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 FIRST ADVISORS

13F Portfolio OverlapQ2 2026FIRST ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

FIRST TRUST ADVISORS LP is an institutional investor managing $170.0B across 2,655 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 FIRST ADVISORS are Axecap Investments, Westerkirk, ZEVENBERGEN INVESTMENTS, with shared positions in $FTNT, $KLAC, $CRWD, $ANET, $ROST, $TXN. The full ranking of 25 similar funds is below.

#1Axecap Investments, LLCPassive

Some overlap · 6 shared positions

$FTNT $KLAC $CRWD $ANET $ROST $TXN

$169M

77 positions

#2Westerkirk Capital Inc.Active

Some overlap · 6 shared positions

$FTNT $KLAC $ETN $ANET $ROST $TXN

$1.0B

212 positions

#3ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Some overlap · 6 shared positions

$KLAC $CRWD $PWR $ANET $FIX $DDOG

$4.4B

118 positions

#4RPG Investment Advisory, LLCPassive

Some overlap · 5 shared positions

$FTNT $CRWD $PWR $JCI $NET

$540M

85 positions

#5MIROVAActive

Some overlap · 6 shared positions

$KLAC $CRWD $PWR $VLTO $VZ $DDOG

$2.7B

185 positions

#6Linden Thomas Advisory Services, LLCPassive

Some overlap · 7 shared positions

$KLAC $FTNT $CRWD $ANET $FIX $VZ

$1.3B

552 positions

#7Retireful, LLCPassive

Some overlap · 7 shared positions

$CRWD $KLAC $ANET $STRL $FIX $DDOG

$116M

86 positions

#8NORTHSTAR ASSET MANAGEMENT INCActive

Some overlap · 7 shared positions

$KLAC $ETN $ANET $VLTO $DDOG $CRM

$341M

91 positions

#9PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$KLAC $CRWD $JCI $FIX $DDOG $TXN

$389M

77 positions

#10DARA CAPITAL US, INC.Active

Some overlap · 5 shared positions

$CRWD $FTNT $PWR $JCI $NET

$145M

110 positions

#11Greenline Wealth Management LLCPassive

Some overlap · 6 shared positions

$PWR $KLAC $CRWD $ETN $ANET $STRL

$122M

131 positions

#12Davidson Capital Management Inc.Active

Some overlap · 5 shared positions

$FTNT $KLAC $PWR $ANET $FIX

$604M

99 positions

#13Vest Financial, LLCPassive

Some overlap · 7 shared positions

$KLAC $MLI $SNA $CINF $ROST $VLTO

$9.5B

414 positions

#14OAK RIDGE INVESTMENTS LLCActive

Some overlap · 5 shared positions

$KLAC $CRWD $PWR $NET $DDOG

$1.8B

170 positions

#15NZS Capital, LLCActive

Some overlap · 5 shared positions

$KLAC $CRWD $PWR $NET $TXN

$3.9B

61 positions

#16Freedom Day Solutions, LLCActive

Some overlap · 6 shared positions

$KLAC $PWR $MLI $ANET $FIX $TXN

$455M

133 positions

#17Maytus Capital Management, LLCActive

Some overlap · 6 shared positions

$FTNT $CRWD $ANET $DDOG $TXN $CRM

$636M

62 positions

#18Realta Investment AdvisorsPassive

Some overlap · 5 shared positions

$KLAC $CRWD $PWR $NET $ANET

$342M

362 positions

#19Defiance ETFs, LLCPassive

Some overlap · 5 shared positions

$KLAC $PWR $ETN $NET $TXN

$7.4B

388 positions

#20Markin Volterra Fund LPActive

Some overlap · 5 shared positions

$KLAC $CRWD $PWR $ANET $FIX

$147M

69 positions

#21Leelyn Smith, LLCActive

Some overlap · 5 shared positions

$KLAC $CRWD $ETN $ANET $TXN

$822M

157 positions

#22SIGNET FINANCIAL MANAGEMENT, LLC

Some overlap · 5 shared positions

$FTNT $KLAC $PWR $ANET $ROST

$892M

299 positions

#23Eagle Strategies LLCPassive

Some overlap · 5 shared positions

$KLAC $CRWD $ETN $ANET $CRM

$1.0B

267 positions

#24Robbins FarleyPassive

Some overlap · 5 shared positions

$CRWD $PWR $ETN $SNA $ANET

$262M

158 positions

#25Blue Chip Partners, LLCActive

Some overlap · 4 shared positions

$KLAC $CRWD $PWR $ETN

$1.6B

184 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.