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Hedge Funds Similar to SHAKER INVESTMENTS

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

SHAKER INVESTMENTS LLC/OH is an institutional investor managing $278M across 87 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 SHAKER INVESTMENTS are Davidson, Legacy Bridge, STRATEGIC PLANNING GROUP, with shared positions in $VRT, $FIX, $ANET, $FTNT, $IRMD, $MPWR. The full ranking of 25 similar funds is below.

#1Davidson Capital Management Inc.Active
Notable overlap · 7 shared positions
$VRT$FIX$ANET$FTNT$IRMD$MPWR
$624M
96 positions
#2Legacy Bridge, LLCPassive
Notable overlap · 6 shared positions
$ANET$VRT$ETN$STX$ASML$STRL
$324M
322 positions
#3STRATEGIC PLANNING GROUP, LLCActive
Some overlap · 6 shared positions
$ANET$FIX$MS$ETN$ASML$STRL
$918M
75 positions
#4PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive
Some overlap · 7 shared positions
$ANET$MPWR$VRT$ETN$UBER$STRL
$671M
197 positions
#5Bluebird Wealth Management LLCPassive
Some overlap · 6 shared positions
$VRT$ANET$ETN$RDDT$ASML$UBER
$115M
89 positions
#6Retireful, LLCPassive
Some overlap · 5 shared positions
$ANET$VRT$FIX$STX$STRL
$107M
81 positions
#7Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$ANET$VRT$FIX$ASML$UBER
$228M
70 positions
#8PMC FIG Opportunities LLCPassive
Some overlap · 3 shared positions
$AX$WTFC$MS
$63M
33 positions
#9Left Brain Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ANET$VRT$STX$MPWR$UBER
$332M
99 positions
#10Advocacy Wealth Management, LLCActive
Some overlap · 5 shared positions
$ANET$VRT$ETN$ASML$UBER
$2.8B
151 positions
#11FCF Advisors LLCPassive
Some overlap · 5 shared positions
$ANET$VRT$STX$NXT$STRL
$544M
58 positions
#12Geneva Partners, LLCPassive
Some overlap · 5 shared positions
$VRT$FIX$STX$ASML$STRL
$375M
75 positions
#13Greenfield Seitz Capital Management, LLCPassive
Some overlap · 5 shared positions
$MCHP$ETN$ANET$ASML$UBER
$336M
107 positions
#14SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$VRT$ANET$FTNT$ASML$UBER
$255M
144 positions
#15Freedom Day Solutions, LLCActive
Some overlap · 5 shared positions
$FIX$CASY$MS$ANET$ASML
$452M
134 positions
#16Winslow Capital Management, LLCActive
Some overlap · 5 shared positions
$ANET$VRT$STX$MS$ASML
$29.1B
66 positions
#17Sidoxia Capital Management, LLCPassive
Some overlap · 5 shared positions
$VRT$FIX$ANET$STRL$RDDT
$136M
88 positions
#18POINCIANA ADVISORS GROUP, LLCActive
Some overlap · 4 shared positions
$FIX$ANET$VRT$FTNT
$135M
113 positions
#19ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 6 shared positions
$VRT$MPWR$ANET$UBER$FIX$ASML
$4.4B
109 positions
#20Mezzasalma Advisors, LLCPassive
Some overlap · 4 shared positions
$ANET$VRT$STX$FIX
$498M
171 positions
#21Bensler, LLCPassive
Some overlap · 6 shared positions
$ANET$FIX$VRT$ASML$UBER$STRL
$1.1B
198 positions
#22Seascape Capital ManagementPassive
Some overlap · 4 shared positions
$ANET$VRT$FTNT$ORLY
$417M
96 positions
#23Nordwand Advisors, LLCPassive
Some overlap · 4 shared positions
$VRT$ETN$MS$CASY
$652M
146 positions
#24Night Squared LPPassive
Some overlap · 5 shared positions
$ETN$FIX$STX$ANET$ASML
$930M
69 positions
#25TCW GROUP INCActive
Some overlap · 5 shared positions
$ANET$ETN$VRT$ASML$ORLY
$14.9B
640 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.