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Hedge Funds Similar to Volterra Technologies

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

Volterra Technologies LP is an institutional investor managing $694M across 303 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 Volterra Technologies are Miramar, Beacon Harbor Wealth Advisors, RBO, with shared positions in $MCD, $PEP, $ABT, $KR, $PAYX, $BLK. The full ranking of 25 similar funds is below.

#1Miramar Capital, LLCPassive
Notable overlap · 7 shared positions
$MCD$PEP$ABT$KR$PAYX$BLK
$455M
57 positions
#2Beacon Harbor Wealth Advisors, Inc.Passive
Notable overlap · 5 shared positions
$MCD$PEP$APP$LITE$ABT
$513M
70 positions
#3RBO & CO LLCActive
Notable overlap · 4 shared positions
$MCD$PEP$ABT$DIS
$628M
56 positions
#4B&D White Capital Company, LLCActive
Notable overlap · 4 shared positions
$MCD$PEP$ABT$PLTR
$1.0B
94 positions
#5Miller Financial Services LLCPassive
Notable overlap · 6 shared positions
$PEP$CRWD$UBER$KMI$ABT$SYK
$124M
142 positions
#6HUTNER CAPITAL MANAGEMENT INCActive
Notable overlap · 4 shared positions
$MCD$PEP$ABT$PGR
$252M
43 positions
#7Integras Partners LLCPassive
Notable overlap · 5 shared positions
$MCD$LNG$TFC$CRWD$GILD
$181M
100 positions
#8OPUS INVESTMENT MANAGEMENT INCActive
Notable overlap · 4 shared positions
$MCD$PEP$PAYX$BLK
$183M
31 positions
#9FARMERS TRUST CO
Notable overlap · 6 shared positions
$MCD$PEP$LNG$KMI$KR$PLTR
$637M
203 positions
#10Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$MCD$ABT$PNC$PEP$TFC
$108M
52 positions
#11RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Some overlap · 7 shared positions
$MCD$PEP$CRWD$TMUS$ABT$BLK
$794M
188 positions
#12LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$PEP$MCD$ABT$PAYX$SYK
$273M
104 positions
#13ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$PEP$MCD$ABT
$878M
73 positions
#14Focused Investors LLCActive
Some overlap · 4 shared positions
$MCD$PEP$MRSH$DIS
$3.0B
23 positions
#15Tandem Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$MCD$ABT$PEP$BLK$SYK
$1.5B
68 positions
#16Kultura Capital Management LPActive
Some overlap · 5 shared positions
$EQT$CRWD$LITE$APP$PLTR
$553M
66 positions
#17Financial & Tax Architects, LLCPassive
Some overlap · 3 shared positions
$MCD$PEP$ABT
$474M
110 positions
#18Smart Portfolios, LLC
Some overlap · 7 shared positions
$MCD$TMUS$PEP$ABT$BLK$DIS
$100M
99 positions
#19VILLERE ST DENIS J & CO LLCPassive
Some overlap · 5 shared positions
$PEP$ABT$UBER$PGR$SYK
$838M
85 positions
#20VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$PEP$MCD$KMI$BLK$ABT
$201M
57 positions
#21CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 5 shared positions
$MCD$PEP$PNC$KR$BLK
$1.1B
157 positions
#22Rheos Capital Works Inc.Active
Some overlap · 6 shared positions
$EQT$PEP$UBER$CRWD$BKR$DIS
$1.8B
82 positions
#23Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$MCD$PEP$ABT$MRSH$GILD$SYK
$467M
118 positions
#24PANORAMIC INVESTMENT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$PEP$ABT$CRWD$PNC
$209M
141 positions
#25Brookmont Capital ManagementActive
Some overlap · 5 shared positions
$MCD$ABT$PNC$PEP$GILD
$186M
61 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.