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Hedge Funds Similar to Yorktown & Research

13F Portfolio OverlapQ1 2026Yorktown & Research portfolio →
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Most similar hedge funds by 13F overlap

Yorktown Management & Research Co Inc is an institutional investor managing $120M across 214 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 Yorktown & Research are Aubrey Ltd, Hood River, Freedom Day Solutions,, with shared positions in $FIX, $SNEX, $ANET, $RBC, $WWD, $BWXT. The full ranking of 25 similar funds is below.

#1Aubrey Capital Management LtdPassive
Notable overlap · 7 shared positions
$FIX$SNEX$ANET$RBC$WWD$BWXT
$186M
50 positions
#2Hood River Capital Management LLCActive
Some overlap · 7 shared positions
$FIX$INSM$FCFS$GH$LITE$APLD
$10.0B
167 positions
#3Freedom Day Solutions, LLCActive
Some overlap · 6 shared positions
$FIX$MLI$FCFS$PRIM$CASY$IBKR
$373M
96 positions
#4WESTFIELD CAPITAL MANAGEMENT CO LPPassive
Some overlap · 5 shared positions
$FIX$FTAI$INSM$AXON$FN
$23.8B
250 positions
#5Gallo Partners, LPPassive
Some overlap · 6 shared positions
$FIX$RBC$WWD$IBP$MTZ$MLI
$52M
39 positions
#6VMS Asset Management LimitedActive
Some overlap · 4 shared positions
$FIX$FN$KLAC$LITE
$164M
23 positions
#7TimesSquare Capital Management, LLCActive
Some overlap · 7 shared positions
$FIX$PANW$INSM$AXON$CW$IBKR
$5.9B
151 positions
#8Davidson Capital Management Inc.Active
Some overlap · 8 shared positions
$FIX$KLAC$ANET$PANW$MEDP$IBKR
$552M
93 positions
#9Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$FIX$KLAC$ANET$MEDP
$2.0B
162 positions
#10Dorsey Wright & AssociatesPassive
Some overlap · 6 shared positions
$FIX$FN$CW$MEDP$LITE$MTZ
$807M
158 positions
#11Retireful, LLCPassive
Some overlap · 6 shared positions
$FIX$FTAI$WWD$CW$LITE$MTZ
$71M
84 positions
#12SCALAR GAUGE MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$FIX$FN$CAMT
$104M
26 positions
#13New Millennium Group LLC
Some overlap · 4 shared positions
$FIX$PANW$CW$IBKR
$231M
407 positions
#14AdvisorShares Investments LLCPassive
Some overlap · 5 shared positions
$FIX$IESC$MLI$CASY$GFI
$549M
280 positions
#15Bannerstone Capital Management, LLCPassive
Some overlap · 6 shared positions
$FIX$FTAI$PANW$CW$SNPS$APLD
$108M
97 positions
#164D Advisors, LLCPassive
Some overlap · 4 shared positions
$FIX$AXON$CECO$MPWR
$158M
34 positions
#17Sphera Management Technology Funds LtdActive
Some overlap · 5 shared positions
$NVMI$PANW$KLAC$ANET$CAMT
$178M
55 positions
#18Benchmark Investment Advisors LLCPassive
Some overlap · 4 shared positions
$FIX$PANW$KLAC$ANET
$172M
76 positions
#19WASATCH ADVISORS LPActive
Some overlap · 5 shared positions
$FN$NVMI$RBC$CAMT$MEDP
$15.1B
213 positions
#20THAMES CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$FIX$FN$PRIM$LITE
$558M
43 positions
#21Granahan Investment Management, LLCActive
Some overlap · 5 shared positions
$FIX$FTAI$AXON$RBC$MOD
$2.1B
149 positions
#22Castle Hook Partners LPSmart money
Some overlap · 3 shared positions
$FIX$INSM$LITE
$23.4B
50 positions
#23Illumine Investment Management, LLCPassive
Some overlap · 5 shared positions
$FN$FIX$SNPS$ANET$IBKR
$130M
92 positions
#24DRIEHAUS CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$FN$FTAI$CW$MOD$GH$LITE
$13.6B
355 positions
#25Inspire Investing, LLCPassive
Some overlap · 7 shared positions
$KLAC$ANET$IBKR$CW$CASY$MPWR
$1.2B
1,107 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.