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Hedge Funds Similar to WASHBURN

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

WASHBURN CAPITAL MANAGEMENT, INC. is an institutional investor managing $203M across 56 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 WASHBURN are Mason & Associates, Bouvel Investment Partners, Truvestments, with shared positions in $VICR, $GLW, $VRT, $BA, $CLS, $MS. The full ranking of 25 similar funds is below.

#1Mason & Associates IncActive
Some overlap · 3 shared positions
$VICR$GLW$VRT
$619M
161 positions
#2Bouvel Investment Partners, LLCPassive
Some overlap · 3 shared positions
$VICR$BA$VRT
$442M
84 positions
#3Truvestments Capital LLCPassive
Some overlap · 4 shared positions
$GLW$CLS$MS$STRL
$673M
1,150 positions
#4PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$GLW$CLS$VRT$STRL
$174M
92 positions
#5GUERRA PAN ADVISORS, LLCPassive
Some overlap · 4 shared positions
$GLW$BA$VRT$MS
$179M
118 positions
#6Owen LaRue, LLCPassive
Some overlap · 3 shared positions
$GLW$CLS$MS
$288M
141 positions
#7Telligent Fund, LPActive
Some overlap · 3 shared positions
$GLW$CLS$VRT
$136M
23 positions
#8CAPITAL ADVISORS INC/OKActive
Slight overlap · 3 shared positions
$GLW$BA$MS
$6.8B
374 positions
#9Xcel Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$GLW$BA$MS
$419M
140 positions
#10HARTLINE INVESTMENT CORP/Active
Slight overlap · 4 shared positions
$GLW$MS$VRT$STRL
$1.1B
115 positions
#11Polar Capital Holdings PlcActive
Slight overlap · 3 shared positions
$GLW$CLS$VRT
$42.4B
245 positions
#12LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Slight overlap · 3 shared positions
$GLW$BA$VRT
$152M
84 positions
#13Mystic Asset Management, Inc.Passive
Slight overlap · 3 shared positions
$GLW$BA$MS
$468M
225 positions
#14ShoreHaven Wealth Partners, LLCActive
Slight overlap · 4 shared positions
$GLW$MS$VRT$STRL
$318M
106 positions
#15Redhawk Wealth Advisors, Inc.Passive
Slight overlap · 4 shared positions
$GLW$MS$VRT$CLS
$1.0B
408 positions
#16Financial Plan, Inc.Smart money
Slight overlap · 3 shared positions
$GLW$BA$MS
$1.1B
95 positions
#17MITCHELL CAPITAL MANAGEMENT COPassive
Slight overlap · 3 shared positions
$CLS$GLW$VRT
$657M
117 positions
#18Bannerstone Capital Management, LLCPassive
Slight overlap · 3 shared positions
$CLS$GLW$VRT
$119M
113 positions
#19Westover Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$CLS$GLW$VRT
$602M
240 positions
#20Oakmont Investment Advisors, Inc.Passive
Slight overlap · 3 shared positions
$GLW$MS$VRT
$144M
115 positions
#21Werlinich Asset Management, LLCActive
Slight overlap · 3 shared positions
$GLW$MS$VRT
$262M
58 positions
#22Hobbs Group Advisors, LLCActive
Slight overlap · 3 shared positions
$GLW$MS$VRT
$380M
164 positions
#23Bay Rivers GroupPassive
Slight overlap · 3 shared positions
$CLS$BA$STRL
$293M
126 positions
#24NWAM LLCPassive
Slight overlap · 4 shared positions
$BA$GLW$VRT$AEM
$2.0B
684 positions
#25Hartford Funds Management Co LLCSmart money
Slight overlap · 3 shared positions
$GLW$MS$VRT
$1.3B
98 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.