How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to MOODY NATIONAL BANK DIVISION

13F Portfolio OverlapQ2 2026MOODY NATIONAL BANK DIVISION portfolio →

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Most similar hedge funds by 13F overlap

MOODY NATIONAL BANK TRUST DIVISION is an institutional investor managing $1.2B across 496 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 MOODY NATIONAL BANK DIVISION are Granahan Investment, G2 Investment Partners, Pembroke , LTD, with shared positions in $PRCH, $FPS, $SIMO, $VCTR, $FTAI, $MOD. The full ranking of 25 similar funds is below.

#1Granahan Investment Management, LLCPassive

Notable overlap · 11 shared positions

$PRCH $FPS $SIMO $VCTR $FTAI $MOD

$2.8B

150 positions

#2G2 Investment Partners Management LLCPassive

Some overlap · 4 shared positions

$PRCH $FPS $MOD $TTMI

$549M

73 positions

#3Pembroke Management, LTDPassive

Some overlap · 4 shared positions

$PRCH $VCTR $MOD $TKR

$637M

78 positions

#4Tribune Investment Group LPActive

Slight overlap · 4 shared positions

$FPS $FTAI $TKR $CRS

$247M

34 positions

#5Lisanti Capital Growth, LLCPassive

Slight overlap · 4 shared positions

$SIMO $MOD $MRCY $CRS

$455M

109 positions

#6Yorktown Management & Research Co IncPassive

Slight overlap · 4 shared positions

$FTAI $MOD $FPS $AXON

$163M

249 positions

#7Portolan Capital Management, LLCPassive

Slight overlap · 3 shared positions

$PRCH $MOD $TTMI

$2.7B

148 positions

#8HARBOR CAPITAL ADVISORS, INC.Passive

Slight overlap · 4 shared positions

$SIMO $MOD $PRCH $INDI

$1.5B

1,213 positions

#9NEXT CENTURY GROWTH INVESTORS LLCPassive

Slight overlap · 3 shared positions

$FPS $FTAI $CRS

$1.9B

113 positions

#10SG Capital Management LLCPassive

Slight overlap · 3 shared positions

$SIMO $FTAI $CRS

$1.2B

80 positions

#11OBERWEIS ASSET MANAGEMENT INC/Active

Slight overlap · 3 shared positions

$SIMO $MRCY $CRS

$4.8B

176 positions

#12NEUMEIER POMA INVESTMENT COUNSEL LLCActive

Slight overlap · 3 shared positions

$SIMO $MOD $TTMI

$1.5B

42 positions

#13DRIEHAUS CAPITAL MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$SIMO $MOD $CRS

$17.3B

354 positions

#14Candelo Capital Management LPPassive

Slight overlap · 3 shared positions

$MOD $MRCY $TKR

$162M

34 positions

#15Nicholas Investment Partners, LPPassive

Slight overlap · 3 shared positions

$FTAI $MOD $CRS

$1.8B

204 positions

#16FRONTIER CAPITAL MANAGEMENT CO LLCPassive

Slight overlap · 3 shared positions

$FTAI $MOD $INDI

$10.7B

300 positions

#17Intrinsic Edge Capital Management LLCPassive

Slight overlap · 3 shared positions

$MOD $MRX $CRS

$967M

120 positions

#18EMERALD ADVISERS, LLCPassive

Slight overlap · 3 shared positions

$MOD $MRCY $TTMI

$4.2B

237 positions

#19EMERALD MUTUAL FUND ADVISERS TRUSTPassive

Slight overlap · 3 shared positions

$MOD $MRCY $TTMI

$2.8B

197 positions

#20J. Goldman & Co LPPassive

Slight overlap · 3 shared positions

$FTAI $DOV $AXON

$3.9B

684 positions

#21CVFG LLCPassive

Slight overlap · 3 shared positions

$SIMO $CRS $TTMI

$952M

250 positions

#22NAVELLIER & ASSOCIATES INCPassive

Slight overlap · 3 shared positions

$SIMO $CRS $TTMI

$1.3B

322 positions

#23WESTFIELD CAPITAL MANAGEMENT CO LPPassive

Slight overlap · 3 shared positions

$FTAI $CRS $AXON

$30.6B

278 positions

#24HANSEATIC MANAGEMENT SERVICES INCPassive

Slight overlap · 3 shared positions

$MOD $CRS $TTMI

$136M

83 positions

#25Future Fund LLCPassive

Slight overlap · 3 shared positions

$MRCY $CRS $AXON

$349M

118 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.