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Hedge Funds Similar to Weaver

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

Weaver Capital Management LLC is an institutional investor managing $454M across 172 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 Weaver are ITHAKA GROUP, EDGEWOOD, Cornerstone, with shared positions in $SHOP, $APH, $PLTR, $ANET, $ASML, $PLD. The full ranking of 25 similar funds is below.

#1ITHAKA GROUP LLCActive
Some overlap · 4 shared positions
$SHOP$APH$PLTR$ANET
$551M
40 positions
#2EDGEWOOD MANAGEMENT LLCActive
Some overlap · 4 shared positions
$SHOP$APH$ASML$PLD
$9.7B
90 positions
#3Cornerstone Capital, Inc.Active
Some overlap · 3 shared positions
$SHOP$APH$AMGN
$1.1B
120 positions
#4Independent Solutions Wealth Management, LLCActive
Some overlap · 5 shared positions
$SHOP$PLTR$ANET$AMGN$MCD
$766M
194 positions
#5LYELL WEALTH MANAGEMENT, LPPassive
Some overlap · 4 shared positions
$APH$SHOP$ASML$WM
$1.6B
232 positions
#6Equity Wealth Partners, LLCActive
Some overlap · 4 shared positions
$SHOP$PLTR$MCD$ASML
$278M
109 positions
#7Blossom Wealth ManagementActive
Some overlap · 5 shared positions
$APH$MCD$AMGN$WM$ASML
$71M
72 positions
#8Investment Insight Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$SHOP$MCD$ASML$AMGN
$115M
44 positions
#9ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 4 shared positions
$SHOP$ANET$APH$ASML
$4.4B
109 positions
#10SHUTTLEWORTH & CoPassive
Some overlap · 4 shared positions
$APH$PLTR$WM$ANET
$125M
51 positions
#11ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 4 shared positions
$APH$AZO$WM$ASML
$1.3B
109 positions
#12Perennial Advisors, LLCPassive
Some overlap · 4 shared positions
$APH$MCD$ASML$AMGN
$649M
136 positions
#13Community Financial Services Group, LLCPassive
Some overlap · 5 shared positions
$APH$ANET$WM$PLD$MCD
$686M
532 positions
#14Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$APH$MCD$AMGN$PLD
$513M
70 positions
#15Benchmark Investment Advisors LLCPassive
Some overlap · 4 shared positions
$APH$PLTR$ANET$ASML
$228M
70 positions
#16Tower Wealth Partners, Inc.Active
Some overlap · 4 shared positions
$APH$MCD$AMGN$ASML
$203M
101 positions
#17MARIETTA INVESTMENT PARTNERS LLCPassive
Some overlap · 4 shared positions
$APH$PLTR$ANET$ASML
$582M
170 positions
#18Parkwood LLCActive
Some overlap · 3 shared positions
$SHOP$APH$ASML
$1.4B
72 positions
#19Nicholson Wealth Management Group, LLCPassive
Some overlap · 4 shared positions
$APH$MCD$AMGN$PLD
$170M
111 positions
#20Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$SHOP$PLTR$ANET$ASML
$819M
339 positions
#21Ducere Wealth Management LLCPassive
Some overlap · 4 shared positions
$APH$PLTR$ASML$ANET
$333M
135 positions
#22SAWGRASS ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$APH$AZO$ANET$MCD
$757M
193 positions
#23ODDO BHF ASSET MANAGEMENT SASPassive
Some overlap · 4 shared positions
$APH$PLTR$ANET$SHOP
$2.2B
253 positions
#24JOHNSON INVESTMENT COUNSEL INCActive
Some overlap · 4 shared positions
$APH$WM$MCD$ASML
$13.7B
840 positions
#25Capital International InvestorsActive
Some overlap · 4 shared positions
$APH$SHOP$ASML$PSA
$483.6B
446 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.