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Hedge Funds Similar to Ulland Investment Advisors

13F Portfolio OverlapQ2 2026Ulland Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Ulland Investment Advisors, LLC is an institutional investor managing $136M across 227 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 Ulland Investment Advisors are N10 ASSETS, N10 WEALTH, DEEPWATER ASSET, with shared positions in $VRT, $AXON, $MRVL, $SNPS, $ICE, $GNRC. The full ranking of 25 similar funds is below.

#1N10 ASSETS, LLCActive
Notable overlap · 3 shared positions
$VRT$AXON$MRVL
$231M
34 positions
#2N10 WEALTH, LLCActive
Notable overlap · 3 shared positions
$VRT$AXON$MRVL
$282M
43 positions
#3DEEPWATER ASSET MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$AXON$VRT$MRVL$SNPS
$220M
35 positions
#4THOR INVESTMENT MANAGEMENT INC /OH/ /ADVActive
Notable overlap · 3 shared positions
$VRT$ICE$GNRC
$176M
56 positions
#5Avalon Global Asset Management LLCActive
Notable overlap · 5 shared positions
$VRT$MRVL$LOW$SNPS$CRWD
$917M
38 positions
#6COOPERMAN LEON GActive
Notable overlap · 4 shared positions
$VRT$ET$SUN$EPD
$3.5B
39 positions
#7Highlander Partners, L.P.Smart money
Notable overlap · 6 shared positions
$VRT$DMLP$MPLX$EPD$ET$WES
$298M
44 positions
#8Crystal Rock Capital ManagementActive
Notable overlap · 3 shared positions
$VRT$BSX$CRWD
$196M
34 positions
#9HARTLINE INVESTMENT CORP/Active
Some overlap · 3 shared positions
$VRT$MRVL$LOW
$1.1B
115 positions
#10ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 4 shared positions
$AXON$VRT$CRWD$MRVL
$4.4B
109 positions
#11VMS Asset Management LimitedPassive
Some overlap · 4 shared positions
$VRT$MRVL$CRWD$AMKR
$315M
33 positions
#12Kessler Investment Group, LLCPassive
Some overlap · 3 shared positions
$VRT$CRWD$GNRC
$234M
81 positions
#13WIN ADVISORS, INCPassive
Some overlap · 3 shared positions
$VRT$MRVL$CRWD
$281M
75 positions
#14Advocacy Wealth Management, LLCActive
Some overlap · 4 shared positions
$VRT$LOW$ICE$INTU
$2.8B
151 positions
#15M & L Capital Management LtdActive
Some overlap · 3 shared positions
$VRT$MRVL$AMKR
$370M
17 positions
#16Goldstream Capital Management LtdActive
Some overlap · 3 shared positions
$VRT$MRVL$CRWD
$132M
45 positions
#17Robeco Schweiz AGActive
Some overlap · 3 shared positions
$VRT$MRVL$GNRC
$6.2B
126 positions
#18Mirova US LLCActive
Some overlap · 3 shared positions
$VRT$LOW$BSX
$9.3B
45 positions
#19PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$VRT$AXON$CRWD$MRVL
$174M
92 positions
#20Ravenswood Partners LPActive
Some overlap · 3 shared positions
$AXON$XYZ$INTU
$313M
36 positions
#21Geneva Partners, LLCPassive
Some overlap · 4 shared positions
$VRT$MRVL$MPLX$EPD
$375M
75 positions
#22Game Creek Capital, LPPassive
Some overlap · 3 shared positions
$VRT$XYZ$GNRC
$283M
77 positions
#23SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 3 shared positions
$VRT$MRVL$SNPS
$895M
185 positions
#24Bouvel Investment Partners, LLCPassive
Some overlap · 4 shared positions
$MRVL$VRT$AXON$CRWD
$442M
84 positions
#25Cherry Creek Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$VRT$CRWD$MPLX
$254M
128 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.