.1B
168 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.