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Hedge Funds Similar to Warm Springs Advisors

13F Portfolio OverlapQ2 2026Warm Springs Advisors portfolio →
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Most similar hedge funds by 13F overlap

Warm Springs Advisors Inc. is an institutional investor managing $145M across 45 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 Warm Springs Advisors are Bienville, DEEPWATER ASSET, WORMSER FRERES GESTION, with shared positions in $SOFI, $CRWV, $RDDT, $RBRK, $ISRG, $NU. The full ranking of 25 similar funds is below.

#1Bienville Capital Management, LLCPassive
Notable overlap · 4 shared positions
$SOFI$CRWV$RDDT$RBRK
$750M
95 positions
#2DEEPWATER ASSET MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$ISRG$RDDT$RBRK$NU
$220M
35 positions
#3WORMSER FRERES GESTIONActive
Some overlap · 5 shared positions
$ISRG$NOW$TMO$SYK$DHR
$177M
66 positions
#4Sandhill Capital Partners LLCActive
Some overlap · 5 shared positions
$ISRG$NOW$BLK$QCOM$SYK
$1.2B
98 positions
#5Renaissance Capital LLCPassive
Some overlap · 3 shared positions
$CRWV$RDDT$RBRK
$181M
52 positions
#6Aspex Management (HK) LtdActive
Some overlap · 4 shared positions
$CRWV$GRAB$NU$QCOM
$8.9B
27 positions
#7Sivik Global Healthcare LLCActive
Some overlap · 4 shared positions
$ISRG$TMO$SYK$DHR
$132M
34 positions
#8FirstWave Capital Management LLCPassive
Some overlap · 4 shared positions
$RDDT$RBRK$NU$CRWV
$227M
63 positions
#9Harvest Portfolios Group Inc.Active
Some overlap · 6 shared positions
$SOFI$RDDT$TMO$ISRG$SYK$DHR
$7.1B
267 positions
#10S.E.E.D. Planning Group LLCPassive
Some overlap · 3 shared positions
$ISRG$TMO$SYK
$379M
88 positions
#11Biondo Investment Advisors, LLCActive
Some overlap · 3 shared positions
$ISRG$NOW$DUK
$817M
89 positions
#12INTERCAPITAL, LLCPassive
Some overlap · 3 shared positions
$CRWV$RDDT$CELH
$401M
121 positions
#13Capstone Capital Management LtdPassive
Some overlap · 3 shared positions
$CRWV$NOW$QCOM
$224M
160 positions
#14Sullivan Wood Capital Management LLCSmart money
Some overlap · 3 shared positions
$SOFI$NU$CELH
$73M
23 positions
#15BENDER ROBERT & ASSOCIATESActive
Some overlap · 3 shared positions
$ISRG$NOW$DUK
$481M
39 positions
#16Arlington Financial Advisors, LLCActive
Some overlap · 3 shared positions
$ISRG$NU$BLK
$787M
107 positions
#17Orion Capital Management LLCPassive
Some overlap · 3 shared positions
$ISRG$QCOM$BLK
$323M
511 positions
#18FLOYD FINANCIAL GROUP LLCActive
Some overlap · 4 shared positions
$CRWV$RDDT$SOFI$QCOM
$153M
65 positions
#19HealthInvest Partners ABActive
Some overlap · 3 shared positions
$ISRG$TMO$SYK
$372M
39 positions
#20Wilian Securities, LLCPassive
Some overlap · 4 shared positions
$NOW$TMO$ISRG$SYK
$169M
89 positions
#21MayTech Global Investments, LLCSmart money
Some overlap · 3 shared positions
$ISRG$NU$SYK
$900M
22 positions
#22D1 Capital Partners L.P.Smart money
Some overlap · 5 shared positions
$RDDT$TMO$NU$ISRG$DHR
$34.8B
55 positions
#23Ravenstone Capital Management Inc.Active
Some overlap · 3 shared positions
$ISRG$TMO$DHR
$244M
54 positions
#24McGuire Investment Group, LLCActive
Some overlap · 5 shared positions
$TMO$ISRG$QCOM$BLK$SYK
$1.1B
137 positions
#25LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 5 shared positions
$NOW$TMO$QCOM$SYK$DHR
$10.3B
565 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.