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Hedge Funds Similar to NEEDHAM INVESTMENT

13F Portfolio OverlapQ1 2026NEEDHAM INVESTMENT portfolio →
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Most similar hedge funds by 13F overlap

NEEDHAM INVESTMENT MANAGEMENT LLC is an institutional investor managing $2.0B across 176 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to NEEDHAM INVESTMENT are Herald Investment Ltd, AWM Investment Company,, Pillsbury Lake, with shared positions in $VICR, $SMCI, $LASR, $ARLO, $VPG, $FORM. The full ranking of 25 similar funds is below.

#1Herald Investment Management LtdActive
Notable overlap · 9 shared positions
$VICR$SMCI$LASR$ARLO$VPG$FORM
$718M
97 positions
#2AWM Investment Company, Inc.Passive
Notable overlap · 4 shared positions
$LASR$VICR$UTI$ARLO
$903M
98 positions
#3Pillsbury Lake Capital LLCPassive
Notable overlap · 4 shared positions
$PDFS$LINC$UTI$CLH
$221M
32 positions
#4Samjo Management, LLCActive
Notable overlap · 4 shared positions
$PDFS$AIP$GENI$ASPN
$231M
55 positions
#5ABSOLUTE INVESTMENT ADVISERS, LLCPassive
Some overlap · 6 shared positions
$TTI$MKSI$VSH$VECO$PSN$AKAM
$852M
122 positions
#6THAMES CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$VRT$MKSI$COHR$AIP
$558M
43 positions
#7Harvey Partners, LLCActive
Some overlap · 5 shared positions
$LASR$THR$MKSI$VPG$MTRX
$1.3B
47 positions
#8Divisar Capital Management LLCActive
Some overlap · 4 shared positions
$PDFS$MKSI$LASR$ADTN
$392M
26 positions
#9NEXT CENTURY GROWTH INVESTORS LLCPassive
Some overlap · 4 shared positions
$LINC$UTI$COHR$ATRO
$1.4B
112 positions
#10SHENKMAN CAPITAL MANAGEMENT INCPassive
Some overlap · 5 shared positions
$SMCI$VSH$TTI$PSN$AKAM
$831M
81 positions
#11Manatuck Hill Partners, LLCPassive
Some overlap · 4 shared positions
$LINC$UTI$AKAM$ADTN
$370M
116 positions
#12Talos Eurisko Asset Management LPActive
Some overlap · 3 shared positions
$VRT$MKSI$AKAM
$585M
23 positions
#13KIM, LLCActive
Some overlap · 4 shared positions
$VSH$TTI$AKAM$ASPN
$976M
64 positions
#14Sender Co & Partners, Inc.Active
Some overlap · 3 shared positions
$LASR$COHR$AKAM
$165M
53 positions
#15Markin Volterra Fund LPActive
Some overlap · 3 shared positions
$VRT$COHR$NVT
$65M
34 positions
#16Roubaix Capital, LLCPassive
Some overlap · 3 shared positions
$PDFS$LASR$VPG
$214M
43 positions
#17MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive
Some overlap · 3 shared positions
$VRT$CLH$NVT
$584M
141 positions
#18BRANT POINT INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$VRT$COHR$CLH$NVT
$776M
130 positions
#19Rithm Capital Corp.Active
Some overlap · 3 shared positions
$VRT$CLH$NVT
$67M
38 positions
#20IRONWOOD INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$VICR$COHR$SMCI$ATRO
$240M
179 positions
#21HANSEATIC MANAGEMENT SERVICES INCPassive
Some overlap · 4 shared positions
$LASR$FORM$COHR$LINC
$104M
80 positions
#22ESSEX INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 4 shared positions
$LINC$CECO$TTI$AIP
$632M
305 positions
#23PERRITT CAPITAL MANAGEMENT INC
Some overlap · 4 shared positions
$LINC$PLAB$CECO$UTI
$60M
79 positions
#24G2 Investment Partners Management LLCPassive
Some overlap · 3 shared positions
$AIP$VPG$ARLO
$406M
71 positions
#25Wellesley Asset ManagementActive
Some overlap · 3 shared positions
$VSH$PSN$AKAM
$953M
54 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.